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 |
Microsoft
MSFT
|
$1.97B |
| 2 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$1.77B |
| 3 |
CHK
Chesapeake Energy Corporation
CHK
|
$806M |
| 4 |
PepsiCo
PEP
|
$729M |
| 5 |
Wells Fargo
WFC
|
$577M |
Top Sells
| 1 |
Intuitive Surgical
ISRG
|
$793M |
| 2 |
Home Depot
HD
|
$647M |
| 3 |
TSMC
TSM
|
$588M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$504M |
| 5 |
Johnson Controls International
JCI
|
$468M |
Sector Composition
| 1 | Industrials | 13.92% |
| 2 | Financials | 13.56% |
| 3 | Healthcare | 13.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Energy | 10.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Home Depot
HD
$405B
| $11.3B | 3.43% | 148,716,030 -8,535,000 | -5% | -$647M |
|
2
Amazon
AMZN
$2.44T
| $9.58B | 2.91% | 30,640,450 +1,016,000 | +3% | +$318M |
|
3
Boeing
BA
$177B
| $8.72B | 2.65% | 74,187,000 +722,500 | +1% | +$84.9M |
|
|
4
Microsoft
MSFT
$3.77T
| $8.39B | 2.55% | 251,826,813 +59,228,713 | +31% | +$1.97B |
|
5
Merck
MRK
$210B
| $7.49B | 2.27% | 157,254,204 -4,886,434 | -3% | -$233M |
|
|
6
Wells Fargo
WFC
$263B
| $6.17B | 1.87% | 149,277,190 +13,970,816 | +10% | +$577M |
|
7
Bristol-Myers Squibb
BMY
$96B
| $5.77B | 1.75% | 124,763,459 -3,683,000 | -3% | -$170M |
|
8
Chevron
CVX
$324B
| $5.54B | 1.68% | 45,579,450 -3,348,180 | -7% | -$407M |
|
9
Alphabet (Google) Class C
GOOG
$2.58T
| $5.54B | 1.68% | 6,322,215 -104,836 | -2% | -$91.8M |
|
|
10
PepsiCo
PEP
$204B
| $5.15B | 1.56% | 64,788,200 +9,167,398 | +16% | +$729M |
|
11
American Express
AXP
$231B
| $5B | 1.52% | 66,253,860 | – | – |
|
12
Lockheed Martin
LMT
$106B
| $4.98B | 1.51% | 39,005,237 +240,000 | +0.6% | +$30.6M |
|
13
GE Aerospace
GE
$292B
| $4.74B | 1.44% | 198,592,900 +2,154,500 | +1% | +$51.5M |
|
14
Union Pacific
UNP
$133B
| $4.53B | 1.38% | 29,182,337 -2,569,500 | -8% | -$399M |
|
15
Texas Instruments
TXN
$184B
| $4.47B | 1.36% | 110,924,891 +4,060,000 | +4% | +$163M |
|
16
Gilead Sciences
GILD
$140B
| $4.36B | 1.32% | 69,415,412 -6,635,500 | -9% | -$417M |
|
17
Comcast
CMCSA
$125B
| $4B | 1.22% | 88,703,497 +10,299,189 | +13% | +$465M |
|
18
Goldman Sachs
GS
$226B
| $3.86B | 1.17% | 24,414,786 -1,560,000 | -6% | -$247M |
|
|
RDS.B
19
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $3.66B | 1.11% | 53,119,000 -1,840,050 | -3% | -$127M |
|
20
Pfizer
PFE
$141B
| $3.42B | 1.04% | 119,027,780 +10,235,000 | +9% | +$294M |
|
21
Citigroup
C
$178B
| $3.32B | 1.01% | 68,451,674 -3,851,000 | -5% | -$187M |
|
22
Philip Morris
PM
$260B
| $3.27B | 0.99% | 37,724,500 +6,285,000 | +20% | +$544M |
|
23
JPMorgan Chase
JPM
$829B
| $3.24B | 0.98% | 62,703,232 +7,412,000 | +13% | +$383M |
|
|
TWX
24
DELISTED
Time Warner Inc
TWX
| $3.17B | 0.96% | 48,137,960 +1,152,000 | +2% | +$75.8M |
|
25
Verizon
VZ
$186B
| $3.05B | 0.93% | 65,293,050 +2,181,375 | +3% | +$102M |
|