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 |
Philip Morris
PM
|
$1.83B |
| 2 |
United Parcel Service
UPS
|
$1.79B |
| 3 |
General Motors
GM
|
$1.42B |
| 4 |
ConocoPhillips
COP
|
$1.37B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.17B |
Top Sells
| 1 |
Baidu
BIDU
|
$1.76B |
| 2 |
Altria Group
MO
|
$1.58B |
| 3 |
Apple
AAPL
|
$1.47B |
| 4 |
Starbucks
SBUX
|
$948M |
| 5 |
Procter & Gamble
PG
|
$876M |
Sector Composition
| 1 | Technology | 17.69% |
| 2 | Financials | 15.07% |
| 3 | Consumer Discretionary | 12.82% |
| 4 | Healthcare | 11.78% |
| 5 | Communication Services | 9.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $24.9B | 5.32% | 252,142,526 -5,690,844 | -2% | -$561M |
|
2
Amazon
AMZN
$2.44T
| $16.5B | 3.54% | 9,735,404 -90,945 | -0.9% | -$155M |
|
3
Broadcom
AVGO
$1.4T
| $11.9B | 2.54% | 48,997,463 +3,958,990 | +9% | +$961M |
|
4
Home Depot
HD
$405B
| $11.2B | 2.39% | 57,180,182 +2,691,736 | +5% | +$525M |
|
|
5
Meta Platforms (Facebook)
META
$1.86T
| $11B | 2.36% | 56,633,939 +6,035,672 | +12% | +$1.17B |
|
6
Intel
INTC
$107B
| $10.5B | 2.25% | 211,440,133 +1,180,013 | +0.6% | +$58.7M |
|
7
UnitedHealth
UNH
$281B
| $10.4B | 2.23% | 42,383,525 +2,716,622 | +7% | +$666M |
|
8
Wells Fargo
WFC
$263B
| $9.21B | 1.97% | 166,130,026 -5,000,554 | -3% | -$277M |
|
9
DuPont de Nemours
DD
$32.2B
| $8.45B | 1.81% | 128,241,001 +8,907,208 | +7% | +$587M |
|
10
Alphabet (Google) Class C
GOOG
$2.58T
| $7.8B | 1.67% | 6,987,904 +233,245 | +3% | +$260M |
|
11
JPMorgan Chase
JPM
$829B
| $6.92B | 1.48% | 66,371,907 +1,237,533 | +2% | +$129M |
|
12
Berkshire Hathaway Class A
BRK.A
$1.09T
| $6.66B | 1.42% | 23,596 +1,813 | +8% | +$511M |
|
13
Merck
MRK
$210B
| $6.37B | 1.36% | 104,997,673 +15,288,378 | +17% | +$928M |
|
|
14
Philip Morris
PM
$260B
| $6B | 1.28% | 74,330,333 +22,654,048 | +44% | +$1.83B |
|
15
Nike
NKE
$114B
| $5.98B | 1.28% | 75,061,614 +7,065,769 | +10% | +$563M |
|
|
RDS.B
16
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $5.8B | 1.24% | 79,792,689 +2,444,031 | +3% | +$178M |
|
17
Comcast
CMCSA
$125B
| $5.51B | 1.18% | 168,087,567 -18,133,154 | -10% | -$595M |
|
18
Boeing
BA
$177B
| $5.39B | 1.15% | 16,067,811 -1,400,562 | -8% | -$470M |
|
19
Coca-Cola
KO
$297B
| $5.37B | 1.15% | 122,456,212 -17,461,253 | -12% | -$766M |
|
20
CME Group
CME
$96B
| $5.14B | 1.1% | 31,337,707 +19,925 | +0.1% | +$3.27M |
|
21
Lockheed Martin
LMT
$106B
| $5.11B | 1.09% | 17,294,696 -1,967,337 | -10% | -$581M |
|
|
22
Alphabet (Google) Class A
GOOGL
$2.57T
| $5.07B | 1.09% | 4,493,721 +475,373 | +12% | +$537M |
|
23
Chevron
CVX
$324B
| $4.85B | 1.04% | 38,332,305 +1,422,808 | +4% | +$180M |
|
24
Enbridge
ENB
$105B
| $4.8B | 1.03% | 134,252,366 +1,179,185 | +0.9% | +$42.1M |
|
|
25
ConocoPhillips
COP
$124B
| $4.48B | 0.96% | 64,410,211 +19,634,158 | +44% | +$1.37B |
|