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 |
Linde
LIN
|
$2.81B |
| 2 |
Cigna
CI
|
$2.16B |
| 3 |
Pfizer
PFE
|
$1.76B |
| 4 |
Meta Platforms (Facebook)
META
|
$1.24B |
| 5 |
PNC Financial Services
PNC
|
$1.14B |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
$1.53B |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
$1.5B |
| 3 |
Wells Fargo
WFC
|
$1.42B |
| 4 |
Amazon
AMZN
|
$1.15B |
| 5 |
Philip Morris
PM
|
$745M |
Sector Composition
| 1 | Technology | 17.17% |
| 2 | Healthcare | 14.99% |
| 3 | Financials | 14.74% |
| 4 | Consumer Discretionary | 12.54% |
| 5 | Communication Services | 7.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
RDS.B
26
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $3.42B | 0.93% | 56,998,513 -4,590,091 | -7% | -$275M |
|
27
Thermo Fisher Scientific
TMO
$186B
| $3.35B | 0.91% | 14,989,782 -422,460 | -3% | -$94.5M |
|
28
Simon Property Group
SPG
$59B
| $3.28B | 0.89% | 19,517,709 +461,999 | +2% | +$77.6M |
|
29
Visa
V
$683B
| $3.25B | 0.88% | 24,636,827 -242,162 | -1% | -$32M |
|
|
30
Cigna
CI
$80.3B
| $3.2B | 0.87% | 16,848,497 +11,383,971 | +208% | +$2.16B |
|
31
Blackrock
BLK
$175B
| $3.16B | 0.86% | 8,044,455 -309,215 | -4% | -$121M |
|
32
Enbridge
ENB
$105B
| $3.13B | 0.85% | 100,601,333 +833,922 | +0.8% | +$25.9M |
|
|
33
PNC Financial Services
PNC
$81.7B
| $2.94B | 0.8% | 25,130,096 +9,752,000 | +63% | +$1.14B |
|
34
Tesla
TSLA
$1.08T
| $2.87B | 0.78% | 8,621,712 +1,804,422 | +26% | +$601M |
|
|
35
Linde
LIN
$224B
| $2.81B | 0.76% | +17,950,099 | New | +$2.81B |
|
36
Netflix
NFLX
$513B
| $2.73B | 0.74% | 10,210,528 +22,223 | +0.2% | +$5.95M |
|
37
EOG Resources
EOG
$68.2B
| $2.73B | 0.74% | 31,261,861 +1,911,924 | +7% | +$167M |
|
38
McDonald's
MCD
$224B
| $2.71B | 0.73% | 15,254,813 -1,956,682 | -11% | -$347M |
|
39
Capital One
COF
$145B
| $2.7B | 0.73% | 35,779,578 +2,500,030 | +8% | +$189M |
|
40
Regeneron Pharmaceuticals
REGN
$61.5B
| $2.63B | 0.71% | 7,029,191 +644,868 | +10% | +$241M |
|
|
CXO
41
DELISTED
CONCHO RESOURCES INC.
CXO
| $2.47B | 0.67% | 23,983,029 +2,003,705 | +9% | +$206M |
|
42
Comcast
CMCSA
$125B
| $2.39B | 0.65% | 70,238,568 -7,344,009 | -9% | -$250M |
|
43
Alibaba
BABA
$322B
| $2.39B | 0.65% | 17,404,753 +751,644 | +5% | +$103M |
|
44
Chevron
CVX
$324B
| $2.3B | 0.62% | 21,133,746 -2,707,820 | -11% | -$295M |
|
45
Digital Realty Trust
DLR
$57.2B
| $2.25B | 0.61% | 21,093,035 +5,778,600 | +38% | +$616M |
|
46
Charter Communications
CHTR
$36.3B
| $2.18B | 0.59% | 7,657,217 +290,000 | +4% | +$82.6M |
|
47
American Tower
AMT
$95.5B
| $2.17B | 0.59% | 13,721,112 +1,620,510 | +13% | +$256M |
|
|
ATVI
48
DELISTED
Activision Blizzard Inc.
ATVI
| $2.09B | 0.57% | 44,976,660 +14,899,037 | +50% | +$694M |
|
49
TSMC
TSM
$1.2T
| $2.09B | 0.57% | 56,658,644 +5,503,096 | +11% | +$203M |
|
50
Costco
COST
$418B
| $2.06B | 0.56% | 10,105,773 +197,635 | +2% | +$40.3M |
|