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 |
Amgen
AMGN
|
$3.18B |
| 2 |
Starbucks
SBUX
|
$1.92B |
| 3 |
Apple
AAPL
|
$1.74B |
| 4 |
Intel
INTC
|
$1.25B |
| 5 |
Arthur J. Gallagher & Co
AJG
|
$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
$7.01B |
| 2 |
Caterpillar
CAT
|
$2.75B |
| 3 |
Home Depot
HD
|
$2.08B |
| 4 |
Gilead Sciences
GILD
|
$2.03B |
| 5 |
Extra Space Storage
EXR
|
$1.98B |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 14.79% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
TSMC
TSM
$1.2T
| $5.11B | 0.83% | 30,759,943 -4,842,457 | -14% | -$804M |
|
27
Linde
LIN
$224B
| $5.03B | 0.81% | 10,793,955 -753,810 | -7% | -$351M |
|
28
Shopify
SHOP
$184B
| $4.97B | 0.81% | 52,101,843 -1,000,864 | -2% | -$95.6M |
|
29
Aon
AON
$79.1B
| $4.83B | 0.78% | 12,097,577 +320 | +0% | +$128K |
|
30
Micron Technology
MU
$133B
| $4.72B | 0.76% | 54,282,374 +13,185,983 | +32% | +$1.15B |
|
31
CVS Health
CVS
$92.8B
| $4.63B | 0.75% | 68,398,405 +7,358,628 | +12% | +$499M |
|
32
Bank of America
BAC
$376B
| $4.62B | 0.75% | 110,804,572 +22,594,045 | +26% | +$943M |
|
33
Alnylam Pharmaceuticals
ALNY
$58.5B
| $4.52B | 0.73% | 16,749,623 +149,098 | +0.9% | +$40.3M |
|
34
Boeing
BA
$177B
| $4.46B | 0.72% | 26,154,978 +3,966,616 | +18% | +$677M |
|
35
Motorola Solutions
MSI
$78.7B
| $4.39B | 0.71% | 10,016,544 +159,009 | +2% | +$69.6M |
|
36
Marsh & McLennan
MMC
$101B
| $4.31B | 0.7% | 17,651,003 +123,638 | +0.7% | +$30.2M |
|
37
Booking.com
BKNG
$181B
| $4.27B | 0.69% | 927,145 -273,469 | -23% | -$1.26B |
|
38
Fiserv
FI
$75.1B
| $4.03B | 0.65% | 18,266,626 -1,364,180 | -7% | -$301M |
|
|
39
Arthur J. Gallagher & Co
AJG
$77.6B
| $4B | 0.65% | 11,574,183 +3,374,770 | +41% | +$1.17B |
|
40
Altria Group
MO
$113B
| $3.91B | 0.63% | 65,197,912 +2,662,623 | +4% | +$160M |
|
41
Keurig Dr Pepper
KDP
$39.5B
| $3.91B | 0.63% | 114,276,796 +5,107,569 | +5% | +$175M |
|
42
Cloudflare
NET
$72.7B
| $3.9B | 0.63% | 34,567,917 -841,390 | -2% | -$94.8M |
|
43
IBM
IBM
$227B
| $3.86B | 0.63% | 15,528,642 +3,544,033 | +30% | +$881M |
|
44
Apollo Global Management
APO
$77.9B
| $3.86B | 0.63% | 28,180,344 -3,419,521 | -11% | -$468M |
|
45
Blackrock
BLK
$175B
| $3.83B | 0.62% | 4,047,860 -49,664 | -1% | -$47M |
|
46
Costco
COST
$418B
| $3.78B | 0.61% | 4,000,157 +9,200 | +0.2% | +$8.7M |
|
47
Intuitive Surgical
ISRG
$170B
| $3.72B | 0.6% | 7,518,819 +92,440 | +1% | +$45.8M |
|
48
Royal Caribbean
RCL
$98.7B
| $3.6B | 0.58% | 17,529,354 +1,767,331 | +11% | +$363M |
|
49
Chubb
CB
$110B
| $3.6B | 0.58% | 11,924,736 +443,435 | +4% | +$134M |
|
|
DFS
50
DELISTED
Discover Financial Services
DFS
| $3.53B | 0.57% | 20,688,885 +1,184,937 | +6% | +$202M |
|