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 |
Eli Lilly
LLY
|
$2.2B |
| 2 |
Caterpillar
CAT
|
$2.06B |
| 3 |
Home Depot
HD
|
$1.58B |
| 4 |
Stellantis
STLA
|
$1.48B |
| 5 |
Toronto Dominion Bank
TD
|
$1.15B |
Top Sells
| 1 |
Tesla
TSLA
|
$3.56B |
| 2 |
Johnson & Johnson
JNJ
|
$1.89B |
| 3 |
Colgate-Palmolive
CL
|
$1.8B |
| 4 |
Mastercard
MA
|
$1.34B |
| 5 |
Pfizer
PFE
|
$1.32B |
Sector Composition
| 1 | Technology | 19.18% |
| 2 | Consumer Discretionary | 15.92% |
| 3 | Financials | 14.63% |
| 4 | Healthcare | 14.55% |
| 5 | Communication Services | 8.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Sea Limited
SE
$110B
| $4.44B | 0.82% | 19,901,521 +169,519 | +0.9% | +$37.8M |
|
27
TSMC
TSM
$1.2T
| $4.29B | 0.79% | 36,275,390 -2,367,176 | -6% | -$280M |
|
28
Alphabet (Google) Class A
GOOGL
$2.57T
| $3.72B | 0.69% | 1,801,856 +43,226 | +2% | +$89.2M |
|
29
Cigna
CI
$80.3B
| $3.68B | 0.68% | 15,207,040 +56,434 | +0.4% | +$13.6M |
|
30
Citigroup
C
$178B
| $3.58B | 0.66% | 49,153,836 +5,474,232 | +13% | +$398M |
|
31
Advanced Micro Devices
AMD
$264B
| $3.55B | 0.66% | 45,198,314 -1,050,236 | -2% | -$82.4M |
|
32
Dow Inc
DOW
$17.5B
| $3.46B | 0.64% | 54,079,211 +432,034 | +0.8% | +$27.6M |
|
33
Mercado Libre
MELI
$125B
| $3.41B | 0.63% | 2,314,423 -17,913 | -0.8% | -$26.4M |
|
|
34
Mastercard
MA
$538B
| $3.39B | 0.63% | 9,532,420 -3,756,041 | -28% | -$1.34B |
|
35
Crown Castle
CCI
$43.2B
| $3.3B | 0.61% | 19,183,242 -869,319 | -4% | -$150M |
|
36
RingCentral
RNG
$2.76B
| $3.29B | 0.61% | 11,037,630 +58,216 | +0.5% | +$17.3M |
|
37
LyondellBasell Industries
LYB
$18.1B
| $3.02B | 0.56% | 28,978,181 +3,166,921 | +12% | +$330M |
|
38
Verizon
VZ
$186B
| $2.94B | 0.54% | 50,526,818 -119,094 | -0.2% | -$6.93M |
|
39
Regeneron Pharmaceuticals
REGN
$61.5B
| $2.93B | 0.54% | 6,184,120 -761,648 | -11% | -$360M |
|
40
Capital One
COF
$145B
| $2.83B | 0.52% | 22,211,767 +557,910 | +3% | +$71M |
|
|
41
Caterpillar
CAT
$196B
| $2.82B | 0.52% | 12,168,006 +8,881,479 | +270% | +$2.06B |
|
42
Intuitive Surgical
ISRG
$170B
| $2.81B | 0.52% | 3,797,835 -15,397 | -0.4% | -$11.4M |
|
43
CVS Health
CVS
$92.8B
| $2.8B | 0.52% | 37,188,058 +2,524,887 | +7% | +$190M |
|
|
44
Eli Lilly
LLY
$657B
| $2.73B | 0.5% | 14,604,177 +11,750,226 | +412% | +$2.2B |
|
45
Applied Materials
AMAT
$128B
| $2.72B | 0.5% | 20,333,800 +7,526,476 | +59% | +$1.01B |
|
46
Apple
AAPL
$3.45T
| $2.66B | 0.49% | 21,739,774 -1,948,698 | -8% | -$238M |
|
47
Dollar General
DG
$23.9B
| $2.66B | 0.49% | 13,104,018 +1,826,571 | +16% | +$370M |
|
48
DTE Energy
DTE
$28.4B
| $2.65B | 0.49% | 19,912,011 -1,235,071 | -6% | -$164M |
|
49
Booking.com
BKNG
$181B
| $2.55B | 0.47% | 1,094,261 +473,356 | +76% | +$1.1B |
|
50
PNC Financial Services
PNC
$81.7B
| $2.54B | 0.47% | 14,457,965 -1,191,888 | -8% | -$209M |
|