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 |
Intuitive Surgical
ISRG
|
$2.16B |
| 2 |
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
|
$1.46B |
| 3 |
Micron Technology
MU
|
$1.17B |
| 4 |
Cloudflare
NET
|
$1.14B |
| 5 |
Arista Networks
ANET
|
$928M |
Top Sells
| 1 |
PayPal
PYPL
|
$2.57B |
| 2 |
Honeywell
HON
|
$2.13B |
| 3 |
Mercado Libre
MELI
|
$1.39B |
| 4 |
JPMorgan Chase
JPM
|
$1.29B |
| 5 |
Emerson Electric
EMR
|
$1.28B |
Sector Composition
| 1 | Technology | 21.31% |
| 2 | Consumer Discretionary | 17.23% |
| 3 | Healthcare | 15.38% |
| 4 | Financials | 12.72% |
| 5 | Communication Services | 8.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Tesla
TSLA
$1.08T
| $38.7B | 6.13% | 36,665,256 -762,058 | -2% | -$805M |
|
2
Microsoft
MSFT
$3.77T
| $36.2B | 5.73% | 107,717,797 -2,641,990 | -2% | -$889M |
|
3
Broadcom
AVGO
$1.4T
| $25.3B | 4% | 38,027,878 -602,551 | -2% | -$401M |
|
4
UnitedHealth
UNH
$281B
| $17B | 2.69% | 33,870,309 -398,100 | -1% | -$200M |
|
5
Home Depot
HD
$405B
| $16.8B | 2.66% | 40,473,045 -342,684 | -0.8% | -$142M |
|
6
Meta Platforms (Facebook)
META
$1.86T
| $14.7B | 2.33% | 43,827,542 -2,459,353 | -5% | -$827M |
|
7
Pfizer
PFE
$141B
| $14B | 2.21% | 236,858,416 -4,502,442 | -2% | -$266M |
|
|
8
JPMorgan Chase
JPM
$829B
| $10.5B | 1.66% | 66,179,976 -8,122,178 | -11% | -$1.29B |
|
9
Thermo Fisher Scientific
TMO
$186B
| $9.91B | 1.57% | 14,849,730 -37,056 | -0.2% | -$24.7M |
|
10
Amazon
AMZN
$2.44T
| $9.78B | 1.55% | 2,933,551 -196,171 | -6% | -$654M |
|
11
Alphabet (Google) Class C
GOOG
$2.58T
| $8.92B | 1.41% | 3,081,304 +51,967 | +2% | +$150M |
|
12
Netflix
NFLX
$513B
| $7.99B | 1.26% | 13,268,607 +50,911 | +0.4% | +$30.7M |
|
13
Philip Morris
PM
$260B
| $7.63B | 1.21% | 80,333,266 -2,427,306 | -3% | -$231M |
|
14
CME Group
CME
$96B
| $7.6B | 1.2% | 33,276,346 -324,776 | -1% | -$74.2M |
|
15
Blackrock
BLK
$175B
| $7.08B | 1.12% | 7,737,458 -3,012 | -0% | -$2.76M |
|
16
CSX Corp
CSX
$60.6B
| $6.94B | 1.1% | 184,488,460 +7,841,524 | +4% | +$295M |
|
17
Shopify
SHOP
$184B
| $6.18B | 0.98% | 4,489,765 +90,070 | +2% | +$124M |
|
|
18
Alphabet (Google) Class A
GOOGL
$2.57T
| $5.99B | 0.95% | 2,066,842 +2,580 | +0.1% | +$7.47M |
|
19
Comcast
CMCSA
$125B
| $5.61B | 0.89% | 111,532,517 -3,540,383 | -3% | -$178M |
|
20
ASML
ASML
$292B
| $5.56B | 0.88% | 6,982,721 -161,758 | -2% | -$129M |
|
21
Altria Group
MO
$113B
| $5.35B | 0.85% | 112,908,240 -13,177,442 | -10% | -$624M |
|
22
Eli Lilly
LLY
$657B
| $5.28B | 0.84% | 19,115,896 +2,325,514 | +14% | +$642M |
|
23
CVS Health
CVS
$92.8B
| $5.17B | 0.82% | 50,102,110 -471,878 | -0.9% | -$48.7M |
|
24
Lockheed Martin
LMT
$106B
| $4.78B | 0.76% | 13,462,533 +1,152,397 | +9% | +$410M |
|
25
Bank of America
BAC
$376B
| $4.73B | 0.75% | 106,355,444 -10,499,977 | -9% | -$467M |
|