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 |
Apple
AAPL
|
$2.61B |
| 2 |
Schlumberger
SLB
|
$2.3B |
| 3 |
McDonald's
MCD
|
$1.27B |
| 4 |
DD
Du Pont De Nemours E I
DD
|
$1.22B |
| 5 |
Meta Platforms (Facebook)
META
|
$892M |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.12B |
| 2 |
Wells Fargo
WFC
|
$1.7B |
| 3 |
American Express
AXP
|
$1.42B |
| 4 |
Cisco
CSCO
|
$1.01B |
| 5 |
Salesforce
CRM
|
$904M |
Sector Composition
| 1 | Technology | 12.9% |
| 2 | Healthcare | 12.58% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Financials | 11.35% |
| 5 | Consumer Staples | 10.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Baxter International
BAX
$12.7B
| – | – | -2,105,157 | Closed | -$80.3M |
|
477
Brunswick
BC
$4.15B
| – | – | -405,000 | Closed | -$20.5M |
|
478
Celldex Therapeutics
CLDX
$1.47B
| – | – | -627,000 | Closed | -$9.83M |
|
479
Danaher
DHR
$147B
| – | – | -1,000,000 | Closed | -$92.9M |
|
480
DaVita
DVA
$9.85B
| – | – | -734,000 | Closed | -$51.2M |
|
481
Elevance Health
ELV
$71.8B
| – | – | -1,840 | Closed | -$257K |
|
482
TechnipFMC
FTI
$15.1B
| – | – | -12,131,278 | Closed | -$352M |
|
483
GameStop
GME
$10B
| – | – | -500,000 | Closed | -$14M |
|
484
W.W. Grainger
GWW
$48.5B
| – | – | -730,710 | Closed | -$148M |
|
485
Hewlett Packard
HPE
$29.6B
| – | – | -2,500,000 | Closed | -$38M |
|
486
HP
HPQ
$26.7B
| – | – | -2,500,000 | Closed | -$29.6M |
|
487
Host Hotels & Resorts
HST
$11.8B
| – | – | -75,000 | Closed | -$1.15M |
|
488
JD.com
JD
$44.1B
| – | – | -352,500 | Closed | -$11.4M |
|
489
Jefferies Financial Group
JEF
$13.4B
| – | – | -5,179,527 | Closed | -$90.1M |
|
490
KeyCorp
KEY
$21.2B
| – | – | -32,495,000 | Closed | -$429M |
|
491
Kimco Realty
KIM
$15.2B
| – | – | -4,010,000 | Closed | -$106M |
|
492
Kinder Morgan
KMI
$60B
| – | – | -2,840,000 | Closed | -$42.4M |
|
493
Southwest Airlines
LUV
$17.3B
| – | – | -2,250,000 | Closed | -$96.9M |
|
494
Mondelez International
MDLZ
$79.5B
| – | – | -13,650,000 | Closed | -$612M |
|
495
Oceaneering
OII
$2.45B
| – | – | -1,380,000 | Closed | -$51.8M |
|
496
Petrobras Class A
PBR.A
$73.9B
| – | – | -474,700 | Closed | -$1.61M |
|
497
Pultegroup
PHM
$26B
| – | – | -5,000,000 | Closed | -$89.1M |
|
498
Ultragenyx Pharmaceutical
RARE
$2.89B
| – | – | -70,000 | Closed | -$7.85M |
|
499
RE/MAX Holdings
RMAX
$189M
| – | – | -550,000 | Closed | -$20.5M |
|
500
Revvity
RVTY
$10.5B
| – | – | -260,000 | Closed | -$13.9M |
|