Dodge & Cox
13F Summary of Dodge & Cox
Update to 2024Q1
Summary
- In terms of stock investments, the health care sector comprises the largest allocation in the portfolio of Dodge & Cox, accounting for 21.90%.
- The largest capital change in this quarter is estimated to come from IFF with increased holdings.
- WFC has been the largest holding for the past 20 quarters, with an investment amount of 4.00% and an estimated unrealized gain/loss of 75% to 80%.
- 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.
10.13%
+$15.33B
2023Q4$151.37B
2024Q1$166.71B
Shares Chg.
1.05%
+2
2023Q4190
2024Q1192
13F Details of Dodge & Cox
Update to 2024Q1