Portfolio (Quarterly)
Guide ↗
Capital World Investors
· CIK 0001422849| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | Technology | 123,257,172.0 | $42.66B | 5.80% | NEW | — | $346.11 | +10.1% |
| 2 | MSFT | MICROSOFT CORP | Technology | 64,466,167.0 | $31.18B | 4.24% | NEW | — | $483.64 | -19.5% |
| 3 | META | META PLATFORMS INC | Communication Services | 39,558,637.0 | $26.11B | 3.55% | NEW | — | $660.10 | -14.2% |
| 4 | NVDA | NVIDIA CORPORATION | Technology | 130,813,208.0 | $24.40B | 3.32% | NEW | — | $186.50 | +9.8% |
| 5 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 132,355,726.0 | $21.23B | 2.89% | NEW | — | $160.40 | +14.5% |
| 6 | TSLA | TESLA INC | Consumer Cyclical | 42,484,452.0 | $19.11B | 2.60% | NEW | — | $449.73 | -10.3% |
| 7 | GOOGL | ALPHABET INC | Communication Services | 53,881,908.0 | $16.87B | 2.29% | NEW | — | $313.00 | +15.0% |
| 8 | MU | MICRON TECHNOLOGY INC | Technology | 58,249,125.0 | $16.63B | 2.26% | NEW | — | $285.41 | +246.6% |
| 9 | LLY | ELI LILLY & CO | Healthcare | 15,031,750.0 | $16.15B | 2.20% | NEW | — | $1074.70 | +5.6% |
| 10 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 25,510,182.0 | $11.57B | 1.57% | NEW | — | $453.36 | -1.8% |
| 11 | GOOG | ALPHABET INC | Communication Services | 28,846,687.0 | $9.05B | 1.23% | NEW | — | $313.80 | +14.3% |
| 12 | V | VISA INC | Financial Services | 24,477,064.0 | $8.58B | 1.17% | NEW | — | $350.72 | -8.2% |
| 13 | NFLX | NETFLIX INC | Communication Services | 89,341,444.0 | $8.38B | 1.14% | NEW | — | $93.76 | -14.1% |
| 14 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 27,404,289.0 | $8.33B | 1.13% | NEW | — | $303.86 | +39.3% |
| 15 | AMZN | AMAZON COM INC | Consumer Cyclical | 33,767,355.0 | $7.79B | 1.06% | NEW | — | $230.83 | +3.1% |
| 16 | BAC | BANK AMERICA CORP | Financial Services | 141,301,411.0 | $7.77B | 1.06% | NEW | — | $55.00 | +1.8% |
| 17 | SHOP | SHOPIFY INC | Technology | 47,822,705.0 | $7.70B | 1.05% | NEW | — | $160.98 | -32.7% |
| 18 | AMGN | AMGEN INC | Healthcare | 23,097,711.0 | $7.56B | 1.03% | NEW | — | $327.32 | +8.0% |
| 19 | AAPL | APPLE INC | Technology | 27,487,370.0 | $7.47B | 1.02% | NEW | — | $271.87 | +6.9% |
| 20 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 22,591,042.0 | $7.46B | 1.01% | NEW | — | $330.12 | +23.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
27.1%
Financial Services
13.5%
Healthcare
13.3%
Consumer Cyclical
12.1%
Communication Services
10.5%
Industrials
9.5%
Consumer Defensive
5.3%
Energy
3.1%
Basic Materials
2.9%
Utilities
2.0%