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

Past 13F-HR SEC Filings by Focused Investors

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