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
|
$2.61B |
| 2 |
Schlumberger
SLB
|
$2.3B |
| 3 |
McDonald's
MCD
|
$1.27B |
| 4 |
DD
Du Pont De Nemours E I
DD
|
$1.22B |
| 5 |
Meta Platforms (Facebook)
META
|
$892M |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.12B |
| 2 |
Wells Fargo
WFC
|
$1.7B |
| 3 |
American Express
AXP
|
$1.42B |
| 4 |
Cisco
CSCO
|
$1.01B |
| 5 |
Salesforce
CRM
|
$904M |
Sector Composition
| 1 | Technology | 12.9% |
| 2 | Healthcare | 12.58% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Financials | 11.35% |
| 5 | Consumer Staples | 10.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Enbridge
ENB
$105B
| $3.23B | 0.89% | 83,050,741 +14,506,786 | +21% | +$565M |
|
|
TFCFA
27
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $3.16B | 0.87% | 113,411,788 -12,571,852 | -10% | -$351M |
|
28
CME Group
CME
$96B
| $3.15B | 0.87% | 32,745,369 -958,289 | -3% | -$92M |
|
|
ESRX
29
DELISTED
Express Scripts Holding Company
ESRX
| $3.11B | 0.86% | 45,271,641 +409,583 | +0.9% | +$28.1M |
|
30
Medtronic
MDT
$119B
| $2.9B | 0.8% | 38,733,283 +7,314,044 | +23% | +$549M |
|
31
Costco
COST
$418B
| $2.73B | 0.75% | 17,311,969 -2,567,115 | -13% | -$405M |
|
32
ConocoPhillips
COP
$124B
| $2.69B | 0.74% | 66,855,876 -14,670,182 | -18% | -$591M |
|
|
33
Meta Platforms (Facebook)
META
$1.86T
| $2.68B | 0.74% | 23,444,668 +7,815,098 | +50% | +$892M |
|
34
Humana
HUM
$36.5B
| $2.67B | 0.74% | 14,602,990 | – | – |
|
|
RDS.B
35
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $2.57B | 0.71% | 52,152,934 +4,880,000 | +10% | +$240M |
|
36
Regeneron Pharmaceuticals
REGN
$61.5B
| $2.53B | 0.7% | 7,014,618 +210,153 | +3% | +$75.7M |
|
37
Pfizer
PFE
$141B
| $2.53B | 0.7% | 85,234,400 -3,836,700 | -4% | -$114M |
|
38
Intuit
INTU
$186B
| $2.48B | 0.68% | 23,819,394 +6,564,394 | +38% | +$683M |
|
39
Kraft Heinz
KHC
$33.1B
| $2.41B | 0.66% | 30,629,643 +1,368,126 | +5% | +$107M |
|
40
Alphabet (Google) Class C
GOOG
$2.58T
| $2.4B | 0.66% | 3,217,211 +244,113 | +8% | +$182M |
|
|
41
Alphabet (Google) Class A
GOOGL
$2.57T
| $2.38B | 0.66% | 3,115,690 -1,168 | -0% | -$891K |
|
42
Kroger
KR
$44.9B
| $2.25B | 0.62% | 58,830,900 +10,343,900 | +21% | +$396M |
|
43
Bristol-Myers Squibb
BMY
$96B
| $2.18B | 0.6% | 34,163,699 -7,998,433 | -19% | -$511M |
|
44
Johnson & Johnson
JNJ
$427B
| $2.16B | 0.6% | 19,975,000 -1,975,000 | -9% | -$214M |
|
|
RAI
45
DELISTED
Reynolds American Inc
RAI
| $2.11B | 0.58% | 42,025,368 -1,524,550 | -4% | -$76.7M |
|
46
Ryanair
RYAAY
$33.7B
| $1.81B | 0.5% | 21,096,735 +2,240,704 | +12% | +$192M |
|
|
PARA
47
DELISTED
Paramount Global Class B
PARA
| $1.8B | 0.5% | 32,750,165 +2,605,964 | +9% | +$144M |
|
48
Goldman Sachs
GS
$226B
| $1.78B | 0.49% | 11,365,730 +1,107,052 | +11% | +$174M |
|
49
Vertex Pharmaceuticals
VRTX
$100B
| $1.72B | 0.47% | 21,598,162 +860,251 | +4% | +$68.4M |
|
50
Target
TGT
$43.6B
| $1.71B | 0.47% | 20,843,000 -3,215,000 | -13% | -$265M |
|