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 |
Broadcom
AVGO
|
$7.75B |
| 2 |
Chubb
CB
|
$3.1B |
| 3 |
ASML
ASML
|
$2.82B |
| 4 |
Meta Platforms (Facebook)
META
|
$1.53B |
| 5 |
Gen Digital
GEN
|
$1.18B |
Top Sells
| 1 |
Amazon
AMZN
|
$2.01B |
| 2 |
Pfizer
PFE
|
$1.64B |
| 3 |
McDonald's
MCD
|
$610M |
| 4 |
Texas Instruments
TXN
|
$605M |
| 5 |
LNKD
LinkedIn Corporation
LNKD
|
$576M |
Sector Composition
| 1 | Technology | 16.82% |
| 2 | Financials | 12.84% |
| 3 | Healthcare | 11.66% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Energy | 10.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Texas Instruments
TXN
$184B
| $3.87B | 0.97% | 53,007,241 -8,296,343 | -14% | -$605M |
|
27
CME Group
CME
$96B
| $3.74B | 0.94% | 32,410,640 -137,430 | -0.4% | -$15.9M |
|
28
Alphabet (Google) Class C
GOOG
$2.58T
| $3.71B | 0.93% | 4,804,613 +1,285,241 | +37% | +$992M |
|
29
Capital One
COF
$145B
| $3.28B | 0.82% | 37,559,107 +10,103,099 | +37% | +$881M |
|
|
30
Chubb
CB
$110B
| $3.1B | 0.78% | +23,448,895 | New | +$3.1B |
|
31
Kraft Heinz
KHC
$33.1B
| $3.09B | 0.78% | 35,407,056 -27,801 | -0.1% | -$2.43M |
|
32
Bristol-Myers Squibb
BMY
$96B
| $3.01B | 0.76% | 51,537,397 +15,334,193 | +42% | +$896M |
|
|
PX
33
DELISTED
Praxair Inc
PX
| $3B | 0.75% | 25,603,518 -1,964,718 | -7% | -$230M |
|
|
34
McDonald's
MCD
$224B
| $2.98B | 0.75% | 24,515,264 -5,011,954 | -17% | -$610M |
|
35
Humana
HUM
$36.5B
| $2.98B | 0.75% | 14,602,995 | – | – |
|
36
Regeneron Pharmaceuticals
REGN
$61.5B
| $2.85B | 0.72% | 7,759,325 -51,213 | -0.7% | -$18.8M |
|
|
37
ASML
ASML
$292B
| $2.82B | 0.71% | +25,142,065 | New | +$2.82B |
|
38
Johnson & Johnson
JNJ
$427B
| $2.82B | 0.71% | 24,460,007 +1,000,000 | +4% | +$115M |
|
|
39
Alphabet (Google) Class A
GOOGL
$2.57T
| $2.81B | 0.71% | 3,543,327 +382,868 | +12% | +$303M |
|
40
ConocoPhillips
COP
$124B
| $2.67B | 0.67% | 53,250,128 -1,349,600 | -2% | -$67.7M |
|
|
ESRX
41
DELISTED
Express Scripts Holding Company
ESRX
| $2.63B | 0.66% | 38,211,449 -5,036,585 | -12% | -$346M |
|
42
Intuit
INTU
$186B
| $2.62B | 0.66% | 22,863,305 -644,700 | -3% | -$73.9M |
|
43
Visa
V
$683B
| $2.6B | 0.65% | 33,332,935 +146,208 | +0.4% | +$11.4M |
|
44
Medtronic
MDT
$119B
| $2.36B | 0.59% | 33,192,315 -6,685,274 | -17% | -$476M |
|
45
Booking.com
BKNG
$181B
| $2.34B | 0.59% | 1,594,923 +16,341 | +1% | +$24M |
|
|
RAI
46
DELISTED
Reynolds American Inc
RAI
| $2.3B | 0.58% | 41,121,768 -4,568,100 | -10% | -$256M |
|
47
Starbucks
SBUX
$100B
| $2.2B | 0.55% | 39,594,078 +4,896,442 | +14% | +$272M |
|
48
Goldman Sachs
GS
$226B
| $2.17B | 0.55% | 9,064,699 -1,667,557 | -16% | -$399M |
|
49
Halliburton
HAL
$19.4B
| $2B | 0.5% | 36,957,167 +644,987 | +2% | +$34.9M |
|
50
Citigroup
C
$178B
| $1.92B | 0.48% | 32,353,148 +789,947 | +3% | +$46.9M |
|