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 |
Nike
NKE
|
$2.49B |
| 2 |
Wells Fargo
WFC
|
$1B |
| 3 |
Public Service Enterprise Group
PEG
|
$941M |
| 4 |
ServiceNow
NOW
|
$911M |
| 5 |
Occidental Petroleum
OXY
|
$748M |
Top Sells
| 1 |
Schlumberger
SLB
|
$2.34B |
| 2 |
Apple
AAPL
|
$1.74B |
| 3 |
Microsoft
MSFT
|
$1.51B |
| 4 |
Boeing
BA
|
$1.41B |
| 5 |
Home Depot
HD
|
$1.28B |
Sector Composition
| 1 | Technology | 18.05% |
| 2 | Financials | 15.65% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Healthcare | 10.02% |
| 5 | Communication Services | 9.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alphabet (Google) Class A
GOOGL
$2.57T
| $4.07B | 0.88% | 3,859,873 -22,250 | -0.6% | -$23.4M |
|
|
27
Nike
NKE
$114B
| $4.04B | 0.88% | 64,646,705 +39,829,381 | +160% | +$2.49B |
|
28
Altria Group
MO
$113B
| $3.87B | 0.84% | 54,144,300 +9,376,700 | +21% | +$670M |
|
29
Simon Property Group
SPG
$59B
| $3.85B | 0.84% | 22,443,700 +1,198,700 | +6% | +$206M |
|
30
Capital One
COF
$145B
| $3.84B | 0.83% | 38,537,005 +140,999 | +0.4% | +$14M |
|
31
McDonald's
MCD
$224B
| $3.79B | 0.82% | 22,041,375 -713,717 | -3% | -$123M |
|
32
Johnson & Johnson
JNJ
$427B
| $3.63B | 0.79% | 26,010,006 -1 | -0% | -$140 |
|
33
Blackrock
BLK
$175B
| $3.58B | 0.78% | 6,970,304 +343,247 | +5% | +$176M |
|
34
Visa
V
$683B
| $3.48B | 0.75% | 30,491,736 -2,732,000 | -8% | -$312M |
|
35
Caterpillar
CAT
$196B
| $3.27B | 0.71% | 20,741,922 -136,781 | -0.7% | -$21.6M |
|
36
Charter Communications
CHTR
$36.3B
| $3.24B | 0.7% | 9,644,326 -492,000 | -5% | -$165M |
|
37
Procter & Gamble
PG
$368B
| $3.23B | 0.7% | 35,131,809 -1,854,892 | -5% | -$170M |
|
38
Verizon
VZ
$186B
| $3.22B | 0.7% | 60,756,938 -127,002 | -0.2% | -$6.72M |
|
|
39
Schlumberger
SLB
$55B
| $3.21B | 0.7% | 47,679,744 -34,677,466 | -42% | -$2.34B |
|
40
Chubb
CB
$110B
| $3.1B | 0.67% | 21,218,686 -13,841 | -0.1% | -$2.02M |
|
41
Goldman Sachs
GS
$226B
| $2.96B | 0.64% | 11,614,008 +2,503,578 | +27% | +$638M |
|
|
PX
42
DELISTED
Praxair Inc
PX
| $2.87B | 0.62% | 18,575,563 -119,232 | -0.6% | -$18.4M |
|
43
Humana
HUM
$36.5B
| $2.86B | 0.62% | 11,534,493 +11,499 | +0.1% | +$2.85M |
|
44
PNC Financial Services
PNC
$81.7B
| $2.68B | 0.58% | 18,552,107 +202,500 | +1% | +$29.2M |
|
45
Baidu
BIDU
$32.8B
| $2.64B | 0.57% | 11,264,631 +882,788 | +9% | +$207M |
|
46
TSMC
TSM
$1.2T
| $2.58B | 0.56% | 65,055,519 -790,052 | -1% | -$31.3M |
|
47
Boston Scientific
BSX
$156B
| $2.5B | 0.54% | 100,726,818 -283,378 | -0.3% | -$7.02M |
|
48
Booking.com
BKNG
$181B
| $2.49B | 0.54% | 1,432,912 -213,693 | -13% | -$371M |
|
49
Crown Castle
CCI
$43.2B
| $2.48B | 0.54% | 22,332,385 +130,160 | +0.6% | +$14.4M |
|
50
Thermo Fisher Scientific
TMO
$186B
| $2.45B | 0.53% | 12,889,722 +10,844 | +0.1% | +$2.06M |
|