Everyone wants to be a superinvestor.
Only a few investors can outperform the market with more than 5% per year.
Here are the 20 most owned stocks by the best investors in the world:
Only a few investors can outperform the market with more than 5% per year.
Here are the 20 most owned stocks by the best investors in the world:
1. Alphabet ($GOOGL)
Google has a monopoly in digital advertisements. Munger once stated that $GOOGL has one of the widest moats he has ever seen.
- Profit Margin: 29.5%
- ROIC: 23.9%
- Earnings Yield: 3.8%
- Exp. yearly EPS Growth (3 yr): 12.4%
- CAGR since IPO: 22.7%
Google has a monopoly in digital advertisements. Munger once stated that $GOOGL has one of the widest moats he has ever seen.
- Profit Margin: 29.5%
- ROIC: 23.9%
- Earnings Yield: 3.8%
- Exp. yearly EPS Growth (3 yr): 12.4%
- CAGR since IPO: 22.7%
2. Microsoft ($MSFT)
Microsoft operates as a software company. Word, Excel β¦ are all applications of $MSFT. Their cloud segment grows very fast.
- Profit Margin: 36.7%
- ROIC: 28.1%
- Earnings Yield: 3.0%
- Exp. yearly EPS Growth (3 yr): 12.7%
- CAGR since IPO: 22.7%
Microsoft operates as a software company. Word, Excel β¦ are all applications of $MSFT. Their cloud segment grows very fast.
- Profit Margin: 36.7%
- ROIC: 28.1%
- Earnings Yield: 3.0%
- Exp. yearly EPS Growth (3 yr): 12.7%
- CAGR since IPO: 22.7%
3. Meta Platforms ($META)
Meta Platforms (Facebook) is a market leader in digital advertising and is investing heavily in the metaverse.
- Profit Margin: 33.4%
- ROIC: 19.3%
- Earnings Yield: 5.2%
- Exp. yearly EPS Growth (3 yr): 7.8%
- CAGR since IPO: 12.3%
Meta Platforms (Facebook) is a market leader in digital advertising and is investing heavily in the metaverse.
- Profit Margin: 33.4%
- ROIC: 19.3%
- Earnings Yield: 5.2%
- Exp. yearly EPS Growth (3 yr): 7.8%
- CAGR since IPO: 12.3%
4. Amazon ($AMZN)
Amazon is the worldwide market leader in e-commerce. They also offer cloud platform services globally through AWS.
- Profit Margin: 7.1%
- ROIC: 4.9%
- Earnings Yield: 1.6%
- Exp. yearly EPS Growth (3 yr): 65.9%
- CAGR since IPO: 32.1%
Amazon is the worldwide market leader in e-commerce. They also offer cloud platform services globally through AWS.
- Profit Margin: 7.1%
- ROIC: 4.9%
- Earnings Yield: 1.6%
- Exp. yearly EPS Growth (3 yr): 65.9%
- CAGR since IPO: 32.1%
5. Visa ($V)
Together with Mastercard, Visa dominates the market for digital payments. Electronic payments are in a strong secular trend.
- Profit margin: 51.0%
- ROIC: 24.4%
- Earnings yield: 3.7%
- Exp. EPS growth (3 yr): 22.8%
- CAGR since IPO: 22.8%
Together with Mastercard, Visa dominates the market for digital payments. Electronic payments are in a strong secular trend.
- Profit margin: 51.0%
- ROIC: 24.4%
- Earnings yield: 3.7%
- Exp. EPS growth (3 yr): 22.8%
- CAGR since IPO: 22.8%
6. Berkshire Hathaway ($BRK.B)
Berkshire Hathaway is the conglomerate of Warren Buffett, the best investor in the world.
Top 5 positions of $BRK.B:
Berkshire Hathaway is the conglomerate of Warren Buffett, the best investor in the world.
Top 5 positions of $BRK.B:
7. Bank of America ($BAC)
Bank of America is a financial holding company offering products and services like saving accounts and wealth management.
- Profit margin: 35.8%
- ROIC: 3.2%
- Earnings yield: 12.9%
- Exp. earnings growth (3 yr): 7.1%
- CAGR since IPO: 10.6%
Bank of America is a financial holding company offering products and services like saving accounts and wealth management.
