WM
| |
Washington Mutual Investors FundMutual Fund | |
| Washington Mutual Investors Fund | |
| Last update 2025-02-28 | 188 Stocks (11 new) |
| Value $10.79 Bil | Turnover 5 % |
Washington Mutual Investors Fu... Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO | Broadcom Inc | 4,024,359 | 933,007.4 | -2.32% | 8.650 | -0.15% | 0.090 | +21.75% | +4.73% | 1,138,200.7 | Semiconductors | |
MSFT | Microsoft Corp | 1,452,318 | 612,152.0 | -0.64% | 5.670 | -0.04% | 0.020 | +16.18% | +9.64% | 3,421,645.9 | Software | |
UNH | UnitedHealth Group Inc | 551,562 | 279,013.2 | -5.33% | 2.590 | -0.17% | 0.060 | -36.16% | -40.06% | 273,874.8 | Healthcare Plans | |
AAPL | Apple Inc | 1,087,554 | 272,345.3 | -0.71% | 2.520 | -0.02% | 0.010 | -16.84% | -19.60% | 2,999,860.7 | Hardware | |
LLY | Eli Lilly and Co | 334,946 | 258,578.3 | -5.63% | 2.400 | -0.16% | 0.040 | -19.71% | -4.09% | 662,232.7 | Drug Manufacturers | |
PM | Philip Morris International Inc | 2,063,727 | 248,369.5 | +0.49% | 2.300 | +0.01% | 0.130 | +17.33% | +51.38% | 281,091.4 | Tobacco Products | |
MMC | Marsh & McLennan Companies Inc | 1,160,301 | 246,459.5 | -0.45% | 2.280 | -0.01% | 0.240 | -1.43% | +10.79% | 115,130.8 | Insurance | |
JPM | JPMorgan Chase & Co | 739,081 | 177,165.1 | -10.80% | 1.640 | -0.17% | 0.030 | +0.37% | +11.38% | 733,680.9 | Banks | |
CMCSA | Comcast Corp | 3,923,967 | 147,266.5 | +4.06% | 1.360 | +0.05% | 0.100 | -2.78% | -6.27% | 129,074.1 | Telecommunication Services | |
BLK | BlackRock Inc | 143,132 | 146,726.0 | +3.28% | 1.360 | +0.04% | 0.090 | +0.76% | -3.89% | 151,810.6 | Asset Management |
Washington Mutual Investors Fund's Historical Top Holdings Breakdowns
Washington Mutual Investors Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMGN | Amgen Inc | 2024-12-31 | Add | +0.42% | 258.78 ($296.32) 328.35 | $288.18 | -2.75% | Add 124.45% | 308,662 | 171,144 | |
GM | General Motors Co | 2024-12-31 | Reduce | -0.40% | 44.82 ($52.49) 60.2 | $49.61 | -5.49% | Reduce -63.97% | 542,928 | -963,770 | |
IBM | International Business Machines Corp | 2024-12-31 | New Buy | +0.37% | 204.9 ($222.76) 238.04 | $259.06 | 16.30% | New holding | 183,437 | 183,437 | |
LIN | Linde PLC | 2024-12-31 | Add | +0.31% | 417.66 ($455.41) 486.45 | $467.58 | 2.67% | Add 48.79% | 242,922 | 79,659 | |
HON | Honeywell International Inc | 2024-12-31 | Add | +0.28% | 202.88 ($221.51) 236 | $226.67 | 2.33% | Add 295.61% | 183,041 | 136,773 | |
MRK | Merck & Co Inc | 2024-12-31 | Reduce | -0.25% | 96.31 ($102.91) 112.08 | $76.84 | -25.33% | Reduce -44.27% | 300,318 | -238,546 | |
ABBV | AbbVie Inc | 2024-12-31 | Reduce | -0.24% | 164.99 ($183.65) 203.87 | $186.11 | 1.34% | Reduce -14.6% | 775,960 | -132,689 | |
GOOG | Alphabet Inc | 2024-12-31 | Reduce | -0.22% | 163.06 ($176.63) 198.16 | $172.85 | -2.14% | Reduce -17.26% | 685,115 | -142,888 | |
ICE | Intercontinental Exchange Inc | 2024-12-31 | Reduce | -0.22% | 148.29 ($158.35) 166.9 | $179.80 | 13.55% | Reduce -77.47% | 43,188 | -148,537 | |
MCD | McDonald's Corp | 2024-12-31 | Reduce | -0.22% | 288.47 ($298.11) 316.56 | $313.85 | 5.28% | Reduce -54.52% | 65,698 | -78,743 |
Washington Mutual Investors Fund Total Holding History ($B)
Washington Mutual Investors Fund's Asset Allocation
Washington Mutual Investors Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Washington Mutual Investors Fund's Hypothetical Growth since 2024-12-31
Washington Mutual Investors Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Washington Mutual Investors Fund's Holdings Heat Map
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Washington Mutual Investors Fund's Holdings Bubble Chart
Washington Mutual Investors Fund News
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