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
13F Details of Dodge & Cox
Update to 2023Q2