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 |
Amazon
AMZN
|
$3.88B |
| 2 |
IBM
IBM
|
$2.12B |
| 3 |
Illumina
ILMN
|
$1.94B |
| 4 |
Citigroup
C
|
$1.81B |
| 5 |
Honeywell
HON
|
$1.59B |
Top Sells
| 1 |
Broadcom
AVGO
|
$3.36B |
| 2 |
Apple
AAPL
|
$2.8B |
| 3 |
UnitedHealth
UNH
|
$2.39B |
| 4 |
Home Depot
HD
|
$1.61B |
| 5 |
Constellation Energy
CEG
|
$1.55B |
Sector Composition
| 1 | Technology | 24.47% |
| 2 | Financials | 14.11% |
| 3 | Consumer Discretionary | 14.04% |
| 4 | Healthcare | 13.01% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Comcast
CMCSA
$125B
| $5.32B | 0.81% | 141,680,277 +11,255,683 | +9% | +$422M |
|
27
Apollo Global Management
APO
$77.9B
| $5.22B | 0.79% | 31,599,865 +71,525 | +0.2% | +$11.8M |
|
28
Starbucks
SBUX
$100B
| $5.01B | 0.76% | 54,924,230 +9,174,682 | +20% | +$837M |
|
29
Thermo Fisher Scientific
TMO
$186B
| $4.91B | 0.74% | 9,430,120 +104,343 | +1% | +$54.3M |
|
30
Linde
LIN
$224B
| $4.83B | 0.73% | 11,547,765 +2,957,604 | +34% | +$1.24B |
|
31
TransDigm Group
TDG
$78.8B
| $4.81B | 0.73% | 3,791,927 +155,541 | +4% | +$197M |
|
32
Motorola Solutions
MSI
$78.7B
| $4.56B | 0.69% | 9,857,535 -11,494 | -0.1% | -$5.31M |
|
33
Aon
AON
$79.1B
| $4.34B | 0.66% | 12,097,257 +28,409 | +0.2% | +$10.2M |
|
34
Blackrock
BLK
$175B
| $4.2B | 0.64% | 4,097,524 +93,844 | +2% | +$96.2M |
|
35
Fiserv
FI
$75.1B
| $4.03B | 0.61% | 19,630,806 -586,064 | -3% | -$120M |
|
36
Flutter Entertainment
FLUT
$54B
| $3.99B | 0.61% | 15,426,515 +1,635,241 | +12% | +$423M |
|
37
Boeing
BA
$177B
| $3.93B | 0.6% | 22,188,362 +6,663,862 | +43% | +$1.18B |
|
38
Alnylam Pharmaceuticals
ALNY
$58.5B
| $3.91B | 0.59% | 16,600,525 +92,101 | +0.6% | +$21.7M |
|
39
Bank of America
BAC
$376B
| $3.88B | 0.59% | 88,210,527 +17,031,143 | +24% | +$749M |
|
40
Intuitive Surgical
ISRG
$170B
| $3.88B | 0.59% | 7,426,379 +11,929 | +0.2% | +$6.23M |
|
41
Cloudflare
NET
$72.7B
| $3.81B | 0.58% | 35,409,307 +260,415 | +0.7% | +$28M |
|
42
Marsh & McLennan
MMC
$101B
| $3.72B | 0.57% | 17,527,365 -55,942 | -0.3% | -$11.9M |
|
43
Costco
COST
$418B
| $3.66B | 0.56% | 3,990,957 +18,897 | +0.5% | +$17.3M |
|
44
Royal Caribbean
RCL
$98.7B
| $3.64B | 0.55% | 15,762,023 +2,031,549 | +15% | +$469M |
|
45
Synopsys
SNPS
$112B
| $3.53B | 0.54% | 7,280,182 +114,893 | +2% | +$55.8M |
|
46
Keurig Dr Pepper
KDP
$39.5B
| $3.51B | 0.53% | 109,169,227 -3,068,209 | -3% | -$98.5M |
|
47
Micron Technology
MU
$133B
| $3.46B | 0.53% | 41,096,391 +15,993,036 | +64% | +$1.35B |
|
48
Goldman Sachs
GS
$226B
| $3.43B | 0.52% | 5,986,562 -513,153 | -8% | -$294M |
|
49
Brookfield
BN
$98.3B
| $3.39B | 0.51% | 59,020,303 +1,782,034 | +3% | +$102M |
|
|
DFS
50
DELISTED
Discover Financial Services
DFS
| $3.38B | 0.51% | 19,503,948 -1,389,431 | -7% | -$241M |
|