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 |
Cisco
CSCO
|
$2.34B |
| 2 |
Apple
AAPL
|
$1.94B |
| 3 |
JPMorgan Chase
JPM
|
$1.44B |
| 4 |
Comcast
CMCSA
|
$1.25B |
| 5 |
Microsoft
MSFT
|
$1.2B |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$1.46B |
| 2 |
Citigroup
C
|
$1.37B |
| 3 |
Home Depot
HD
|
$1.25B |
| 4 |
PepsiCo
PEP
|
$1.19B |
| 5 |
Gilead Sciences
GILD
|
$1.09B |
Sector Composition
| 1 | Industrials | 14.32% |
| 2 | Financials | 13.53% |
| 3 | Healthcare | 12.74% |
| 4 | Consumer Discretionary | 10.86% |
| 5 | Technology | 10.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
UnitedHealth
UNH
$281B
| $3.1B | 0.88% | 37,852,000 | – | – |
|
|
27
Cisco
CSCO
$274B
| $3.08B | 0.88% | 137,538,400 +104,538,400 | +317% | +$2.34B |
|
28
CME Group
CME
$96B
| $2.98B | 0.85% | 40,319,133 -114,347 | -0.3% | -$8.46M |
|
|
29
Gilead Sciences
GILD
$140B
| $2.9B | 0.83% | 40,947,223 -15,415,267 | -27% | -$1.09B |
|
30
Enbridge
ENB
$105B
| $2.87B | 0.82% | 63,138,440 +136,477 | +0.2% | +$6.21M |
|
31
Caterpillar
CAT
$196B
| $2.6B | 0.74% | 26,215,000 -970,000 | -4% | -$96.4M |
|
32
Walt Disney
DIS
$213B
| $2.59B | 0.74% | 32,328,705 -4,775,000 | -13% | -$382M |
|
33
Kimberly-Clark
KMB
$42.8B
| $2.56B | 0.73% | 23,252,562 -2,607,538 | -10% | -$287M |
|
|
TFCFA
34
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $2.5B | 0.71% | 78,278,000 -2,785,400 | -3% | -$89M |
|
|
DD
35
DELISTED
Du Pont De Nemours E I
DD
| $2.39B | 0.68% | 35,545,190 +522,190 | +1% | +$35M |
|
36
RTX Corp
RTX
$212B
| $2.34B | 0.67% | 20,019,000 -1,885,000 | -9% | -$220M |
|
37
Regeneron Pharmaceuticals
REGN
$61.5B
| $2.29B | 0.65% | 7,633,021 -1,230,909 | -14% | -$370M |
|
38
Berkshire Hathaway Class A
BRK.A
$1.09T
| $2.22B | 0.63% | 11,830 +1,775 | +18% | +$333M |
|
39
Goldman Sachs
GS
$226B
| $2.2B | 0.63% | 13,424,786 -6,505,000 | -33% | -$1.07B |
|
|
ESRX
40
DELISTED
Express Scripts Holding Company
ESRX
| $2.11B | 0.6% | 28,050,500 +2,248,000 | +9% | +$169M |
|
|
PXD
41
DELISTED
Pioneer Natural Resource Co.
PXD
| $2.1B | 0.6% | 11,234,900 | – | – |
|
42
ConocoPhillips
COP
$124B
| $2.09B | 0.6% | 29,718,458 +217,958 | +0.7% | +$15.3M |
|
|
NBL
43
DELISTED
Noble Energy, Inc.
NBL
| $2.07B | 0.59% | 29,123,129 +2,420,129 | +9% | +$172M |
|
44
Costco
COST
$418B
| $2.07B | 0.59% | 18,502,229 -3,465,000 | -16% | -$387M |
|
|
TWX
45
DELISTED
Time Warner Inc
TWX
| $2.02B | 0.58% | 30,991,367 -13,868,333 | -31% | -$906M |
|
46
Carnival Corp
CCL
$43.2B
| $1.96B | 0.56% | 51,818,532 | – | – |
|
47
Waste Management
WM
$91.2B
| $1.94B | 0.55% | 46,149,153 +5,141,200 | +13% | +$216M |
|
48
Capital One
COF
$145B
| $1.9B | 0.54% | 24,676,000 +3,819,000 | +18% | +$295M |
|
49
Vertex Pharmaceuticals
VRTX
$100B
| $1.89B | 0.54% | 26,739,677 +1,222,800 | +5% | +$86.5M |
|
|
50
Citigroup
C
$178B
| $1.84B | 0.52% | 38,638,174 -28,693,500 | -43% | -$1.37B |
|