- Profit margin: 35.8%
- ROIC: 3.2%
- Earnings yield: 12.9%
- Exp. earnings growth (3 yr): 7.1%
- CAGR since IPO: 10.6%
8. Mastercard ($MA)
Together with Visa, Mastercard dominates the attractive market of financial transaction processing.
- Profit margin: 46.0%
- ROIC: 49.3%
- Earnings yield: 3.2%
- Expected EPS growth (next 3 years): 13.4%
- CAGR since IPO: 31.0%
Together with Visa, Mastercard dominates the attractive market of financial transaction processing.
- Profit margin: 46.0%
- ROIC: 49.3%
- Earnings yield: 3.2%
- Expected EPS growth (next 3 years): 13.4%
- CAGR since IPO: 31.0%
9. Wells Fargo ($WFC)
Wells Fargo & Company operates as a diversified financial services company (banking, insurances, mortgages, credit cards, β¦).
- Profit margin: 27.5%
- ROIC: 4.2%
- Earnings yield: 9.3%
- Exp. EPS growth (3 yr): 15.9%
- CAGR since IPO: 13.7%
Wells Fargo & Company operates as a diversified financial services company (banking, insurances, mortgages, credit cards, β¦).
- Profit margin: 27.5%
- ROIC: 4.2%
- Earnings yield: 9.3%
- Exp. EPS growth (3 yr): 15.9%
- CAGR since IPO: 13.7%
10. UnitedHealth Group ($UNH)
UnitedHealth Group owns and manages organized health systems. Itβs the largest health insurer by revenue in the US.
- Profit margin: 6.0%
- ROIC: 16.9%
- Earnings yield: 4.4%
- Exp. EPS growth (3 yr): 11.4%
- CAGR since IPO: 22.9%
UnitedHealth Group owns and manages organized health systems. Itβs the largest health insurer by revenue in the US.
- Profit margin: 6.0%
- ROIC: 16.9%
- Earnings yield: 4.4%
- Exp. EPS growth (3 yr): 11.4%
- CAGR since IPO: 22.9%
11. Johnson & Johnson ($JNJ)
J&J manufactures health care products and provides related services. J&J has increased its dividend for more than 50 years.
- Profit margin: 22.3%
- ROIC: 18.0%
- Earnings yield: 3.0%
- Exp. EPS growth (3 yr): 8.6%
- CAGR since IPO: 13.4%
J&J manufactures health care products and provides related services. J&J has increased its dividend for more than 50 years.
- Profit margin: 22.3%
- ROIC: 18.0%
- Earnings yield: 3.0%
- Exp. EPS growth (3 yr): 8.6%
- CAGR since IPO: 13.4%
12. Moodyβs ($MCO)
Moodyβs is a credit rating company. Moodyβs has a huge competitive advantage and a lot of pricing power.
- Profit margin: 35.6%
- ROIC: 17.3%
- Earnings yield: 3.1%
- Exp. EPS growth (3 yr): 9.4%
- CAGR since IPO: 14.8%
Moodyβs is a credit rating company. Moodyβs has a huge competitive advantage and a lot of pricing power.
- Profit margin: 35.6%
- ROIC: 17.3%
- Earnings yield: 3.1%
- Exp. EPS growth (3 yr): 9.4%
- CAGR since IPO: 14.8%
13. Charles Schwab ($CHW)
The Charles Schwab Corporation is a financial services company providing wealth and asset management services.
- Profit margin: 30.8%
- ROIC: 9.8%
- Earnings yield: 6.6%
- Exp. EPS growth (3 yr): 17.1%
- CAGR since IPO: 17.8%
The Charles Schwab Corporation is a financial services company providing wealth and asset management services.
- Profit margin: 30.8%
- ROIC: 9.8%
- Earnings yield: 6.6%
- Exp. EPS growth (3 yr): 17.1%
- CAGR since IPO: 17.8%
14. Walt Disney ($DIS)
Walt Disney operates as an entertainment and media enterprise company. Walt Disney is mainly active in the media and theme parks.
