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
|
$1.31B |
| 2 |
VF Corp
VFC
|
$1.27B |
| 3 |
Philip Morris
PM
|
$772M |
| 4 |
The Mosaic Company
MOS
|
$749M |
| 5 |
JPMorgan Chase
JPM
|
$735M |
Top Sells
| 1 |
Chevron
CVX
|
$1.09B |
| 2 |
Gilead Sciences
GILD
|
$981M |
| 3 |
Baxter International
BAX
|
$870M |
| 4 |
Bristol-Myers Squibb
BMY
|
$839M |
| 5 |
Las Vegas Sands
LVS
|
$835M |
Sector Composition
| 1 | Industrials | 14.09% |
| 2 | Financials | 14.01% |
| 3 | Healthcare | 12.5% |
| 4 | Consumer Discretionary | 12.24% |
| 5 | Energy | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Amazon
AMZN
$2.44T
| $12.2B | 3.43% | 30,616,450 -24,000 | -0.1% | -$9.57M |
|
2
Home Depot
HD
$405B
| $11.7B | 3.29% | 142,118,330 -6,597,700 | -4% | -$543M |
|
|
3
Microsoft
MSFT
$3.77T
| $10.7B | 3.02% | 286,712,500 +34,885,687 | +14% | +$1.31B |
|
4
Boeing
BA
$177B
| $9.29B | 2.61% | 68,087,000 -6,100,000 | -8% | -$833M |
|
5
Merck
MRK
$210B
| $8.46B | 2.38% | 168,955,704 +11,701,500 | +7% | +$586M |
|
6
Wells Fargo
WFC
$263B
| $7.35B | 2.07% | 161,944,190 +12,667,000 | +8% | +$575M |
|
7
Alphabet (Google) Class C
GOOG
$2.58T
| $7.24B | 2.04% | 6,461,815 +139,600 | +2% | +$156M |
|
8
American Express
AXP
$231B
| $5.94B | 1.67% | 65,503,860 -750,000 | -1% | -$68M |
|
|
9
Bristol-Myers Squibb
BMY
$96B
| $5.79B | 1.63% | 108,984,410 -15,779,049 | -13% | -$839M |
|
10
GE Aerospace
GE
$292B
| $5.68B | 1.6% | 202,704,300 +4,111,400 | +2% | +$115M |
|
11
Lockheed Martin
LMT
$106B
| $5.44B | 1.53% | 36,560,237 -2,445,000 | -6% | -$363M |
|
12
Texas Instruments
TXN
$184B
| $4.93B | 1.39% | 112,368,791 +1,443,900 | +1% | +$63.4M |
|
13
Comcast
CMCSA
$125B
| $4.65B | 1.31% | 89,505,808 +802,311 | +0.9% | +$41.7M |
|
14
Union Pacific
UNP
$133B
| $4.61B | 1.3% | 27,459,000 -1,723,337 | -6% | -$290M |
|
|
15
Chevron
CVX
$324B
| $4.6B | 1.29% | 36,862,630 -8,716,820 | -19% | -$1.09B |
|
16
PepsiCo
PEP
$204B
| $4.59B | 1.29% | 55,295,486 -9,492,714 | -15% | -$787M |
|
|
17
JPMorgan Chase
JPM
$829B
| $4.4B | 1.24% | 75,277,932 +12,574,700 | +20% | +$735M |
|
|
18
Gilead Sciences
GILD
$140B
| $4.24B | 1.19% | 56,362,490 -13,052,922 | -19% | -$981M |
|
|
RDS.B
19
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $4.12B | 1.16% | 54,854,000 +1,735,000 | +3% | +$130M |
|
|
20
Philip Morris
PM
$260B
| $4.06B | 1.14% | 46,580,874 +8,856,374 | +23% | +$772M |
|
21
DuPont de Nemours
DD
$32.2B
| $3.75B | 1.05% | 84,348,256 +9,615,000 | +13% | +$427M |
|
22
Pfizer
PFE
$141B
| $3.58B | 1.01% | 116,964,780 -2,063,000 | -2% | -$63.2M |
|
23
Goldman Sachs
GS
$226B
| $3.53B | 0.99% | 19,929,786 -4,485,000 | -18% | -$795M |
|
24
Citigroup
C
$178B
| $3.51B | 0.99% | 67,331,674 -1,120,000 | -2% | -$58.4M |
|
25
Procter & Gamble
PG
$368B
| $3.27B | 0.92% | 40,110,000 +5,239,200 | +15% | +$427M |
|