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 |
Amgen
AMGN
|
$3.18B |
| 2 |
Starbucks
SBUX
|
$1.92B |
| 3 |
Apple
AAPL
|
$1.74B |
| 4 |
Intel
INTC
|
$1.25B |
| 5 |
Arthur J. Gallagher & Co
AJG
|
$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
$7.01B |
| 2 |
Caterpillar
CAT
|
$2.75B |
| 3 |
Home Depot
HD
|
$2.08B |
| 4 |
Gilead Sciences
GILD
|
$2.03B |
| 5 |
Extra Space Storage
EXR
|
$1.98B |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 14.79% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Broadcom
AVGO
$1.4T
| $26B | 4.21% | 155,100,449 -41,868,805 | -21% | -$7.01B |
|
2
Microsoft
MSFT
$3.77T
| $24.9B | 4.04% | 66,409,801 -1,917,183 | -3% | -$720M |
|
3
Meta Platforms (Facebook)
META
$1.86T
| $21.9B | 3.56% | 38,081,486 -2,235,619 | -6% | -$1.29B |
|
4
Philip Morris
PM
$260B
| $20.5B | 3.32% | 129,103,092 +6,518,882 | +5% | +$1.03B |
|
5
Eli Lilly
LLY
$657B
| $15.2B | 2.46% | 18,382,573 -1,169,934 | -6% | -$966M |
|
6
NVIDIA
NVDA
$4.25T
| $15.1B | 2.45% | 139,684,035 -1,237,579 | -0.9% | -$134M |
|
7
Vertex Pharmaceuticals
VRTX
$100B
| $13.8B | 2.24% | 28,533,308 +207,613 | +0.7% | +$101M |
|
8
Amazon
AMZN
$2.44T
| $12.6B | 2.05% | 66,346,659 +637,163 | +1% | +$121M |
|
9
UnitedHealth
UNH
$281B
| $11.9B | 1.93% | 22,779,755 +1,264,026 | +6% | +$662M |
|
10
Netflix
NFLX
$513B
| $10.7B | 1.74% | 11,516,746 -262,878 | -2% | -$245M |
|
11
Tesla
TSLA
$1.08T
| $10.4B | 1.69% | 40,264,180 -954,950 | -2% | -$247M |
|
|
12
Apple
AAPL
$3.45T
| $8.89B | 1.44% | 40,006,792 +7,833,045 | +24% | +$1.74B |
|
13
Visa
V
$683B
| $8.2B | 1.33% | 23,402,957 +125,335 | +0.5% | +$43.9M |
|
|
14
Starbucks
SBUX
$100B
| $7.3B | 1.18% | 74,466,420 +19,542,190 | +36% | +$1.92B |
|
15
Canadian Natural Resources
CNQ
$65.9B
| $6.43B | 1.04% | 208,912,321 -57,442,431 | -22% | -$1.77B |
|
16
JPMorgan Chase
JPM
$829B
| $6.18B | 1% | 25,178,569 -3,695,363 | -13% | -$906M |
|
17
Alphabet (Google) Class A
GOOGL
$2.57T
| $6.08B | 0.99% | 39,312,682 +1,236,941 | +3% | +$191M |
|
|
18
Gilead Sciences
GILD
$140B
| $6B | 0.97% | 53,547,901 -18,158,461 | -25% | -$2.03B |
|
19
EOG Resources
EOG
$68.2B
| $5.97B | 0.97% | 46,516,720 +597,393 | +1% | +$76.6M |
|
20
Thermo Fisher Scientific
TMO
$186B
| $5.5B | 0.89% | 11,061,400 +1,631,280 | +17% | +$812M |
|
21
Comcast
CMCSA
$125B
| $5.46B | 0.88% | 147,863,217 +6,182,940 | +4% | +$228M |
|
22
TransDigm Group
TDG
$78.8B
| $5.44B | 0.88% | 3,929,539 +137,612 | +4% | +$190M |
|
|
23
Alphabet (Google) Class C
GOOG
$2.58T
| $5.31B | 0.86% | 33,974,599 +1,957,796 | +6% | +$306M |
|
|
24
Amgen
AMGN
$155B
| $5.2B | 0.84% | 16,701,609 +10,205,899 | +157% | +$3.18B |
|
|
25
Home Depot
HD
$405B
| $5.13B | 0.83% | 13,988,938 -5,663,141 | -29% | -$2.08B |
|