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 |
Amazon
AMZN
|
$3.06B |
| 2 |
Eli Lilly
LLY
|
$2.07B |
| 3 |
Cenovus Energy
CVE
|
$1.79B |
| 4 |
Pfizer
PFE
|
$1.59B |
| 5 |
Visa
V
|
$1.39B |
Top Sells
| 1 |
Tesla
TSLA
|
$4.13B |
| 2 |
Microsoft
MSFT
|
$1.51B |
| 3 |
Altria Group
MO
|
$1.11B |
| 4 |
Lockheed Martin
LMT
|
$1.04B |
| 5 |
Blackrock
BLK
|
$978M |
Sector Composition
| 1 | Healthcare | 19.6% |
| 2 | Technology | 17.14% |
| 3 | Consumer Discretionary | 13.22% |
| 4 | Financials | 12.49% |
| 5 | Industrials | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $25.4B | 5.39% | 98,825,477 -5,881,538 | -6% | -$1.51B |
|
|
2
Tesla
TSLA
$1.08T
| $20.3B | 4.32% | 30,168,888 -6,131,990 | -17% | -$4.13B |
|
3
UnitedHealth
UNH
$281B
| $17.5B | 3.72% | 34,121,266 -684,595 | -2% | -$352M |
|
4
Broadcom
AVGO
$1.4T
| $15.4B | 3.26% | 31,626,973 -1,831,660 | -5% | -$890M |
|
|
5
Pfizer
PFE
$141B
| $13.1B | 2.79% | 250,126,747 +30,250,912 | +14% | +$1.59B |
|
6
Home Depot
HD
$405B
| $11.1B | 2.35% | 40,390,555 +237,376 | +0.6% | +$65.1M |
|
|
7
Eli Lilly
LLY
$657B
| $9.32B | 1.98% | 28,742,646 +6,384,202 | +29% | +$2.07B |
|
8
Philip Morris
PM
$260B
| $8.21B | 1.74% | 83,099,607 +2,761,446 | +3% | +$273M |
|
9
Thermo Fisher Scientific
TMO
$186B
| $7.6B | 1.61% | 13,989,619 -177,932 | -1% | -$96.7M |
|
10
Canadian Natural Resources
CNQ
$65.9B
| $7.52B | 1.6% | 139,860,305 +15,452,821 | +12% | +$830M |
|
11
Alphabet (Google) Class C
GOOG
$2.58T
| $6.91B | 1.47% | 3,158,493 +14,860 | +0.5% | +$32.5M |
|
12
CME Group
CME
$96B
| $6.77B | 1.44% | 33,077,028 +13,802 | +0% | +$2.83M |
|
13
Meta Platforms (Facebook)
META
$1.86T
| $6.19B | 1.31% | 38,385,031 -2,854,653 | -7% | -$460M |
|
|
14
Lockheed Martin
LMT
$106B
| $5.85B | 1.24% | 13,597,055 -2,424,359 | -15% | -$1.04B |
|
15
CVS Health
CVS
$92.8B
| $5.45B | 1.16% | 58,836,048 +202,627 | +0.3% | +$18.8M |
|
16
Caterpillar
CAT
$196B
| $4.85B | 1.03% | 27,120,533 +6,995,910 | +35% | +$1.25B |
|
|
17
Alphabet (Google) Class A
GOOGL
$2.57T
| $4.46B | 0.95% | 2,045,195 -21,288 | -1% | -$46.4M |
|
18
JPMorgan Chase
JPM
$829B
| $4.42B | 0.94% | 39,264,733 -5,898,912 | -13% | -$664M |
|
19
Apple
AAPL
$3.45T
| $4.05B | 0.86% | 29,591,628 +4,055,424 | +16% | +$554M |
|
20
Centene
CNC
$14.3B
| $4.02B | 0.85% | 47,534,346 -3,001,400 | -6% | -$254M |
|
|
PXD
21
DELISTED
Pioneer Natural Resource Co.
PXD
| $3.94B | 0.84% | 17,662,882 +1,983,566 | +13% | +$443M |
|
22
L3Harris
LHX
$51.9B
| $3.84B | 0.82% | 15,872,058 +849,831 | +6% | +$205M |
|
23
Regeneron Pharmaceuticals
REGN
$61.5B
| $3.69B | 0.78% | 6,234,611 +284,777 | +5% | +$168M |
|
|
24
Altria Group
MO
$113B
| $3.57B | 0.76% | 85,481,126 -26,636,610 | -24% | -$1.11B |
|
25
Vertex Pharmaceuticals
VRTX
$100B
| $3.54B | 0.75% | 12,569,932 -96,198 | -0.8% | -$27.1M |
|