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 |
Eli Lilly
LLY
|
$2.2B |
| 2 |
Caterpillar
CAT
|
$2.06B |
| 3 |
Home Depot
HD
|
$1.58B |
| 4 |
Stellantis
STLA
|
$1.48B |
| 5 |
Toronto Dominion Bank
TD
|
$1.15B |
Top Sells
| 1 |
Tesla
TSLA
|
$3.56B |
| 2 |
Johnson & Johnson
JNJ
|
$1.89B |
| 3 |
Colgate-Palmolive
CL
|
$1.8B |
| 4 |
Mastercard
MA
|
$1.34B |
| 5 |
Pfizer
PFE
|
$1.32B |
Sector Composition
| 1 | Technology | 19.18% |
| 2 | Consumer Discretionary | 15.92% |
| 3 | Financials | 14.63% |
| 4 | Healthcare | 14.55% |
| 5 | Communication Services | 8.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Tesla
TSLA
$1.08T
| $27.3B | 5.05% | 40,925,678 -5,323,970 | -12% | -$3.56B |
|
2
Microsoft
MSFT
$3.77T
| $26.4B | 4.89% | 112,150,578 +1,709,318 | +2% | +$403M |
|
3
Broadcom
AVGO
$1.4T
| $18.1B | 3.35% | 39,049,787 +163,870 | +0.4% | +$76M |
|
4
Meta Platforms (Facebook)
META
$1.86T
| $12.8B | 2.36% | 43,313,543 +2,780,438 | +7% | +$819M |
|
5
UnitedHealth
UNH
$281B
| $12.7B | 2.34% | 34,017,627 -1,167,549 | -3% | -$434M |
|
6
JPMorgan Chase
JPM
$829B
| $12.1B | 2.24% | 79,444,252 -1,387,469 | -2% | -$211M |
|
|
7
Home Depot
HD
$405B
| $11.9B | 2.2% | 39,031,134 +5,181,762 | +15% | +$1.58B |
|
8
Amazon
AMZN
$2.44T
| $9.67B | 1.79% | 3,125,697 -20,089 | -0.6% | -$62.2M |
|
|
9
Pfizer
PFE
$141B
| $8.34B | 1.54% | 230,086,394 -36,561,224 | -14% | -$1.32B |
|
10
Thermo Fisher Scientific
TMO
$186B
| $7.64B | 1.41% | 16,739,194 +757,674 | +5% | +$346M |
|
11
Philip Morris
PM
$260B
| $7.07B | 1.31% | 79,697,032 -2,623,506 | -3% | -$233M |
|
12
Netflix
NFLX
$513B
| $7.04B | 1.3% | 13,500,195 -198,501 | -1% | -$104M |
|
13
CME Group
CME
$96B
| $6.89B | 1.27% | 33,755,011 -81,988 | -0.2% | -$16.7M |
|
14
CSX Corp
CSX
$60.6B
| $6.54B | 1.21% | 67,808,068 -2,196,912 | -3% | -$212M |
|
15
PayPal
PYPL
$67.1B
| $6.52B | 1.2% | 26,840,955 +3,987,160 | +17% | +$968M |
|
16
Altria Group
MO
$113B
| $6.37B | 1.18% | 124,571,895 +11,220,492 | +10% | +$574M |
|
17
Honeywell
HON
$139B
| $6.17B | 1.14% | 28,425,992 -667,283 | -2% | -$145M |
|
18
Comcast
CMCSA
$125B
| $6.08B | 1.12% | 112,314,144 +10,906,957 | +11% | +$590M |
|
19
Shopify
SHOP
$184B
| $5.87B | 1.09% | 5,306,681 -395,147 | -7% | -$437M |
|
20
Blackrock
BLK
$175B
| $5.66B | 1.05% | 7,512,612 +111,916 | +2% | +$84.4M |
|
21
Alphabet (Google) Class C
GOOG
$2.58T
| $5.58B | 1.03% | 2,696,438 +406,733 | +18% | +$841M |
|
22
Lockheed Martin
LMT
$106B
| $5.17B | 0.96% | 13,993,232 -2,194,445 | -14% | -$811M |
|
23
General Motors
GM
$55.8B
| $4.76B | 0.88% | 82,754,767 +1,949,095 | +2% | +$112M |
|
24
ASML
ASML
$292B
| $4.6B | 0.85% | 7,451,108 -491,484 | -6% | -$303M |
|
25
Bank of America
BAC
$376B
| $4.58B | 0.85% | 118,326,139 +5,940,938 | +5% | +$230M |
|