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 |
Intel
INTC
|
$1.95B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.48B |
| 3 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$1.47B |
| 4 |
Petrobras
PBR
|
$1.38B |
| 5 |
PX
Praxair Inc
PX
|
$932M |
Top Sells
| 1 |
Boeing
BA
|
$1.56B |
| 2 |
The Mosaic Company
MOS
|
$918M |
| 3 |
LO
LORILLARD INC COM STK
LO
|
$849M |
| 4 |
Home Depot
HD
|
$844M |
| 5 |
POT
Potash Corp Of Saskatchewan
POT
|
$765M |
Sector Composition
| 1 | Healthcare | 15.25% |
| 2 | Financials | 14.09% |
| 3 | Industrials | 12.38% |
| 4 | Technology | 10.95% |
| 5 | Consumer Discretionary | 9.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Verizon
VZ
$186B
| $3.32B | 0.9% | 71,281,182 -3,285,000 | -4% | -$153M |
|
27
Chevron
CVX
$324B
| $3.28B | 0.89% | 34,039,022 +2,789,600 | +9% | +$269M |
|
28
ConocoPhillips
COP
$124B
| $3.19B | 0.87% | 52,013,858 +2,389,900 | +5% | +$147M |
|
|
DD
29
DELISTED
Du Pont De Nemours E I
DD
| $3.16B | 0.86% | 49,442,510 -3,272,680 | -6% | -$209M |
|
|
RDS.B
30
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $3.15B | 0.86% | 54,993,134 -2,683,600 | -5% | -$154M |
|
31
Union Pacific
UNP
$133B
| $3.09B | 0.84% | 32,398,500 +100,000 | +0.3% | +$9.54M |
|
|
32
Intel
INTC
$107B
| $2.95B | 0.8% | 97,114,284 +64,014,284 | +193% | +$1.95B |
|
33
Cisco
CSCO
$274B
| $2.91B | 0.79% | 105,858,400 -14,920,000 | -12% | -$410M |
|
34
Visa
V
$683B
| $2.83B | 0.77% | 42,141,052 -1,038,148 | -2% | -$69.7M |
|
35
Costco
COST
$418B
| $2.75B | 0.75% | 20,359,962 -4,840,446 | -19% | -$654M |
|
36
Capital One
COF
$145B
| $2.73B | 0.74% | 31,015,000 -425,000 | -1% | -$37.4M |
|
37
Vertex Pharmaceuticals
VRTX
$100B
| $2.72B | 0.74% | 22,021,420 -1,427,057 | -6% | -$176M |
|
38
Enbridge
ENB
$105B
| $2.63B | 0.71% | 56,222,103 +4,393,779 | +8% | +$206M |
|
39
Humana
HUM
$36.5B
| $2.48B | 0.67% | 12,960,469 +647,360 | +5% | +$124M |
|
40
RTX Corp
RTX
$212B
| $2.43B | 0.66% | 21,921,560 -422,440 | -2% | -$46.9M |
|
41
DuPont de Nemours
DD
$32.2B
| $2.38B | 0.64% | 46,420,947 -2,484,211 | -5% | -$127M |
|
42
Goldman Sachs
GS
$226B
| $2.18B | 0.59% | 10,444,260 -274,536 | -3% | -$57.3M |
|
43
Caterpillar
CAT
$196B
| $2.16B | 0.59% | 25,496,704 +8,885,997 | +53% | +$754M |
|
44
Johnson & Johnson
JNJ
$427B
| $2.14B | 0.58% | 21,950,000 -1,895,000 | -8% | -$185M |
|
45
PNC Financial Services
PNC
$81.7B
| $2.09B | 0.57% | 21,840,600 +8,160,000 | +60% | +$781M |
|
|
PARA
46
DELISTED
Paramount Global Class B
PARA
| $2.08B | 0.56% | 37,446,184 +773,034 | +2% | +$42.9M |
|
47
PepsiCo
PEP
$204B
| $2.08B | 0.56% | 22,262,000 -6,096,710 | -21% | -$569M |
|
|
NBL
48
DELISTED
Noble Energy, Inc.
NBL
| $2B | 0.54% | 46,899,637 +487,187 | +1% | +$20.8M |
|
|
POT
49
DELISTED
Potash Corp Of Saskatchewan
POT
| $1.96B | 0.53% | 63,324,583 -24,691,117 | -28% | -$765M |
|
|
KRFT
50
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
| $1.95B | 0.53% | 22,934,517 +17,278,934 | +306% | +$1.47B |
|