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 |
Microsoft
MSFT
|
+$1.97B |
| 2 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$1.64B |
| 3 |
CHK
Chesapeake Energy Corporation
CHK
|
+$806M |
| 4 |
PepsiCo
PEP
|
+$729M |
| 5 |
Wells Fargo
WFC
|
+$577M |
Top Sells
| 1 |
Intuitive Surgical
ISRG
|
+$793M |
| 2 |
Home Depot
HD
|
+$647M |
| 3 |
TSMC
TSM
|
+$588M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$504M |
| 5 |
Johnson Controls International
JCI
|
+$468M |
Sector Composition
| 1 | Industrials | 13.92% |
| 2 | Financials | 13.56% |
| 3 | Healthcare | 13.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Energy | 10.48% |
