Focused Investors

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

  • Top 5 stock holdings are MSFT, JNJ, UNH, Anthem, TGT, and represent 37.91% of Focused Investors's stock portfolio.
  • Added to shares of these 10 stocks: TJX (+$43.31M), UTX (+$22.49M), JNJ (+$20.39M), MSFT, Anthem, UNH, TGT, AXP, MCD, JPM.
  • Started 1 new stock positions in TJX.
  • Reduced shares in these 3 stocks: ZMH (-$5.39M), PEP, KO.
  • Focused Investors was a net buyer of stock by $98.22M.
  • Focused Investors has $2.00B in assets under management (AUM), dropping by -20.54%.

Portfolio Holdings for Focused Investors

Companies in the Focused Investors portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Microsoft Corporation (MSFT) 8.81 1.12M 157.71
Johnson & Johnson (JNJ) 8.79 1.34M +13% 131.13
UnitedHealth (UNH) 7.63 612900 249.38
Anthem 7.10 626200 227.04
Target Corporation (TGT) 5.59 1.20M 92.97
American Express Company (AXP) 5.51 1.29M 85.61
United Technologies Corporation (UTX) 5.37 1.14M +26% 94.33
McDonald's Corporation (MCD) 5.29 640900 165.35
Pepsi (PEP) 4.71 785200 120.10
Morgan Stanley (MS) 4.26 2.51M 34.00
Zimmer Holdings (ZMH) 4.19 831500 -6% 101.08
Cigna Corp New 4.13 466600 177.18
JPMorgan Chase & Co. (JPM) 4.12 916800 90.03
Bank of America Corporation (BAC) 3.83 3.61M 21.23
Home Depot (HD) 3.78 405500 186.71
Goldman Sachs (GS) 3.31 429300 154.59
Coca-Cola Company (KO) 3.16 1.43M 44.25
CVS Caremark Corporation (CVS) 2.48 839100 59.33
FedEx Corporation (FDX) 2.29 377800 121.26
TJX Companies (TJX) 2.16 905900 NEW 47.81
Diageo (DEO) 1.95 307300 127.12
Viacomcbs Inc 1.55 2.22M 14.01

Past Filings by Focused Investors

View past SEC 13F filings by Focused Investors

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