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 |
Cisco
CSCO
|
$2.34B |
| 2 |
Apple
AAPL
|
$1.94B |
| 3 |
JPMorgan Chase
JPM
|
$1.44B |
| 4 |
Comcast
CMCSA
|
$1.25B |
| 5 |
Microsoft
MSFT
|
$1.2B |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$1.46B |
| 2 |
Citigroup
C
|
$1.37B |
| 3 |
Home Depot
HD
|
$1.25B |
| 4 |
PepsiCo
PEP
|
$1.19B |
| 5 |
Gilead Sciences
GILD
|
$1.09B |
Sector Composition
| 1 | Industrials | 14.32% |
| 2 | Financials | 13.53% |
| 3 | Healthcare | 12.74% |
| 4 | Consumer Discretionary | 10.86% |
| 5 | Technology | 10.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $13B | 3.69% | 316,104,840 +29,392,340 | +10% | +$1.2B |
|
2
Amazon
AMZN
$2.44T
| $10.7B | 3.04% | 31,673,240 +1,056,790 | +3% | +$356M |
|
|
3
Home Depot
HD
$405B
| $10B | 2.85% | 126,366,479 -15,751,851 | -11% | -$1.25B |
|
4
Merck
MRK
$210B
| $9.85B | 2.81% | 173,505,384 +4,549,680 | +3% | +$258M |
|
5
Wells Fargo
WFC
$263B
| $8.26B | 2.35% | 165,979,120 +4,034,930 | +2% | +$201M |
|
6
Boeing
BA
$177B
| $8B | 2.28% | 63,783,700 -4,303,300 | -6% | -$540M |
|
7
Alphabet (Google) Class C
GOOG
$2.58T
| $7.12B | 2.03% | 6,388,065 -73,750 | -1% | -$82.2M |
|
|
8
JPMorgan Chase
JPM
$829B
| $6.01B | 1.71% | 99,027,122 +23,749,190 | +32% | +$1.44B |
|
9
American Express
AXP
$231B
| $5.9B | 1.68% | 65,503,860 | – | – |
|
|
10
Comcast
CMCSA
$125B
| $5.72B | 1.63% | 114,405,487 +24,899,679 | +28% | +$1.25B |
|
11
Lockheed Martin
LMT
$106B
| $5.6B | 1.6% | 34,284,637 -2,275,600 | -6% | -$371M |
|
12
Union Pacific
UNP
$133B
| $5.5B | 1.57% | 29,329,000 +1,870,000 | +7% | +$351M |
|
13
GE Aerospace
GE
$292B
| $4.85B | 1.38% | 187,427,350 -15,276,950 | -8% | -$396M |
|
14
Philip Morris
PM
$260B
| $4.63B | 1.32% | 56,556,347 +9,975,473 | +21% | +$817M |
|
|
RDS.B
15
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $4.5B | 1.28% | 57,604,000 +2,750,000 | +5% | +$215M |
|
16
Texas Instruments
TXN
$184B
| $4.5B | 1.28% | 95,403,791 -16,965,000 | -15% | -$800M |
|
|
17
Bristol-Myers Squibb
BMY
$96B
| $4.2B | 1.2% | 80,824,770 -28,159,640 | -26% | -$1.46B |
|
18
Pfizer
PFE
$141B
| $3.91B | 1.12% | 121,802,400 +4,837,620 | +4% | +$155M |
|
19
Chevron
CVX
$324B
| $3.71B | 1.06% | 31,239,630 -5,623,000 | -15% | -$669M |
|
20
DuPont de Nemours
DD
$32.2B
| $3.71B | 1.06% | 76,347,104 -8,001,152 | -9% | -$389M |
|
21
Verizon
VZ
$186B
| $3.7B | 1.05% | 77,748,740 +12,255,690 | +19% | +$583M |
|
22
Procter & Gamble
PG
$368B
| $3.58B | 1.02% | 44,436,753 +4,326,753 | +11% | +$349M |
|
|
23
PepsiCo
PEP
$204B
| $3.43B | 0.98% | 41,069,585 -14,225,901 | -26% | -$1.19B |
|
|
24
Apple
AAPL
$3.45T
| $3.28B | 0.94% | 6,119,600 +3,613,500 | +144% | +$1.94B |
|
25
Johnson & Johnson
JNJ
$427B
| $3.17B | 0.9% | 32,260,000 +4,460,000 | +16% | +$438M |
|