Focused Investors

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

  • Top 5 stock holdings are AXP, Anthem, CVS, ZMH, JNJ, and represent 28.90% of Focused Investors's stock portfolio.
  • Added to shares of these 1 stocks: CBS (+$28.34M).
  • Reduced shares in these 10 stocks: Anthem, AXP, CVS, JNJ, ZMH, MS, MSFT, MCD, WMT, PEP.
  • Focused Investors was a net seller of stock by $39.14M.
  • Focused Investors has $2.36B in assets under management (AUM), growing by 0.16%.

Companies in the Focused Investors portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
American Express Company (AXP) 6.07 1.58M -2% 90.46
Anthem 5.96 740400 -2% 189.88
CVS Caremark Corporation (CVS) 5.74 1.66M -2% 81.32
Zimmer Holdings (ZMH) 5.58 1.12M -2% 117.09
Johnson & Johnson (JNJ) 5.55 1.01M -2% 130.01
Morgan Stanley (MS) 5.42 2.65M -2% 48.17
Microsoft Corporation (MSFT) 5.24 1.66M -2% 74.49
Wal-Mart Stores (WMT) 5.16 1.56M -2% 78.14
McDonald's Corporation (MCD) 5.12 769800 -2% 156.68
Pepsi (PEP) 4.57 965700 -2% 111.43
Aetna (AET) 4.56 676000 -2% 159.01
JPMorgan Chase & Co. (JPM) 4.24 1.05M -3% 95.51
Goldman Sachs (GS) 4.23 420200 -2% 237.19
UnitedHealth (UNH) 4.21 507200 -2% 195.85
United Technologies Corporation (UTX) 4.03 817600 -2% 116.08
CBS Corporation (CBS) 4.00 1.62M +43% 58.00
Target Corporation (TGT) 3.87 1.55M -2% 59.01
Coca-Cola Company (KO) 3.36 1.76M -2% 45.01
Time Warner (TWX) 3.31 761400 -2% 102.45
3M Company (MMM) 2.97 333600 -2% 209.90
International Business Machines (IBM) 2.83 459600 -2% 145.08
Diageo (DEO) 2.08 370400 -3% 132.13
Wells Fargo & Company (WFC) 1.91 817700 -2% 55.15

Past 13F-HR SEC Filings by Focused Investors

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