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 |
Broadcom
AVGO
|
$7.75B |
| 2 |
Chubb
CB
|
$3.1B |
| 3 |
ASML
ASML
|
$2.82B |
| 4 |
Meta Platforms (Facebook)
META
|
$1.53B |
| 5 |
Gen Digital
GEN
|
$1.18B |
Top Sells
| 1 |
Amazon
AMZN
|
$2.01B |
| 2 |
Pfizer
PFE
|
$1.64B |
| 3 |
McDonald's
MCD
|
$610M |
| 4 |
Texas Instruments
TXN
|
$605M |
| 5 |
LNKD
LinkedIn Corporation
LNKD
|
$576M |
Sector Composition
| 1 | Technology | 16.82% |
| 2 | Financials | 12.84% |
| 3 | Healthcare | 11.66% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Energy | 10.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $20.5B | 5.17% | 330,638,081 +3,179,085 | +1% | +$198M |
|
|
2
Amazon
AMZN
$2.44T
| $12.7B | 3.2% | 16,942,267 -2,679,103 | -14% | -$2.01B |
|
3
Home Depot
HD
$405B
| $11B | 2.76% | 81,884,343 -4,277,250 | -5% | -$573M |
|
4
JPMorgan Chase
JPM
$829B
| $9.72B | 2.44% | 112,596,239 +1,274,255 | +1% | +$110M |
|
5
Schlumberger
SLB
$55B
| $9.03B | 2.27% | 107,574,406 +2,107,973 | +2% | +$177M |
|
6
Comcast
CMCSA
$125B
| $8.34B | 2.1% | 120,738,008 -3,404,649 | -3% | -$235M |
|
7
Merck
MRK
$210B
| $8.32B | 2.09% | 141,332,476 +10,103,261 | +8% | +$595M |
|
8
Boeing
BA
$177B
| $8.04B | 2.02% | 51,613,636 +1,199,462 | +2% | +$187M |
|
|
9
Broadcom
AVGO
$1.4T
| $7.75B | 1.95% | +43,828,990 | New | +$7.75B |
|
|
DD
10
DELISTED
Du Pont De Nemours E I
DD
| $6.64B | 1.67% | 90,469,881 -3,953,595 | -4% | -$290M |
|
11
UnitedHealth
UNH
$281B
| $6.64B | 1.67% | 41,467,824 -148,780 | -0.4% | -$23.8M |
|
12
Lockheed Martin
LMT
$106B
| $6.41B | 1.61% | 25,665,421 -728,020 | -3% | -$182M |
|
13
Philip Morris
PM
$260B
| $6.34B | 1.59% | 69,312,010 +1,374,970 | +2% | +$126M |
|
14
Intel
INTC
$107B
| $6.14B | 1.54% | 169,249,610 -14,029,167 | -8% | -$509M |
|
15
Coca-Cola
KO
$297B
| $5.45B | 1.37% | 131,556,918 -8,918,600 | -6% | -$370M |
|
|
16
Meta Platforms (Facebook)
META
$1.86T
| $5.45B | 1.37% | 47,359,397 +13,292,373 | +39% | +$1.53B |
|
17
Berkshire Hathaway Class A
BRK.A
$1.09T
| $5.27B | 1.33% | 21,601 +404 | +2% | +$98.6M |
|
|
RDS.B
18
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $5.16B | 1.3% | 88,984,156 +6,594,001 | +8% | +$382M |
|
19
Apple
AAPL
$3.45T
| $5.05B | 1.27% | 43,586,320 +5,248,873 | +14% | +$608M |
|
20
Chevron
CVX
$324B
| $4.87B | 1.22% | 41,335,598 +3,082,171 | +8% | +$363M |
|
21
GE Aerospace
GE
$292B
| $4.57B | 1.15% | 144,551,248 +2,957,155 | +2% | +$93.4M |
|
22
Wells Fargo
WFC
$263B
| $4.53B | 1.14% | 82,258,769 -5,455,900 | -6% | -$301M |
|
23
Verizon
VZ
$186B
| $4.27B | 1.07% | 79,922,980 +154,046 | +0.2% | +$8.22M |
|
24
Enbridge
ENB
$105B
| $4.19B | 1.05% | 99,519,123 +3,811,500 | +4% | +$160M |
|
25
Procter & Gamble
PG
$368B
| $4.04B | 1.02% | 47,996,316 -6,540,442 | -12% | -$550M |
|