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 |
Broadcom
AVGO
|
$32.6B |
| 2 |
Starbucks
SBUX
|
$4.03B |
| 3 |
NVIDIA
NVDA
|
$1.96B |
| 4 |
Amazon
AMZN
|
$1.62B |
| 5 |
Nike
NKE
|
$1.46B |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.49B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.43B |
| 3 |
Eli Lilly
LLY
|
$1.29B |
| 4 |
Schlumberger
SLB
|
$1.23B |
| 5 |
Yum! Brands
YUM
|
$1.17B |
Sector Composition
| 1 | Technology | 23.09% |
| 2 | Healthcare | 15.24% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Broadcom
AVGO
$1.4T
| $36.5B | 5.65% | 211,442,543 +189,022,194 | +843% | +$32.6B |
|
|
2
Microsoft
MSFT
$3.77T
| $29.7B | 4.6% | 68,950,257 -5,775,884 | -8% | -$2.49B |
|
3
Meta Platforms (Facebook)
META
$1.86T
| $22.4B | 3.48% | 39,175,750 -1,436,715 | -4% | -$822M |
|
|
4
Eli Lilly
LLY
$657B
| $18B | 2.8% | 20,355,946 -1,457,817 | -7% | -$1.29B |
|
|
5
NVIDIA
NVDA
$4.25T
| $16.1B | 2.49% | 132,366,203 +16,123,729 | +14% | +$1.96B |
|
6
UnitedHealth
UNH
$281B
| $15.3B | 2.38% | 26,240,746 -1,782,266 | -6% | -$1.04B |
|
7
Philip Morris
PM
$260B
| $14.4B | 2.23% | 118,367,624 +2,792,892 | +2% | +$339M |
|
8
Vertex Pharmaceuticals
VRTX
$100B
| $12.5B | 1.93% | 26,810,702 +102,736 | +0.4% | +$47.8M |
|
9
Tesla
TSLA
$1.08T
| $11.2B | 1.74% | 42,812,988 +104,201 | +0.2% | +$27.3M |
|
10
Apple
AAPL
$3.45T
| $10.1B | 1.57% | 43,342,637 +1,346,255 | +3% | +$314M |
|
11
Home Depot
HD
$405B
| $9.64B | 1.5% | 23,801,064 -1,300,441 | -5% | -$527M |
|
12
Canadian Natural Resources
CNQ
$65.9B
| $9.26B | 1.44% | 278,897,417 -11,697,035 | -4% | -$388M |
|
|
13
Amazon
AMZN
$2.44T
| $8.95B | 1.39% | 48,028,492 +8,714,090 | +22% | +$1.62B |
|
14
Netflix
NFLX
$513B
| $8.34B | 1.29% | 11,763,256 -143,043 | -1% | -$101M |
|
15
JPMorgan Chase
JPM
$829B
| $7.25B | 1.12% | 34,364,675 -2,359,400 | -6% | -$497M |
|
16
Caterpillar
CAT
$196B
| $6.84B | 1.06% | 17,486,258 -1,804,277 | -9% | -$706M |
|
|
17
Alphabet (Google) Class C
GOOG
$2.58T
| $6.67B | 1.03% | 39,898,600 -8,529,884 | -18% | -$1.43B |
|
|
18
Alphabet (Google) Class A
GOOGL
$2.57T
| $6.64B | 1.03% | 40,038,876 -828,410 | -2% | -$137M |
|
19
Gilead Sciences
GILD
$140B
| $6.42B | 0.99% | 76,548,928 +299,109 | +0.4% | +$25.1M |
|
20
Visa
V
$683B
| $6.33B | 0.98% | 23,036,565 +402,640 | +2% | +$111M |
|
21
TSMC
TSM
$1.2T
| $6.13B | 0.95% | 35,308,084 -4,741,347 | -12% | -$824M |
|
22
Blackstone
BX
$134B
| $5.78B | 0.9% | 37,772,336 +617,656 | +2% | +$94.6M |
|
23
Thermo Fisher Scientific
TMO
$186B
| $5.77B | 0.89% | 9,325,777 -192,659 | -2% | -$119M |
|
24
Comcast
CMCSA
$125B
| $5.45B | 0.84% | 130,424,594 +2,276,212 | +2% | +$95.1M |
|
25
EOG Resources
EOG
$68.2B
| $5.37B | 0.83% | 43,649,314 +10,863,375 | +33% | +$1.34B |
|