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 |
Visa
V
|
$2.12B |
| 2 |
Philip Morris
PM
|
$1.59B |
| 3 |
Medtronic
MDT
|
$1.47B |
| 4 |
DD
Du Pont De Nemours E I
DD
|
$1.17B |
| 5 |
Kroger
KR
|
$924M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$3.76B |
| 2 |
PepsiCo
PEP
|
$1.64B |
| 3 |
Carnival Corp
CCL
|
$1.18B |
| 4 |
Edwards Lifesciences
EW
|
$693M |
| 5 |
American Express
AXP
|
$677M |
Sector Composition
| 1 | Healthcare | 15.13% |
| 2 | Industrials | 13.92% |
| 3 | Financials | 13.29% |
| 4 | Technology | 10.56% |
| 5 | Consumer Discretionary | 9.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $14.5B | 3.91% | 356,476,260 +12,685,000 | +4% | +$516M |
|
2
Home Depot
HD
$405B
| $11B | 2.97% | 97,010,079 -5,125,900 | -5% | -$582M |
|
3
Merck
MRK
$210B
| $9.45B | 2.55% | 164,402,740 -6,363,300 | -4% | -$366M |
|
4
Amazon
AMZN
$2.44T
| $9.42B | 2.54% | 25,308,256 -797,400 | -3% | -$297M |
|
5
Boeing
BA
$177B
| $8.94B | 2.41% | 59,547,700 -1,793,000 | -3% | -$269M |
|
6
Comcast
CMCSA
$125B
| $8.22B | 2.22% | 145,535,087 +10,805,536 | +8% | +$610M |
|
7
Wells Fargo
WFC
$263B
| $7.87B | 2.12% | 144,708,820 +345,000 | +0.2% | +$18.8M |
|
|
8
Philip Morris
PM
$260B
| $6.34B | 1.71% | 84,198,873 +21,115,000 | +33% | +$1.59B |
|
9
JPMorgan Chase
JPM
$829B
| $6.17B | 1.66% | 101,826,410 +2,243,288 | +2% | +$136M |
|
10
Lockheed Martin
LMT
$106B
| $6.03B | 1.63% | 29,710,937 +1,050,000 | +4% | +$213M |
|
11
Coca-Cola
KO
$297B
| $5.42B | 1.46% | 133,600,750 +12,252,500 | +10% | +$497M |
|
12
UnitedHealth
UNH
$281B
| $4.7B | 1.27% | 39,712,000 +1,880,000 | +5% | +$222M |
|
13
Pfizer
PFE
$141B
| $4.7B | 1.27% | 135,002,000 +9,491,600 | +8% | +$330M |
|
|
TFCFA
14
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $4.65B | 1.25% | 137,431,000 +2,269,000 | +2% | +$76.8M |
|
15
GE Aerospace
GE
$292B
| $4.39B | 1.18% | 177,108,350 -5,000,000 | -3% | -$124M |
|
16
Bristol-Myers Squibb
BMY
$96B
| $4.25B | 1.15% | 65,869,780 -6,300,450 | -9% | -$406M |
|
17
Procter & Gamble
PG
$368B
| $3.92B | 1.06% | 47,846,800 -3,510,000 | -7% | -$288M |
|
18
Texas Instruments
TXN
$184B
| $3.9B | 1.05% | 68,123,362 -1,629,000 | -2% | -$93.2M |
|
19
Costco
COST
$418B
| $3.82B | 1.03% | 25,200,408 +4,450,229 | +21% | +$674M |
|
|
DD
20
DELISTED
Du Pont De Nemours E I
DD
| $3.77B | 1.02% | 52,715,190 +16,355,000 | +45% | +$1.17B |
|
|
21
American Express
AXP
$231B
| $3.75B | 1.01% | 47,964,860 -8,665,000 | -15% | -$677M |
|
22
CME Group
CME
$96B
| $3.65B | 0.98% | 38,496,140 | – | – |
|
23
Regeneron Pharmaceuticals
REGN
$61.5B
| $3.64B | 0.98% | 8,064,176 +188,026 | +2% | +$84.9M |
|
24
Verizon
VZ
$186B
| $3.63B | 0.98% | 74,566,182 -2,323,358 | -3% | -$113M |
|
|
RDS.B
25
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $3.62B | 0.97% | 57,676,734 +3,204,300 | +6% | +$201M |
|