David Hoeft / Katherine M. Primas
@Dodge & Cox
Latest period2024 - Q3ReportedManaged Assets$176.833BTotal holdings205
Assets growth rate6.13%Assets growth rate (2-Q avg)1.4%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Dodge & Cox's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 205 positions.
Assets under management
The assets under management (AUM) of Dodge & Cox over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 176.833B in assets, with a quarterly growth rate of 6.13% and a 2-quarter average growth rate of 1.4%. The portfolio is managed by David Hoeft, Katherine M. Primas, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MSFTMicrosoft Corp.
| 2.22% | $3.916B 9.101M shares@ $430.31 avg price | Decreased -3.32% |
CHTRCharter Communications, Inc.
| 2.14% | $3.771B 11.637M shares@ $324.08 avg price | Decreased -0.37% |
FDXFedex Corp.
| 2.04% | $3.6B 13.155M shares@ $273.68 avg price | Decreased -1.78% |
BKThe Bank Of New York Mellon Corp.
| 1.98% | $3.487B 48.525M shares@ $71.86 avg price | Decreased -11.4% |
FISFidelity National Information Services, Inc.
| 1.95% | $3.44B 41.073M shares@ $83.75 avg price | Decreased -0.87% |
BKNGBooking Holdings, Inc.
| 1.88% | $3.324B 789,158 shares@ $4212.13 avg price | Decreased -0.08% |
AMZNAmazon.com, Inc.
| 1.83% | $3.22B 17.281M shares@ $186.34 avg price | Decreased -0.3% |
CMCSAComcast Corp.
| 1.75% | $3.094B 74.063M shares@ $41.78 avg price | Increased 1.82% |
CIThe Cigna Group
| 1.73% | $3.045B 8.789M shares@ $346.44 avg price | Decreased -0.71% |
IFFInternational Flavors & Fragrances, Inc.
| 1.67% | $2.947B 28.082M shares@ $104.93 avg price | Decreased -0.44% |