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 |
Comcast
CMCSA
|
$5.01B |
| 2 |
Simon Property Group
SPG
|
$2.77B |
| 3 |
Enbridge
ENB
|
$1.61B |
| 4 |
Costco
COST
|
$1.54B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.23B |
Top Sells
| 1 |
Merck
MRK
|
$2.2B |
| 2 |
Boeing
BA
|
$1.69B |
| 3 |
SE
Spectra Energy Corp Wi
SE
|
$1.46B |
| 4 |
JPMorgan Chase
JPM
|
$1.2B |
| 5 |
Exxon Mobil
XOM
|
$1.12B |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Financials | 12.57% |
| 3 | Consumer Discretionary | 11.87% |
| 4 | Communication Services | 10.92% |
| 5 | Healthcare | 10.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $22.2B | 5.32% | 337,753,411 +7,115,330 | +2% | +$469M |
|
2
Amazon
AMZN
$2.44T
| $14.9B | 3.56% | 16,782,786 -159,481 | -0.9% | -$141M |
|
3
Home Depot
HD
$405B
| $12.1B | 2.89% | 82,222,397 +338,054 | +0.4% | +$49.6M |
|
4
Broadcom
AVGO
$1.4T
| $10.7B | 2.56% | 48,919,232 +5,090,242 | +12% | +$1.11B |
|
|
5
Comcast
CMCSA
$125B
| $9.55B | 2.28% | 254,034,314 +133,296,306 | +110% | +$5.01B |
|
|
6
JPMorgan Chase
JPM
$829B
| $8.69B | 2.08% | 98,942,021 -13,654,218 | -12% | -$1.2B |
|
7
Schlumberger
SLB
$55B
| $8.33B | 1.99% | 106,627,578 -946,828 | -0.9% | -$73.9M |
|
|
8
Meta Platforms (Facebook)
META
$1.86T
| $7.95B | 1.9% | 55,983,958 +8,624,561 | +18% | +$1.23B |
|
9
Philip Morris
PM
$260B
| $7.5B | 1.79% | 66,433,691 -2,878,319 | -4% | -$325M |
|
|
10
Boeing
BA
$177B
| $7.43B | 1.78% | 42,032,629 -9,581,007 | -19% | -$1.69B |
|
11
UnitedHealth
UNH
$281B
| $7.28B | 1.74% | 44,368,174 +2,900,350 | +7% | +$476M |
|
|
DD
12
DELISTED
Du Pont De Nemours E I
DD
| $6.98B | 1.67% | 86,900,678 -3,569,203 | -4% | -$287M |
|
13
Lockheed Martin
LMT
$106B
| $6.9B | 1.65% | 25,795,271 +129,850 | +0.5% | +$34.7M |
|
|
14
Merck
MRK
$210B
| $6.78B | 1.62% | 106,655,337 -34,677,139 | -25% | -$2.2B |
|
15
Intel
INTC
$107B
| $6.76B | 1.62% | 187,493,101 +18,243,491 | +11% | +$658M |
|
16
Apple
AAPL
$3.45T
| $6.28B | 1.5% | 43,695,519 +109,199 | +0.3% | +$15.7M |
|
|
17
Enbridge
ENB
$105B
| $5.78B | 1.38% | 138,084,595 +38,565,472 | +39% | +$1.61B |
|
18
Wells Fargo
WFC
$263B
| $5.61B | 1.34% | 100,825,769 +18,567,000 | +23% | +$1.03B |
|
19
Coca-Cola
KO
$297B
| $5.54B | 1.32% | 130,453,487 -1,103,431 | -0.8% | -$46.8M |
|
|
RDS.B
20
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $5.13B | 1.23% | 91,929,156 +2,945,000 | +3% | +$164M |
|
21
Alphabet (Google) Class C
GOOG
$2.58T
| $4.64B | 1.11% | 5,594,503 +789,890 | +16% | +$655M |
|
22
Berkshire Hathaway Class A
BRK.A
$1.09T
| $4.55B | 1.09% | 18,228 -3,373 | -16% | -$843M |
|
23
GE Aerospace
GE
$292B
| $3.88B | 0.93% | 130,127,998 -14,423,250 | -10% | -$430M |
|
24
CME Group
CME
$96B
| $3.85B | 0.92% | 32,426,738 +16,098 | +0% | +$1.91M |
|
25
Procter & Gamble
PG
$368B
| $3.84B | 0.92% | 42,736,950 -5,259,366 | -11% | -$473M |
|