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 |
Apple
AAPL
|
$2.61B |
| 2 |
Schlumberger
SLB
|
$2.3B |
| 3 |
McDonald's
MCD
|
$1.27B |
| 4 |
DD
Du Pont De Nemours E I
DD
|
$1.22B |
| 5 |
Meta Platforms (Facebook)
META
|
$892M |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.12B |
| 2 |
Wells Fargo
WFC
|
$1.7B |
| 3 |
American Express
AXP
|
$1.42B |
| 4 |
Cisco
CSCO
|
$1.01B |
| 5 |
Salesforce
CRM
|
$904M |
Sector Composition
| 1 | Technology | 12.9% |
| 2 | Healthcare | 12.58% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Financials | 11.35% |
| 5 | Consumer Staples | 10.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $17.6B | 4.87% | 318,914,429 -38,356,223 | -11% | -$2.12B |
|
2
Amazon
AMZN
$2.44T
| $12.7B | 3.51% | 21,369,729 -798,570 | -4% | -$474M |
|
3
Home Depot
HD
$405B
| $11.5B | 3.17% | 85,947,195 -343,958 | -0.4% | -$45.9M |
|
4
Philip Morris
PM
$260B
| $8.51B | 2.35% | 86,704,554 +1,032,023 | +1% | +$101M |
|
5
Comcast
CMCSA
$125B
| $7.97B | 2.2% | 130,459,039 -4,448,400 | -3% | -$272M |
|
6
Merck
MRK
$210B
| $7.07B | 1.95% | 133,704,223 +3,455,940 | +3% | +$183M |
|
7
Coca-Cola
KO
$297B
| $7.05B | 1.95% | 152,019,831 -10,468,041 | -6% | -$486M |
|
8
JPMorgan Chase
JPM
$829B
| $6.82B | 1.88% | 115,180,755 +3,196,300 | +3% | +$189M |
|
9
Lockheed Martin
LMT
$106B
| $5.81B | 1.61% | 26,227,737 -2,076,500 | -7% | -$460M |
|
|
DD
10
DELISTED
Du Pont De Nemours E I
DD
| $5.69B | 1.57% | 89,838,822 +19,249,023 | +27% | +$1.22B |
|
|
11
Wells Fargo
WFC
$263B
| $5.59B | 1.55% | 115,640,755 -35,108,140 | -23% | -$1.7B |
|
12
Boeing
BA
$177B
| $5.56B | 1.54% | 43,810,162 +511,673 | +1% | +$65M |
|
13
UnitedHealth
UNH
$281B
| $5.23B | 1.45% | 40,588,850 +630,050 | +2% | +$81.2M |
|
14
GE Aerospace
GE
$292B
| $5.19B | 1.43% | 163,208,771 -12,279,099 | -7% | -$390M |
|
|
15
McDonald's
MCD
$224B
| $5.15B | 1.42% | 40,991,461 +10,110,043 | +33% | +$1.27B |
|
16
Intel
INTC
$107B
| $5.14B | 1.42% | 158,952,614 +18,889,201 | +13% | +$611M |
|
|
17
Schlumberger
SLB
$55B
| $4.94B | 1.36% | 66,927,321 +31,195,282 | +87% | +$2.3B |
|
18
Procter & Gamble
PG
$368B
| $4.34B | 1.2% | 52,720,532 +2,685,242 | +5% | +$221M |
|
19
Verizon
VZ
$186B
| $4.3B | 1.19% | 79,421,728 +8,290,249 | +12% | +$448M |
|
20
Berkshire Hathaway Class A
BRK.A
$1.09T
| $4.27B | 1.18% | 19,986 +3,777 | +23% | +$806M |
|
21
Chevron
CVX
$324B
| $3.8B | 1.05% | 39,814,647 +1,354,815 | +4% | +$129M |
|
22
Texas Instruments
TXN
$184B
| $3.76B | 1.04% | 65,491,845 -3,036,651 | -4% | -$174M |
|
|
23
Apple
AAPL
$3.45T
| $3.59B | 0.99% | 32,950,500 +23,935,500 | +266% | +$2.61B |
|
24
Visa
V
$683B
| $3.55B | 0.98% | 46,435,721 +3,561,681 | +8% | +$272M |
|
|
PX
25
DELISTED
Praxair Inc
PX
| $3.36B | 0.93% | 29,368,475 +4,295,735 | +17% | +$492M |
|