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 |
Gilead Sciences
GILD
|
$1.91B |
| 2 |
Johnson & Johnson
JNJ
|
$1.8B |
| 3 |
Philip Morris
PM
|
$1.28B |
| 4 |
Pfizer
PFE
|
$1.18B |
| 5 |
Dollar General
DG
|
$933M |
Top Sells
| 1 |
Microsoft
MSFT
|
$6.54B |
| 2 |
Merck
MRK
|
$1.81B |
| 3 |
Charter Communications
CHTR
|
$1.49B |
| 4 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$1.32B |
| 5 |
Home Depot
HD
|
$1.3B |
Sector Composition
| 1 | Technology | 19.98% |
| 2 | Healthcare | 18.26% |
| 3 | Financials | 15.73% |
| 4 | Consumer Discretionary | 10.14% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $21.9B | 6.37% | 139,116,236 -41,441,394 | -23% | -$6.54B |
|
2
UnitedHealth
UNH
$281B
| $12B | 3.48% | 48,051,337 +118,340 | +0.2% | +$29.5M |
|
3
Broadcom
AVGO
$1.4T
| $9.09B | 2.64% | 38,343,106 -5,256,986 | -12% | -$1.25B |
|
4
JPMorgan Chase
JPM
$829B
| $8.2B | 2.38% | 91,033,221 +8,187,609 | +10% | +$737M |
|
5
Amazon
AMZN
$2.44T
| $8.04B | 2.33% | 4,125,258 +423,738 | +11% | +$826M |
|
|
6
Pfizer
PFE
$141B
| $7.34B | 2.13% | 224,808,113 +36,092,723 | +19% | +$1.18B |
|
7
Meta Platforms (Facebook)
META
$1.86T
| $6.74B | 1.96% | 40,433,503 -6,266,938 | -13% | -$1.05B |
|
|
8
Philip Morris
PM
$260B
| $6.64B | 1.93% | 90,972,989 +17,583,436 | +24% | +$1.28B |
|
9
Berkshire Hathaway Class A
BRK.A
$1.09T
| $6.06B | 1.76% | 22,285 -2,074 | -9% | -$564M |
|
|
10
Home Depot
HD
$405B
| $6.05B | 1.76% | 32,423,761 -6,953,059 | -18% | -$1.3B |
|
11
CME Group
CME
$96B
| $6.04B | 1.75% | 34,927,278 -868,150 | -2% | -$150M |
|
12
Lockheed Martin
LMT
$106B
| $5.83B | 1.69% | 17,207,412 +252,054 | +1% | +$85.4M |
|
13
Tesla
TSLA
$1.08T
| $5.61B | 1.63% | 10,714,131 +19,719 | +0.2% | +$10.3M |
|
14
Thermo Fisher Scientific
TMO
$186B
| $4.77B | 1.38% | 16,824,726 +1,242,140 | +8% | +$352M |
|
15
Netflix
NFLX
$513B
| $4.66B | 1.35% | 12,412,957 -2,067,222 | -14% | -$776M |
|
16
Boeing
BA
$177B
| $4.56B | 1.32% | 30,555,090 +3,997,531 | +15% | +$596M |
|
17
Mastercard
MA
$538B
| $3.8B | 1.1% | 15,722,658 -5,017,961 | -24% | -$1.21B |
|
18
Regeneron Pharmaceuticals
REGN
$61.5B
| $3.48B | 1.01% | 7,133,280 -1,199,144 | -14% | -$586M |
|
19
CSX Corp
CSX
$60.6B
| $3.48B | 1.01% | 60,681,919 +3,886,502 | +7% | +$223M |
|
|
20
Gilead Sciences
GILD
$140B
| $3.46B | 1.01% | 46,331,318 +25,555,467 | +123% | +$1.91B |
|
21
Alphabet (Google) Class C
GOOG
$2.58T
| $3.44B | 1% | 2,959,326 -338,302 | -10% | -$393M |
|
22
Comcast
CMCSA
$125B
| $3.3B | 0.96% | 96,029,604 +6,937,877 | +8% | +$239M |
|
23
Honeywell
HON
$139B
| $3.27B | 0.95% | 24,461,672 +5,361,064 | +28% | +$717M |
|
24
Cigna
CI
$80.3B
| $3.21B | 0.93% | 18,108,687 -2,011,865 | -10% | -$356M |
|
25
Altria Group
MO
$113B
| $3.2B | 0.93% | 82,778,790 +8,150,622 | +11% | +$315M |
|