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 |
Intel
INTC
|
$1.95B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.48B |
| 3 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$1.47B |
| 4 |
Petrobras
PBR
|
$1.38B |
| 5 |
PX
Praxair Inc
PX
|
$932M |
Top Sells
| 1 |
Boeing
BA
|
$1.56B |
| 2 |
The Mosaic Company
MOS
|
$918M |
| 3 |
LO
LORILLARD INC COM STK
LO
|
$849M |
| 4 |
Home Depot
HD
|
$844M |
| 5 |
POT
Potash Corp Of Saskatchewan
POT
|
$765M |
Sector Composition
| 1 | Healthcare | 15.25% |
| 2 | Financials | 14.09% |
| 3 | Industrials | 12.38% |
| 4 | Technology | 10.95% |
| 5 | Consumer Discretionary | 9.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $15.6B | 4.23% | 353,316,121 -3,160,139 | -0.9% | -$140M |
|
2
Amazon
AMZN
$2.44T
| $10.4B | 2.81% | 23,893,278 -1,414,978 | -6% | -$614M |
|
|
3
Home Depot
HD
$405B
| $9.94B | 2.69% | 89,412,258 -7,597,821 | -8% | -$844M |
|
4
Merck
MRK
$210B
| $8.69B | 2.36% | 152,621,616 -11,781,124 | -7% | -$671M |
|
5
Comcast
CMCSA
$125B
| $8.64B | 2.34% | 143,640,087 -1,895,000 | -1% | -$114M |
|
6
Wells Fargo
WFC
$263B
| $8.39B | 2.28% | 149,243,820 +4,535,000 | +3% | +$255M |
|
7
JPMorgan Chase
JPM
$829B
| $7.09B | 1.92% | 104,660,753 +2,834,343 | +3% | +$192M |
|
8
Philip Morris
PM
$260B
| $6.87B | 1.86% | 85,643,020 +1,444,147 | +2% | +$116M |
|
|
9
Boeing
BA
$177B
| $6.7B | 1.82% | 48,314,700 -11,233,000 | -19% | -$1.56B |
|
10
Coca-Cola
KO
$297B
| $5.72B | 1.55% | 145,895,630 +12,294,880 | +9% | +$482M |
|
11
Lockheed Martin
LMT
$106B
| $5.27B | 1.43% | 28,326,637 -1,384,300 | -5% | -$257M |
|
12
GE Aerospace
GE
$292B
| $4.77B | 1.29% | 179,487,458 +2,379,108 | +1% | +$63.2M |
|
13
UnitedHealth
UNH
$281B
| $4.75B | 1.29% | 38,969,100 -742,900 | -2% | -$90.6M |
|
|
TFCFA
14
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $4.49B | 1.22% | 138,045,615 +614,615 | +0.4% | +$20M |
|
15
Pfizer
PFE
$141B
| $4.48B | 1.21% | 133,597,000 -1,405,000 | -1% | -$47.1M |
|
16
Regeneron Pharmaceuticals
REGN
$61.5B
| $4.06B | 1.1% | 7,959,322 -104,854 | -1% | -$53.5M |
|
17
Bristol-Myers Squibb
BMY
$96B
| $4.03B | 1.09% | 60,563,170 -5,306,610 | -8% | -$353M |
|
18
Procter & Gamble
PG
$368B
| $3.87B | 1.05% | 49,477,175 +1,630,375 | +3% | +$128M |
|
|
ESRX
19
DELISTED
Express Scripts Holding Company
ESRX
| $3.86B | 1.05% | 43,404,508 +2,795,700 | +7% | +$249M |
|
20
CME Group
CME
$96B
| $3.58B | 0.97% | 38,496,140 | – | – |
|
21
Walt Disney
DIS
$213B
| $3.53B | 0.96% | 30,962,471 -93,734 | -0.3% | -$10.7M |
|
|
22
Alphabet (Google) Class C
GOOG
$2.58T
| $3.52B | 0.96% | 6,651,307 +2,801,465 | +73% | +$1.48B |
|
23
Texas Instruments
TXN
$184B
| $3.42B | 0.93% | 66,410,672 -1,712,690 | -3% | -$88.2M |
|
24
Berkshire Hathaway Class A
BRK.A
$1.09T
| $3.42B | 0.93% | 16,679 +1,313 | +9% | +$269M |
|
25
American Express
AXP
$231B
| $3.33B | 0.9% | 42,804,822 -5,160,038 | -11% | -$401M |
|