We are live on ! Find out more
Sanders Capital

Sanders Capital Portfolio holdings

AUM $99.8B
1-Year Est. Return 47.9%
This Fund
S&P 500
This Quarter Est. Return
+11.19%
1 Year Est. Return
+47.9%
3 Year Est. Return
+147.14%
5 Year Est. Return
+192.43%
10 Year Est. Return
+815.46%
AUM
$54.1B
AUM Growth
+$6.78B
Cap. Flow
+$1.76B
Cap. Flow %
3.25%
Top 10 Hldgs %
63.16%
Holding
46
New
2
Increased
29
Reduced
12
Closed
2

Top Buys

Rank Stock Value
1
HUM icon
Humana
HUM
+$527M
2
AZN icon
AstraZeneca
AZN
+$268M
3
TSM icon
TSMC
TSM
+$143M
4
ABT icon
Abbott
ABT
+$119M
5
HCA icon
HCA Healthcare
HCA
+$113M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$423M
2
NVS icon
Novartis
NVS
+$104M
3
NVDA icon
NVIDIA
NVDA
+$19.7M
4
LW icon
Lamb Weston
LW
+$3.19M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.39M

Sector Composition

Rank Sector Weight
1 Technology 29.94%
2 Healthcare 23.76%
3 Communication Services 17.12%
4 Financials 6.31%
5 Energy 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEU icon
26
Vanguard FTSE All-World ex-US ETF
VEU
$70B
$803M 1.48%
14,303,965
-45,039
-0.3% -$2.39M
C icon
27
Citigroup
C
$228B
$609M 1.13%
11,840,740
+344,258
+3% +$15.2M
HUM icon
28
Humana
HUM
$44.8B
$489M 0.9%
+1,068,783
New +$527M
SLB icon
29
SLB Ltd
SLB
$79.7B
$437M 0.81%
8,402,669
+346,177
+4% +$18.8M
SPY icon
30
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$204M 0.38%
429,886
+8,150
+2% +$3.63M
ABT icon
31
Abbott
ABT
$190B
$131M 0.24%
+1,193,078
New +$119M
BAC icon
32
Bank of America
BAC
$448B
$102M 0.19%
3,029,654
-100
-0% -$2.91K
ABBV icon
33
AbbVie
ABBV
$442B
$86M 0.16%
555,158
-300
-0.1% -$43.7K
TFC icon
34
Truist Financial
TFC
$63.9B
$80.9M 0.15%
2,191,564
+16,000
+0.7% +$502K
BIDU icon
35
Baidu
BIDU
$35.9B
$79.9M 0.15%
670,604
+44,571
+7% +$5.15M
APTV icon
36
Aptiv
APTV
$10.3B
$75.5M 0.14%
841,554
-600
-0.1% -$51.7K
UL icon
37
Unilever
UL
$134B
$6.6M 0.01%
120,960
-1,156
-0.9% -$62.4K
SHG icon
38
Shinhan Financial Group
SHG
$34.3B
$4.22M 0.01%
137,244
-900
-0.7% -$24.7K
HSBC icon
39
HSBC
HSBC
$355B
$3.85M 0.01%
95,080
– –
ING icon
40
ING
ING
$101B
$3.5M 0.01%
232,702
-1,200
-0.5% -$16.5K
NWG icon
41
NatWest
NWG
$75.8B
$1.78M ﹤0.01%
316,105
-400
-0.1% -$2.12K
SMFG icon
42
Sumitomo Mitsui Financial
SMFG
$160B
$1.35M ﹤0.01%
139,963
-400
-0.3% -$3.88K
SYF icon
43
Synchrony
SYF
$25.5B
$1.32M ﹤0.01%
34,670
-100
-0.3% -$3.16K
LW icon
44
Lamb Weston
LW
$7.23B
$263K ﹤0.01%
2,429
-33,141
-93% -$3.19M
NVDA icon
45
NVIDIA
NVDA
$5.27T
– –
-454,000
Closed -$19.7M
NVS icon
46
Novartis
NVS
$294B
– –
-1,073,420
Closed -$104M
1
2

Similar funds

Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sanders Capital's Q4 2023 Portfolio in Review

As of Q4 2023, Sanders Capital held 46 positions worth $54.1B, up 14% from $47.3B the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Sanders Capital deployed $1.76B of net new capital in Q4 2023, opening 2 new positions and adding to 29 existing holdings. Its largest new stake was Humana: 1,068,783 shares worth $489M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 28% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was UnitedHealth, an estimated $423M trimmed.

  • Sanders Capital's largest Q4 2023 buy was Humana: 1,068,783 shares worth $489M.
  • Sanders Capital added most to AstraZeneca in Q4 2023, an estimated $268M increase.
  • Sanders Capital's biggest Q4 2023 reduction was UnitedHealth, cutting an estimated $423M.
  • Sanders Capital fully exited Novartis in Q4 2023, selling an estimated $104M.
  • Sanders Capital's ten largest holdings make up 63% of its $54.1B portfolio in Q4 2023.
  • Sanders Capital opened 2 new positions and closed 2 in Q4 2023.
  • Sanders Capital's portfolio value rose 14% quarter-over-quarter to $54.1B.

Based on Sanders Capital's 13F filing for Q4 2023, filed 12 Feb 2024.