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 |
CSX Corp
CSX
|
$3.69B |
| 2 |
Agilon Health
AGL
|
$1.05B |
| 3 |
Rockwell Automation
ROK
|
$1.03B |
| 4 |
Meta Platforms (Facebook)
META
|
$974M |
| 5 |
AT&T
T
|
$898M |
Top Sells
| 1 |
Tesla
TSLA
|
$2.48B |
| 2 |
Mastercard
MA
|
$1.46B |
| 3 |
Shopify
SHOP
|
$1.34B |
| 4 |
JPMorgan Chase
JPM
|
$1.23B |
| 5 |
Honeywell
HON
|
$1.19B |
Sector Composition
| 1 | Technology | 19.43% |
| 2 | Consumer Discretionary | 15.53% |
| 3 | Healthcare | 15.09% |
| 4 | Financials | 14.5% |
| 5 | Communication Services | 9.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
General Motors
GM
$55.8B
| $4.85B | 0.82% | 82,014,845 -739,922 | -0.9% | -$43.8M |
|
27
Bank of America
BAC
$376B
| $4.79B | 0.81% | 116,220,466 -2,105,673 | -2% | -$86.8M |
|
28
TSMC
TSM
$1.2T
| $4.27B | 0.73% | 35,567,322 -708,068 | -2% | -$85.1M |
|
29
Advanced Micro Devices
AMD
$264B
| $3.86B | 0.66% | 41,061,159 -4,137,155 | -9% | -$389M |
|
30
CVS Health
CVS
$92.8B
| $3.85B | 0.65% | 46,105,742 +8,917,684 | +24% | +$744M |
|
31
Applied Materials
AMAT
$128B
| $3.61B | 0.61% | 25,351,472 +5,017,672 | +25% | +$715M |
|
32
Cigna
CI
$80.3B
| $3.56B | 0.61% | 15,024,454 -182,586 | -1% | -$43.3M |
|
33
Eli Lilly
LLY
$657B
| $3.51B | 0.6% | 15,288,019 +683,842 | +5% | +$157M |
|
34
Mercado Libre
MELI
$125B
| $3.48B | 0.59% | 2,235,338 -79,085 | -3% | -$123M |
|
35
Dow Inc
DOW
$17.5B
| $3.37B | 0.57% | 53,281,546 -797,665 | -1% | -$50.5M |
|
36
Capital One
COF
$145B
| $3.37B | 0.57% | 21,796,091 -415,676 | -2% | -$64.3M |
|
37
Intuitive Surgical
ISRG
$170B
| $3.33B | 0.57% | 3,622,606 -175,229 | -5% | -$161M |
|
38
Centene
CNC
$14.3B
| $3.26B | 0.55% | 44,758,773 +9,093,762 | +25% | +$663M |
|
39
RingCentral
RNG
$2.76B
| $3.23B | 0.55% | 11,131,240 +93,610 | +0.8% | +$27.2M |
|
40
Apple
AAPL
$3.45T
| $3.15B | 0.54% | 23,006,851 +1,267,077 | +6% | +$174M |
|
41
Crown Castle
CCI
$43.2B
| $3.13B | 0.53% | 16,033,076 -3,150,166 | -16% | -$615M |
|
42
Citigroup
C
$178B
| $3.05B | 0.52% | 43,127,971 -6,025,865 | -12% | -$426M |
|
43
Booking.com
BKNG
$181B
| $2.98B | 0.51% | 1,362,637 +268,376 | +25% | +$587M |
|
44
Dollar General
DG
$23.9B
| $2.98B | 0.51% | 13,755,956 +651,938 | +5% | +$141M |
|
45
Canadian Natural Resources
CNQ
$65.9B
| $2.97B | 0.5% | 81,808,970 +3,994,981 | +5% | +$145M |
|
46
Regeneron Pharmaceuticals
REGN
$61.5B
| $2.96B | 0.5% | 5,307,957 -876,163 | -14% | -$489M |
|
47
Vale
VALE
$43.9B
| $2.91B | 0.5% | 127,734,628 +6,335,463 | +5% | +$145M |
|
48
PNC Financial Services
PNC
$81.7B
| $2.85B | 0.48% | 14,916,363 +458,398 | +3% | +$87.4M |
|
49
Toronto Dominion Bank
TD
$129B
| $2.8B | 0.48% | 39,969,396 +3,147,166 | +9% | +$221M |
|
50
LyondellBasell Industries
LYB
$18.1B
| $2.78B | 0.47% | 27,044,896 -1,933,285 | -7% | -$199M |
|