NP

NEW PERSPECTIVE FUND | ANWPX

Mutual Fund
NEW PERSPECTIVE FUND
Last update 2024-08-28 268 Stocks (10 new)
Value $132.66 Bil Turnover 5 %
Countries:
Top Holdings: MSFT(3.86%)META(3.55%)OCSE:NOVO B(3.40%)TPE:2330(3.24%)AVGO(3.01%)
Portfolio Report
Summary Stock Picks Current Portfolio
NEW PERSPECTIVE FUND Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
11,446,781
5116138.770
-8.16%
3.860
-0.33%
0.150
+6.97%
+13.75%
3162946.977
Software
META 		Meta Platforms Inc
9,345,422
4712148.680
+0.49%
3.550
+0.02%
0.370
+21.12%
+67.64%
1493512.662
Interactive Media
OCSE:NOVO B 		Novo Nordisk A/S
31,586,882
4512380.870
+0.57%
3.400
+0.02%
0.710
-15.27%
+8.55%
3335109.750
Drug Manufacturers
TPE:2330 		Taiwan Semiconductor Manufacturing Co Ltd
144,604,941
4300769.110
+0.43%
3.240
+0.01%
0.560
+16.28%
+81.94%
27615854.958
Semiconductors
AVGO 		Broadcom Inc
24,834,960
3987327.330
+1.21%
3.010
+0.04%
0.050
+35.38%
+66.50%
858813.852
Semiconductors
NVDA 		NVIDIA Corp
22,510,063
2780893.180
+2.87%
2.100
+0.06%
0.090
+50.53%
+200.69%
3651903.750
Semiconductors
LSE:AZN 		AstraZeneca PLC
15,285,063
2382881.020
-0.17%
1.800
0%
0.990
-19.54%
-4.34%
153821.152
Drug Manufacturers
LLY 		Eli Lilly and Co
2,543,684
2303000.620
-6.80%
1.740
-0.11%
0.280
+3.43%
+37.48%
757031.800
Drug Manufacturers
TSLA 		Tesla Inc
11,304,156
2236866.390
+6.36%
1.690
+0.10%
0.350
+54.86%
+19.51%
953098.814
Vehicles & Parts
VRTX 		Vertex Pharmaceuticals Inc
3,749,733
1757574.850
-0.17%
1.320
0%
1.450
+7.72%
+23.34%
129395.592
Biotechnology

NEW PERSPECTIVE FUND's Historical Top Holdings Breakdowns

NEW PERSPECTIVE FUND's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSFT 		Microsoft Corp2024-06-30Reduce
-0.33%
●
389.33 ($422.32) 452.85
$425.42
0.73%
Reduce -8.16%
11,446,781
-1,016,534
AAPL 		Apple Inc2024-06-30Add
+0.31%
●
165 ($186.49) 216.67
$227.49
21.99%
Add 47.44%
6,083,343
1,957,459
BMY 		Bristol-Myers Squibb Co2024-06-30Sold Out
-0.29%
●
40.25 ($44.75) 52.99
$54.71
22.26%
Sold Out
0
-6,959,927
CRM 		Salesforce Inc2024-06-30Reduce
-0.28%
●
218.01 ($267.58) 304.74
$310.78
16.14%
Reduce -36.12%
2,127,264
-1,203,072
XPAR:EL 		Essilorluxottica2024-06-30Add
+0.26%
●
198.4 (€205.38) 210.4
€226.00
10.04%
Add 39.52%
5,762,210
1,632,151
HD 		The Home Depot Inc2024-06-30Reduce
-0.25%
●
325.1 ($341.12) 368.03
$399.44
17.10%
Reduce -31.42%
1,834,556
-840,459
MELI 		MercadoLibre Inc2024-06-30Add
+0.25%
●
1356.43 ($1578.7) 1787.73
$1,774.05
12.37%
Add 75.84%
457,451
197,301
HKSE:01299 		AIA Group Ltd2024-06-30Reduce
-0.24%
●
46 (HK$56.6) 65.3
HK$61.80
9.19%
Reduce -35.04%
85,190,808
-45,960,603
CAT 		Caterpillar Inc2024-06-30Reduce
-0.23%
●
321.47 ($346.74) 379.3
$408.21
17.73%
Reduce -20.08%
3,306,157
-830,507
TRMB 		Trimble Inc2024-06-30Sold Out
-0.21%
●
54 ($57.72) 63.17
$72.14
24.98%
Sold Out
0
-4,140,232

NEW PERSPECTIVE FUND Total Holding History ($B)

To

NEW PERSPECTIVE FUND's Asset Allocation

To

NEW PERSPECTIVE FUND Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

NEW PERSPECTIVE FUND's Hypothetical Growth since 2024-06-30

NEW PERSPECTIVE FUND's Yearly Returns

Year Portfolio % % Excess Gain %

NEW PERSPECTIVE FUND's Holdings Heat Map

Size field:

NEW PERSPECTIVE FUND's Holdings Bubble Chart

NEW PERSPECTIVE FUND News

  • 1

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