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 |
Alphabet (Google) Class C
GOOG
|
$2.54B |
| 2 |
Target
TGT
|
$1.4B |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$1.09B |
| 4 |
Visa
V
|
$1.03B |
| 5 |
Amphenol
APH
|
$523M |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$1.49B |
| 2 |
Amazon
AMZN
|
$963M |
| 3 |
Procter & Gamble
PG
|
$554M |
| 4 |
Duke Energy
DUK
|
$515M |
| 5 |
Home Depot
HD
|
$510M |
Sector Composition
| 1 | Healthcare | 13.78% |
| 2 | Industrials | 13.75% |
| 3 | Financials | 13.46% |
| 4 | Technology | 10.85% |
| 5 | Consumer Discretionary | 9.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $16B | 4.33% | 343,791,260 -5,638,673 | -2% | -$262M |
|
|
2
Home Depot
HD
$405B
| $10.7B | 2.91% | 102,135,979 -4,854,000 | -5% | -$510M |
|
3
Merck
MRK
$210B
| $9.7B | 2.63% | 170,766,040 -4,141,000 | -2% | -$235M |
|
|
4
Amazon
AMZN
$2.44T
| $8.1B | 2.2% | 26,105,656 -3,101,584 | -11% | -$963M |
|
5
Boeing
BA
$177B
| $7.97B | 2.16% | 61,340,700 -1,430,000 | -2% | -$186M |
|
6
Wells Fargo
WFC
$263B
| $7.91B | 2.15% | 144,363,820 -645,000 | -0.4% | -$35.4M |
|
7
Comcast
CMCSA
$125B
| $7.82B | 2.12% | 134,729,551 +6,190,264 | +5% | +$359M |
|
8
JPMorgan Chase
JPM
$829B
| $6.23B | 1.69% | 99,583,122 +3,347,000 | +3% | +$209M |
|
|
9
Alphabet (Google) Class C
GOOG
$2.58T
| $5.61B | 1.52% | 10,624,894 +4,811,302 | +83% | +$2.54B |
|
10
Lockheed Martin
LMT
$106B
| $5.52B | 1.5% | 28,660,937 -623,900 | -2% | -$120M |
|
11
American Express
AXP
$231B
| $5.27B | 1.43% | 56,629,860 | – | – |
|
|
TFCFA
12
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $5.19B | 1.41% | 135,162,000 +28,365,000 | +27% | +$1.09B |
|
13
Philip Morris
PM
$260B
| $5.14B | 1.39% | 63,083,873 +5,090,000 | +9% | +$415M |
|
14
Coca-Cola
KO
$297B
| $5.12B | 1.39% | 121,348,250 +1,446,000 | +1% | +$61.1M |
|
|
15
Procter & Gamble
PG
$368B
| $4.68B | 1.27% | 51,356,800 -6,082,894 | -11% | -$554M |
|
16
GE Aerospace
GE
$292B
| $4.6B | 1.25% | 182,108,350 -14,710,000 | -7% | -$372M |
|
17
PepsiCo
PEP
$204B
| $4.3B | 1.17% | 45,459,350 -2,812,738 | -6% | -$266M |
|
18
Union Pacific
UNP
$133B
| $4.29B | 1.16% | 35,998,500 -3,877,500 | -10% | -$462M |
|
19
Bristol-Myers Squibb
BMY
$96B
| $4.26B | 1.16% | 72,170,230 -2,744,500 | -4% | -$162M |
|
20
Pfizer
PFE
$141B
| $3.91B | 1.06% | 125,510,400 -4,153,000 | -3% | -$129M |
|
21
UnitedHealth
UNH
$281B
| $3.82B | 1.04% | 37,832,000 | – | – |
|
|
RDS.B
22
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $3.79B | 1.03% | 54,472,434 -2,690,000 | -5% | -$187M |
|
23
Texas Instruments
TXN
$184B
| $3.73B | 1.01% | 69,752,362 -1,495,500 | -2% | -$80M |
|
24
Verizon
VZ
$186B
| $3.6B | 0.98% | 76,889,540 -2,267,852 | -3% | -$106M |
|
25
Cisco
CSCO
$274B
| $3.5B | 0.95% | 125,978,400 -13,860,000 | -10% | -$386M |
|