Focused Investors LLC

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

  • Top 5 stock holdings are ZMH, CVS, JNJ, AXP, Anthem, and represent 29.43% of Focused Investors's stock portfolio.
  • Added to shares of these 4 stocks: ZMH (+$32.98M), CVS (+$27.44M), AET (+$19.59M), Anthem (+$17.63M).
  • Reduced shares in these 10 stocks: BBBY (-$37.06M), MCD, JNJ, MSFT, WMT, IBM, PEP, UTX, TGT, TWX.
  • Focused Investors was a net buyer of stock by $48.33M.
  • Focused Investors has $2.77B in assets under management (AUM), growing by 5.19%.

Focused Investors portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Zimmer Holdings (ZMH) 6.32 1.43M +23.00% 122.11 113.56
CVS Caremark Corporation (CVS) 6.01 2.12M +19.00% 78.50 82.44
Johnson & Johnson (JNJ) 5.78 1.29M 124.55 123.47
American Express Company (AXP) 5.68 1.99M 79.11 79.25
Anthem 5.64 944800 +12.00% 165.38 0.00
McDonald's Corporation (MCD) 5.59 1.19M 129.61 139.93
Microsoft Corporation (MSFT) 5.49 2.31M 65.86 68.46
Morgan Stanley (MS) 5.17 3.35M 42.84 43.37
Wal-Mart Stores (WMT) 5.16 1.98M 72.08 75.18
Pepsi (PEP) 4.96 1.23M 111.86 113.28
International Business Machines (IBM) 4.82 766700 174.14 160.29
Goldman Sachs (GS) 4.46 538200 229.72 223.80
JPMorgan Chase & Co. (JPM) 4.30 1.36M 87.84 87.00
United Technologies Corporation (UTX) 4.22 1.04M 112.21 118.99
Aetna (AET) 3.98 863600 +21.00% 127.55 135.07
Target Corporation (TGT) 3.93 1.97M 55.19 55.85
UnitedHealth (UNH) 3.83 647400 164.01 174.88
3M Company (MMM) 3.55 513300 191.33 195.83
Time Warner (TWX) 3.42 969700 97.71 99.27
Coca-Cola Company (KO) 3.42 2.23M 42.44 43.15
Wells Fargo & Company (WFC) 2.08 1.04M 55.66 53.84
Diageo (DEO) 1.96 470200 115.58 117.43
Bed Bath & Beyond (BBBY) 0.23 161300 -85.00% 39.46 38.75

Past 13F-HR SEC Filings for Focused Investors

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