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 |
Wells Fargo
WFC
|
$1.13B |
| 2 |
EOG Resources
EOG
|
$1.13B |
| 3 |
ConocoPhillips
COP
|
$1.08B |
| 4 |
ServiceNow
NOW
|
$844M |
| 5 |
CXO
CONCHO RESOURCES INC.
CXO
|
$617M |
Top Sells
| 1 |
Amazon
AMZN
|
$6.18B |
| 2 |
Microsoft
MSFT
|
$4.19B |
| 3 |
Boeing
BA
|
$2.71B |
| 4 |
Apple
AAPL
|
$2.58B |
| 5 |
Home Depot
HD
|
$1.46B |
Sector Composition
| 1 | Technology | 18.24% |
| 2 | Financials | 16.34% |
| 3 | Consumer Discretionary | 11.87% |
| 4 | Healthcare | 10.64% |
| 5 | Communication Services | 9.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alphabet (Google) Class A
GOOGL
$2.57T
| $4.17B | 0.94% | 4,018,348 +158,475 | +4% | +$164M |
|
|
AET
27
DELISTED
Aetna Inc
AET
| $3.86B | 0.87% | 22,827,941 -1,398,708 | -6% | -$236M |
|
28
Capital One
COF
$145B
| $3.7B | 0.83% | 38,649,005 +112,000 | +0.3% | +$10.7M |
|
29
Altria Group
MO
$113B
| $3.46B | 0.78% | 55,477,200 +1,332,900 | +2% | +$83.1M |
|
30
Visa
V
$683B
| $3.43B | 0.77% | 28,697,776 -1,793,960 | -6% | -$215M |
|
31
Johnson & Johnson
JNJ
$427B
| $3.42B | 0.77% | 26,653,902 +643,896 | +2% | +$82.5M |
|
|
32
EOG Resources
EOG
$68.2B
| $3.26B | 0.73% | 31,012,751 +10,710,386 | +53% | +$1.13B |
|
33
Charter Communications
CHTR
$36.3B
| $3.2B | 0.72% | 10,279,206 +634,880 | +7% | +$198M |
|
34
Simon Property Group
SPG
$59B
| $3.19B | 0.72% | 20,667,002 -1,776,698 | -8% | -$274M |
|
35
Verizon
VZ
$186B
| $3.18B | 0.72% | 66,424,883 +5,667,945 | +9% | +$271M |
|
36
Humana
HUM
$36.5B
| $3.15B | 0.71% | 11,701,993 +167,500 | +1% | +$45M |
|
37
McDonald's
MCD
$224B
| $3.09B | 0.69% | 19,738,375 -2,303,000 | -10% | -$360M |
|
38
Baidu
BIDU
$32.8B
| $3.03B | 0.68% | 13,595,641 +2,331,010 | +21% | +$520M |
|
39
Schlumberger
SLB
$55B
| $2.95B | 0.66% | 45,573,914 -2,105,830 | -4% | -$136M |
|
40
Boston Scientific
BSX
$156B
| $2.93B | 0.66% | 107,405,104 +6,678,286 | +7% | +$182M |
|
41
Chubb
CB
$110B
| $2.89B | 0.65% | 21,116,188 -102,498 | -0.5% | -$14M |
|
42
Goldman Sachs
GS
$226B
| $2.88B | 0.65% | 11,420,919 -193,089 | -2% | -$48.6M |
|
43
PNC Financial Services
PNC
$81.7B
| $2.8B | 0.63% | 18,492,107 -60,000 | -0.3% | -$9.07M |
|
44
TSMC
TSM
$1.2T
| $2.71B | 0.61% | 61,964,184 -3,091,335 | -5% | -$135M |
|
45
Caterpillar
CAT
$196B
| $2.71B | 0.61% | 18,380,715 -2,361,207 | -11% | -$348M |
|
46
Intuit
INTU
$186B
| $2.7B | 0.61% | 15,552,337 +700,000 | +5% | +$121M |
|
47
Booking.com
BKNG
$181B
| $2.67B | 0.6% | 1,281,048 -151,864 | -11% | -$316M |
|
|
48
ConocoPhillips
COP
$124B
| $2.65B | 0.6% | 44,776,053 +18,219,000 | +69% | +$1.08B |
|
|
PX
49
DELISTED
Praxair Inc
PX
| $2.64B | 0.59% | 18,288,877 -286,686 | -2% | -$41.4M |
|
50
Thermo Fisher Scientific
TMO
$186B
| $2.6B | 0.59% | 12,611,779 -277,943 | -2% | -$57.4M |
|