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 |
Canadian Natural Resources
CNQ
|
$1.56B |
| 2 |
Caterpillar
CAT
|
$1.53B |
| 3 |
Aon
AON
|
$1.48B |
| 4 |
Intel
INTC
|
$1.27B |
| 5 |
TC Energy
TRP
|
$1.27B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$3.06B |
| 2 |
Amazon
AMZN
|
$3.04B |
| 3 |
Broadcom
AVGO
|
$2.88B |
| 4 |
JPMorgan Chase
JPM
|
$2.87B |
| 5 |
Blackrock
BLK
|
$2.56B |
Sector Composition
| 1 | Technology | 19.71% |
| 2 | Healthcare | 15.96% |
| 3 | Consumer Discretionary | 15.87% |
| 4 | Financials | 12.59% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Tesla
TSLA
$1.08T
| $39.1B | 6.74% | 36,300,878 -364,378 | -1% | -$393M |
|
2
Microsoft
MSFT
$3.77T
| $32.3B | 5.56% | 104,707,015 -3,010,782 | -3% | -$928M |
|
|
3
Broadcom
AVGO
$1.4T
| $21.1B | 3.63% | 33,458,633 -4,569,245 | -12% | -$2.88B |
|
4
UnitedHealth
UNH
$281B
| $17.8B | 3.06% | 34,805,861 +935,552 | +3% | +$477M |
|
5
Home Depot
HD
$405B
| $12B | 2.07% | 40,153,179 -319,866 | -0.8% | -$95.7M |
|
6
Pfizer
PFE
$141B
| $11.4B | 1.96% | 219,875,835 -16,982,581 | -7% | -$879M |
|
7
Meta Platforms (Facebook)
META
$1.86T
| $9.17B | 1.58% | 41,239,684 -2,587,858 | -6% | -$575M |
|
8
Alphabet (Google) Class C
GOOG
$2.58T
| $8.78B | 1.51% | 3,143,633 +62,329 | +2% | +$174M |
|
9
Thermo Fisher Scientific
TMO
$186B
| $8.37B | 1.44% | 14,167,551 -682,179 | -5% | -$403M |
|
10
CME Group
CME
$96B
| $7.86B | 1.35% | 33,063,226 -213,120 | -0.6% | -$50.7M |
|
|
11
Canadian Natural Resources
CNQ
$65.9B
| $7.7B | 1.33% | 124,407,484 +25,232,354 | +25% | +$1.56B |
|
12
Philip Morris
PM
$260B
| $7.55B | 1.3% | 80,338,161 +4,895 | +0% | +$460K |
|
13
Lockheed Martin
LMT
$106B
| $7.07B | 1.22% | 16,021,414 +2,558,881 | +19% | +$1.13B |
|
|
14
Amazon
AMZN
$2.44T
| $6.53B | 1.12% | 2,001,856 -931,695 | -32% | -$3.04B |
|
15
Eli Lilly
LLY
$657B
| $6.4B | 1.1% | 22,358,444 +3,242,548 | +17% | +$929M |
|
|
16
JPMorgan Chase
JPM
$829B
| $6.16B | 1.06% | 45,163,645 -21,016,331 | -32% | -$2.87B |
|
17
CVS Health
CVS
$92.8B
| $5.93B | 1.02% | 58,633,421 +8,531,311 | +17% | +$863M |
|
18
Altria Group
MO
$113B
| $5.86B | 1.01% | 112,117,736 -790,504 | -0.7% | -$41.3M |
|
|
19
Alphabet (Google) Class A
GOOGL
$2.57T
| $5.75B | 0.99% | 2,066,483 -359 | -0% | -$999K |
|
20
CSX Corp
CSX
$60.6B
| $5.16B | 0.89% | 137,679,539 -46,808,921 | -25% | -$1.75B |
|
21
Comcast
CMCSA
$125B
| $5B | 0.86% | 106,871,828 -4,660,689 | -4% | -$218M |
|
22
ASML
ASML
$292B
| $4.61B | 0.79% | 6,895,842 -86,879 | -1% | -$58M |
|
|
23
Caterpillar
CAT
$196B
| $4.48B | 0.77% | 20,124,623 +6,861,936 | +52% | +$1.53B |
|
24
Applied Materials
AMAT
$128B
| $4.46B | 0.77% | 33,850,576 +5,980,777 | +21% | +$788M |
|
25
Apple
AAPL
$3.45T
| $4.46B | 0.77% | 25,536,204 +1,262,536 | +5% | +$220M |
|