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 | |
|---|---|---|---|---|---|---|
526
Chegg
CHGG
$153M
| – | – |
-585,602
| Closed | -$16.6M |
|
527
Cantaloupe
CTLP
$795M
| – | – |
-629,687
| Closed | -$4.53M |
|
528
DXC Technology
DXC
$2.49B
| – | – |
-3,320,460
| Closed | -$311M |
|
529
ENI
E
$52.5B
| – | – |
-253,148
| Closed | -$9.53M |
|
530
Evolent Health
EVH
$1,000M
| – | – |
-1,462,381
| Closed | -$41.5M |
|
531
FedEx
FDX
$53.3B
| – | – |
-1,085,135
| Closed | -$261M |
|
532
General Dynamics
GD
$88B
| – | – |
-2,404,900
| Closed | -$492M |
|
533
Golar LNG
GLNG
$4.1B
| – | – |
-3,085,600
| Closed | -$85.8M |
|
534
Hershey
HSY
$37.6B
| – | – |
-4,636,939
| Closed | -$473M |
|
535
HubSpot
HUBS
$26.8B
| – | – |
-215,670
| Closed | -$32.6M |
|
536
IBM
IBM
$239B
| – | – |
-4,131,700
| Closed | -$597M |
|
537
IMAX
IMAX
$1.76B
| – | – |
-940,000
| Closed | -$24.3M |
|
538
Invesco
IVZ
$9.96B
| – | – |
-746,300
| Closed | -$17.1M |
|
539
James Hardie Industries plc
JHX
$11.7B
| – | – |
-15
| Closed | – |
|
540
Kirby Corp
KEX
$4.71B
| – | – |
-1,212,000
| Closed | -$99.7M |
|
541
Kraft Heinz
KHC
$30.3B
| – | – |
-453,209
| Closed | -$25M |
|
542
Kimberly-Clark
KMB
$41.6B
| – | – |
-1,200,000
| Closed | -$136M |
|
543
Kinder Morgan
KMI
$60.8B
| – | – |
-5,864,000
| Closed | -$104M |
|
544
LG Display
LPL
$4.5B
| $0 | ