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 |
Vertex Pharmaceuticals
VRTX
|
$1.56B |
| 2 |
EOG Resources
EOG
|
$1.14B |
| 3 |
Amazon
AMZN
|
$1.07B |
| 4 |
Blackrock
BLK
|
$1.04B |
| 5 |
Brookfield
BN
|
$1B |
Top Sells
| 1 |
Applied Materials
AMAT
|
$1.68B |
| 2 |
Apple
AAPL
|
$1.55B |
| 3 |
Corteva
CTVA
|
$1.38B |
| 4 |
ConocoPhillips
COP
|
$1.23B |
| 5 |
Iron Mountain
IRM
|
$1.03B |
Sector Composition
| 1 | Technology | 23.5% |
| 2 | Healthcare | 16.36% |
| 3 | Consumer Discretionary | 11.93% |
| 4 | Financials | 11.75% |
| 5 | Industrials | 9.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $34B | 6.05% | 90,520,582 +1,900,244 | +2% | +$715M |
|
2
Broadcom
AVGO
$1.4T
| $31.1B | 5.54% | 27,898,659 -414,075 | -1% | -$462M |
|
3
Eli Lilly
LLY
$657B
| $15.7B | 2.79% | 26,949,773 +89,720 | +0.3% | +$52.3M |
|
4
UnitedHealth
UNH
$281B
| $15.2B | 2.7% | 28,862,345 +9,093 | +0% | +$4.79M |
|
5
Meta Platforms (Facebook)
META
$1.86T
| $13.5B | 2.4% | 38,054,513 +927,491 | +2% | +$328M |
|
6
Home Depot
HD
$405B
| $13.3B | 2.37% | 38,388,024 -423,212 | -1% | -$147M |
|
7
Philip Morris
PM
$260B
| $10.3B | 1.83% | 109,562,664 -7,878,571 | -7% | -$741M |
|
8
Tesla
TSLA
$1.08T
| $10.2B | 1.81% | 41,034,947 -68,107 | -0.2% | -$16.9M |
|
9
Canadian Natural Resources
CNQ
$65.9B
| $9.41B | 1.67% | 143,659,675 -4,972,860 | -3% | -$326M |
|
|
10
Vertex Pharmaceuticals
VRTX
$100B
| $8.87B | 1.58% | 21,805,770 +3,824,103 | +21% | +$1.56B |
|
11
Caterpillar
CAT
$196B
| $8.58B | 1.53% | 29,029,953 +96,479 | +0.3% | +$28.5M |
|
12
Gilead Sciences
GILD
$140B
| $6.75B | 1.2% | 83,364,123 +1,642,736 | +2% | +$133M |
|
13
Thermo Fisher Scientific
TMO
$186B
| $6.51B | 1.16% | 12,262,793 -492,214 | -4% | -$261M |
|
14
Alphabet (Google) Class C
GOOG
$2.58T
| $6.31B | 1.12% | 44,752,743 -4,204,994 | -9% | -$593M |
|
15
Booking.com
BKNG
$181B
| $6.11B | 1.09% | 1,723,880 -112,547 | -6% | -$399M |
|
16
JPMorgan Chase
JPM
$829B
| $5.83B | 1.04% | 34,271,199 -2,994,554 | -8% | -$509M |
|
17
Netflix
NFLX
$513B
| $5.72B | 1.02% | 11,744,636 +78,320 | +0.7% | +$38.1M |
|
18
NVIDIA
NVDA
$4.25T
| $5.7B | 1.01% | 11,516,395 +1,523,718 | +15% | +$755M |
|
19
Salesforce
CRM
$245B
| $5.15B | 0.92% | 19,561,325 +457,463 | +2% | +$120M |
|
20
Pfizer
PFE
$141B
| $4.99B | 0.89% | 173,394,272 -8,798,010 | -5% | -$253M |
|
21
Linde
LIN
$224B
| $4.94B | 0.88% | 12,026,609 -35,467 | -0.3% | -$14.6M |
|
|
22
Alphabet (Google) Class A
GOOGL
$2.57T
| $4.86B | 0.87% | 34,814,543 +38,117 | +0.1% | +$5.32M |
|
23
Comcast
CMCSA
$125B
| $4.73B | 0.84% | 107,773,317 +15,625,543 | +17% | +$685M |
|
24
Visa
V
$683B
| $4.66B | 0.83% | 17,895,788 +1,323,238 | +8% | +$345M |
|
25
Regeneron Pharmaceuticals
REGN
$61.5B
| $4.51B | 0.8% | 5,130,485 +23,146 | +0.5% | +$20.3M |
|