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 |
L3Harris
LHX
|
$1.18B |
| 2 |
Wells Fargo
WFC
|
$1.05B |
| 3 |
Micron Technology
MU
|
$877M |
| 4 |
NVIDIA
NVDA
|
$867M |
| 5 |
GTM
ZoomInfo Technologies
GTM
|
$788M |
Top Sells
| 1 |
Parker-Hannifin
PH
|
$1.48B |
| 2 |
PACCAR
PCAR
|
$861M |
| 3 |
Visa
V
|
$825M |
| 4 |
DTE Energy
DTE
|
$736M |
| 5 |
Vulcan Materials
VMC
|
$643M |
Sector Composition
| 1 | Technology | 19.82% |
| 2 | Consumer Discretionary | 16.72% |
| 3 | Healthcare | 14.89% |
| 4 | Financials | 14.28% |
| 5 | Communication Services | 9.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $31.1B | 5.31% | 110,359,787 -470,263 | -0.4% | -$133M |
|
2
Tesla
TSLA
$1.08T
| $29B | 4.95% | 37,427,314 +144,749 | +0.4% | +$112M |
|
3
Broadcom
AVGO
$1.4T
| $18.7B | 3.2% | 38,630,429 -738,897 | -2% | -$358M |
|
4
Meta Platforms (Facebook)
META
$1.86T
| $15.7B | 2.68% | 46,286,895 +173,316 | +0.4% | +$58.8M |
|
5
Home Depot
HD
$405B
| $13.4B | 2.29% | 40,815,729 +35,090 | +0.1% | +$11.5M |
|
6
UnitedHealth
UNH
$281B
| $13.4B | 2.29% | 34,268,409 +149,756 | +0.4% | +$58.5M |
|
7
JPMorgan Chase
JPM
$829B
| $12.2B | 2.08% | 74,302,154 +2,764,341 | +4% | +$453M |
|
8
Pfizer
PFE
$141B
| $10.4B | 1.77% | 241,360,858 +1,171,443 | +0.5% | +$50.4M |
|
9
Amazon
AMZN
$2.44T
| $10.3B | 1.75% | 3,129,722 -123,539 | -4% | -$406M |
|
10
Thermo Fisher Scientific
TMO
$186B
| $8.51B | 1.45% | 14,886,786 +114,582 | +0.8% | +$65.5M |
|
11
Alphabet (Google) Class C
GOOG
$2.58T
| $8.07B | 1.38% | 3,029,337 +184,833 | +6% | +$493M |
|
12
Netflix
NFLX
$513B
| $8.07B | 1.38% | 13,217,696 +36,951 | +0.3% | +$22.6M |
|
13
Philip Morris
PM
$260B
| $7.84B | 1.34% | 82,760,572 +2,152,766 | +3% | +$204M |
|
14
PayPal
PYPL
$67.1B
| $7.19B | 1.23% | 27,612,718 -433,708 | -2% | -$113M |
|
15
CME Group
CME
$96B
| $6.5B | 1.11% | 33,601,122 -250,212 | -0.7% | -$48.4M |
|
16
Blackrock
BLK
$175B
| $6.49B | 1.11% | 7,740,470 -123,896 | -2% | -$104M |
|
17
Comcast
CMCSA
$125B
| $6.44B | 1.1% | 115,072,900 -2,863,063 | -2% | -$160M |
|
18
Shopify
SHOP
$184B
| $5.97B | 1.02% | 4,399,695 +6,719 | +0.2% | +$9.11M |
|
19
Sea Limited
SE
$110B
| $5.77B | 0.99% | 18,114,304 -1,157,828 | -6% | -$369M |
|
20
Altria Group
MO
$113B
| $5.74B | 0.98% | 126,085,682 -1,817,093 | -1% | -$82.7M |
|
|
21
Alphabet (Google) Class A
GOOGL
$2.57T
| $5.52B | 0.94% | 2,064,262 +5,326 | +0.3% | +$14.2M |
|
22
ASML
ASML
$292B
| $5.32B | 0.91% | 7,144,479 -101,281 | -1% | -$75.5M |
|
23
CSX Corp
CSX
$60.6B
| $5.25B | 0.9% | 176,646,936 -6,223,842 | -3% | -$185M |
|
24
Bank of America
BAC
$376B
| $4.96B | 0.85% | 116,855,421 +634,955 | +0.5% | +$27M |
|
25
CVS Health
CVS
$92.8B
| $4.29B | 0.73% | 50,573,988 +4,468,246 | +10% | +$379M |
|