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 |
Target
TGT
|
$2.06B |
| 2 |
Philip Morris
PM
|
$1.27B |
| 3 |
Honeywell
HON
|
$1.24B |
| 4 |
Boeing
BA
|
$1.24B |
| 5 |
Shopify
SHOP
|
$1.15B |
Top Sells
| 1 |
Home Depot
HD
|
$4.11B |
| 2 |
Alibaba
BABA
|
$3.9B |
| 3 |
Intel
INTC
|
$1.7B |
| 4 |
Merck
MRK
|
$1.7B |
| 5 |
Micron Technology
MU
|
$1.37B |
Sector Composition
| 1 | Technology | 19.56% |
| 2 | Financials | 17.24% |
| 3 | Healthcare | 15.33% |
| 4 | Consumer Discretionary | 9.92% |
| 5 | Industrials | 9.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $28.5B | 6.36% | 180,557,630 +107,242 | +0.1% | +$16.9M |
|
2
UnitedHealth
UNH
$281B
| $14.1B | 3.15% | 47,932,997 +3,219,554 | +7% | +$946M |
|
3
Broadcom
AVGO
$1.4T
| $13.8B | 3.08% | 43,600,092 -19,520 | -0% | -$6.17M |
|
4
JPMorgan Chase
JPM
$829B
| $11.5B | 2.58% | 82,845,612 +1,531,579 | +2% | +$214M |
|
5
Meta Platforms (Facebook)
META
$1.86T
| $9.59B | 2.14% | 46,700,441 +2,405,542 | +5% | +$494M |
|
|
6
Boeing
BA
$177B
| $8.65B | 1.93% | 26,557,559 +3,799,008 | +17% | +$1.24B |
|
|
7
Home Depot
HD
$405B
| $8.6B | 1.92% | 39,376,820 -18,814,647 | -32% | -$4.11B |
|
8
Berkshire Hathaway Class A
BRK.A
$1.09T
| $8.27B | 1.85% | 24,359 +895 | +4% | +$304M |
|
9
Pfizer
PFE
$141B
| $7.39B | 1.65% | 188,715,390 +22,232,056 | +13% | +$871M |
|
10
CME Group
CME
$96B
| $7.18B | 1.61% | 35,795,428 +212,763 | +0.6% | +$42.7M |
|
11
Amazon
AMZN
$2.44T
| $6.84B | 1.53% | 3,701,520 -204,063 | -5% | -$377M |
|
12
Lockheed Martin
LMT
$106B
| $6.6B | 1.48% | 16,955,358 +96,435 | +0.6% | +$37.5M |
|
|
13
Philip Morris
PM
$260B
| $6.24B | 1.4% | 73,389,553 +14,952,837 | +26% | +$1.27B |
|
14
Mastercard
MA
$538B
| $6.19B | 1.38% | 20,740,619 -486,124 | -2% | -$145M |
|
|
15
Merck
MRK
$210B
| $5.62B | 1.26% | 61,787,697 -18,671,795 | -23% | -$1.7B |
|
16
Thermo Fisher Scientific
TMO
$186B
| $5.06B | 1.13% | 15,582,586 -39,392 | -0.3% | -$12.8M |
|
17
Visa
V
$683B
| $4.88B | 1.09% | 25,946,229 -713,347 | -3% | -$134M |
|
18
Boston Scientific
BSX
$156B
| $4.87B | 1.09% | 107,746,650 -101,570 | -0.1% | -$4.59M |
|
19
Netflix
NFLX
$513B
| $4.69B | 1.05% | 14,480,179 +1,682,813 | +13% | +$545M |
|
20
Tesla
TSLA
$1.08T
| $4.47B | 1% | 10,694,412 +454,250 | +4% | +$190M |
|
21
Alphabet (Google) Class C
GOOG
$2.58T
| $4.41B | 0.99% | 3,297,628 -169,988 | -5% | -$227M |
|
22
Cigna
CI
$80.3B
| $4.11B | 0.92% | 20,120,552 +10,456 | +0.1% | +$2.14M |
|
23
CSX Corp
CSX
$60.6B
| $4.11B | 0.92% | 56,795,417 +3,447,915 | +6% | +$249M |
|
24
Comcast
CMCSA
$125B
| $4.01B | 0.9% | 89,091,727 +4,822,230 | +6% | +$217M |
|
25
ASML
ASML
$292B
| $3.96B | 0.88% | 13,378,298 -75,767 | -0.6% | -$22.4M |
|