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 |
Citigroup
C
|
$1.4B |
| 2 |
Bank of America
BAC
|
$1.17B |
| 3 |
JPMorgan Chase
JPM
|
$770M |
| 4 |
PayPal
PYPL
|
$767M |
| 5 |
LyondellBasell Industries
LYB
|
$764M |
Top Sells
| 1 |
Tesla
TSLA
|
$4.23B |
| 2 |
Boston Scientific
BSX
|
$1.94B |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.11B |
| 4 |
Digital Realty Trust
DLR
|
$1.07B |
| 5 |
Amazon
AMZN
|
$1.03B |
Sector Composition
| 1 | Technology | 19.97% |
| 2 | Consumer Discretionary | 16.41% |
| 3 | Healthcare | 15.45% |
| 4 | Financials | 13.74% |
| 5 | Communication Services | 8.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Tesla
TSLA
$1.08T
| $32.6B | 6.29% | 46,249,648 -5,999,010 | -11% | -$4.23B |
|
2
Microsoft
MSFT
$3.77T
| $24.6B | 4.73% | 110,441,260 -1,431,563 | -1% | -$318M |
|
3
Broadcom
AVGO
$1.4T
| $17B | 3.28% | 38,885,917 -398,968 | -1% | -$175M |
|
4
UnitedHealth
UNH
$281B
| $12.3B | 2.38% | 35,185,176 -2,368,780 | -6% | -$831M |
|
5
Meta Platforms (Facebook)
META
$1.86T
| $11.1B | 2.13% | 40,533,105 -354,160 | -0.9% | -$96.7M |
|
|
6
JPMorgan Chase
JPM
$829B
| $10.3B | 1.98% | 80,831,721 +6,062,651 | +8% | +$770M |
|
|
7
Amazon
AMZN
$2.44T
| $10.2B | 1.97% | 3,145,786 -317,078 | -9% | -$1.03B |
|
8
Pfizer
PFE
$141B
| $9.82B | 1.89% | 266,647,618 +7,461,321 | +3% | +$275M |
|
9
Home Depot
HD
$405B
| $8.99B | 1.73% | 33,849,372 +1,430,758 | +4% | +$380M |
|
10
Thermo Fisher Scientific
TMO
$186B
| $7.44B | 1.43% | 15,981,520 -41,513 | -0.3% | -$19.3M |
|
11
Netflix
NFLX
$513B
| $7.41B | 1.43% | 13,698,696 +49,448 | +0.4% | +$26.7M |
|
12
Philip Morris
PM
$260B
| $6.82B | 1.31% | 82,320,538 -981,459 | -1% | -$81.3M |
|
13
Shopify
SHOP
$184B
| $6.45B | 1.24% | 5,701,828 -115,892 | -2% | -$131M |
|
14
CSX Corp
CSX
$60.6B
| $6.35B | 1.22% | 70,004,980 +1,998,263 | +3% | +$181M |
|
15
Honeywell
HON
$139B
| $6.19B | 1.19% | 29,093,275 +605,440 | +2% | +$129M |
|
16
CME Group
CME
$96B
| $6.16B | 1.19% | 33,836,999 -896,808 | -3% | -$163M |
|
17
Lockheed Martin
LMT
$106B
| $5.75B | 1.11% | 16,187,677 -591,557 | -4% | -$210M |
|
|
18
PayPal
PYPL
$67.1B
| $5.35B | 1.03% | 22,853,795 +3,275,474 | +17% | +$767M |
|
19
Blackrock
BLK
$175B
| $5.34B | 1.03% | 7,400,696 +460,963 | +7% | +$333M |
|
20
Comcast
CMCSA
$125B
| $5.31B | 1.02% | 101,407,187 +1,745,449 | +2% | +$91.5M |
|
21
Mastercard
MA
$538B
| $4.74B | 0.91% | 13,288,461 -1,129,274 | -8% | -$403M |
|
22
Altria Group
MO
$113B
| $4.65B | 0.9% | 113,351,403 +7,784,610 | +7% | +$319M |
|
23
Advanced Micro Devices
AMD
$264B
| $4.24B | 0.82% | 46,248,550 -50,766 | -0.1% | -$4.66M |
|
24
TSMC
TSM
$1.2T
| $4.21B | 0.81% | 38,642,566 -1,848,022 | -5% | -$202M |
|
25
RingCentral
RNG
$2.76B
| $4.16B | 0.8% | 10,979,414 +123,431 | +1% | +$46.8M |
|