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 |
Target
TGT
|
$2.15B |
| 2 |
JPMorgan Chase
JPM
|
$1.89B |
| 3 |
Goldman Sachs
GS
|
$1.66B |
| 4 |
Philip Morris
PM
|
$1.5B |
| 5 |
Blackstone
BX
|
$1.01B |
Top Sells
| 1 |
Tesla
TSLA
|
$5.14B |
| 2 |
CME Group
CME
|
$2.62B |
| 3 |
Microsoft
MSFT
|
$1.39B |
| 4 |
UnitedHealth
UNH
|
$1.34B |
| 5 |
Verizon
VZ
|
$1.33B |
Sector Composition
| 1 | Healthcare | 21.38% |
| 2 | Technology | 16.49% |
| 3 | Financials | 12.64% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $22B | 4.69% | 91,715,063 -5,813,934 | -6% | -$1.39B |
|
2
Broadcom
AVGO
$1.4T
| $16.4B | 3.5% | 29,366,128 -2,252,738 | -7% | -$1.26B |
|
|
3
UnitedHealth
UNH
$281B
| $16.3B | 3.47% | 30,693,055 -2,535,566 | -8% | -$1.34B |
|
4
Pfizer
PFE
$141B
| $13.1B | 2.8% | 256,096,804 +7,246,275 | +3% | +$371M |
|
5
Home Depot
HD
$405B
| $12.4B | 2.64% | 39,172,092 -888,172 | -2% | -$281M |
|
6
Eli Lilly
LLY
$657B
| $10.3B | 2.2% | 28,188,439 -836,435 | -3% | -$306M |
|
|
7
Philip Morris
PM
$260B
| $10.1B | 2.15% | 99,684,163 +14,789,976 | +17% | +$1.5B |
|
8
Canadian Natural Resources
CNQ
$65.9B
| $8.38B | 1.79% | 150,820,520 +10,793,731 | +8% | +$599M |
|
9
Thermo Fisher Scientific
TMO
$186B
| $7.46B | 1.59% | 13,545,241 +57,180 | +0.4% | +$31.5M |
|
|
10
JPMorgan Chase
JPM
$829B
| $7.12B | 1.52% | 53,067,936 +14,077,797 | +36% | +$1.89B |
|
11
Caterpillar
CAT
$196B
| $6.97B | 1.49% | 29,091,131 +33,323 | +0.1% | +$7.98M |
|
|
12
Tesla
TSLA
$1.08T
| $5.97B | 1.27% | 48,431,324 -41,730,452 | -46% | -$5.14B |
|
13
Gilead Sciences
GILD
$140B
| $5.91B | 1.26% | 68,892,972 +11,130,228 | +19% | +$956M |
|
14
Lockheed Martin
LMT
$106B
| $5.29B | 1.13% | 10,874,833 -1,503,206 | -12% | -$731M |
|
15
CVS Health
CVS
$92.8B
| $5.27B | 1.12% | 56,539,787 -4,356,976 | -7% | -$406M |
|
|
16
Target
TGT
$43.6B
| $4.74B | 1.01% | 31,773,271 +14,453,675 | +83% | +$2.15B |
|
17
Regeneron Pharmaceuticals
REGN
$61.5B
| $4.5B | 0.96% | 6,242,435 +16,836 | +0.3% | +$12.1M |
|
|
PXD
18
DELISTED
Pioneer Natural Resource Co.
PXD
| $4.36B | 0.93% | 19,089,344 -37,571 | -0.2% | -$8.58M |
|
19
Alphabet (Google) Class C
GOOG
$2.58T
| $4.22B | 0.9% | 47,582,612 -12,001,863 | -20% | -$1.06B |
|
20
Linde
LIN
$224B
| $4.14B | 0.88% | 12,697,605 +369,665 | +3% | +$121M |
|
21
Centene
CNC
$14.3B
| $4.08B | 0.87% | 49,805,304 +1,139,182 | +2% | +$93.4M |
|
22
Alnylam Pharmaceuticals
ALNY
$58.5B
| $3.9B | 0.83% | 16,390,275 +2,440,628 | +17% | +$580M |
|
23
Apple
AAPL
$3.45T
| $3.84B | 0.82% | 29,582,188 -178,657 | -0.6% | -$23.2M |
|
24
Archer Daniels Midland
ADM
$30.1B
| $3.75B | 0.8% | 40,420,534 -1,576,446 | -4% | -$146M |
|
25
Booking.com
BKNG
$181B
| $3.75B | 0.8% | 1,858,921 +76,428 | +4% | +$154M |
|