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 |
NVIDIA
NVDA
|
$1.24B |
| 2 |
Microsoft
MSFT
|
$983M |
| 3 |
Qualcomm
QCOM
|
$879M |
| 4 |
EOG Resources
EOG
|
$790M |
| 5 |
Southwest Airlines
LUV
|
$781M |
Top Sells
| 1 |
Apple
AAPL
|
$1.48B |
| 2 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$1.43B |
| 3 |
Morgan Stanley
MS
|
$1.29B |
| 4 |
D.R. Horton
DHI
|
$1.21B |
| 5 |
GTM
ZoomInfo Technologies
GTM
|
$892M |
Sector Composition
| 1 | Technology | 21.47% |
| 2 | Healthcare | 17.17% |
| 3 | Consumer Discretionary | 11.91% |
| 4 | Financials | 10.96% |
| 5 | Industrials | 9.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $28B | 5.54% | 88,620,338 +3,113,077 | +4% | +$983M |
|
2
Broadcom
AVGO
$1.4T
| $23.5B | 4.66% | 28,312,734 +490,213 | +2% | +$407M |
|
3
UnitedHealth
UNH
$281B
| $14.5B | 2.88% | 28,853,252 -310,494 | -1% | -$157M |
|
4
Eli Lilly
LLY
$657B
| $14.4B | 2.86% | 26,860,053 -7,528 | -0% | -$4.04M |
|
5
Home Depot
HD
$405B
| $11.7B | 2.32% | 38,811,236 -334,358 | -0.9% | -$101M |
|
6
Meta Platforms (Facebook)
META
$1.86T
| $11.1B | 2.21% | 37,127,022 -16,738 | -0% | -$5.02M |
|
7
Philip Morris
PM
$260B
| $10.9B | 2.15% | 117,441,235 +1,255,962 | +1% | +$116M |
|
8
Tesla
TSLA
$1.08T
| $10.3B | 2.04% | 41,103,054 -1,169,458 | -3% | -$293M |
|
9
Canadian Natural Resources
CNQ
$65.9B
| $9.61B | 1.9% | 148,632,535 -273,670 | -0.2% | -$17.7M |
|
10
Caterpillar
CAT
$196B
| $7.9B | 1.56% | 28,933,474 +130,412 | +0.5% | +$35.6M |
|
11
Thermo Fisher Scientific
TMO
$186B
| $6.46B | 1.28% | 12,755,007 -121,091 | -0.9% | -$61.3M |
|
12
Alphabet (Google) Class C
GOOG
$2.58T
| $6.46B | 1.28% | 48,957,737 -508,544 | -1% | -$67.1M |
|
13
Vertex Pharmaceuticals
VRTX
$100B
| $6.25B | 1.24% | 17,981,667 +641,033 | +4% | +$223M |
|
14
Gilead Sciences
GILD
$140B
| $6.12B | 1.21% | 81,721,387 +792,071 | +1% | +$59.4M |
|
15
Pfizer
PFE
$141B
| $6.04B | 1.2% | 182,192,282 -16,820,524 | -8% | -$558M |
|
16
Booking.com
BKNG
$181B
| $5.66B | 1.12% | 1,836,427 -2,156 | -0.1% | -$6.65M |
|
17
JPMorgan Chase
JPM
$829B
| $5.4B | 1.07% | 37,265,753 -1,096,396 | -3% | -$159M |
|
18
Applied Materials
AMAT
$128B
| $5.09B | 1.01% | 36,753,164 +55,017 | +0.1% | +$7.62M |
|
|
19
Apple
AAPL
$3.45T
| $4.92B | 0.97% | 28,745,971 -8,633,320 | -23% | -$1.48B |
|
20
Halliburton
HAL
$19.4B
| $4.9B | 0.97% | 121,071,357 +6,663,715 | +6% | +$270M |
|
|
21
Alphabet (Google) Class A
GOOGL
$2.57T
| $4.55B | 0.9% | 34,776,426 -915,737 | -3% | -$120M |
|
22
Linde
LIN
$224B
| $4.49B | 0.89% | 12,062,076 +205,227 | +2% | +$76.4M |
|
23
Carrier Global
CARR
$55.5B
| $4.45B | 0.88% | 80,540,930 -216,322 | -0.3% | -$11.9M |
|
24
Netflix
NFLX
$513B
| $4.41B | 0.87% | 11,666,316 +235,059 | +2% | +$88.8M |
|
|
25
NVIDIA
NVDA
$4.25T
| $4.35B | 0.86% | 9,992,677 +2,839,435 | +40% | +$1.24B |
|