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Dodge & Cox

Dodge & Cox

Representative

Van Duyn Dodge

Style

Value

AUM

156.75B

Dodge & Cox is an actively managed mutual fund com...

13F Summary of Dodge & Cox

Update to 2023Q4

Summary

  • In terms of stock investments, the health care sector comprises the largest allocation in the portfolio of Dodge & Cox, accounting for 21.71%.
  • The largest capital change in this quarter is estimated to come from IFF with established positions.
  • SCHW has been the largest holding for the past 20 quarters, with an investment amount of 3.93% and an estimated unrealized gain/loss of 55% to 60%.
  • According to Growin's estimation, 95% of the top 20 holdings in this quarter are in a profitable phase, with MSFT showing the highest returns and CHTR showing the lowest returns.
    (The third and fourth points are estimated based on the most recent close prices.)

Quarter on Quarter

AUM Chg.

6.81%

+$9.65B

2023Q3$141.72B

2023Q4$151.37B

Shares Chg.

2.15%

+4

2023Q3186

2023Q4190

Chg. of Investment AUM Top5

RankingNew BuyAddReduceSold Out
1
IFF
AVTR
DELL
LBTYK
2
AVGO
RTX
GE
LBTYA
3
HDB
ZBH
GOOG
-
4
TSM
BAX
OXY
-
5
VLTO
SCHW
COF
-

13F Details of Dodge & Cox

Update to 2023Q4

Holdings

Portfolio Historical Statistics

Estimated Cost of Top 20