Focused Investors LLC

Latest statistics and disclosures from Focused Investors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are JNJ, AXP, MCD, MSFT, TGT, and represent 27.76% of Focused Investors's stock portfolio.
  • Added to shares of these 1 stocks: ZMH (+$31.92M).
  • Reduced shares in these 10 stocks: WFC (-$43.54M), AXP, JNJ, MSFT, MCD, MS, TGT, GS, WMT, PEP.
  • Focused Investors was a net seller of stock by $58.52M.
  • Focused Investors has $2.63B in assets under management (AUM), growing by 4.50%.

Focused Investors portfolio companies for December 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Johnson & Johnson (JNJ) 5.66 1.29M 115.21 119.52
American Express Company (AXP) 5.62 2.00M -2.00% 74.08 79.86
McDonald's Corporation (MCD) 5.56 1.20M 121.72 127.85
Microsoft Corporation (MSFT) 5.48 2.32M 62.14 64.36
Target Corporation (TGT) 5.44 1.98M 72.23 65.94
Morgan Stanley (MS) 5.38 3.36M 42.25 46.52
CVS Caremark Corporation (CVS) 5.31 1.77M 78.91 80.16
Wal-Mart Stores (WMT) 5.24 2.00M 69.12 71.71
Goldman Sachs (GS) 4.91 540200 -2.00% 239.45 251.73
Pepsi (PEP) 4.91 1.24M 104.63 109.41
International Business Machines (IBM) 4.87 772200 165.99 181.15
Anthem 4.58 838200 143.77 0.00
Zimmer Holdings (ZMH) 4.56 1.16M +36.00% 103.20 113.56
JPMorgan Chase & Co. (JPM) 4.45 1.36M 86.29 91.06
United Technologies Corporation (UTX) 4.36 1.05M 109.62 112.66
UnitedHealth (UNH) 3.95 650800 160.04 160.57
Time Warner (TWX) 3.58 976600 -2.00% 96.53 96.32
Coca-Cola Company (KO) 3.54 2.25M 41.46 41.60
3M Company (MMM) 3.50 516600 178.57 186.04
Aetna (AET) 3.34 710000 124.01 128.79
Wells Fargo & Company (WFC) 2.18 1.04M -43.00% 55.11 58.36
Diageo (DEO) 1.87 473700 -2.00% 103.94 114.75
Bed Bath & Beyond (BBBY) 1.70 1.10M 40.64 41.14

Past 13F-HR SEC Filings for Focused Investors

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