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 |
Schlumberger
SLB
|
$1.27B |
| 2 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$1.1B |
| 3 |
Apple
AAPL
|
$988M |
| 4 |
Johnson Controls International
JCI
|
$656M |
| 5 |
Intel
INTC
|
$613M |
Top Sells
| 1 |
Philip Morris
PM
|
$1.23B |
| 2 |
Kroger
KR
|
$1.15B |
| 3 |
McDonald's
MCD
|
$1.07B |
| 4 |
Costco
COST
|
$614M |
| 5 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$581M |
Sector Composition
| 1 | Technology | 13.76% |
| 2 | Healthcare | 13.05% |
| 3 | Consumer Discretionary | 12.54% |
| 4 | Financials | 10.55% |
| 5 | Energy | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Medtronic
MDT
$119B
| $3.45B | 0.9% | 39,877,589 +65,774 | +0.2% | +$5.68M |
|
|
27
McDonald's
MCD
$224B
| $3.41B | 0.89% | 29,527,218 -9,273,916 | -24% | -$1.07B |
|
28
CME Group
CME
$96B
| $3.4B | 0.88% | 32,548,070 -202,633 | -0.6% | -$21.2M |
|
|
PX
29
DELISTED
Praxair Inc
PX
| $3.33B | 0.87% | 27,568,236 -2,208,611 | -7% | -$267M |
|
30
Kraft Heinz
KHC
$33.1B
| $3.17B | 0.82% | 35,434,857 +7 | +0% | +$627 |
|
31
Regeneron Pharmaceuticals
REGN
$61.5B
| $3.14B | 0.82% | 7,810,538 +483,912 | +7% | +$195M |
|
|
ESRX
32
DELISTED
Express Scripts Holding Company
ESRX
| $3.05B | 0.79% | 43,248,034 -710,807 | -2% | -$50.1M |
|
33
Johnson & Johnson
JNJ
$427B
| $2.77B | 0.72% | 23,460,007 +1,434,684 | +7% | +$169M |
|
34
Visa
V
$683B
| $2.74B | 0.71% | 33,186,727 -5,882,781 | -15% | -$487M |
|
35
Alphabet (Google) Class C
GOOG
$2.58T
| $2.74B | 0.71% | 3,519,372 +125,207 | +4% | +$97.3M |
|
36
Pfizer
PFE
$141B
| $2.71B | 0.7% | 79,938,493 +13 | +0% | +$440 |
|
37
Intuit
INTU
$186B
| $2.59B | 0.67% | 23,508,005 -1,809,995 | -7% | -$199M |
|
38
Humana
HUM
$36.5B
| $2.58B | 0.67% | 14,602,995 +5 | +0% | +$884 |
|
|
39
Alphabet (Google) Class A
GOOGL
$2.57T
| $2.54B | 0.66% | 3,160,459 +1,299 | +0% | +$1.04M |
|
40
ConocoPhillips
COP
$124B
| $2.37B | 0.62% | 54,599,728 -10,438,367 | -16% | -$454M |
|
41
Booking.com
BKNG
$181B
| $2.32B | 0.6% | 1,578,582 +342,746 | +28% | +$504M |
|
|
RAI
42
DELISTED
Reynolds American Inc
RAI
| $2.15B | 0.56% | 45,689,868 +2,200,500 | +5% | +$104M |
|
43
Alibaba
BABA
$322B
| $2.05B | 0.53% | 19,370,472 -598,878 | -3% | -$63.4M |
|
44
Boston Scientific
BSX
$156B
| $2.01B | 0.52% | 84,331,654 +2,391,520 | +3% | +$56.9M |
|
45
Capital One
COF
$145B
| $1.97B | 0.51% | 27,456,008 +5,914,808 | +27% | +$425M |
|
46
Bristol-Myers Squibb
BMY
$96B
| $1.95B | 0.51% | 36,203,204 +4,948,911 | +16% | +$267M |
|
47
TSMC
TSM
$1.2T
| $1.95B | 0.51% | 63,701,331 +350,716 | +0.6% | +$10.7M |
|
48
Vertex Pharmaceuticals
VRTX
$100B
| $1.94B | 0.51% | 22,292,383 +599,586 | +3% | +$52.3M |
|
49
Starbucks
SBUX
$100B
| $1.88B | 0.49% | 34,697,636 +8,071,610 | +30% | +$437M |
|
50
Dominion Energy
D
$51.1B
| $1.84B | 0.48% | 24,832,932 -479,991 | -2% | -$35.6M |
|