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 |
Linde
LIN
|
$2.81B |
| 2 |
Cigna
CI
|
$2.16B |
| 3 |
Pfizer
PFE
|
$1.76B |
| 4 |
Meta Platforms (Facebook)
META
|
$1.24B |
| 5 |
PNC Financial Services
PNC
|
$1.14B |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
$1.53B |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
$1.5B |
| 3 |
Wells Fargo
WFC
|
$1.42B |
| 4 |
Amazon
AMZN
|
$1.15B |
| 5 |
Philip Morris
PM
|
$745M |
Sector Composition
| 1 | Technology | 17.17% |
| 2 | Healthcare | 14.99% |
| 3 | Financials | 14.74% |
| 4 | Consumer Discretionary | 12.54% |
| 5 | Communication Services | 7.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $18.8B | 5.1% | 185,373,352 -102,264 | -0.1% | -$10.4M |
|
2
Broadcom
AVGO
$1.4T
| $11.9B | 3.22% | 46,798,662 +4,234,197 | +10% | +$1.08B |
|
3
UnitedHealth
UNH
$281B
| $9.83B | 2.66% | 39,443,937 +1,164,122 | +3% | +$290M |
|
4
Home Depot
HD
$405B
| $9.82B | 2.66% | 57,143,868 +324,896 | +0.6% | +$55.8M |
|
5
DuPont de Nemours
DD
$32.2B
| $7.49B | 2.03% | 140,029,530 +8,400,712 | +6% | +$449M |
|
6
JPMorgan Chase
JPM
$829B
| $7.05B | 1.91% | 72,184,208 +8,158,089 | +13% | +$796M |
|
7
Merck
MRK
$210B
| $7.01B | 1.9% | 91,790,796 +4,486,621 | +5% | +$343M |
|
8
Berkshire Hathaway Class A
BRK.A
$1.09T
| $6.84B | 1.85% | 22,366 -265 | -1% | -$81.1M |
|
|
9
Amazon
AMZN
$2.44T
| $6.52B | 1.77% | 4,340,481 -763,262 | -15% | -$1.15B |
|
10
CME Group
CME
$96B
| $6.15B | 1.67% | 32,675,219 +3,771,076 | +13% | +$709M |
|
11
Intel
INTC
$107B
| $6.02B | 1.63% | 128,292,415 -4,032,485 | -3% | -$189M |
|
|
12
Meta Platforms (Facebook)
META
$1.86T
| $5.59B | 1.52% | 42,670,343 +9,468,827 | +29% | +$1.24B |
|
|
13
Pfizer
PFE
$141B
| $5.47B | 1.48% | 125,422,640 +40,389,680 | +47% | +$1.76B |
|
14
Boeing
BA
$177B
| $4.95B | 1.34% | 15,346,112 -348,336 | -2% | -$112M |
|
15
Nike
NKE
$114B
| $4.73B | 1.28% | 63,813,243 -1,060,240 | -2% | -$78.6M |
|
16
Lockheed Martin
LMT
$106B
| $4.64B | 1.26% | 17,727,367 +1,194,197 | +7% | +$313M |
|
17
ConocoPhillips
COP
$124B
| $4.47B | 1.21% | 71,649,993 +5,668,522 | +9% | +$353M |
|
18
Alphabet (Google) Class C
GOOG
$2.58T
| $4.37B | 1.18% | 4,218,836 +333,911 | +9% | +$346M |
|
19
Coca-Cola
KO
$297B
| $4.22B | 1.14% | 89,135,714 +7,136,791 | +9% | +$338M |
|
20
Mastercard
MA
$538B
| $3.9B | 1.06% | 20,678,378 +1,542,081 | +8% | +$291M |
|
21
Verizon
VZ
$186B
| $3.89B | 1.06% | 69,280,006 -2,453,975 | -3% | -$138M |
|
|
22
Alphabet (Google) Class A
GOOGL
$2.57T
| $3.69B | 1% | 3,530,047 +96,678 | +3% | +$101M |
|
23
Boston Scientific
BSX
$156B
| $3.53B | 0.96% | 99,939,172 +10,101,411 | +11% | +$357M |
|
|
24
Philip Morris
PM
$260B
| $3.53B | 0.96% | 52,815,481 -11,161,629 | -17% | -$745M |
|
25
General Motors
GM
$55.8B
| $3.47B | 0.94% | 103,755,329 +19,844,947 | +24% | +$664M |
|