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 |
Coca-Cola
KO
|
$1.76B |
| 2 |
KLA
KLAC
|
$1.16B |
| 3 |
NBL
Noble Energy, Inc.
NBL
|
$916M |
| 4 |
NOV
NOV
|
$610M |
| 5 |
PepsiCo
PEP
|
$609M |
Top Sells
| 1 |
Apple
AAPL
|
$3.27B |
| 2 |
Gilead Sciences
GILD
|
$1.29B |
| 3 |
Amazon
AMZN
|
$1.1B |
| 4 |
Home Depot
HD
|
$1B |
| 5 |
Wells Fargo
WFC
|
$1B |
Sector Composition
| 1 | Industrials | 13.43% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 13.04% |
| 4 | Technology | 10.89% |
| 5 | Consumer Discretionary | 10.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Texas Instruments
TXN
$184B
| $3.4B | 0.95% | 71,247,862 -10,257,929 | -13% | -$489M |
|
27
UnitedHealth
UNH
$281B
| $3.26B | 0.92% | 37,832,000 | – | – |
|
28
CME Group
CME
$96B
| $3.16B | 0.89% | 39,516,140 -302,393 | -0.8% | -$24.2M |
|
|
NBL
29
DELISTED
Noble Energy, Inc.
NBL
| $3.02B | 0.85% | 44,161,750 +13,396,000 | +44% | +$916M |
|
30
Johnson & Johnson
JNJ
$427B
| $2.94B | 0.83% | 27,555,000 -3,905,000 | -12% | -$416M |
|
31
Vertex Pharmaceuticals
VRTX
$100B
| $2.88B | 0.81% | 25,657,177 -725,000 | -3% | -$81.4M |
|
|
POT
32
DELISTED
Potash Corp Of Saskatchewan
POT
| $2.86B | 0.8% | 82,792,246 +12,708,046 | +18% | +$439M |
|
|
33
Gilead Sciences
GILD
$140B
| $2.82B | 0.79% | 26,457,190 -12,149,220 | -31% | -$1.29B |
|
34
Walt Disney
DIS
$213B
| $2.8B | 0.79% | 31,453,705 -750,000 | -2% | -$66.8M |
|
35
Berkshire Hathaway Class A
BRK.A
$1.09T
| $2.77B | 0.78% | 13,375 +1,465 | +12% | +$303M |
|
36
Regeneron Pharmaceuticals
REGN
$61.5B
| $2.66B | 0.75% | 7,385,700 +35,641 | +0.5% | +$12.8M |
|
37
DuPont de Nemours
DD
$32.2B
| $2.66B | 0.75% | 50,681,158 -8,782,200 | -15% | -$461M |
|
38
Enbridge
ENB
$105B
| $2.6B | 0.73% | 54,291,169 -5,981,795 | -10% | -$286M |
|
39
Capital One
COF
$145B
| $2.57B | 0.72% | 31,440,000 | – | – |
|
|
DD
40
DELISTED
Du Pont De Nemours E I
DD
| $2.55B | 0.72% | 35,585,190 | – | – |
|
41
Costco
COST
$418B
| $2.51B | 0.71% | 20,062,679 +1,638,600 | +9% | +$205M |
|
|
ESRX
42
DELISTED
Express Scripts Holding Company
ESRX
| $2.41B | 0.68% | 34,073,808 +5,393,308 | +19% | +$381M |
|
43
RTX Corp
RTX
$212B
| $2.29B | 0.64% | 21,699,000 +1,688,000 | +8% | +$178M |
|
44
Waste Management
WM
$91.2B
| $2.12B | 0.6% | 44,639,153 -1,760,000 | -4% | -$83.7M |
|
|
PXD
45
DELISTED
Pioneer Natural Resource Co.
PXD
| $2.07B | 0.58% | 10,517,900 -200,000 | -2% | -$39.4M |
|
46
Goldman Sachs
GS
$226B
| $1.97B | 0.55% | 10,753,796 -873,490 | -8% | -$160M |
|
47
Caterpillar
CAT
$196B
| $1.87B | 0.52% | 18,855,000 -7,412,000 | -28% | -$734M |
|
48
PG&E
PCG
$33.6B
| $1.8B | 0.51% | 39,975,500 | – | – |
|
49
United Airlines
UAL
$34B
| $1.76B | 0.5% | 37,702,681 -250,000 | -0.7% | -$11.7M |
|
50
Citigroup
C
$178B
| $1.75B | 0.49% | 33,840,574 -510,000 | -1% | -$26.4M |
|