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 |
Berkshire Hathaway Class B
BRK.B
|
$1.29B |
| 2 |
Shopify
SHOP
|
$1B |
| 3 |
CVS Health
CVS
|
$923M |
| 4 |
Colgate-Palmolive
CL
|
$734M |
| 5 |
Sea Limited
SE
|
$658M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$5.59B |
| 2 |
Boeing
BA
|
$4.07B |
| 3 |
Microsoft
MSFT
|
$3.3B |
| 4 |
UnitedHealth
UNH
|
$2.41B |
| 5 |
JPMorgan Chase
JPM
|
$1.71B |
Sector Composition
| 1 | Technology | 21.13% |
| 2 | Healthcare | 17.61% |
| 3 | Financials | 13.67% |
| 4 | Consumer Discretionary | 12.7% |
| 5 | Communication Services | 8.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $25B | 6.05% | 122,923,512 -16,192,724 | -12% | -$3.3B |
|
2
Broadcom
AVGO
$1.4T
| $12.3B | 2.98% | 39,035,422 +692,316 | +2% | +$219M |
|
|
3
UnitedHealth
UNH
$281B
| $11.8B | 2.85% | 39,884,157 -8,167,180 | -17% | -$2.41B |
|
4
Amazon
AMZN
$2.44T
| $11.5B | 2.79% | 4,185,361 +60,103 | +1% | +$166M |
|
5
Tesla
TSLA
$1.08T
| $11.5B | 2.79% | 10,678,093 -36,038 | -0.3% | -$38.9M |
|
6
Meta Platforms (Facebook)
META
$1.86T
| $9.32B | 2.25% | 41,027,952 +594,449 | +1% | +$135M |
|
7
Home Depot
HD
$405B
| $8.07B | 1.95% | 32,209,222 -214,539 | -0.7% | -$53.7M |
|
8
Pfizer
PFE
$141B
| $7.99B | 1.93% | 244,438,509 +19,630,396 | +9% | +$642M |
|
|
9
JPMorgan Chase
JPM
$829B
| $6.85B | 1.66% | 72,845,777 -18,187,444 | -20% | -$1.71B |
|
10
Netflix
NFLX
$513B
| $6.22B | 1.51% | 13,676,170 +1,263,213 | +10% | +$575M |
|
11
Lockheed Martin
LMT
$106B
| $6.06B | 1.47% | 16,595,630 -611,782 | -4% | -$223M |
|
12
Thermo Fisher Scientific
TMO
$186B
| $6B | 1.45% | 16,571,467 -253,259 | -2% | -$91.8M |
|
13
Philip Morris
PM
$260B
| $5.85B | 1.42% | 83,499,413 -7,473,576 | -8% | -$524M |
|
14
CME Group
CME
$96B
| $5.65B | 1.37% | 34,747,815 -179,463 | -0.5% | -$29.2M |
|
|
15
Shopify
SHOP
$184B
| $5.63B | 1.36% | 5,929,452 +1,054,253 | +22% | +$1B |
|
16
CSX Corp
CSX
$60.6B
| $4.57B | 1.11% | 65,486,314 +4,804,395 | +8% | +$335M |
|
17
Regeneron Pharmaceuticals
REGN
$61.5B
| $4.33B | 1.05% | 6,935,355 -197,925 | -3% | -$123M |
|
18
Mastercard
MA
$538B
| $4.21B | 1.02% | 14,245,147 -1,477,511 | -9% | -$437M |
|
19
Honeywell
HON
$139B
| $3.89B | 0.94% | 26,892,289 +2,430,617 | +10% | +$351M |
|
20
Comcast
CMCSA
$125B
| $3.86B | 0.93% | 99,103,234 +3,073,630 | +3% | +$120M |
|
21
Blackrock
BLK
$175B
| $3.84B | 0.93% | 7,049,676 +958,230 | +16% | +$521M |
|
22
Altria Group
MO
$113B
| $3.8B | 0.92% | 96,803,443 +14,024,653 | +17% | +$550M |
|
23
Vertex Pharmaceuticals
VRTX
$100B
| $3.63B | 0.88% | 12,488,243 -91,475 | -0.7% | -$26.6M |
|
24
PayPal
PYPL
$67.1B
| $3.62B | 0.88% | 20,794,311 +181,145 | +0.9% | +$31.6M |
|
25
Alphabet (Google) Class C
GOOG
$2.58T
| $3.58B | 0.87% | 2,532,427 -426,899 | -14% | -$603M |
|