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 |
Apple
AAPL
|
$3.8B |
| 2 |
Coca-Cola
KO
|
$1.83B |
| 3 |
Union Pacific
UNP
|
$1.66B |
| 4 |
POT
Potash Corp Of Saskatchewan
POT
|
$1.15B |
| 5 |
Microsoft
MSFT
|
$1.1B |
Top Sells
| 1 |
Kimberly-Clark
KMB
|
$1.11B |
| 2 |
DuPont de Nemours
DD
|
$869M |
| 3 |
Home Depot
HD
|
$682M |
| 4 |
DTV
DIRECTV COM STK (DE)
DTV
|
$665M |
| 5 |
Texas Instruments
TXN
|
$664M |
Sector Composition
| 1 | Industrials | 13.81% |
| 2 | Financials | 13.33% |
| 3 | Healthcare | 12.6% |
| 4 | Technology | 10.74% |
| 5 | Energy | 10.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $14.3B | 3.93% | 342,377,933 +26,273,093 | +8% | +$1.1B |
|
2
Amazon
AMZN
$2.44T
| $10.6B | 2.92% | 32,627,640 +954,400 | +3% | +$310M |
|
3
Merck
MRK
$210B
| $10.1B | 2.79% | 174,926,284 +1,420,900 | +0.8% | +$82.2M |
|
|
4
Home Depot
HD
$405B
| $9.55B | 2.63% | 117,941,979 -8,424,500 | -7% | -$682M |
|
5
Wells Fargo
WFC
$263B
| $8.64B | 2.38% | 164,321,120 -1,658,000 | -1% | -$87.1M |
|
6
Boeing
BA
$177B
| $8B | 2.2% | 62,878,700 -905,000 | -1% | -$115M |
|
7
Comcast
CMCSA
$125B
| $6.64B | 1.83% | 123,630,487 +9,225,000 | +8% | +$495M |
|
8
American Express
AXP
$231B
| $6.17B | 1.7% | 65,003,860 -500,000 | -0.8% | -$47.4M |
|
9
JPMorgan Chase
JPM
$829B
| $5.5B | 1.52% | 95,466,322 -3,560,800 | -4% | -$205M |
|
|
RDS.B
10
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $5.14B | 1.42% | 59,062,434 +1,458,434 | +3% | +$127M |
|
11
GE Aerospace
GE
$292B
| $5.06B | 1.4% | 192,668,350 +5,241,000 | +3% | +$138M |
|
12
Lockheed Martin
LMT
$106B
| $4.93B | 1.36% | 30,669,637 -3,615,000 | -11% | -$581M |
|
13
Philip Morris
PM
$260B
| $4.89B | 1.35% | 58,028,873 +1,472,526 | +3% | +$124M |
|
|
14
Union Pacific
UNP
$133B
| $4.59B | 1.26% | 46,004,443 +16,675,443 | +57% | +$1.66B |
|
15
Procter & Gamble
PG
$368B
| $4.48B | 1.23% | 56,977,800 +12,541,047 | +28% | +$986M |
|
|
16
Apple
AAPL
$3.45T
| $4.37B | 1.2% | 47,021,900 +40,902,300 | +668% | +$3.8B |
|
17
Verizon
VZ
$186B
| $4.1B | 1.13% | 83,734,357 +5,985,617 | +8% | +$293M |
|
|
18
Texas Instruments
TXN
$184B
| $3.9B | 1.07% | 81,505,791 -13,898,000 | -15% | -$664M |
|
19
Chevron
CVX
$324B
| $3.85B | 1.06% | 29,474,867 -1,764,763 | -6% | -$230M |
|
20
Bristol-Myers Squibb
BMY
$96B
| $3.81B | 1.05% | 78,445,860 -2,378,910 | -3% | -$115M |
|
21
Cisco
CSCO
$274B
| $3.74B | 1.03% | 150,638,400 +13,100,000 | +10% | +$326M |
|
22
PepsiCo
PEP
$204B
| $3.73B | 1.03% | 41,732,088 +662,503 | +2% | +$59.2M |
|
23
Pfizer
PFE
$141B
| $3.67B | 1.01% | 123,802,400 +2,000,000 | +2% | +$59.4M |
|
24
Alphabet (Google) Class C
GOOG
$2.58T
| $3.64B | 1% | 6,218,842 -169,223 | -3% | -$98.9M |
|
|
25
Coca-Cola
KO
$297B
| $3.34B | 0.92% | 78,745,000 +43,245,000 | +122% | +$1.83B |
|