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 |
Salesforce
CRM
|
$2.71B |
| 2 |
TE Connectivity
TEL
|
$1.59B |
| 3 |
Goldman Sachs
GS
|
$1.34B |
| 4 |
Philip Morris
PM
|
$1.18B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.09B |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.81B |
| 2 |
CVS Health
CVS
|
$1.78B |
| 3 |
Archer Daniels Midland
ADM
|
$1.72B |
| 4 |
JPMorgan Chase
JPM
|
$1.63B |
| 5 |
Broadcom
AVGO
|
$1.29B |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Healthcare | 18.94% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 11.44% |
| 5 | Industrials | 9.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $25.3B | 5.22% | 87,608,980 -4,106,083 | -4% | -$1.18B |
|
|
2
Broadcom
AVGO
$1.4T
| $17.5B | 3.63% | 27,354,028 -2,012,100 | -7% | -$1.29B |
|
3
UnitedHealth
UNH
$281B
| $13.9B | 2.87% | 29,385,548 -1,307,507 | -4% | -$618M |
|
4
Home Depot
HD
$405B
| $11.7B | 2.41% | 39,524,320 +352,228 | +0.9% | +$104M |
|
|
5
Philip Morris
PM
$260B
| $10.9B | 2.25% | 111,816,950 +12,132,787 | +12% | +$1.18B |
|
6
Eli Lilly
LLY
$657B
| $9.47B | 1.96% | 27,588,540 -599,899 | -2% | -$206M |
|
7
Pfizer
PFE
$141B
| $9.45B | 1.95% | 231,512,368 -24,584,436 | -10% | -$1B |
|
8
Tesla
TSLA
$1.08T
| $9.08B | 1.88% | 43,760,201 -4,671,123 | -10% | -$969M |
|
9
Canadian Natural Resources
CNQ
$65.9B
| $8.28B | 1.71% | 149,647,902 -1,172,618 | -0.8% | -$64.9M |
|
|
10
Meta Platforms (Facebook)
META
$1.86T
| $7.52B | 1.55% | 35,486,247 +5,147,768 | +17% | +$1.09B |
|
11
Thermo Fisher Scientific
TMO
$186B
| $7.45B | 1.54% | 12,924,464 -620,777 | -5% | -$358M |
|
12
Caterpillar
CAT
$196B
| $6.59B | 1.36% | 28,780,071 -311,060 | -1% | -$71.2M |
|
13
Gilead Sciences
GILD
$140B
| $6.35B | 1.31% | 76,500,240 +7,607,268 | +11% | +$631M |
|
14
Target
TGT
$43.6B
| $5.98B | 1.24% | 36,087,765 +4,314,494 | +14% | +$715M |
|
15
Alphabet (Google) Class C
GOOG
$2.58T
| $5.45B | 1.13% | 52,388,770 +4,806,158 | +10% | +$500M |
|
|
16
JPMorgan Chase
JPM
$829B
| $5.28B | 1.09% | 40,540,298 -12,527,638 | -24% | -$1.63B |
|
17
Apple
AAPL
$3.45T
| $5.28B | 1.09% | 32,003,730 +2,421,542 | +8% | +$399M |
|
18
Vertex Pharmaceuticals
VRTX
$100B
| $5.09B | 1.05% | 16,144,423 +3,375,417 | +26% | +$1.06B |
|
19
Booking.com
BKNG
$181B
| $5.04B | 1.04% | 1,901,536 +42,615 | +2% | +$113M |
|
20
Regeneron Pharmaceuticals
REGN
$61.5B
| $4.79B | 0.99% | 5,830,586 -411,849 | -7% | -$338M |
|
21
ASML
ASML
$292B
| $4.67B | 0.96% | 6,854,767 +72,733 | +1% | +$49.5M |
|
|
22
TE Connectivity
TEL
$61B
| $4.56B | 0.94% | 34,791,023 +12,092,737 | +53% | +$1.59B |
|
23
Lockheed Martin
LMT
$106B
| $4.38B | 0.91% | 9,269,909 -1,604,924 | -15% | -$759M |
|
24
Linde
LIN
$224B
| $4.18B | 0.86% | 11,765,704 -931,901 | -7% | -$331M |
|
25
Applied Materials
AMAT
$128B
| $4.03B | 0.83% | 32,832,988 -1,822,763 | -5% | -$224M |
|