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 |
Western Digital
WDC
|
$1.02B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$706M |
| 3 |
Simon Property Group
SPG
|
$681M |
| 4 |
Altria Group
MO
|
$664M |
| 5 |
Baidu
BIDU
|
$612M |
Top Sells
| 1 |
Amazon
AMZN
|
$1.89B |
| 2 |
JPMorgan Chase
JPM
|
$1.42B |
| 3 |
Broadcom
AVGO
|
$1.29B |
| 4 |
Texas Instruments
TXN
|
$943M |
| 5 |
Boeing
BA
|
$884M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Financials | 13.22% |
| 3 | Consumer Discretionary | 12.3% |
| 4 | Healthcare | 10.85% |
| 5 | Communication Services | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $23.1B | 5.42% | 334,919,849 -2,833,562 | -0.8% | -$195M |
|
|
2
Amazon
AMZN
$2.44T
| $14.4B | 3.37% | 14,832,191 -1,950,595 | -12% | -$1.89B |
|
3
Home Depot
HD
$405B
| $12B | 2.83% | 78,445,111 -3,777,286 | -5% | -$579M |
|
|
4
Broadcom
AVGO
$1.4T
| $10.1B | 2.38% | 43,388,816 -5,530,416 | -11% | -$1.29B |
|
5
Comcast
CMCSA
$125B
| $9.53B | 2.24% | 244,872,316 -9,161,998 | -4% | -$357M |
|
6
Meta Platforms (Facebook)
META
$1.86T
| $8.58B | 2.01% | 56,817,768 +833,810 | +1% | +$126M |
|
7
UnitedHealth
UNH
$281B
| $7.99B | 1.88% | 43,093,223 -1,274,951 | -3% | -$236M |
|
|
8
JPMorgan Chase
JPM
$829B
| $7.63B | 1.79% | 83,443,062 -15,498,959 | -16% | -$1.42B |
|
9
Philip Morris
PM
$260B
| $7.45B | 1.75% | 63,450,325 -2,983,366 | -4% | -$350M |
|
|
10
Boeing
BA
$177B
| $7.43B | 1.74% | 37,561,558 -4,471,071 | -11% | -$884M |
|
|
DD
11
DELISTED
Du Pont De Nemours E I
DD
| $7.1B | 1.67% | 87,973,821 +1,073,143 | +1% | +$86.6M |
|
12
Lockheed Martin
LMT
$106B
| $7B | 1.64% | 25,222,071 -573,200 | -2% | -$159M |
|
13
Intel
INTC
$107B
| $6.67B | 1.57% | 197,750,361 +10,257,260 | +5% | +$346M |
|
14
Schlumberger
SLB
$55B
| $6.59B | 1.55% | 100,098,689 -6,528,889 | -6% | -$430M |
|
15
Coca-Cola
KO
$297B
| $6.37B | 1.5% | 142,047,166 +11,593,679 | +9% | +$520M |
|
16
Wells Fargo
WFC
$263B
| $6.19B | 1.45% | 111,753,448 +10,927,679 | +11% | +$606M |
|
17
Merck
MRK
$210B
| $6.1B | 1.43% | 95,140,598 -11,514,739 | -11% | -$738M |
|
18
Enbridge
ENB
$105B
| $5.95B | 1.4% | 149,378,598 +11,294,003 | +8% | +$450M |
|
19
Apple
AAPL
$3.45T
| $5.85B | 1.37% | 40,600,081 -3,095,438 | -7% | -$446M |
|
|
20
Alphabet (Google) Class C
GOOG
$2.58T
| $5.79B | 1.36% | 6,371,356 +776,853 | +14% | +$706M |
|
21
Berkshire Hathaway Class A
BRK.A
$1.09T
| $4.93B | 1.16% | 19,358 +1,130 | +6% | +$288M |
|
|
RDS.B
22
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $4.45B | 1.05% | 81,749,156 -10,180,000 | -11% | -$554M |
|
23
CME Group
CME
$96B
| $3.86B | 0.91% | 30,850,381 -1,576,357 | -5% | -$197M |
|
24
GE Aerospace
GE
$292B
| $3.82B | 0.9% | 141,322,676 +11,194,678 | +9% | +$302M |
|
25
Chevron
CVX
$324B
| $3.71B | 0.87% | 35,546,848 +3,182,250 | +10% | +$332M |
|