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 |
Wells Fargo
WFC
|
$1.13B |
| 2 |
EOG Resources
EOG
|
$1.13B |
| 3 |
ConocoPhillips
COP
|
$1.08B |
| 4 |
ServiceNow
NOW
|
$844M |
| 5 |
CXO
CONCHO RESOURCES INC.
CXO
|
$617M |
Top Sells
| 1 |
Amazon
AMZN
|
$6.18B |
| 2 |
Microsoft
MSFT
|
$4.19B |
| 3 |
Boeing
BA
|
$2.71B |
| 4 |
Apple
AAPL
|
$2.58B |
| 5 |
Home Depot
HD
|
$1.46B |
Sector Composition
| 1 | Technology | 18.24% |
| 2 | Financials | 16.34% |
| 3 | Consumer Discretionary | 11.87% |
| 4 | Healthcare | 10.64% |
| 5 | Communication Services | 9.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $23.5B | 5.3% | 257,833,370 -45,929,030 | -15% | -$4.19B |
|
|
2
Amazon
AMZN
$2.44T
| $14.2B | 3.2% | 9,826,349 -4,267,852 | -30% | -$6.18B |
|
3
Intel
INTC
$107B
| $11B | 2.47% | 210,260,120 -11,228,908 | -5% | -$585M |
|
4
Broadcom
AVGO
$1.4T
| $10.6B | 2.39% | 45,038,473 +1,723,424 | +4% | +$406M |
|
|
5
Home Depot
HD
$405B
| $9.71B | 2.19% | 54,488,446 -8,178,575 | -13% | -$1.46B |
|
|
6
Wells Fargo
WFC
$263B
| $8.97B | 2.02% | 171,130,580 +21,602,592 | +14% | +$1.13B |
|
7
UnitedHealth
UNH
$281B
| $8.49B | 1.91% | 39,666,903 -5,118,600 | -11% | -$1.1B |
|
8
Meta Platforms (Facebook)
META
$1.86T
| $8.09B | 1.82% | 50,598,267 -982,334 | -2% | -$157M |
|
9
DuPont de Nemours
DD
$32.2B
| $7.6B | 1.71% | 119,333,793 -6,506,835 | -5% | -$415M |
|
10
JPMorgan Chase
JPM
$829B
| $7.16B | 1.61% | 65,134,374 -3,166,815 | -5% | -$348M |
|
11
Alphabet (Google) Class C
GOOG
$2.58T
| $6.97B | 1.57% | 6,754,659 +284,050 | +4% | +$293M |
|
12
Berkshire Hathaway Class A
BRK.A
$1.09T
| $6.52B | 1.47% | 21,783 -379 | -2% | -$113M |
|
13
Lockheed Martin
LMT
$106B
| $6.51B | 1.47% | 19,262,033 -2,686,537 | -12% | -$908M |
|
14
Comcast
CMCSA
$125B
| $6.36B | 1.43% | 186,220,721 -22,180,495 | -11% | -$758M |
|
15
Coca-Cola
KO
$297B
| $6.08B | 1.37% | 139,917,465 -2,770,626 | -2% | -$120M |
|
|
16
Boeing
BA
$177B
| $5.73B | 1.29% | 17,468,373 -8,257,437 | -32% | -$2.71B |
|
17
Philip Morris
PM
$260B
| $5.14B | 1.16% | 51,676,285 -3,828,922 | -7% | -$381M |
|
|
RDS.B
18
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $5.07B | 1.14% | 77,348,658 -4,851,502 | -6% | -$318M |
|
19
CME Group
CME
$96B
| $5.07B | 1.14% | 31,317,782 +16,339 | +0.1% | +$2.64M |
|
20
Merck
MRK
$210B
| $4.89B | 1.1% | 89,709,295 +61,820 | +0.1% | +$3.37M |
|
21
ASML
ASML
$292B
| $4.58B | 1.03% | 23,048,553 -2,475,714 | -10% | -$492M |
|
22
Nike
NKE
$114B
| $4.52B | 1.02% | 67,995,845 +3,349,140 | +5% | +$223M |
|
23
Blackrock
BLK
$175B
| $4.22B | 0.95% | 7,797,783 +827,479 | +12% | +$448M |
|
24
Chevron
CVX
$324B
| $4.21B | 0.95% | 36,909,497 -1,227,850 | -3% | -$140M |
|
25
Enbridge
ENB
$105B
| $4.18B | 0.94% | 133,073,181 -13,773,069 | -9% | -$433M |
|