Focused Investors

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

  • Top 5 stock holdings are ZMH, Anthem, CVS, AXP, JNJ, and represent 29.91% of Focused Investors's stock portfolio.
  • Added to shares of these 1 stocks: CBS (+$72.47M).
  • Started 1 new stock positions in CBS.
  • Reduced shares in these 10 stocks: MCD (-$61.42M), IBM (-$45.15M), MSFT (-$41.43M), ZMH (-$35.52M), MMM (-$35.37M), Anthem (-$34.31M), JNJ (-$33.11M), CVS (-$32.86M), AXP (-$30.57M), WMT (-$28.80M).
  • Sold out of its positions in BBBY.
  • Focused Investors was a net seller of stock by $567.10M.
  • Focused Investors has $2.35B in assets under management (AUM), dropping by -15.05%.

Companies in the Focused Investors portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Zimmer Holdings (ZMH) 6.31 1.16M -19% 128.40
Anthem 6.09 762400 -19% 188.13
CVS Caremark Corporation (CVS) 5.85 1.71M -19% 80.46
American Express Company (AXP) 5.83 1.63M -18% 84.24
Johnson & Johnson (JNJ) 5.82 1.04M -19% 132.29
McDonald's Corporation (MCD) 5.16 793000 -33% 153.16
Wal-Mart Stores (WMT) 5.16 1.60M -19% 75.68
Morgan Stanley (MS) 5.16 2.73M -18% 44.56
Microsoft Corporation (MSFT) 5.00 1.71M -26% 68.93
Pepsi (PEP) 4.88 994800 -19% 115.49
Aetna (AET) 4.49 696000 -19% 151.83
United Technologies Corporation (UTX) 4.37 841800 -19% 122.11
JPMorgan Chase & Co. (JPM) 4.19 1.08M -20% 91.40
UnitedHealth (UNH) 4.11 522200 -19% 185.42
Goldman Sachs (GS) 4.08 432600 -19% 221.90
Target Corporation (TGT) 3.54 1.59M -19% 52.29
Coca-Cola Company (KO) 3.46 1.81M -18% 44.85
Time Warner (TWX) 3.34 783700 -19% 100.41
International Business Machines (IBM) 3.09 473200 -38% 153.83
CBS Corporation (CBS) 3.08 1.14M NEW 63.78
3M Company (MMM) 3.04 343400 -33% 208.19
Wells Fargo & Company (WFC) 1.98 840300 -18% 55.41
Diageo (DEO) 1.96 384800 -18% 119.83

Past 13F-HR SEC Filings by Focused Investors

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