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 |
Kraft Heinz
KHC
|
$2.06B |
| 2 |
RAI
Reynolds American Inc
RAI
|
$1.69B |
| 3 |
Intel
INTC
|
$981M |
| 4 |
Intuit
INTU
|
$862M |
| 5 |
Kroger
KR
|
$829M |
Top Sells
| 1 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$1.95B |
| 2 |
Cisco
CSCO
|
$1.03B |
| 3 |
PepsiCo
PEP
|
$988M |
| 4 |
Walt Disney
DIS
|
$861M |
| 5 |
American Express
AXP
|
$779M |
Sector Composition
| 1 | Healthcare | 14.38% |
| 2 | Financials | 13.71% |
| 3 | Industrials | 12.2% |
| 4 | Technology | 11.83% |
| 5 | Consumer Discretionary | 11.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $16.1B | 4.73% | 363,624,188 +10,308,067 | +3% | +$456M |
|
2
Amazon
AMZN
$2.44T
| $11.8B | 3.48% | 23,146,363 -746,915 | -3% | -$382M |
|
3
Home Depot
HD
$405B
| $10.1B | 2.98% | 87,757,964 -1,654,294 | -2% | -$191M |
|
4
Wells Fargo
WFC
$263B
| $7.85B | 2.31% | 152,813,035 +3,569,215 | +2% | +$183M |
|
5
Comcast
CMCSA
$125B
| $7.83B | 2.3% | 137,597,809 -6,042,278 | -4% | -$344M |
|
6
Merck
MRK
$210B
| $6.92B | 2.04% | 140,124,283 -12,497,333 | -8% | -$617M |
|
7
Philip Morris
PM
$260B
| $6.8B | 2% | 85,673,530 +30,510 | +0% | +$2.42M |
|
8
Coca-Cola
KO
$297B
| $6.58B | 1.94% | 164,063,527 +18,167,897 | +12% | +$729M |
|
9
JPMorgan Chase
JPM
$829B
| $6.57B | 1.93% | 107,711,301 +3,050,548 | +3% | +$186M |
|
10
Boeing
BA
$177B
| $6.07B | 1.78% | 46,347,945 -1,966,755 | -4% | -$258M |
|
11
Lockheed Martin
LMT
$106B
| $5.88B | 1.73% | 28,378,537 +51,900 | +0.2% | +$10.8M |
|
12
UnitedHealth
UNH
$281B
| $4.6B | 1.35% | 39,615,600 +646,500 | +2% | +$75M |
|
13
GE Aerospace
GE
$292B
| $4.4B | 1.29% | 174,449,111 -5,038,347 | -3% | -$127M |
|
14
Pfizer
PFE
$141B
| $4.19B | 1.23% | 133,293,900 -303,100 | -0.2% | -$9.52M |
|
|
15
Intel
INTC
$107B
| $3.91B | 1.15% | 129,648,203 +32,533,919 | +34% | +$981M |
|
16
Alphabet (Google) Class C
GOOG
$2.58T
| $3.87B | 1.14% | 6,207,301 -444,006 | -7% | -$277M |
|
|
TFCFA
17
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $3.69B | 1.09% | 136,927,740 -1,117,875 | -0.8% | -$30.2M |
|
18
Procter & Gamble
PG
$368B
| $3.61B | 1.06% | 50,191,209 +714,034 | +1% | +$51.4M |
|
|
ESRX
19
DELISTED
Express Scripts Holding Company
ESRX
| $3.6B | 1.06% | 44,503,908 +1,099,400 | +3% | +$89M |
|
20
Texas Instruments
TXN
$184B
| $3.39B | 1% | 68,414,984 +2,004,312 | +3% | +$99.3M |
|
21
Berkshire Hathaway Class A
BRK.A
$1.09T
| $3.26B | 0.96% | 16,679 | – | – |
|
22
Regeneron Pharmaceuticals
REGN
$61.5B
| $3.24B | 0.95% | 6,972,581 -986,741 | -12% | -$459M |
|
23
CME Group
CME
$96B
| $3.14B | 0.92% | 33,843,469 -4,652,671 | -12% | -$431M |
|
24
Bristol-Myers Squibb
BMY
$96B
| $3.14B | 0.92% | 52,960,044 -7,603,126 | -13% | -$450M |
|
25
Verizon
VZ
$186B
| $3.04B | 0.89% | 69,841,231 -1,439,951 | -2% | -$62.7M |
|