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 |
Vertex Pharmaceuticals
VRTX
|
$1.56B |
| 2 |
EOG Resources
EOG
|
$1.14B |
| 3 |
Amazon
AMZN
|
$1.07B |
| 4 |
Blackrock
BLK
|
$1.04B |
| 5 |
Brookfield
BN
|
$1B |
Top Sells
| 1 |
Applied Materials
AMAT
|
$1.68B |
| 2 |
Apple
AAPL
|
$1.55B |
| 3 |
Corteva
CTVA
|
$1.38B |
| 4 |
ConocoPhillips
COP
|
$1.23B |
| 5 |
Iron Mountain
IRM
|
$1.03B |
Sector Composition
| 1 | Technology | 23.5% |
| 2 | Healthcare | 16.36% |
| 3 | Consumer Discretionary | 11.93% |
| 4 | Financials | 11.75% |
| 5 | Industrials | 9.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Boeing
BA
$177B
| $4.49B | 0.8% | 17,233,556 -263,015 | -2% | -$68.6M |
|
27
Blackstone
BX
$134B
| $4.42B | 0.79% | 33,738,986 +1,367,581 | +4% | +$179M |
|
28
Halliburton
HAL
$19.4B
| $4.39B | 0.78% | 121,551,234 +479,877 | +0.4% | +$17.3M |
|
29
TSMC
TSM
$1.2T
| $4.3B | 0.77% | 41,356,279 +4,240,928 | +11% | +$441M |
|
|
30
Applied Materials
AMAT
$128B
| $4.28B | 0.76% | 26,386,915 -10,366,249 | -28% | -$1.68B |
|
31
ASML
ASML
$292B
| $4.23B | 0.75% | 5,588,338 -651,163 | -10% | -$493M |
|
|
32
Apple
AAPL
$3.45T
| $3.99B | 0.71% | 20,701,459 -8,044,512 | -28% | -$1.55B |
|
33
Motorola Solutions
MSI
$78.7B
| $3.81B | 0.68% | 12,176,768 +44,279 | +0.4% | +$13.9M |
|
34
Carrier Global
CARR
$55.5B
| $3.68B | 0.66% | 64,132,148 -16,408,782 | -20% | -$943M |
|
35
Target
TGT
$43.6B
| $3.62B | 0.64% | 25,385,871 -3,715,768 | -13% | -$529M |
|
36
Keurig Dr Pepper
KDP
$39.5B
| $3.6B | 0.64% | 108,032,566 +13,738,345 | +15% | +$458M |
|
37
TE Connectivity
TEL
$61B
| $3.45B | 0.61% | 24,567,538 -3,465,710 | -12% | -$487M |
|
38
L3Harris
LHX
$51.9B
| $3.38B | 0.6% | 16,056,272 +3,308,506 | +26% | +$697M |
|
39
Synopsys
SNPS
$112B
| $3.37B | 0.6% | 6,551,405 +32,430 | +0.5% | +$16.7M |
|
40
Restaurant Brands International
QSR
$20.8B
| $3.3B | 0.59% | 42,244,556 +227,630 | +0.5% | +$17.8M |
|
41
Marsh & McLennan
MMC
$101B
| $3.26B | 0.58% | 17,214,197 +867 | +0% | +$164K |
|
42
CVS Health
CVS
$92.8B
| $3.2B | 0.57% | 40,544,702 +119,631 | +0.3% | +$9.45M |
|
43
Extra Space Storage
EXR
$30.5B
| $3.16B | 0.56% | 19,682,204 -1,794,497 | -8% | -$288M |
|
44
TransDigm Group
TDG
$78.8B
| $3.13B | 0.56% | 3,093,357 +120,058 | +4% | +$121M |
|
45
Alnylam Pharmaceuticals
ALNY
$58.5B
| $3.1B | 0.55% | 16,174,563 -354,745 | -2% | -$67.9M |
|
|
46
EOG Resources
EOG
$68.2B
| $3.07B | 0.55% | 25,420,916 +9,455,621 | +59% | +$1.14B |
|
47
CME Group
CME
$96B
| $3.07B | 0.55% | 14,589,867 +1,172,575 | +9% | +$247M |
|
48
Shopify
SHOP
$184B
| $3.07B | 0.55% | 39,424,769 +8,789,411 | +29% | +$685M |
|
49
Apollo Global Management
APO
$77.9B
| $2.95B | 0.53% | 31,675,300 +12,485 | +0% | +$1.16M |
|
50
Altria Group
MO
$113B
| $2.86B | 0.51% | 70,797,651 -17,045,437 | -19% | -$688M |
|