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 |
CSX Corp
CSX
|
$3.69B |
| 2 |
Agilon Health
AGL
|
$1.05B |
| 3 |
Rockwell Automation
ROK
|
$1.03B |
| 4 |
Meta Platforms (Facebook)
META
|
$974M |
| 5 |
AT&T
T
|
$898M |
Top Sells
| 1 |
Tesla
TSLA
|
$2.48B |
| 2 |
Mastercard
MA
|
$1.46B |
| 3 |
Shopify
SHOP
|
$1.34B |
| 4 |
JPMorgan Chase
JPM
|
$1.23B |
| 5 |
Honeywell
HON
|
$1.19B |
Sector Composition
| 1 | Technology | 19.43% |
| 2 | Consumer Discretionary | 15.53% |
| 3 | Healthcare | 15.09% |
| 4 | Financials | 14.5% |
| 5 | Communication Services | 9.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $30B | 5.1% | 110,830,050 -1,320,528 | -1% | -$358M |
|
|
2
Tesla
TSLA
$1.08T
| $25.3B | 4.31% | 37,282,565 -3,643,113 | -9% | -$2.48B |
|
3
Broadcom
AVGO
$1.4T
| $18.8B | 3.19% | 39,369,326 +319,539 | +0.8% | +$152M |
|
|
4
Meta Platforms (Facebook)
META
$1.86T
| $16B | 2.72% | 46,113,579 +2,800,036 | +6% | +$974M |
|
5
UnitedHealth
UNH
$281B
| $13.7B | 2.32% | 34,118,653 +101,026 | +0.3% | +$40.5M |
|
6
Home Depot
HD
$405B
| $13B | 2.21% | 40,780,639 +1,749,505 | +4% | +$558M |
|
7
Amazon
AMZN
$2.44T
| $11.2B | 1.9% | 3,253,261 +127,564 | +4% | +$439M |
|
|
8
JPMorgan Chase
JPM
$829B
| $11.1B | 1.89% | 71,537,813 -7,906,439 | -10% | -$1.23B |
|
9
Pfizer
PFE
$141B
| $9.41B | 1.6% | 240,189,415 +10,103,021 | +4% | +$396M |
|
10
PayPal
PYPL
$67.1B
| $8.17B | 1.39% | 28,046,426 +1,205,471 | +4% | +$351M |
|
11
Philip Morris
PM
$260B
| $7.99B | 1.36% | 80,607,806 +910,774 | +1% | +$90.3M |
|
12
Thermo Fisher Scientific
TMO
$186B
| $7.45B | 1.27% | 14,772,204 -1,966,990 | -12% | -$992M |
|
13
CME Group
CME
$96B
| $7.2B | 1.22% | 33,851,334 +96,323 | +0.3% | +$20.5M |
|
14
Alphabet (Google) Class C
GOOG
$2.58T
| $7.13B | 1.21% | 2,844,504 +148,066 | +5% | +$371M |
|
15
Netflix
NFLX
$513B
| $6.96B | 1.18% | 13,180,745 -319,450 | -2% | -$169M |
|
16
Blackrock
BLK
$175B
| $6.88B | 1.17% | 7,864,366 +351,754 | +5% | +$308M |
|
17
Comcast
CMCSA
$125B
| $6.72B | 1.14% | 117,935,963 +5,621,819 | +5% | +$321M |
|
|
18
Shopify
SHOP
$184B
| $6.42B | 1.09% | 4,392,976 -913,705 | -17% | -$1.34B |
|
19
Altria Group
MO
$113B
| $6.1B | 1.04% | 127,902,775 +3,330,880 | +3% | +$159M |
|
|
20
CSX Corp
CSX
$60.6B
| $5.87B | 1% | 182,870,778 +115,062,710 | +170% | +$3.69B |
|
21
Sea Limited
SE
$110B
| $5.29B | 0.9% | 19,272,132 -629,389 | -3% | -$173M |
|
22
Lockheed Martin
LMT
$106B
| $5.21B | 0.88% | 13,760,231 -233,001 | -2% | -$88.2M |
|
|
23
Honeywell
HON
$139B
| $5.04B | 0.86% | 22,990,903 -5,435,089 | -19% | -$1.19B |
|
|
24
Alphabet (Google) Class A
GOOGL
$2.57T
| $5.03B | 0.85% | 2,058,936 +257,080 | +14% | +$628M |
|
25
ASML
ASML
$292B
| $5.01B | 0.85% | 7,245,760 -205,348 | -3% | -$142M |
|