Capital World Investors Portfolio holdings
Capital World Investors (CWI), a division of Capital Group, one of the oldest and largest investment management firms in the world, was established in 1931 and is headquartered in Los Angeles, California. Specializing in active investment management, CWI focuses on long-term growth through a research-intensive approach, managing hundreds of billions in assets primarily through equity-focused mutual funds and institutional portfolios. It serves a diverse client base, including individual investors, financial advisors, and institutions, and is known for its flagship funds like the American Funds, which emphasize fundamental analysis and a multiple-portfolio-manager system to mitigate risk. With a global reach and a reputation for disciplined, value-oriented investing, CWI remains a cornerstone of Capital Group’s mission to deliver consistent, superior returns.
Top Buys
| 1 |
Capital One
COF
|
$4.75B |
| 2 |
KLA
KLAC
|
$2.94B |
| 3 |
Micron Technology
MU
|
$2.04B |
| 4 |
Honeywell
HON
|
$1.39B |
| 5 |
Cloudflare
NET
|
$1.22B |
Top Sells
| 1 |
Apple
AAPL
|
$3.78B |
| 2 |
Amazon
AMZN
|
$3.59B |
| 3 |
DFS
Discover Financial Services
DFS
|
$3.53B |
| 4 |
Broadcom
AVGO
|
$1.87B |
| 5 |
AbbVie
ABBV
|
$1.8B |
Sector Composition
| 1 | Technology | 25.43% |
| 2 | Financials | 14.34% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Healthcare | 11.88% |
| 5 | Communication Services | 10.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Broadcom
AVGO
$1.45T
| $40.9B | 5.94% | 148,300,871 -6,799,578 | -4% | -$1.87B |
|
2
Microsoft
MSFT
$3.79T
| $33B | 4.8% | 66,421,193 +11,392 | +0% | +$5.67M |
|
3
Meta Platforms (Facebook)
META
$1.89T
| $28.8B | 4.18% | 38,969,510 +888,024 | +2% | +$655M |
|
4
Philip Morris
PM
$258B
| $23B | 3.34% | 126,061,653 -3,041,439 | -2% | -$554M |
|
5
NVIDIA
NVDA
$4.39T
| $22.6B | 3.28% | 142,977,540 +3,293,505 | +2% | +$520M |
|
6
Netflix
NFLX
$523B
| $14B | 2.04% | 10,460,096 -1,056,650 | -9% | -$1.41B |
|
7
Eli Lilly
LLY
$656B
| $13.7B | 2% | 17,634,492 -748,081 | -4% | -$583M |
|
8
Tesla
TSLA
$1.12T
| $13.2B | 1.92% | 41,632,930 +1,368,750 | +3% | +$435M |
|
9
Vertex Pharmaceuticals
VRTX
$101B
| $12.8B | 1.86% | 28,732,143 +198,835 | +0.7% | +$88.5M |
|
|
10
Amazon
AMZN
$2.47T
| $11B | 1.59% | 49,964,769 -16,381,890 | -25% | -$3.59B |
|
11
Visa
V
$679B
| $8.73B | 1.27% | 24,598,958 +1,196,001 | +5% | +$425M |
|
|
12
Micron Technology
MU
$137B
| $8.73B | 1.27% | 70,808,132 +16,525,758 | +30% | +$2.04B |
|
|
13
Cloudflare
NET
$74.4B
| $7.99B | 1.16% | 40,807,488 +6,239,571 | +18% | +$1.22B |
|
14
Alphabet (Google) Class A
GOOGL
$2.56T
| $7.31B | 1.06% | 41,501,787 +2,189,105 | +6% | +$386M |
|
15
TSMC
TSM
$1.24T
| $7.22B | 1.05% | 31,885,134 +1,125,191 | +4% | +$255M |
|
16
JPMorgan Chase
JPM
$828B
| $7.03B | 1.02% | 24,257,328 -921,241 | -4% | -$267M |
|
17
Starbucks
SBUX
$100B
| $6.99B | 1.02% | 76,257,263 +1,790,843 | +2% | +$164M |
|
18
Shopify
SHOP
$184B
| $6.69B | 0.97% | 57,977,406 +5,875,563 | +11% | +$678M |
|
19
Canadian Natural Resources
CNQ
$65.5B
| $6.57B | 0.95% | 208,934,490 +22,169 | +0% | +$697K |
|
20
EOG Resources
EOG
$67.9B
| $6.47B | 0.94% | 54,125,523 +7,608,803 | +16% | +$910M |
|
21
Bank of America
BAC
$374B
| $6.16B | 0.89% | 130,095,308 +19,290,736 | +17% | +$913M |
|
22
TransDigm Group
TDG
$78.8B
| $6.04B | 0.88% | 3,970,528 +40,989 | +1% | +$62.3M |
|
23
Boeing
BA
$179B
| $5.8B | 0.84% | 27,664,235 +1,509,257 | +6% | +$316M |
|
24
UnitedHealth
UNH
$274B
| $5.72B | 0.83% | 18,327,740 -4,452,015 | -20% | -$1.39B |
|
25
Royal Caribbean
RCL
$99.4B
| $5.58B | 0.81% | 17,831,004 +301,650 | +2% | +$94.5M |
|