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 |
Visa
V
|
$2.12B |
| 2 |
Philip Morris
PM
|
$1.59B |
| 3 |
Medtronic
MDT
|
$1.47B |
| 4 |
DD
Du Pont De Nemours E I
DD
|
$1.17B |
| 5 |
Kroger
KR
|
$924M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$3.76B |
| 2 |
PepsiCo
PEP
|
$1.64B |
| 3 |
Carnival Corp
CCL
|
$1.18B |
| 4 |
Edwards Lifesciences
EW
|
$693M |
| 5 |
American Express
AXP
|
$677M |
Sector Composition
| 1 | Healthcare | 15.13% |
| 2 | Industrials | 13.92% |
| 3 | Financials | 13.29% |
| 4 | Technology | 10.56% |
| 5 | Consumer Discretionary | 9.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ESRX
26
DELISTED
Express Scripts Holding Company
ESRX
| $3.52B | 0.95% | 40,608,808 +4,331,360 | +12% | +$376M |
|
27
Union Pacific
UNP
$133B
| $3.5B | 0.94% | 32,298,500 -3,700,000 | -10% | -$401M |
|
28
Berkshire Hathaway Class A
BRK.A
$1.09T
| $3.34B | 0.9% | 15,366 +1,991 | +15% | +$433M |
|
29
Cisco
CSCO
$274B
| $3.32B | 0.9% | 120,778,400 -5,200,000 | -4% | -$143M |
|
30
Chevron
CVX
$324B
| $3.28B | 0.88% | 31,249,422 +6,798,700 | +28% | +$714M |
|
31
Walt Disney
DIS
$213B
| $3.26B | 0.88% | 31,056,205 -397,500 | -1% | -$41.7M |
|
32
ConocoPhillips
COP
$124B
| $3.09B | 0.83% | 49,623,958 +2,060,492 | +4% | +$128M |
|
|
POT
33
DELISTED
Potash Corp Of Saskatchewan
POT
| $2.84B | 0.77% | 88,015,700 +2,717,500 | +3% | +$87.6M |
|
|
34
Visa
V
$683B
| $2.82B | 0.76% | 43,179,200 +32,484,400 | +304% | +$2.12B |
|
35
Vertex Pharmaceuticals
VRTX
$100B
| $2.77B | 0.75% | 23,448,477 -1,160,000 | -5% | -$137M |
|
|
36
PepsiCo
PEP
$204B
| $2.71B | 0.73% | 28,358,710 -17,100,640 | -38% | -$1.64B |
|
37
United Airlines
UAL
$34B
| $2.69B | 0.73% | 40,060,231 -100,000 | -0.2% | -$6.73M |
|
38
RTX Corp
RTX
$212B
| $2.62B | 0.71% | 22,344,000 -45,000 | -0.2% | -$5.27M |
|
39
Enbridge
ENB
$105B
| $2.51B | 0.68% | 51,828,324 -2,052,812 | -4% | -$99.3M |
|
40
Capital One
COF
$145B
| $2.48B | 0.67% | 31,440,000 | – | – |
|
41
Johnson & Johnson
JNJ
$427B
| $2.4B | 0.65% | 23,845,000 +200,000 | +0.8% | +$20.1M |
|
42
DuPont de Nemours
DD
$32.2B
| $2.35B | 0.63% | 48,905,158 +864,000 | +2% | +$41.5M |
|
|
NBL
43
DELISTED
Noble Energy, Inc.
NBL
| $2.27B | 0.61% | 46,412,450 +2,100,700 | +5% | +$103M |
|
|
PARA
44
DELISTED
Paramount Global Class B
PARA
| $2.22B | 0.6% | 36,673,150 +6,380,000 | +21% | +$387M |
|
45
American Airlines Group
AAL
$8.82B
| $2.22B | 0.6% | 42,088,170 +3,614,851 | +9% | +$191M |
|
46
Humana
HUM
$36.5B
| $2.19B | 0.59% | 12,313,109 +620,329 | +5% | +$110M |
|
47
Waste Management
WM
$91.2B
| $2.17B | 0.58% | 39,939,153 -3,000,000 | -7% | -$163M |
|
|
48
Alphabet (Google) Class C
GOOG
$2.58T
| $2.14B | 0.58% | 3,849,842 -6,775,052 | -64% | -$3.76B |
|
49
Goldman Sachs
GS
$226B
| $2.01B | 0.54% | 10,718,796 -80,000 | -0.7% | -$15M |
|
50
Analog Devices
ADI
$124B
| $1.95B | 0.53% | 30,943,427 | – | – |
|