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
|
$13B |
| 2 |
Canadian Natural Resources
CNQ
|
$5.21B |
| 3 |
Apple
AAPL
|
$4.84B |
| 4 |
Chipotle Mexican Grill
CMG
|
$2.42B |
| 5 |
Amazon
AMZN
|
$1.92B |
Top Sells
| 1 |
Broadcom
AVGO
|
$5.67B |
| 2 |
Home Depot
HD
|
$4.32B |
| 3 |
Microsoft
MSFT
|
$3.51B |
| 4 |
Caterpillar
CAT
|
$2.96B |
| 5 |
Eli Lilly
LLY
|
$2.46B |
Sector Composition
| 1 | Technology | 25.01% |
| 2 | Healthcare | 15.57% |
| 3 | Financials | 12.28% |
| 4 | Consumer Discretionary | 11.45% |
| 5 | Industrials | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Broadcom
AVGO
$1.4T
| $36B | 5.87% | 22,420,349 -3,529,487 | -14% | -$5.67B |
|
|
2
Microsoft
MSFT
$3.77T
| $33.4B | 5.45% | 74,726,141 -7,863,085 | -10% | -$3.51B |
|
3
Meta Platforms (Facebook)
META
$1.86T
| $20.5B | 3.34% | 40,612,465 +2,313,149 | +6% | +$1.17B |
|
|
4
Eli Lilly
LLY
$657B
| $19.7B | 3.22% | 21,813,763 -2,722,292 | -11% | -$2.46B |
|
|
5
NVIDIA
NVDA
$4.25T
| $14.4B | 2.34% | 116,242,474 +105,305,960 | +963% | +$13B |
|
6
UnitedHealth
UNH
$281B
| $14.3B | 2.33% | 28,023,012 -298,817 | -1% | -$152M |
|
7
Vertex Pharmaceuticals
VRTX
$100B
| $12.5B | 2.04% | 26,707,966 +1,140,782 | +4% | +$535M |
|
8
Philip Morris
PM
$260B
| $11.7B | 1.91% | 115,574,732 +4,327,076 | +4% | +$438M |
|
|
9
Canadian Natural Resources
CNQ
$65.9B
| $10.4B | 1.69% | 290,594,452 +146,250,245 | +101% | +$5.21B |
|
10
Alphabet (Google) Class C
GOOG
$2.58T
| $8.88B | 1.45% | 48,428,484 +2,696,658 | +6% | +$495M |
|
|
11
Apple
AAPL
$3.45T
| $8.85B | 1.44% | 41,996,382 +22,960,311 | +121% | +$4.84B |
|
|
12
Home Depot
HD
$405B
| $8.64B | 1.41% | 25,101,505 -12,563,251 | -33% | -$4.32B |
|
13
Tesla
TSLA
$1.08T
| $8.45B | 1.38% | 42,708,787 +3,613,056 | +9% | +$715M |
|
14
Netflix
NFLX
$513B
| $8.04B | 1.31% | 11,906,299 +293,536 | +3% | +$198M |
|
|
15
Amazon
AMZN
$2.44T
| $7.6B | 1.24% | 39,314,402 +9,954,725 | +34% | +$1.92B |
|
|
16
Alphabet (Google) Class A
GOOGL
$2.57T
| $7.44B | 1.21% | 40,867,286 +5,454,987 | +15% | +$994M |
|
17
JPMorgan Chase
JPM
$829B
| $7.43B | 1.21% | 36,724,075 +2,302,064 | +7% | +$466M |
|
18
TSMC
TSM
$1.2T
| $6.96B | 1.14% | 40,049,431 -2,011,652 | -5% | -$350M |
|
19
ASML
ASML
$292B
| $6.91B | 1.13% | 6,760,945 +1,253,663 | +23% | +$1.28B |
|
|
20
Caterpillar
CAT
$196B
| $6.43B | 1.05% | 19,290,535 -8,882,163 | -32% | -$2.96B |
|
21
Booking.com
BKNG
$181B
| $5.94B | 0.97% | 1,500,337 -40,454 | -3% | -$160M |
|
22
Visa
V
$683B
| $5.94B | 0.97% | 22,633,925 +3,770,129 | +20% | +$990M |
|
23
Thermo Fisher Scientific
TMO
$186B
| $5.26B | 0.86% | 9,518,436 -3,975,416 | -29% | -$2.2B |
|
24
Gilead Sciences
GILD
$140B
| $5.23B | 0.85% | 76,249,819 -8,247,585 | -10% | -$566M |
|
25
Comcast
CMCSA
$125B
| $5.02B | 0.82% | 128,148,382 +12,445,102 | +11% | +$487M |
|