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 |
Airbnb
ABNB
|
$1.37B |
| 2 |
Visa
V
|
$1.28B |
| 3 |
Keurig Dr Pepper
KDP
|
$1.24B |
| 4 |
Halliburton
HAL
|
$1.21B |
| 5 |
Apple
AAPL
|
$1.04B |
Top Sells
| 1 |
Lennar Class A
LEN
|
$1.67B |
| 2 |
Pfizer
PFE
|
$1.19B |
| 3 |
Bank of America
BAC
|
$1.02B |
| 4 |
D.R. Horton
DHI
|
$1.01B |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
$952M |
Sector Composition
| 1 | Technology | 22.08% |
| 2 | Healthcare | 17.21% |
| 3 | Consumer Discretionary | 12.51% |
| 4 | Financials | 10.77% |
| 5 | Industrials | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $29.1B | 5.6% | 85,507,261 -2,101,719 | -2% | -$716M |
|
2
Broadcom
AVGO
$1.4T
| $24.1B | 4.64% | 27,822,521 +468,493 | +2% | +$406M |
|
3
UnitedHealth
UNH
$281B
| $14B | 2.7% | 29,163,746 -221,802 | -0.8% | -$107M |
|
4
Eli Lilly
LLY
$657B
| $12.6B | 2.42% | 26,867,581 -720,959 | -3% | -$338M |
|
5
Home Depot
HD
$405B
| $12.2B | 2.34% | 39,145,594 -378,726 | -1% | -$118M |
|
6
Philip Morris
PM
$260B
| $11.3B | 2.18% | 116,185,273 +4,368,323 | +4% | +$426M |
|
7
Tesla
TSLA
$1.08T
| $11.1B | 2.13% | 42,272,512 -1,487,689 | -3% | -$389M |
|
8
Meta Platforms (Facebook)
META
$1.86T
| $10.7B | 2.05% | 37,143,760 +1,657,513 | +5% | +$476M |
|
9
Canadian Natural Resources
CNQ
$65.9B
| $8.37B | 1.61% | 148,906,205 -741,697 | -0.5% | -$41.7M |
|
|
10
Pfizer
PFE
$141B
| $7.3B | 1.4% | 199,012,806 -32,499,562 | -14% | -$1.19B |
|
|
11
Apple
AAPL
$3.45T
| $7.25B | 1.39% | 37,379,291 +5,375,561 | +17% | +$1.04B |
|
12
Caterpillar
CAT
$196B
| $7.09B | 1.36% | 28,803,062 +22,991 | +0.1% | +$5.66M |
|
13
Thermo Fisher Scientific
TMO
$186B
| $6.72B | 1.29% | 12,876,098 -48,366 | -0.4% | -$25.2M |
|
14
Gilead Sciences
GILD
$140B
| $6.24B | 1.2% | 80,929,316 +4,429,076 | +6% | +$341M |
|
15
Vertex Pharmaceuticals
VRTX
$100B
| $6.1B | 1.17% | 17,340,634 +1,196,211 | +7% | +$421M |
|
16
Alphabet (Google) Class C
GOOG
$2.58T
| $5.98B | 1.15% | 49,466,281 -2,922,489 | -6% | -$354M |
|
17
JPMorgan Chase
JPM
$829B
| $5.58B | 1.07% | 38,362,149 -2,178,149 | -5% | -$317M |
|
18
Applied Materials
AMAT
$128B
| $5.3B | 1.02% | 36,698,147 +3,865,159 | +12% | +$559M |
|
19
Netflix
NFLX
$513B
| $5.04B | 0.97% | 11,431,257 +274,584 | +2% | +$121M |
|
20
Booking.com
BKNG
$181B
| $4.96B | 0.95% | 1,838,583 -62,953 | -3% | -$170M |
|
21
ASML
ASML
$292B
| $4.91B | 0.94% | 6,770,373 -84,394 | -1% | -$61.2M |
|
22
TE Connectivity
TEL
$61B
| $4.8B | 0.92% | 34,252,296 -538,727 | -2% | -$75.5M |
|
23
Linde
LIN
$224B
| $4.52B | 0.87% | 11,856,849 +91,145 | +0.8% | +$34.7M |
|
24
Altria Group
MO
$113B
| $4.37B | 0.84% | 96,401,945 +7,546,851 | +8% | +$342M |
|
25
Target
TGT
$43.6B
| $4.31B | 0.83% | 32,711,606 -3,376,159 | -9% | -$445M |
|