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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:
1. Alphabet ($GOOGL) Google has a monopoly in digital advertisements. Munger once stated that $GOOGL has one of the widest moats he has ever seen. - Profit Margin: 29.5% - ROIC: 23.9% - Earnings Yield: 3.8% - Exp. yearly EPS Growth (3 yr): 12.4% - CAGR since IPO: 22.7%
2. Microsoft ($MSFT) Microsoft operates as a software company. Word, Excel … 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%
4. Amazon ($AMZN) Amazon is the worldwide market leader in e-commerce. They also offer cloud platform services globally through AWS. - Profit Margin: 7.1% - ROIC: 4.9% - Earnings Yield: 1.6% - Exp. yearly EPS Growth (3 yr): 65.9% - CAGR since IPO: 32.1%
5. Visa ($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%
6. Berkshire Hathaway ($BRK.B) Berkshire Hathaway is the conglomerate of Warren Buffett, the best investor in the world. Top 5 positions of $BRK.B:
7. Bank of America ($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%
8. Mastercard ($MA) Together with Visa, Mastercard dominates the attractive market of financial transaction processing. - Profit margin: 46.0% - ROIC: 49.3% - Earnings yield: 3.2% - Expected EPS growth (next 3 years): 13.4% - CAGR since IPO: 31.0%
9. Wells Fargo ($WFC) Wells Fargo & Company operates as a diversified financial services company (banking, insurances, mortgages, credit cards, …). - 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 ($UNH) UnitedHealth Group owns and manages organized health systems. It’s the largest health insurer by revenue in the US. - Profit margin: 6.0% - ROIC: 16.9% - Earnings yield: 4.4% - Exp. EPS growth (3 yr): 11.4% - CAGR since IPO: 22.9%
11. Johnson & Johnson ($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%
12. Moody’s ($MCO) Moody’s is a credit rating company. Moody’s has a huge competitive advantage and a lot of pricing power. - Profit margin: 35.6% - ROIC: 17.3% - Earnings yield: 3.1% - Exp. EPS growth (3 yr): 9.4% - CAGR since IPO: 14.8%
13. Charles Schwab ($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%
14. Walt Disney ($DIS) Walt Disney operates as an entertainment and media enterprise company. Walt Disney is mainly active in the media and theme parks. - Profit margin: 3.8% - ROIC: 2.8% - Earnings yield: 4.3% - Exp. EPS growth (3 yr): 41.8% - CAGR since IPO: 11.1%
15. JP Morgan ($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%
16. Apple ($AAPL) Apple is the largest company in the world. 18% of all new phones sold are iPhones. - Profit Margin: 25.3% - ROIC: 48.8% - Earnings Yield: 3.4% - Exp. yearly EPS Growth (3 yr): 6.2% - CAGR since IPO: 19.5%
17. Alibaba ($BABA) Alibaba can be seen as ‘the Amazon of China’. 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 ($AXP) American Express is a global payment and travel company. They are mainly active in charge and credit payment card products. - Profit margin: 18.5% - ROIC: 13.1% - Earnings yield: 7.4% - Exp. EPS growth (3 yr): 7.2% - CAGR since IPO: 10.7%
19. Adobe ($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%
