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 |
Citigroup
C
|
$1.4B |
| 2 |
Bank of America
BAC
|
$1.17B |
| 3 |
JPMorgan Chase
JPM
|
$770M |
| 4 |
PayPal
PYPL
|
$767M |
| 5 |
LyondellBasell Industries
LYB
|
$764M |
Top Sells
| 1 |
Tesla
TSLA
|
$4.23B |
| 2 |
Boston Scientific
BSX
|
$1.94B |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.11B |
| 4 |
Digital Realty Trust
DLR
|
$1.07B |
| 5 |
Amazon
AMZN
|
$1.03B |
Sector Composition
| 1 | Technology | 19.97% |
| 2 | Consumer Discretionary | 16.41% |
| 3 | Healthcare | 15.45% |
| 4 | Financials | 13.74% |
| 5 | Communication Services | 8.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alphabet (Google) Class C
GOOG
$2.58T
| $4.01B | 0.77% | 2,289,705 -20,033 | -0.9% | -$35.1M |
|
27
Sea Limited
SE
$110B
| $3.93B | 0.76% | 19,732,002 -864,676 | -4% | -$172M |
|
28
Mercado Libre
MELI
$125B
| $3.91B | 0.75% | 2,332,336 -84,414 | -3% | -$141M |
|
29
ASML
ASML
$292B
| $3.87B | 0.75% | 7,942,592 -140,888 | -2% | -$68.7M |
|
30
Johnson & Johnson
JNJ
$427B
| $3.68B | 0.71% | 23,396,982 +123,303 | +0.5% | +$19.4M |
|
|
31
Bank of America
BAC
$376B
| $3.41B | 0.66% | 112,385,201 +38,730,923 | +53% | +$1.17B |
|
32
General Motors
GM
$55.8B
| $3.36B | 0.65% | 80,805,672 -10,356,349 | -11% | -$431M |
|
33
Regeneron Pharmaceuticals
REGN
$61.5B
| $3.36B | 0.65% | 6,945,768 +301,398 | +5% | +$146M |
|
34
Crown Castle
CCI
$43.2B
| $3.19B | 0.62% | 20,052,561 -1,826,671 | -8% | -$291M |
|
35
Cigna
CI
$80.3B
| $3.15B | 0.61% | 15,150,606 +602,414 | +4% | +$125M |
|
36
Apple
AAPL
$3.45T
| $3.14B | 0.61% | 23,688,472 -273,252 | -1% | -$36.3M |
|
37
Intuitive Surgical
ISRG
$170B
| $3.12B | 0.6% | 3,813,232 -34,293 | -0.9% | -$28.1M |
|
|
38
Alphabet (Google) Class A
GOOGL
$2.57T
| $3.08B | 0.59% | 1,758,630 -2,078 | -0.1% | -$3.64M |
|
39
Dow Inc
DOW
$17.5B
| $2.98B | 0.57% | 53,647,177 +2,027,029 | +4% | +$113M |
|
40
Verizon
VZ
$186B
| $2.98B | 0.57% | 50,645,912 -12,677,845 | -20% | -$745M |
|
41
Linde
LIN
$224B
| $2.95B | 0.57% | 11,216,225 -1,526,725 | -12% | -$402M |
|
42
Visa
V
$683B
| $2.7B | 0.52% | 12,339,912 -3,422,881 | -22% | -$749M |
|
|
43
Citigroup
C
$178B
| $2.69B | 0.52% | 43,679,604 +22,639,531 | +108% | +$1.4B |
|
|
ATVI
44
DELISTED
Activision Blizzard Inc.
ATVI
| $2.66B | 0.51% | 28,685,107 -3,526,724 | -11% | -$327M |
|
45
MongoDB
MDB
$25.7B
| $2.65B | 0.51% | 7,380,921 +169,471 | +2% | +$60.8M |
|
46
T-Mobile US
TMUS
$284B
| $2.6B | 0.5% | 19,289,338 -3,879,712 | -17% | -$523M |
|
47
DTE Energy
DTE
$28.4B
| $2.57B | 0.49% | 21,147,082 -935,513 | -4% | -$114M |
|
|
48
Digital Realty Trust
DLR
$57.2B
| $2.41B | 0.47% | 17,301,391 -7,695,143 | -31% | -$1.07B |
|
49
Dollar General
DG
$23.9B
| $2.37B | 0.46% | 11,277,447 +426,173 | +4% | +$89.6M |
|
50
CVS Health
CVS
$92.8B
| $2.37B | 0.46% | 34,663,171 +1,547,325 | +5% | +$106M |
|