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 A
GOOGL
|
$2.42B |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$2.15B |
| 3 |
McDonald's
MCD
|
$1.68B |
| 4 |
Schlumberger
SLB
|
$1.07B |
| 5 |
ConocoPhillips
COP
|
$962M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$2.45B |
| 2 |
Pfizer
PFE
|
$1.43B |
| 3 |
American Express
AXP
|
$823M |
| 4 |
Delta Air Lines
DAL
|
$812M |
| 5 |
Union Pacific
UNP
|
$774M |
Sector Composition
| 1 | Healthcare | 13.91% |
| 2 | Financials | 13.35% |
| 3 | Consumer Discretionary | 12.88% |
| 4 | Technology | 12.61% |
| 5 | Industrials | 10.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $19.8B | 5.55% | 357,270,652 -6,353,536 | -2% | -$352M |
|
2
Amazon
AMZN
$2.44T
| $15B | 4.19% | 22,168,299 -978,064 | -4% | -$661M |
|
3
Home Depot
HD
$405B
| $11.4B | 3.19% | 86,291,153 -1,466,811 | -2% | -$194M |
|
4
Wells Fargo
WFC
$263B
| $8.19B | 2.29% | 150,748,895 -2,064,140 | -1% | -$112M |
|
5
Comcast
CMCSA
$125B
| $7.61B | 2.13% | 134,907,439 -2,690,370 | -2% | -$152M |
|
6
Philip Morris
PM
$260B
| $7.53B | 2.11% | 85,672,531 -999 | -0% | -$87.8K |
|
7
JPMorgan Chase
JPM
$829B
| $7.39B | 2.07% | 111,984,455 +4,273,154 | +4% | +$282M |
|
8
Coca-Cola
KO
$297B
| $6.98B | 1.95% | 162,487,872 -1,575,655 | -1% | -$67.7M |
|
9
Merck
MRK
$210B
| $6.88B | 1.92% | 130,248,283 -9,876,000 | -7% | -$522M |
|
10
Boeing
BA
$177B
| $6.26B | 1.75% | 43,298,489 -3,049,456 | -7% | -$441M |
|
11
Lockheed Martin
LMT
$106B
| $6.15B | 1.72% | 28,304,237 -74,300 | -0.3% | -$16.1M |
|
12
GE Aerospace
GE
$292B
| $5.47B | 1.53% | 175,487,870 +1,038,759 | +0.6% | +$32.4M |
|
13
Intel
INTC
$107B
| $4.83B | 1.35% | 140,063,413 +10,415,210 | +8% | +$359M |
|
|
DD
14
DELISTED
Du Pont De Nemours E I
DD
| $4.7B | 1.32% | 70,589,799 +32,251,657 | +84% | +$2.15B |
|
15
UnitedHealth
UNH
$281B
| $4.7B | 1.32% | 39,958,800 +343,200 | +0.9% | +$40.4M |
|
16
Procter & Gamble
PG
$368B
| $3.97B | 1.11% | 50,035,290 -155,919 | -0.3% | -$12.4M |
|
|
ESRX
17
DELISTED
Express Scripts Holding Company
ESRX
| $3.92B | 1.1% | 44,862,058 +358,150 | +0.8% | +$31.3M |
|
|
18
ConocoPhillips
COP
$124B
| $3.81B | 1.06% | 81,526,058 +20,604,215 | +34% | +$962M |
|
19
Texas Instruments
TXN
$184B
| $3.76B | 1.05% | 68,528,496 +113,512 | +0.2% | +$6.22M |
|
20
Regeneron Pharmaceuticals
REGN
$61.5B
| $3.69B | 1.03% | 6,804,465 -168,116 | -2% | -$91.3M |
|
|
21
McDonald's
MCD
$224B
| $3.65B | 1.02% | 30,881,418 +14,226,904 | +85% | +$1.68B |
|
22
Chevron
CVX
$324B
| $3.46B | 0.97% | 38,459,832 +1,489,585 | +4% | +$134M |
|
|
TFCFA
23
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $3.42B | 0.96% | 125,983,640 -10,944,100 | -8% | -$297M |
|
24
Visa
V
$683B
| $3.32B | 0.93% | 42,874,040 +452,115 | +1% | +$35.1M |
|
25
Verizon
VZ
$186B
| $3.29B | 0.92% | 71,131,479 +1,290,248 | +2% | +$59.6M |
|