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 |
Nike
NKE
|
$2.49B |
| 2 |
Wells Fargo
WFC
|
$1B |
| 3 |
Public Service Enterprise Group
PEG
|
$941M |
| 4 |
ServiceNow
NOW
|
$911M |
| 5 |
Occidental Petroleum
OXY
|
$748M |
Top Sells
| 1 |
Schlumberger
SLB
|
$2.34B |
| 2 |
Apple
AAPL
|
$1.74B |
| 3 |
Microsoft
MSFT
|
$1.51B |
| 4 |
Boeing
BA
|
$1.41B |
| 5 |
Home Depot
HD
|
$1.28B |
Sector Composition
| 1 | Technology | 18.05% |
| 2 | Financials | 15.65% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Healthcare | 10.02% |
| 5 | Communication Services | 9.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $26B | 5.63% | 303,762,400 -17,634,444 | -5% | -$1.51B |
|
2
Amazon
AMZN
$2.44T
| $16.5B | 3.57% | 14,094,201 -568,080 | -4% | -$664M |
|
|
3
Home Depot
HD
$405B
| $11.9B | 2.58% | 62,667,021 -6,744,509 | -10% | -$1.28B |
|
4
Broadcom
AVGO
$1.4T
| $11.1B | 2.41% | 43,315,049 +757,406 | +2% | +$195M |
|
5
Intel
INTC
$107B
| $10.2B | 2.22% | 221,489,028 +5,958,783 | +3% | +$275M |
|
6
UnitedHealth
UNH
$281B
| $9.87B | 2.14% | 44,785,503 +2,143,225 | +5% | +$472M |
|
7
Meta Platforms (Facebook)
META
$1.86T
| $9.1B | 1.97% | 51,580,601 -5,909,909 | -10% | -$1.04B |
|
|
8
Wells Fargo
WFC
$263B
| $9.07B | 1.97% | 149,527,988 +16,492,699 | +12% | +$1B |
|
9
DuPont de Nemours
DD
$32.2B
| $8.96B | 1.94% | 125,840,628 -1,527,927 | -1% | -$109M |
|
10
Comcast
CMCSA
$125B
| $8.35B | 1.81% | 208,401,216 -6,041,098 | -3% | -$242M |
|
|
11
Boeing
BA
$177B
| $7.59B | 1.64% | 25,725,810 -4,778,437 | -16% | -$1.41B |
|
12
JPMorgan Chase
JPM
$829B
| $7.3B | 1.58% | 68,301,189 -1,801,214 | -3% | -$193M |
|
13
Lockheed Martin
LMT
$106B
| $7.05B | 1.53% | 21,948,570 -1,028,201 | -4% | -$330M |
|
14
Alphabet (Google) Class C
GOOG
$2.58T
| $6.77B | 1.47% | 6,470,609 -59,469 | -0.9% | -$62.2M |
|
15
Berkshire Hathaway Class A
BRK.A
$1.09T
| $6.6B | 1.43% | 22,162 +672 | +3% | +$200M |
|
16
Coca-Cola
KO
$297B
| $6.55B | 1.42% | 142,688,091 -22,234 | -0% | -$1.02M |
|
17
Philip Morris
PM
$260B
| $5.86B | 1.27% | 55,505,207 -8,956,748 | -14% | -$946M |
|
18
Enbridge
ENB
$105B
| $5.73B | 1.24% | 146,846,250 -7,216,046 | -5% | -$282M |
|
|
RDS.B
19
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $5.61B | 1.22% | 82,200,160 +896,995 | +1% | +$61.3M |
|
20
Merck
MRK
$210B
| $5.04B | 1.09% | 89,647,475 +1,013,496 | +1% | +$57M |
|
21
Chevron
CVX
$324B
| $4.77B | 1.04% | 38,137,347 +1,751,999 | +5% | +$219M |
|
|
22
Apple
AAPL
$3.45T
| $4.67B | 1.01% | 27,573,400 -10,282,391 | -27% | -$1.74B |
|
23
CME Group
CME
$96B
| $4.57B | 0.99% | 31,301,443 +7,881 | +0% | +$1.15M |
|
24
ASML
ASML
$292B
| $4.44B | 0.96% | 25,524,267 -739 | -0% | -$128K |
|
|
AET
25
DELISTED
Aetna Inc
AET
| $4.37B | 0.95% | 24,226,649 -1,276,488 | -5% | -$230M |
|