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
|
$1.27B |
| 2 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$1.1B |
| 3 |
Apple
AAPL
|
$988M |
| 4 |
Johnson Controls International
JCI
|
$656M |
| 5 |
Intel
INTC
|
$613M |
Top Sells
| 1 |
Philip Morris
PM
|
$1.23B |
| 2 |
Kroger
KR
|
$1.15B |
| 3 |
McDonald's
MCD
|
$1.07B |
| 4 |
Costco
COST
|
$614M |
| 5 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$581M |
Sector Composition
| 1 | Technology | 13.76% |
| 2 | Healthcare | 13.05% |
| 3 | Consumer Discretionary | 12.54% |
| 4 | Financials | 10.55% |
| 5 | Energy | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $18.9B | 4.9% | 327,458,996 +8,226,654 | +3% | +$474M |
|
2
Amazon
AMZN
$2.44T
| $16.4B | 4.27% | 19,621,370 -506,018 | -3% | -$424M |
|
3
Home Depot
HD
$405B
| $11.1B | 2.88% | 86,161,593 -117,808 | -0.1% | -$15.2M |
|
|
4
Schlumberger
SLB
$55B
| $8.29B | 2.16% | 105,466,433 +16,187,953 | +18% | +$1.27B |
|
5
Comcast
CMCSA
$125B
| $8.24B | 2.14% | 124,142,657 -49,982 | -0% | -$3.32M |
|
6
Merck
MRK
$210B
| $8.19B | 2.13% | 131,229,215 -2,631,098 | -2% | -$164M |
|
7
JPMorgan Chase
JPM
$829B
| $7.41B | 1.93% | 111,321,984 +1,686,980 | +2% | +$112M |
|
|
8
Intel
INTC
$107B
| $6.92B | 1.8% | 183,278,777 +16,231,087 | +10% | +$613M |
|
9
Boeing
BA
$177B
| $6.64B | 1.73% | 50,414,174 +2,737,375 | +6% | +$361M |
|
|
10
Philip Morris
PM
$260B
| $6.6B | 1.72% | 67,937,040 -12,694,471 | -16% | -$1.23B |
|
11
Lockheed Martin
LMT
$106B
| $6.33B | 1.65% | 26,393,441 -199,996 | -0.8% | -$47.9M |
|
|
DD
12
DELISTED
Du Pont De Nemours E I
DD
| $6.32B | 1.64% | 94,423,476 -2,899,783 | -3% | -$194M |
|
13
Coca-Cola
KO
$297B
| $5.94B | 1.55% | 140,475,518 -8,384,611 | -6% | -$355M |
|
14
UnitedHealth
UNH
$281B
| $5.83B | 1.52% | 41,616,604 +401,303 | +1% | +$56.2M |
|
15
Procter & Gamble
PG
$368B
| $4.89B | 1.27% | 54,536,758 +1,439,586 | +3% | +$129M |
|
16
Berkshire Hathaway Class A
BRK.A
$1.09T
| $4.58B | 1.19% | 21,197 +1,211 | +6% | +$262M |
|
17
Meta Platforms (Facebook)
META
$1.86T
| $4.37B | 1.14% | 34,067,024 +935,732 | +3% | +$120M |
|
|
RDS.B
18
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $4.35B | 1.13% | 82,390,155 +20,747,221 | +34% | +$1.1B |
|
|
19
Apple
AAPL
$3.45T
| $4.33B | 1.13% | 38,337,447 +8,740,447 | +30% | +$988M |
|
20
Texas Instruments
TXN
$184B
| $4.3B | 1.12% | 61,303,584 -4,150,108 | -6% | -$291M |
|
21
Enbridge
ENB
$105B
| $4.22B | 1.1% | 95,707,623 +12,376,715 | +15% | +$545M |
|
22
GE Aerospace
GE
$292B
| $4.19B | 1.09% | 141,594,093 -17,128,428 | -11% | -$507M |
|
23
Verizon
VZ
$186B
| $4.15B | 1.08% | 79,768,934 -29,727 | -0% | -$1.55M |
|
24
Chevron
CVX
$324B
| $3.94B | 1.02% | 38,253,427 -1,882,320 | -5% | -$194M |
|
25
Wells Fargo
WFC
$263B
| $3.88B | 1.01% | 87,714,669 -3,358,386 | -4% | -$149M |
|