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 |
PayPal
PYPL
|
$1.7B |
| 2 |
Corteva
CTVA
|
$1.48B |
| 3 |
Dow Inc
DOW
|
$1.43B |
| 4 |
UnitedHealth
UNH
|
$1.03B |
| 5 |
Applied Materials
AMAT
|
$973M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$7.37B |
| 2 |
Nike
NKE
|
$1.91B |
| 3 |
ConocoPhillips
COP
|
$1.39B |
| 4 |
Enbridge
ENB
|
$1.28B |
| 5 |
Linde
LIN
|
$1.26B |
Sector Composition
| 1 | Technology | 18.66% |
| 2 | Financials | 16.16% |
| 3 | Healthcare | 14.78% |
| 4 | Consumer Discretionary | 11.69% |
| 5 | Communication Services | 8.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $24.7B | 5.79% | 184,169,045 -4,897,100 | -3% | -$656M |
|
2
Broadcom
AVGO
$1.4T
| $12.6B | 2.95% | 43,630,325 +1,518,651 | +4% | +$437M |
|
3
Home Depot
HD
$405B
| $12.2B | 2.86% | 58,715,164 +1,573,529 | +3% | +$327M |
|
|
4
UnitedHealth
UNH
$281B
| $11.2B | 2.63% | 45,956,536 +4,231,367 | +10% | +$1.03B |
|
5
Meta Platforms (Facebook)
META
$1.86T
| $8.81B | 2.07% | 45,660,845 +1,163,347 | +3% | +$225M |
|
6
JPMorgan Chase
JPM
$829B
| $8.74B | 2.05% | 78,148,017 +1,371,404 | +2% | +$153M |
|
7
Berkshire Hathaway Class A
BRK.A
$1.09T
| $7.46B | 1.75% | 23,438 +1,586 | +7% | +$505M |
|
8
Amazon
AMZN
$2.44T
| $7.26B | 1.7% | 3,833,456 -90,566 | -2% | -$171M |
|
9
Merck
MRK
$210B
| $7.06B | 1.66% | 84,218,688 -5,346,246 | -6% | -$448M |
|
10
Pfizer
PFE
$141B
| $7.02B | 1.65% | 161,991,093 +13,656,468 | +9% | +$592M |
|
11
CME Group
CME
$96B
| $6.82B | 1.6% | 35,148,244 +2,073,970 | +6% | +$403M |
|
12
Intel
INTC
$107B
| $6.75B | 1.58% | 140,944,001 +9,645,615 | +7% | +$462M |
|
13
Lockheed Martin
LMT
$106B
| $6.32B | 1.48% | 17,376,400 -887,976 | -5% | -$323M |
|
14
Mastercard
MA
$538B
| $6.08B | 1.43% | 22,969,329 +195,235 | +0.9% | +$51.6M |
|
15
Boeing
BA
$177B
| $5.75B | 1.35% | 15,806,288 +764,611 | +5% | +$278M |
|
16
Netflix
NFLX
$513B
| $5.35B | 1.25% | 14,554,806 +1,987,532 | +16% | +$730M |
|
17
Visa
V
$683B
| $5.1B | 1.2% | 29,367,338 +151,953 | +0.5% | +$26.4M |
|
18
Thermo Fisher Scientific
TMO
$186B
| $4.59B | 1.08% | 15,613,098 +76,074 | +0.5% | +$22.3M |
|
19
Philip Morris
PM
$260B
| $4.38B | 1.03% | 55,763,568 +4,377,107 | +9% | +$344M |
|
20
Boston Scientific
BSX
$156B
| $4.34B | 1.02% | 100,957,020 +3,941,867 | +4% | +$169M |
|
21
General Motors
GM
$55.8B
| $4.31B | 1.01% | 111,824,846 +5,769,980 | +5% | +$222M |
|
22
Alphabet (Google) Class C
GOOG
$2.58T
| $4.01B | 0.94% | 3,711,363 -505,143 | -12% | -$546M |
|
23
CSX Corp
CSX
$60.6B
| $3.87B | 0.91% | 49,966,148 +4,606,853 | +10% | +$356M |
|
24
Blackrock
BLK
$175B
| $3.82B | 0.9% | 8,143,657 +124,376 | +2% | +$58.4M |
|
25
Simon Property Group
SPG
$59B
| $3.62B | 0.85% | 22,644,166 +2,126,479 | +10% | +$340M |
|