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 |
Boeing
BA
|
$2.65B |
| 2 |
Exxon Mobil
XOM
|
$798M |
| 3 |
Domino's
DPZ
|
$702M |
| 4 |
Autodesk
ADSK
|
$648M |
| 5 |
Honeywell
HON
|
$552M |
Top Sells
| 1 |
Intel
INTC
|
$3.61B |
| 2 |
Enbridge
ENB
|
$1.42B |
| 3 |
Target
TGT
|
$1.36B |
| 4 |
Sysco
SYY
|
$973M |
| 5 |
Nike
NKE
|
$908M |
Sector Composition
| 1 | Technology | 18.91% |
| 2 | Financials | 16.6% |
| 3 | Healthcare | 14.12% |
| 4 | Consumer Discretionary | 12.14% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $25.1B | 6.04% | 180,450,388 -3,718,657 | -2% | -$517M |
|
2
Home Depot
HD
$405B
| $13.5B | 3.25% | 58,191,467 -523,697 | -0.9% | -$122M |
|
3
Broadcom
AVGO
$1.4T
| $12B | 2.9% | 43,619,612 -10,713 | -0% | -$2.96M |
|
4
UnitedHealth
UNH
$281B
| $9.72B | 2.34% | 44,713,443 -1,243,093 | -3% | -$270M |
|
5
JPMorgan Chase
JPM
$829B
| $9.57B | 2.3% | 81,314,033 +3,166,016 | +4% | +$373M |
|
|
6
Boeing
BA
$177B
| $8.66B | 2.09% | 22,758,551 +6,952,263 | +44% | +$2.65B |
|
7
Meta Platforms (Facebook)
META
$1.86T
| $7.89B | 1.9% | 44,294,899 -1,365,946 | -3% | -$243M |
|
8
CME Group
CME
$96B
| $7.52B | 1.81% | 35,582,665 +434,421 | +1% | +$91.8M |
|
9
Berkshire Hathaway Class A
BRK.A
$1.09T
| $7.32B | 1.76% | 23,464 +26 | +0.1% | +$8.11M |
|
10
Amazon
AMZN
$2.44T
| $6.78B | 1.63% | 3,905,583 +72,127 | +2% | +$125M |
|
11
Merck
MRK
$210B
| $6.77B | 1.63% | 80,459,492 -3,759,196 | -4% | -$316M |
|
12
Lockheed Martin
LMT
$106B
| $6.58B | 1.58% | 16,858,923 -517,477 | -3% | -$202M |
|
13
Pfizer
PFE
$141B
| $5.98B | 1.44% | 166,483,334 +4,492,241 | +3% | +$161M |
|
14
Mastercard
MA
$538B
| $5.76B | 1.39% | 21,226,743 -1,742,586 | -8% | -$473M |
|
15
Visa
V
$683B
| $4.59B | 1.1% | 26,659,576 -2,707,762 | -9% | -$466M |
|
16
Thermo Fisher Scientific
TMO
$186B
| $4.55B | 1.1% | 15,621,978 +8,880 | +0.1% | +$2.59M |
|
17
Philip Morris
PM
$260B
| $4.44B | 1.07% | 58,436,716 +2,673,148 | +5% | +$203M |
|
18
Boston Scientific
BSX
$156B
| $4.39B | 1.06% | 107,848,220 +6,891,200 | +7% | +$280M |
|
19
Alphabet (Google) Class C
GOOG
$2.58T
| $4.23B | 1.02% | 3,467,616 -243,747 | -7% | -$297M |
|
20
General Motors
GM
$55.8B
| $3.97B | 0.96% | 105,913,811 -5,911,035 | -5% | -$222M |
|
21
Comcast
CMCSA
$125B
| $3.8B | 0.91% | 84,269,497 +746,480 | +0.9% | +$33.7M |
|
22
CSX Corp
CSX
$60.6B
| $3.7B | 0.89% | 53,347,502 +3,381,354 | +7% | +$234M |
|
|
23
Intel
INTC
$107B
| $3.66B | 0.88% | 70,931,354 -70,012,647 | -50% | -$3.61B |
|
|
24
Alphabet (Google) Class A
GOOGL
$2.57T
| $3.52B | 0.85% | 2,880,590 -56,002 | -2% | -$68.4M |
|
25
Netflix
NFLX
$513B
| $3.42B | 0.82% | 12,797,366 -1,757,440 | -12% | -$470M |
|