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 |
DuPont de Nemours
DD
|
$7.24B |
| 2 |
Wells Fargo
WFC
|
$1.17B |
| 3 |
PNC Financial Services
PNC
|
$1.11B |
| 4 |
Baker Hughes
BKR
|
$1.08B |
| 5 |
AbbVie
ABBV
|
$1.05B |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$7.1B |
| 2 |
BHI
Baker Hughes
BHI
|
$1.84B |
| 3 |
Boeing
BA
|
$1.79B |
| 4 |
Costco
COST
|
$1.5B |
| 5 |
Home Depot
HD
|
$1.48B |
Sector Composition
| 1 | Technology | 17.86% |
| 2 | Financials | 14.5% |
| 3 | Consumer Discretionary | 11.63% |
| 4 | Healthcare | 10.49% |
| 5 | Communication Services | 10.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $23.9B | 5.42% | 321,396,844 -13,523,005 | -4% | -$1.01B |
|
2
Amazon
AMZN
$2.44T
| $14.1B | 3.19% | 14,662,281 -169,910 | -1% | -$163M |
|
|
3
Home Depot
HD
$405B
| $11.4B | 2.57% | 69,411,530 -9,033,581 | -12% | -$1.48B |
|
4
Broadcom
AVGO
$1.4T
| $10.3B | 2.34% | 42,557,643 -831,173 | -2% | -$202M |
|
5
Meta Platforms (Facebook)
META
$1.86T
| $9.82B | 2.23% | 57,490,510 +672,742 | +1% | +$115M |
|
|
6
DuPont de Nemours
DD
$32.2B
| $8.82B | 2% | 127,368,555 +104,626,173 | +460% | +$7.24B |
|
7
UnitedHealth
UNH
$281B
| $8.35B | 1.89% | 42,642,278 -450,945 | -1% | -$88.3M |
|
8
Comcast
CMCSA
$125B
| $8.25B | 1.87% | 214,442,314 -30,430,002 | -12% | -$1.17B |
|
9
Intel
INTC
$107B
| $8.21B | 1.86% | 215,530,245 +17,779,884 | +9% | +$677M |
|
|
10
Boeing
BA
$177B
| $7.75B | 1.76% | 30,504,247 -7,057,311 | -19% | -$1.79B |
|
|
11
Wells Fargo
WFC
$263B
| $7.34B | 1.66% | 133,035,289 +21,281,841 | +19% | +$1.17B |
|
12
Philip Morris
PM
$260B
| $7.16B | 1.62% | 64,461,955 +1,011,630 | +2% | +$112M |
|
13
Lockheed Martin
LMT
$106B
| $7.13B | 1.61% | 22,976,771 -2,245,300 | -9% | -$697M |
|
14
JPMorgan Chase
JPM
$829B
| $6.7B | 1.52% | 70,102,403 -13,340,659 | -16% | -$1.27B |
|
15
Enbridge
ENB
$105B
| $6.44B | 1.46% | 154,062,296 +4,683,698 | +3% | +$196M |
|
16
Coca-Cola
KO
$297B
| $6.42B | 1.45% | 142,710,325 +663,159 | +0.5% | +$29.8M |
|
17
Alphabet (Google) Class C
GOOG
$2.58T
| $6.26B | 1.42% | 6,530,078 +158,722 | +2% | +$152M |
|
18
Berkshire Hathaway Class A
BRK.A
$1.09T
| $5.9B | 1.34% | 21,490 +2,132 | +11% | +$586M |
|
19
Apple
AAPL
$3.45T
| $5.83B | 1.32% | 37,855,791 -2,744,290 | -7% | -$423M |
|
20
Schlumberger
SLB
$55B
| $5.75B | 1.3% | 82,357,210 -17,741,479 | -18% | -$1.24B |
|
21
Merck
MRK
$210B
| $5.68B | 1.29% | 88,633,979 -6,506,619 | -7% | -$417M |
|
|
RDS.B
22
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $5.08B | 1.15% | 81,303,165 -445,991 | -0.5% | -$27.9M |
|
23
ASML
ASML
$292B
| $4.37B | 0.99% | 25,525,006 +352,929 | +1% | +$60.4M |
|
24
Chevron
CVX
$324B
| $4.28B | 0.97% | 36,385,348 +838,500 | +2% | +$98.5M |
|
25
CME Group
CME
$96B
| $4.25B | 0.96% | 31,293,562 +443,181 | +1% | +$60.1M |
|