Style
CoreTurnover
Orientation
Concentrated traderCapital World Investors employs a large-cap, growth-oriented style with a concentrated, high-conviction approach, as evidenced by its top ten holdings comprising over 27% of the $732.9 billion portfolio. The portfolio is heavily weighted toward Technology at 21.6%, led by Broadcom, NVIDIA, and Micron, while Healthcare (12.0%) and Consumer Cyclical (10.9%) provide diversification through names like Eli Lilly and Tesla. The inclusion of both Alphabet share classes and a 1.3% position in Canadian Natural Resources reveals a strategy blending core megacap exposure with select value-oriented bets. This composition, alongside a moderate increase in total positions to 620, indicates a disciplined commitment to bottom-up stock selection within a predominantly growth framework.
| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Broadcom Inc(AVGO) | 121,892,859 | $46.0B | 5.44% |
| 2 | Micron Technology Inc(MU) | 29,469,646 | $34.0B | 4.02% |
| 3 | Alphabet Inc(GOOGL) | 73,349,871 | $26.2B | 3.10% |
| 4 | Philip Morris Intl Inc(PM) | 133,152,391 | $24.1B | 2.85% |
Latest filing, equity positions only
| 5 |
| Meta Platforms Inc(META) |
| 40,876,883 |
| $23.0B |
| 2.72% |
| 6 | Nvidia Corporation(NVDA) | 109,129,403 | $21.8B | 2.58% |
| 7 | Microsoft Corp(MSFT) | 55,139,128 | $20.6B | 2.43% |
| 8 | Tesla Inc(TSLA) | 45,735,669 | $19.2B | 2.27% |
| 9 | ELI Lilly & Co(LLY) | 15,902,642 | $19.1B | 2.25% |
| 10 | Taiwan Semiconductor Manufac(TSM) | 34,372,274 | $16.4B | 1.94% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 21.69% | 26.8% | +5.11% |
| Financial Services | 10.56% | 9.48% | -1.08% |
| Basic Materials | 3.82% | 2.84% | -0.98% |
| Energy | 5.01% | 4.05% | -0.96% |
| Communication Services | 10.86% | 9.92% | -0.94% |
| Consumer Cyclical | 10.95% | 10.22% | -0.73% |
| Industrials | 10.02% | 9.51% | -0.51% |
| Healthcare | 12.76% | 13% | +0.24% |
| Consumer Defensive | 5.58% | 5.35% | -0.23% |
| Utilities | 2.24% | 2.01% | -0.23% |
| Real Estate | 1.05% | 1.24% | +0.19% |
| Unclassified | 5.46% | 5.59% | +0.13% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 44.12% | 47.52% | +3.4% |
| Large Cap | 47.54% | 44.05% | -3.49% |
| Unclassified | 5.46% | 5.59% | +0.13% |
| Mid Cap | 2.73% | 2.6% | -0.13% |
| Small Cap | 0.14% | 0.23% | +0.09% |
| Micro Cap | 0% | 0% | 0% |
Quarter-over-quarter position changes