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 |
Pfizer
PFE
|
$2.08B |
| 2 |
CSX Corp
CSX
|
$2.02B |
| 3 |
Micron Technology
MU
|
$1.14B |
| 4 |
AbbVie
ABBV
|
$1.03B |
| 5 |
Amgen
AMGN
|
$953M |
Top Sells
| 1 |
Amazon
AMZN
|
$9.28B |
| 2 |
Microsoft
MSFT
|
$7.62B |
| 3 |
Wells Fargo
WFC
|
$5.75B |
| 4 |
Meta Platforms (Facebook)
META
|
$3.85B |
| 5 |
Intel
INTC
|
$3.74B |
Sector Composition
| 1 | Technology | 17.1% |
| 2 | Financials | 14.75% |
| 3 | Healthcare | 13.91% |
| 4 | Consumer Discretionary | 13% |
| 5 | Energy | 8.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $21.2B | 5.16% | 185,475,616 -66,666,910 | -26% | -$7.62B |
|
2
Home Depot
HD
$405B
| $11.8B | 2.86% | 56,818,972 -361,210 | -0.6% | -$74.8M |
|
3
Broadcom
AVGO
$1.4T
| $10.5B | 2.55% | 42,564,465 -6,432,998 | -13% | -$1.59B |
|
|
4
Amazon
AMZN
$2.44T
| $10.2B | 2.49% | 5,103,743 -4,631,661 | -48% | -$9.28B |
|
5
UnitedHealth
UNH
$281B
| $10.2B | 2.48% | 38,279,815 -4,103,710 | -10% | -$1.09B |
|
6
DuPont de Nemours
DD
$32.2B
| $8.47B | 2.06% | 131,628,818 +3,387,817 | +3% | +$218M |
|
7
Berkshire Hathaway Class A
BRK.A
$1.09T
| $7.24B | 1.76% | 22,631 -965 | -4% | -$309M |
|
8
JPMorgan Chase
JPM
$829B
| $7.22B | 1.76% | 64,026,119 -2,345,788 | -4% | -$265M |
|
|
9
Intel
INTC
$107B
| $6.26B | 1.52% | 132,324,900 -79,115,233 | -37% | -$3.74B |
|
10
Merck
MRK
$210B
| $6.19B | 1.51% | 87,304,175 -17,693,498 | -17% | -$1.26B |
|
11
Boeing
BA
$177B
| $5.84B | 1.42% | 15,694,448 -373,363 | -2% | -$139M |
|
12
Lockheed Martin
LMT
$106B
| $5.72B | 1.39% | 16,533,170 -761,526 | -4% | -$263M |
|
13
Nike
NKE
$114B
| $5.5B | 1.34% | 64,873,483 -10,188,131 | -14% | -$863M |
|
|
14
Meta Platforms (Facebook)
META
$1.86T
| $5.46B | 1.33% | 33,201,516 -23,432,423 | -41% | -$3.85B |
|
15
Philip Morris
PM
$260B
| $5.22B | 1.27% | 63,977,110 -10,353,223 | -14% | -$844M |
|
16
ConocoPhillips
COP
$124B
| $5.11B | 1.24% | 65,981,471 +1,571,260 | +2% | +$122M |
|
17
CME Group
CME
$96B
| $4.92B | 1.2% | 28,904,143 -2,433,564 | -8% | -$414M |
|
18
Alphabet (Google) Class C
GOOG
$2.58T
| $4.64B | 1.13% | 3,884,925 -3,102,979 | -44% | -$3.7B |
|
|
RDS.B
19
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $4.37B | 1.06% | 61,588,604 -18,204,085 | -23% | -$1.29B |
|
20
Mastercard
MA
$538B
| $4.26B | 1.04% | 19,136,297 +2,976,127 | +18% | +$663M |
|
|
21
Alphabet (Google) Class A
GOOGL
$2.57T
| $4.14B | 1.01% | 3,433,369 -1,060,352 | -24% | -$1.28B |
|
22
Blackrock
BLK
$175B
| $3.94B | 0.96% | 8,353,670 +148,805 | +2% | +$70.1M |
|
23
Verizon
VZ
$186B
| $3.83B | 0.93% | 71,733,981 +6,485,041 | +10% | +$346M |
|
24
Netflix
NFLX
$513B
| $3.81B | 0.93% | 10,188,305 +443,510 | +5% | +$166M |
|
25
Coca-Cola
KO
$297B
| $3.79B | 0.92% | 81,998,923 -40,457,289 | -33% | -$1.87B |
|