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 |
Western Digital
WDC
|
$1.02B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$706M |
| 3 |
Simon Property Group
SPG
|
$681M |
| 4 |
Altria Group
MO
|
$664M |
| 5 |
Baidu
BIDU
|
$612M |
Top Sells
| 1 |
Amazon
AMZN
|
$1.89B |
| 2 |
JPMorgan Chase
JPM
|
$1.42B |
| 3 |
Broadcom
AVGO
|
$1.29B |
| 4 |
Texas Instruments
TXN
|
$943M |
| 5 |
Boeing
BA
|
$884M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Financials | 13.22% |
| 3 | Consumer Discretionary | 12.3% |
| 4 | Healthcare | 10.85% |
| 5 | Communication Services | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Alphabet (Google) Class A
GOOGL
$2.57T
| $3.61B | 0.85% | 3,879,982 +280,710 | +8% | +$261M |
|
27
Johnson & Johnson
JNJ
$427B
| $3.51B | 0.82% | 26,510,007 +1,050,000 | +4% | +$139M |
|
28
Charter Communications
CHTR
$36.3B
| $3.44B | 0.81% | 10,215,326 +402,167 | +4% | +$135M |
|
29
McDonald's
MCD
$224B
| $3.41B | 0.8% | 22,288,104 +606,232 | +3% | +$92.9M |
|
30
Regeneron Pharmaceuticals
REGN
$61.5B
| $3.41B | 0.8% | 6,937,863 -147,658 | -2% | -$72.5M |
|
31
Procter & Gamble
PG
$368B
| $3.4B | 0.8% | 38,986,037 -3,750,913 | -9% | -$327M |
|
|
32
Simon Property Group
SPG
$59B
| $3.36B | 0.79% | 20,788,000 +4,210,000 | +25% | +$681M |
|
33
ASML
ASML
$292B
| $3.28B | 0.77% | 25,172,077 +153,276 | +0.6% | +$20M |
|
34
Booking.com
BKNG
$181B
| $3.22B | 0.76% | 1,723,152 +34,959 | +2% | +$65.4M |
|
35
Humana
HUM
$36.5B
| $3.18B | 0.75% | 13,232,995 -1,370,000 | -9% | -$330M |
|
36
Capital One
COF
$145B
| $3.17B | 0.75% | 38,396,005 +849,047 | +2% | +$70.1M |
|
|
AET
37
DELISTED
Aetna Inc
AET
| $3.15B | 0.74% | 20,769,004 +1,688,767 | +9% | +$256M |
|
38
Visa
V
$683B
| $3.11B | 0.73% | 33,190,358 -1,249,258 | -4% | -$117M |
|
39
Chubb
CB
$110B
| $3.09B | 0.73% | 21,271,597 -738,056 | -3% | -$107M |
|
|
40
Altria Group
MO
$113B
| $3.07B | 0.72% | 41,157,755 +8,914,575 | +28% | +$664M |
|
41
Verizon
VZ
$186B
| $3.06B | 0.72% | 68,505,456 -4,241,991 | -6% | -$189M |
|
42
Blackrock
BLK
$175B
| $3B | 0.7% | 7,105,319 +810,667 | +13% | +$342M |
|
43
Kraft Heinz
KHC
$33.1B
| $2.9B | 0.68% | 33,893,857 | – | – |
|
44
Alibaba
BABA
$322B
| $2.85B | 0.67% | 20,243,958 +1,091,620 | +6% | +$154M |
|
45
Costco
COST
$418B
| $2.84B | 0.67% | 17,777,162 +1,007,720 | +6% | +$161M |
|
46
Boston Scientific
BSX
$156B
| $2.83B | 0.66% | 101,914,290 +1,611,442 | +2% | +$44.7M |
|
47
Starbucks
SBUX
$100B
| $2.65B | 0.62% | 45,458,682 +895,432 | +2% | +$52.2M |
|
|
48
Texas Instruments
TXN
$184B
| $2.32B | 0.55% | 30,219,692 -12,258,563 | -29% | -$943M |
|
49
Crown Castle
CCI
$43.2B
| $2.32B | 0.54% | 23,132,825 +2,584,490 | +13% | +$259M |
|
|
PX
50
DELISTED
Praxair Inc
PX
| $2.3B | 0.54% | 17,332,349 +716,835 | +4% | +$95M |
|