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 |
Apple
AAPL
|
$3.8B |
| 2 |
Coca-Cola
KO
|
$1.83B |
| 3 |
Union Pacific
UNP
|
$1.66B |
| 4 |
POT
Potash Corp Of Saskatchewan
POT
|
$1.15B |
| 5 |
Microsoft
MSFT
|
$1.1B |
Top Sells
| 1 |
Kimberly-Clark
KMB
|
$1.11B |
| 2 |
DuPont de Nemours
DD
|
$869M |
| 3 |
Home Depot
HD
|
$682M |
| 4 |
DTV
DIRECTV COM STK (DE)
DTV
|
$665M |
| 5 |
Texas Instruments
TXN
|
$664M |
Sector Composition
| 1 | Industrials | 13.81% |
| 2 | Financials | 13.33% |
| 3 | Healthcare | 12.6% |
| 4 | Technology | 10.74% |
| 5 | Energy | 10.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Johnson & Johnson
JNJ
$427B
| $3.29B | 0.91% | 31,460,000 -800,000 | -2% | -$83.7M |
|
27
ConocoPhillips
COP
$124B
| $3.22B | 0.89% | 37,505,501 +7,787,043 | +26% | +$668M |
|
28
Gilead Sciences
GILD
$140B
| $3.2B | 0.88% | 38,606,410 -2,340,813 | -6% | -$194M |
|
|
TFCFA
29
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $3.14B | 0.86% | 89,227,000 +10,949,000 | +14% | +$385M |
|
30
UnitedHealth
UNH
$281B
| $3.09B | 0.85% | 37,832,000 -20,000 | -0.1% | -$1.64M |
|
|
31
DuPont de Nemours
DD
$32.2B
| $3.06B | 0.84% | 59,463,358 -16,883,746 | -22% | -$869M |
|
32
Enbridge
ENB
$105B
| $2.86B | 0.79% | 60,272,964 -2,865,476 | -5% | -$136M |
|
33
Caterpillar
CAT
$196B
| $2.85B | 0.79% | 26,267,000 +52,000 | +0.2% | +$5.65M |
|
34
CME Group
CME
$96B
| $2.83B | 0.78% | 39,818,533 -500,600 | -1% | -$35.5M |
|
35
Walt Disney
DIS
$213B
| $2.76B | 0.76% | 32,203,705 -125,000 | -0.4% | -$10.7M |
|
|
POT
36
DELISTED
Potash Corp Of Saskatchewan
POT
| $2.66B | 0.73% | 70,084,200 +30,226,800 | +76% | +$1.15B |
|
37
Capital One
COF
$145B
| $2.6B | 0.72% | 31,440,000 +6,764,000 | +27% | +$559M |
|
38
Vertex Pharmaceuticals
VRTX
$100B
| $2.5B | 0.69% | 26,382,177 -357,500 | -1% | -$33.8M |
|
|
PXD
39
DELISTED
Pioneer Natural Resource Co.
PXD
| $2.46B | 0.68% | 10,717,900 -517,000 | -5% | -$119M |
|
|
NBL
40
DELISTED
Noble Energy, Inc.
NBL
| $2.38B | 0.66% | 30,765,750 +1,642,621 | +6% | +$127M |
|
|
DD
41
DELISTED
Du Pont De Nemours E I
DD
| $2.33B | 0.64% | 35,585,190 +40,000 | +0.1% | +$2.62M |
|
42
RTX Corp
RTX
$212B
| $2.31B | 0.64% | 20,011,000 -8,000 | -0% | -$924K |
|
43
Berkshire Hathaway Class A
BRK.A
$1.09T
| $2.26B | 0.62% | 11,910 +80 | +0.7% | +$15.2M |
|
44
Costco
COST
$418B
| $2.12B | 0.58% | 18,424,079 -78,150 | -0.4% | -$9M |
|
45
Regeneron Pharmaceuticals
REGN
$61.5B
| $2.08B | 0.57% | 7,350,059 -282,962 | -4% | -$79.9M |
|
46
Waste Management
WM
$91.2B
| $2.08B | 0.57% | 46,399,153 +250,000 | +0.5% | +$11.2M |
|
|
ESRX
47
DELISTED
Express Scripts Holding Company
ESRX
| $1.99B | 0.55% | 28,680,500 +630,000 | +2% | +$43.7M |
|
48
Goldman Sachs
GS
$226B
| $1.95B | 0.54% | 11,627,286 -1,797,500 | -13% | -$301M |
|
|
TWX
49
DELISTED
Time Warner Inc
TWX
| $1.92B | 0.53% | 27,346,660 -3,644,707 | -12% | -$256M |
|
50
PG&E
PCG
$33.6B
| $1.92B | 0.53% | 39,975,500 -450,000 | -1% | -$21.6M |
|