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 |
Comcast
CMCSA
|
$5.01B |
| 2 |
Simon Property Group
SPG
|
$2.77B |
| 3 |
Enbridge
ENB
|
$1.61B |
| 4 |
Costco
COST
|
$1.54B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.23B |
Top Sells
| 1 |
Merck
MRK
|
$2.2B |
| 2 |
Boeing
BA
|
$1.69B |
| 3 |
SE
Spectra Energy Corp Wi
SE
|
$1.46B |
| 4 |
JPMorgan Chase
JPM
|
$1.2B |
| 5 |
Exxon Mobil
XOM
|
$1.12B |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Financials | 12.57% |
| 3 | Consumer Discretionary | 11.87% |
| 4 | Communication Services | 10.92% |
| 5 | Healthcare | 10.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Verizon
VZ
$186B
| $3.55B | 0.85% | 72,747,447 -7,175,533 | -9% | -$350M |
|
27
Chevron
CVX
$324B
| $3.47B | 0.83% | 32,364,598 -8,971,000 | -22% | -$963M |
|
28
Texas Instruments
TXN
$184B
| $3.42B | 0.82% | 42,478,255 -10,528,986 | -20% | -$848M |
|
29
ASML
ASML
$292B
| $3.32B | 0.79% | 25,018,801 -123,264 | -0.5% | -$16.4M |
|
30
Capital One
COF
$145B
| $3.25B | 0.78% | 37,546,958 -12,149 | -0% | -$1.05M |
|
31
Charter Communications
CHTR
$36.3B
| $3.21B | 0.77% | 9,813,159 +3,737,104 | +62% | +$1.22B |
|
32
Johnson & Johnson
JNJ
$427B
| $3.17B | 0.76% | 25,460,007 +1,000,000 | +4% | +$125M |
|
33
Kraft Heinz
KHC
$33.1B
| $3.08B | 0.74% | 33,893,857 -1,513,199 | -4% | -$137M |
|
34
Visa
V
$683B
| $3.06B | 0.73% | 34,439,616 +1,106,681 | +3% | +$98.4M |
|
35
Alphabet (Google) Class A
GOOGL
$2.57T
| $3.05B | 0.73% | 3,599,272 +55,945 | +2% | +$47.4M |
|
36
Humana
HUM
$36.5B
| $3.01B | 0.72% | 14,602,995 | – | – |
|
37
Booking.com
BKNG
$181B
| $3B | 0.72% | 1,688,193 +93,270 | +6% | +$166M |
|
38
Chubb
CB
$110B
| $3B | 0.72% | 22,009,653 -1,439,242 | -6% | -$196M |
|
|
39
Simon Property Group
SPG
$59B
| $2.85B | 0.68% | 16,578,000 +16,107,900 | +3,426% | +$2.77B |
|
|
40
Costco
COST
$418B
| $2.81B | 0.67% | 16,769,442 +9,199,437 | +122% | +$1.54B |
|
41
McDonald's
MCD
$224B
| $2.81B | 0.67% | 21,681,872 -2,833,392 | -12% | -$367M |
|
42
Regeneron Pharmaceuticals
REGN
$61.5B
| $2.75B | 0.66% | 7,085,521 -673,804 | -9% | -$261M |
|
43
Starbucks
SBUX
$100B
| $2.6B | 0.62% | 44,563,250 +4,969,172 | +13% | +$290M |
|
44
Boston Scientific
BSX
$156B
| $2.49B | 0.6% | 100,302,848 +14,057,276 | +16% | +$350M |
|
|
AET
45
DELISTED
Aetna Inc
AET
| $2.43B | 0.58% | 19,080,237 +6,554,735 | +52% | +$836M |
|
46
Blackrock
BLK
$175B
| $2.41B | 0.58% | 6,294,652 +1,286,681 | +26% | +$493M |
|
47
Halliburton
HAL
$19.4B
| $2.33B | 0.56% | 47,392,893 +10,435,726 | +28% | +$514M |
|
48
Intuit
INTU
$186B
| $2.32B | 0.56% | 20,031,161 -2,832,144 | -12% | -$329M |
|
49
Altria Group
MO
$113B
| $2.3B | 0.55% | 32,243,180 +12,831,070 | +66% | +$916M |
|
|
ESRX
50
DELISTED
Express Scripts Holding Company
ESRX
| $2.26B | 0.54% | 34,224,400 -3,987,049 | -10% | -$263M |
|