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 |
Amazon
AMZN
|
$3.88B |
| 2 |
IBM
IBM
|
$2.12B |
| 3 |
Illumina
ILMN
|
$1.94B |
| 4 |
Citigroup
C
|
$1.81B |
| 5 |
Honeywell
HON
|
$1.59B |
Top Sells
| 1 |
Broadcom
AVGO
|
$3.36B |
| 2 |
Apple
AAPL
|
$2.8B |
| 3 |
UnitedHealth
UNH
|
$2.39B |
| 4 |
Home Depot
HD
|
$1.61B |
| 5 |
Constellation Energy
CEG
|
$1.55B |
Sector Composition
| 1 | Technology | 24.47% |
| 2 | Financials | 14.11% |
| 3 | Consumer Discretionary | 14.04% |
| 4 | Healthcare | 13.01% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Broadcom
AVGO
$1.4T
| $45.7B | 6.93% | 196,969,254 -14,473,289 | -7% | -$3.36B |
|
2
Microsoft
MSFT
$3.77T
| $28.8B | 4.37% | 68,326,984 -623,273 | -0.9% | -$263M |
|
3
Meta Platforms (Facebook)
META
$1.86T
| $23.6B | 3.58% | 40,317,105 +1,141,355 | +3% | +$668M |
|
4
NVIDIA
NVDA
$4.25T
| $18.9B | 2.87% | 140,921,614 +8,555,411 | +6% | +$1.15B |
|
5
Tesla
TSLA
$1.08T
| $16.6B | 2.53% | 41,219,130 -1,593,858 | -4% | -$644M |
|
6
Eli Lilly
LLY
$657B
| $15.1B | 2.29% | 19,552,507 -803,439 | -4% | -$620M |
|
7
Philip Morris
PM
$260B
| $14.8B | 2.24% | 122,584,210 +4,216,586 | +4% | +$507M |
|
|
8
Amazon
AMZN
$2.44T
| $14.4B | 2.19% | 65,709,496 +17,681,004 | +37% | +$3.88B |
|
9
Vertex Pharmaceuticals
VRTX
$100B
| $11.4B | 1.73% | 28,325,695 +1,514,993 | +6% | +$610M |
|
|
10
UnitedHealth
UNH
$281B
| $10.9B | 1.65% | 21,515,729 -4,725,017 | -18% | -$2.39B |
|
11
Netflix
NFLX
$513B
| $10.5B | 1.59% | 11,779,624 +16,368 | +0.1% | +$14.6M |
|
12
Canadian Natural Resources
CNQ
$65.9B
| $8.22B | 1.25% | 266,354,752 -12,542,665 | -4% | -$387M |
|
|
13
Apple
AAPL
$3.45T
| $8.06B | 1.22% | 32,173,747 -11,168,890 | -26% | -$2.8B |
|
|
14
Home Depot
HD
$405B
| $7.64B | 1.16% | 19,652,079 -4,148,985 | -17% | -$1.61B |
|
15
Visa
V
$683B
| $7.36B | 1.12% | 23,277,622 +241,057 | +1% | +$76.2M |
|
16
Alphabet (Google) Class A
GOOGL
$2.57T
| $7.21B | 1.09% | 38,075,741 -1,963,135 | -5% | -$372M |
|
17
TSMC
TSM
$1.2T
| $7.03B | 1.07% | 35,602,400 +294,316 | +0.8% | +$58.1M |
|
18
JPMorgan Chase
JPM
$829B
| $6.92B | 1.05% | 28,873,932 -5,490,743 | -16% | -$1.32B |
|
19
Gilead Sciences
GILD
$140B
| $6.62B | 1.01% | 71,706,362 -4,842,566 | -6% | -$447M |
|
|
20
Alphabet (Google) Class C
GOOG
$2.58T
| $6.1B | 0.93% | 32,016,803 -7,881,797 | -20% | -$1.5B |
|
21
Booking.com
BKNG
$181B
| $5.97B | 0.91% | 1,200,614 -51,506 | -4% | -$256M |
|
22
Caterpillar
CAT
$196B
| $5.95B | 0.9% | 16,399,502 -1,086,756 | -6% | -$394M |
|
23
Blackstone
BX
$134B
| $5.67B | 0.86% | 32,869,404 -4,902,932 | -13% | -$845M |
|
24
Shopify
SHOP
$184B
| $5.65B | 0.86% | 53,102,707 +496,982 | +0.9% | +$52.8M |
|
25
EOG Resources
EOG
$68.2B
| $5.63B | 0.85% | 45,919,327 +2,270,013 | +5% | +$278M |
|