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 |
Schlumberger
SLB
|
$1.77B |
| 2 |
Meta Platforms (Facebook)
META
|
$1.11B |
| 3 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$531M |
| 4 |
Boeing
BA
|
$502M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
$485M |
Top Sells
| 1 |
Wells Fargo
WFC
|
$1.16B |
| 2 |
Amazon
AMZN
|
$889M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$643M |
| 4 |
Philip Morris
PM
|
$618M |
| 5 |
CVS Health
CVS
|
$606M |
Sector Composition
| 1 | Healthcare | 13.23% |
| 2 | Technology | 12.3% |
| 3 | Consumer Discretionary | 12.21% |
| 4 | Financials | 10.43% |
| 5 | Consumer Staples | 10.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $16.3B | 4.4% | 319,232,342 +317,913 | +0.1% | +$16.3M |
|
|
2
Amazon
AMZN
$2.44T
| $14.4B | 3.88% | 20,127,388 -1,242,341 | -6% | -$889M |
|
3
Home Depot
HD
$405B
| $11B | 2.97% | 86,279,401 +332,206 | +0.4% | +$42.4M |
|
|
4
Philip Morris
PM
$260B
| $8.2B | 2.21% | 80,631,511 -6,073,043 | -7% | -$618M |
|
5
Comcast
CMCSA
$125B
| $8.1B | 2.18% | 124,192,639 -6,266,400 | -5% | -$409M |
|
6
Merck
MRK
$210B
| $7.71B | 2.08% | 133,860,313 +156,090 | +0.1% | +$8.99M |
|
|
7
Schlumberger
SLB
$55B
| $7.06B | 1.9% | 89,278,480 +22,351,159 | +33% | +$1.77B |
|
8
JPMorgan Chase
JPM
$829B
| $6.81B | 1.84% | 109,635,004 -5,545,751 | -5% | -$345M |
|
9
Coca-Cola
KO
$297B
| $6.75B | 1.82% | 148,860,129 -3,159,702 | -2% | -$143M |
|
10
Lockheed Martin
LMT
$106B
| $6.6B | 1.78% | 26,593,437 +365,700 | +1% | +$90.8M |
|
|
DD
11
DELISTED
Du Pont De Nemours E I
DD
| $6.31B | 1.7% | 97,323,259 +7,484,437 | +8% | +$485M |
|
|
12
Boeing
BA
$177B
| $6.19B | 1.67% | 47,676,799 +3,866,637 | +9% | +$502M |
|
13
UnitedHealth
UNH
$281B
| $5.82B | 1.57% | 41,215,301 +626,451 | +2% | +$88.5M |
|
14
Intel
INTC
$107B
| $5.48B | 1.48% | 167,047,690 +8,095,076 | +5% | +$266M |
|
15
GE Aerospace
GE
$292B
| $5B | 1.35% | 158,722,521 -4,486,250 | -3% | -$141M |
|
16
McDonald's
MCD
$224B
| $4.67B | 1.26% | 38,801,134 -2,190,327 | -5% | -$264M |
|
17
Procter & Gamble
PG
$368B
| $4.5B | 1.21% | 53,097,172 +376,640 | +0.7% | +$31.9M |
|
18
Verizon
VZ
$186B
| $4.46B | 1.2% | 79,798,661 +376,933 | +0.5% | +$21M |
|
19
Berkshire Hathaway Class A
BRK.A
$1.09T
| $4.34B | 1.17% | 19,986 | – | – |
|
|
20
Wells Fargo
WFC
$263B
| $4.31B | 1.16% | 91,073,055 -24,567,700 | -21% | -$1.16B |
|
21
Chevron
CVX
$324B
| $4.21B | 1.13% | 40,135,747 +321,100 | +0.8% | +$33.7M |
|
22
Texas Instruments
TXN
$184B
| $4.1B | 1.11% | 65,453,692 -38,153 | -0.1% | -$2.39M |
|
|
23
Meta Platforms (Facebook)
META
$1.86T
| $3.79B | 1.02% | 33,131,292 +9,686,624 | +41% | +$1.11B |
|
24
Enbridge
ENB
$105B
| $3.53B | 0.95% | 83,330,908 +280,167 | +0.3% | +$11.9M |
|
25
Medtronic
MDT
$119B
| $3.45B | 0.93% | 39,811,815 +1,078,532 | +3% | +$93.6M |
|