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 |
Home Depot
HD
|
$12.2B |
| 2 |
Amazon
AMZN
|
$8.23B |
| 3 |
Merck
MRK
|
$7.53B |
| 4 |
Boeing
BA
|
$7.53B |
| 5 |
Microsoft
MSFT
|
$6.65B |
Top Sells
Sector Composition
| 1 | Financials | 14.06% |
| 2 | Industrials | 13.77% |
| 3 | Healthcare | 13.64% |
| 4 | Consumer Discretionary | 11.18% |
| 5 | Energy | 10.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Home Depot
HD
$405B
| $12.2B | 3.95% | +157,251,030 | New | +$12.2B |
|
|
2
Amazon
AMZN
$2.44T
| $8.23B | 2.67% | +29,624,450 | New | +$8.23B |
|
|
3
Merck
MRK
$210B
| $7.53B | 2.44% | +162,140,638 | New | +$7.53B |
|
|
4
Boeing
BA
$177B
| $7.53B | 2.44% | +73,464,500 | New | +$7.53B |
|
|
5
Microsoft
MSFT
$3.77T
| $6.65B | 2.16% | +192,598,100 | New | +$6.65B |
|
6
Chevron
CVX
$324B
| $5.79B | 1.88% | +48,927,630 | New | +$5.79B |
|
7
Bristol-Myers Squibb
BMY
$96B
| $5.74B | 1.86% | +128,446,459 | New | +$5.74B |
|
8
Alphabet (Google) Class C
GOOG
$2.58T
| $5.66B | 1.83% | +6,427,051 | New | +$5.66B |
|
9
Wells Fargo
WFC
$263B
| $5.58B | 1.81% | +135,306,374 | New | +$5.58B |
|
10
American Express
AXP
$231B
| $4.95B | 1.61% | +66,253,860 | New | +$4.95B |
|
11
Union Pacific
UNP
$133B
| $4.9B | 1.59% | +31,751,837 | New | +$4.9B |
|
12
GE Aerospace
GE
$292B
| $4.56B | 1.48% | +196,438,400 | New | +$4.56B |
|
13
PepsiCo
PEP
$204B
| $4.55B | 1.47% | +55,620,802 | New | +$4.55B |
|
14
Lockheed Martin
LMT
$106B
| $4.2B | 1.36% | +38,765,237 | New | +$4.2B |
|
15
Goldman Sachs
GS
$226B
| $3.93B | 1.27% | +25,974,786 | New | +$3.93B |
|
16
Gilead Sciences
GILD
$140B
| $3.89B | 1.26% | +76,050,912 | New | +$3.89B |
|
17
Texas Instruments
TXN
$184B
| $3.73B | 1.21% | +106,864,891 | New | +$3.73B |
|
|
RDS.B
18
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $3.64B | 1.18% | +54,959,050 | New | +$3.64B |
|
19
Citigroup
C
$178B
| $3.47B | 1.12% | +72,302,674 | New | +$3.47B |
|
20
Comcast
CMCSA
$125B
| $3.28B | 1.06% | +78,404,308 | New | +$3.28B |
|
21
Verizon
VZ
$186B
| $3.18B | 1.03% | +63,111,675 | New | +$3.18B |
|
22
CME Group
CME
$96B
| $3.09B | 1% | +40,666,280 | New | +$3.09B |
|
23
Pfizer
PFE
$141B
| $3.05B | 0.99% | +108,792,780 | New | +$3.05B |
|
24
Costco
COST
$418B
| $2.93B | 0.95% | +26,457,229 | New | +$2.93B |
|
25
JPMorgan Chase
JPM
$829B
| $2.92B | 0.95% | +55,291,232 | New | +$2.92B |
|