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 |
Tesla
TSLA
|
$17.8B |
| 2 |
Apple
AAPL
|
$2.1B |
| 3 |
Restaurant Brands International
QSR
|
$789M |
| 4 |
Halliburton
HAL
|
$716M |
| 5 |
Exact Sciences
EXAS
|
$657M |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.32B |
| 2 |
Amazon
AMZN
|
$2.27B |
| 3 |
Boston Scientific
BSX
|
$887M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$842M |
| 5 |
Intuitive Surgical
ISRG
|
$746M |
Sector Composition
| 1 | Technology | 20.28% |
| 2 | Healthcare | 16.49% |
| 3 | Consumer Discretionary | 15.03% |
| 4 | Financials | 12.76% |
| 5 | Communication Services | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $23.5B | 5.15% | 111,872,823 -11,050,689 | -9% | -$2.32B |
|
|
2
Tesla
TSLA
$1.08T
| $22.4B | 4.91% | 52,248,658 +41,570,565 | +389% | +$17.8B |
|
3
Broadcom
AVGO
$1.4T
| $14.3B | 3.13% | 39,284,885 +249,463 | +0.6% | +$90.9M |
|
4
UnitedHealth
UNH
$281B
| $11.7B | 2.56% | 37,553,956 -2,330,201 | -6% | -$726M |
|
|
5
Amazon
AMZN
$2.44T
| $10.9B | 2.39% | 3,462,864 -722,497 | -17% | -$2.27B |
|
6
Meta Platforms (Facebook)
META
$1.86T
| $10.7B | 2.34% | 40,887,265 -140,687 | -0.3% | -$36.8M |
|
7
Pfizer
PFE
$141B
| $9.51B | 2.08% | 259,186,297 +14,747,788 | +6% | +$541M |
|
8
Home Depot
HD
$405B
| $9B | 1.97% | 32,418,614 +209,392 | +0.7% | +$58.1M |
|
9
JPMorgan Chase
JPM
$829B
| $7.2B | 1.58% | 74,769,070 +1,923,293 | +3% | +$185M |
|
10
Thermo Fisher Scientific
TMO
$186B
| $7.07B | 1.55% | 16,023,033 -548,434 | -3% | -$242M |
|
11
Netflix
NFLX
$513B
| $6.83B | 1.49% | 13,649,248 -26,922 | -0.2% | -$13.5M |
|
12
Lockheed Martin
LMT
$106B
| $6.43B | 1.41% | 16,779,234 +183,604 | +1% | +$70.4M |
|
13
Philip Morris
PM
$260B
| $6.25B | 1.37% | 83,301,997 -197,416 | -0.2% | -$14.8M |
|
14
Shopify
SHOP
$184B
| $5.95B | 1.3% | 5,817,720 -111,732 | -2% | -$114M |
|
15
CME Group
CME
$96B
| $5.81B | 1.27% | 34,733,807 -14,008 | -0% | -$2.34M |
|
16
CSX Corp
CSX
$60.6B
| $5.28B | 1.16% | 68,006,717 +2,520,403 | +4% | +$196M |
|
17
Mastercard
MA
$538B
| $4.88B | 1.07% | 14,417,735 +172,588 | +1% | +$58.4M |
|
18
Honeywell
HON
$139B
| $4.69B | 1.03% | 28,487,835 +1,595,546 | +6% | +$263M |
|
19
Comcast
CMCSA
$125B
| $4.61B | 1.01% | 99,661,738 +558,504 | +0.6% | +$25.8M |
|
20
Altria Group
MO
$113B
| $4.08B | 0.89% | 105,566,793 +8,763,350 | +9% | +$339M |
|
21
Blackrock
BLK
$175B
| $3.91B | 0.86% | 6,939,733 -109,943 | -2% | -$62M |
|
22
PayPal
PYPL
$67.1B
| $3.86B | 0.84% | 19,578,321 -1,215,990 | -6% | -$240M |
|
23
Advanced Micro Devices
AMD
$264B
| $3.8B | 0.83% | 46,299,316 +75,471 | +0.2% | +$6.19M |
|
24
Verizon
VZ
$186B
| $3.77B | 0.82% | 63,323,757 +1,809,556 | +3% | +$108M |
|
25
Regeneron Pharmaceuticals
REGN
$61.5B
| $3.72B | 0.81% | 6,644,370 -290,985 | -4% | -$163M |
|