13F Reports

13F Summary of Dodge & Cox

Update to 2023Q2

Summary

  • In terms of stock investments, the health care sector comprises the largest allocation in the portfolio of Dodge & Cox, accounting for 19.55%.
  • The largest capital change in this quarter is estimated to come from GE with decreased holdings.
  • OXY has been the largest holding for the past 20 quarters, with an investment amount of 3.77% and an estimated unrealized gain/loss of 45% to 50%.
  • According to Growin's estimation, 90% of the top 20 holdings in this quarter are in a profitable phase, with MSFT showing the highest returns and RTX showing the lowest returns.
    (The third and fourth points are estimated based on the most recent close prices.)

Quarter on Quarter

AUM Chg.

1.61%

+$2.26B

2023Q1$140.23B

2023Q2$142.49B

Shares Chg.

6.15%

-12

2023Q1195

2023Q2183

Chg. of Investment AUM Top5

RankingNew BuyAddReduceSold Out
1
KMX
NSC
GE
NVDA
2-
BKR
META
SNOW
3-
TFC
FDX
AI
4-
CVS
NVS
HZNP
5-
BABA
GOOG
PSTG

13F Details of Dodge & Cox

Update to 2023Q2

Holdings

Portfolio Historical Statistics

Estimated Cost of Top 20