- Profit margin: 3.8%
- ROIC: 2.8%
- Earnings yield: 4.3%
- Exp. EPS growth (3 yr): 41.8%
- CAGR since IPO: 11.1%
Walt Disney operates as an entertainment and media enterprise company. Walt Disney is mainly active in the media and theme parks.
- Profit margin: 3.8%
- ROIC: 2.8%
- Earnings yield: 4.3%
- Exp. EPS growth (3 yr): 41.8%
- CAGR since IPO: 11.1%
15. JP Morgan ($JPM)
JPMorgan Chase & Co is the largest bank in the United States providing global financial services and retail banking.
- Profit margin: 39.7%
- ROIC: 3.9%
- Earnings yield: 10.1%
- Exp. EPS growth (3 yr): 3.8%
- CAGR since IPO: 12.0%
JPMorgan Chase & Co is the largest bank in the United States providing global financial services and retail banking.
- Profit margin: 39.7%
- ROIC: 3.9%
- Earnings yield: 10.1%
- Exp. EPS growth (3 yr): 3.8%
- CAGR since IPO: 12.0%
16. Apple ($AAPL)
Apple is the largest company in the world. 18% of all new phones sold are iPhones.
- Profit Margin: 25.3%
- ROIC: 48.8%
- Earnings Yield: 3.4%
- Exp. yearly EPS Growth (3 yr): 6.2%
- CAGR since IPO: 19.5%
Apple is the largest company in the world. 18% of all new phones sold are iPhones.
- Profit Margin: 25.3%
- ROIC: 48.8%
- Earnings Yield: 3.4%
- Exp. yearly EPS Growth (3 yr): 6.2%
- CAGR since IPO: 19.5%
17. Alibaba ($BABA)
Alibaba can be seen as βthe Amazon of Chinaβ. Just like Amazon, they are also focusing heavily on the cloud.
- Profit margin: 7.3%
- ROIC: 0.5%
- Earnings yield: 10.7%
- Exp. EPS growth (3 yr): 14.0%
- CAGR since IPO: 0.0%
Alibaba can be seen as βthe Amazon of Chinaβ. Just like Amazon, they are also focusing heavily on the cloud.
- Profit margin: 7.3%
- ROIC: 0.5%
- Earnings yield: 10.7%
- Exp. EPS growth (3 yr): 14.0%
- CAGR since IPO: 0.0%
18. American Express ($AXP)
American Express is a global payment and travel company. They are mainly active in charge and credit payment card products.
- Profit margin: 18.5%
- ROIC: 13.1%
- Earnings yield: 7.4%
- Exp. EPS growth (3 yr): 7.2%
- CAGR since IPO: 10.7%
American Express is a global payment and travel company. They are mainly active in charge and credit payment card products.
- Profit margin: 18.5%
- ROIC: 13.1%
- Earnings yield: 7.4%
- Exp. EPS growth (3 yr): 7.2%
- CAGR since IPO: 10.7%
19. Adobe ($ADBE)
Adobe is a true compounding machine active in computer software products and technologies. Adobe has a wide moat and very high margins.
- Profit margin: 30.6%
- ROIC: 27.0%
- Earnings yield: 4.6%
- Exp. EPS growth (3 yr): 20.0%
- CAGR since IPO: 17.6%
Adobe is a true compounding machine active in computer software products and technologies. Adobe has a wide moat and very high margins.
- Profit margin: 30.6%
- ROIC: 27.0%
- Earnings yield: 4.6%
- Exp. EPS growth (3 yr): 20.0%
- CAGR since IPO: 17.6%
20. Pepsico ($PEP)
PepsiCo operates foods and beverages businesses. $PEP manufactures markets and sells a variety of snacks, beverages, and foods.
- Profit margin: 9.6%
- ROIC: 18.4%
- Earnings yield: 3.7%
- Expected EPS growth (3 yr): 3.7%
- CAGR since IPO: 12.0%
PepsiCo operates foods and beverages businesses. $PEP manufactures markets and sells a variety of snacks, beverages, and foods.
- Profit margin: 9.6%
- ROIC: 18.4%
- Earnings yield: 3.7%
- Expected EPS growth (3 yr): 3.7%
- CAGR since IPO: 12.0%
That's it for today.
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Here are the stocks which are bought the most by superinvestors over the past 2 quarters:
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