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 |
Flutter Entertainment
FLUT
|
$2.88B |
| 2 |
GE Aerospace
GE
|
$2.16B |
| 3 |
Amazon
AMZN
|
$2.08B |
| 4 |
Schlumberger
SLB
|
$2.05B |
| 5 |
Vertex Pharmaceuticals
VRTX
|
$1.57B |
Top Sells
| 1 |
Microsoft
MSFT
|
$3.34B |
| 2 |
Broadcom
AVGO
|
$2.58B |
| 3 |
TE Connectivity
TEL
|
$2.18B |
| 4 |
Eli Lilly
LLY
|
$1.88B |
| 5 |
Applied Materials
AMAT
|
$1.8B |
Sector Composition
| 1 | Technology | 23.91% |
| 2 | Healthcare | 15.8% |
| 3 | Consumer Discretionary | 12.28% |
| 4 | Financials | 11.9% |
| 5 | Industrials | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $34.7B | 5.75% | 82,589,226 -7,931,356 | -9% | -$3.34B |
|
|
2
Broadcom
AVGO
$1.4T
| $34.4B | 5.69% | 25,949,836 -1,948,823 | -7% | -$2.58B |
|
|
3
Eli Lilly
LLY
$657B
| $19.1B | 3.16% | 24,536,055 -2,413,718 | -9% | -$1.88B |
|
4
Meta Platforms (Facebook)
META
$1.86T
| $18.6B | 3.08% | 38,299,316 +244,803 | +0.6% | +$119M |
|
5
Home Depot
HD
$405B
| $14.4B | 2.39% | 37,664,756 -723,268 | -2% | -$277M |
|
6
UnitedHealth
UNH
$281B
| $14B | 2.32% | 28,321,829 -540,516 | -2% | -$267M |
|
7
Canadian Natural Resources
CNQ
$65.9B
| $11B | 1.82% | 144,344,207 +684,532 | +0.5% | +$52.2M |
|
|
8
Vertex Pharmaceuticals
VRTX
$100B
| $10.7B | 1.77% | 25,567,184 +3,761,414 | +17% | +$1.57B |
|
9
Caterpillar
CAT
$196B
| $10.3B | 1.71% | 28,172,698 -857,255 | -3% | -$314M |
|
10
Philip Morris
PM
$260B
| $10.2B | 1.69% | 111,247,656 +1,684,992 | +2% | +$154M |
|
11
NVIDIA
NVDA
$4.25T
| $9.88B | 1.64% | 10,936,514 -579,881 | -5% | -$524M |
|
12
Thermo Fisher Scientific
TMO
$186B
| $7.84B | 1.3% | 13,493,852 +1,231,059 | +10% | +$716M |
|
13
Netflix
NFLX
$513B
| $7.05B | 1.17% | 11,612,763 -131,873 | -1% | -$80.1M |
|
14
Alphabet (Google) Class C
GOOG
$2.58T
| $6.96B | 1.15% | 45,731,826 +979,083 | +2% | +$149M |
|
15
JPMorgan Chase
JPM
$829B
| $6.89B | 1.14% | 34,422,011 +150,812 | +0.4% | +$30.2M |
|
16
Tesla
TSLA
$1.08T
| $6.87B | 1.14% | 39,095,731 -1,939,216 | -5% | -$341M |
|
17
Gilead Sciences
GILD
$140B
| $6.19B | 1.02% | 84,497,404 +1,133,281 | +1% | +$83M |
|
18
TSMC
TSM
$1.2T
| $5.72B | 0.95% | 42,061,083 +704,804 | +2% | +$95.9M |
|
19
Booking.com
BKNG
$181B
| $5.59B | 0.93% | 1,540,791 -183,089 | -11% | -$664M |
|
|
20
Alphabet (Google) Class A
GOOGL
$2.57T
| $5.34B | 0.88% | 35,412,299 +597,756 | +2% | +$90.2M |
|
21
ASML
ASML
$292B
| $5.34B | 0.88% | 5,507,282 -81,056 | -1% | -$78.7M |
|
|
22
Amazon
AMZN
$2.44T
| $5.3B | 0.88% | 29,359,677 +11,524,463 | +65% | +$2.08B |
|
23
Visa
V
$683B
| $5.26B | 0.87% | 18,863,796 +968,008 | +5% | +$270M |
|
24
Comcast
CMCSA
$125B
| $5.02B | 0.83% | 115,703,280 +7,929,963 | +7% | +$344M |
|
|
25
Schlumberger
SLB
$55B
| $4.88B | 0.81% | 88,950,956 +37,333,485 | +72% | +$2.05B |
|