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 |
Tesla
TSLA
|
$15.9B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$5.43B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$3.6B |
| 4 |
Extra Space Storage
EXR
|
$1.32B |
| 5 |
Synopsys
SNPS
|
$1.16B |
Top Sells
| 1 |
Micron Technology
MU
|
$1.13B |
| 2 |
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
|
$924M |
| 3 |
Meta Platforms (Facebook)
META
|
$816M |
| 4 |
Dollar General
DG
|
$717M |
| 5 |
Stellantis
STLA
|
$698M |
Sector Composition
| 1 | Healthcare | 20.38% |
| 2 | Technology | 16.46% |
| 3 | Consumer Discretionary | 14.81% |
| 4 | Financials | 12.4% |
| 5 | Industrials | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Tesla
TSLA
$1.08T
| $23.9B | 5.37% | 90,161,776 +59,992,888 | +199% | +$15.9B |
|
2
Microsoft
MSFT
$3.77T
| $22.7B | 5.1% | 97,528,997 -1,296,480 | -1% | -$302M |
|
3
UnitedHealth
UNH
$281B
| $16.8B | 3.77% | 33,228,621 -892,645 | -3% | -$451M |
|
4
Broadcom
AVGO
$1.4T
| $14B | 3.15% | 31,618,866 -8,107 | -0% | -$3.6M |
|
5
Home Depot
HD
$405B
| $11.1B | 2.48% | 40,060,264 -330,291 | -0.8% | -$91.1M |
|
6
Pfizer
PFE
$141B
| $10.9B | 2.44% | 248,850,529 -1,276,218 | -0.5% | -$55.8M |
|
7
Eli Lilly
LLY
$657B
| $9.39B | 2.11% | 29,024,874 +282,228 | +1% | +$91.3M |
|
8
Philip Morris
PM
$260B
| $7.05B | 1.58% | 84,894,187 +1,794,580 | +2% | +$149M |
|
9
Thermo Fisher Scientific
TMO
$186B
| $6.84B | 1.54% | 13,488,061 -501,558 | -4% | -$254M |
|
10
Canadian Natural Resources
CNQ
$65.9B
| $6.52B | 1.46% | 140,026,789 +166,484 | +0.1% | +$7.75M |
|
11
CVS Health
CVS
$92.8B
| $5.81B | 1.3% | 60,896,763 +2,060,715 | +4% | +$197M |
|
|
12
Alphabet (Google) Class C
GOOG
$2.58T
| $5.73B | 1.29% | 59,584,475 +56,425,982 | +1,786% | +$5.43B |
|
13
CME Group
CME
$96B
| $5.53B | 1.24% | 31,226,689 -1,850,339 | -6% | -$328M |
|
14
Lockheed Martin
LMT
$106B
| $4.78B | 1.07% | 12,378,039 -1,219,016 | -9% | -$471M |
|
15
Caterpillar
CAT
$196B
| $4.77B | 1.07% | 29,057,808 +1,937,275 | +7% | +$318M |
|
|
16
Meta Platforms (Facebook)
META
$1.86T
| $4.39B | 0.99% | 32,368,464 -6,016,567 | -16% | -$816M |
|
17
Regeneron Pharmaceuticals
REGN
$61.5B
| $4.29B | 0.96% | 6,225,599 -9,012 | -0.1% | -$6.21M |
|
|
PXD
18
DELISTED
Pioneer Natural Resource Co.
PXD
| $4.14B | 0.93% | 19,126,915 +1,464,033 | +8% | +$317M |
|
19
Apple
AAPL
$3.45T
| $4.11B | 0.92% | 29,760,845 +169,217 | +0.6% | +$23.4M |
|
20
JPMorgan Chase
JPM
$829B
| $4.07B | 0.91% | 38,990,139 -274,594 | -0.7% | -$28.7M |
|
|
21
Alphabet (Google) Class A
GOOGL
$2.57T
| $3.8B | 0.85% | 39,720,310 +37,675,115 | +1,842% | +$3.6B |
|
22
Centene
CNC
$14.3B
| $3.79B | 0.85% | 48,666,122 +1,131,776 | +2% | +$88.1M |
|
23
Vertex Pharmaceuticals
VRTX
$100B
| $3.63B | 0.81% | 12,524,679 -45,253 | -0.4% | -$13.1M |
|
24
Gilead Sciences
GILD
$140B
| $3.56B | 0.8% | 57,762,744 +4,903,276 | +9% | +$302M |
|
25
Archer Daniels Midland
ADM
$30.1B
| $3.38B | 0.76% | 41,996,980 +63,618 | +0.2% | +$5.12M |
|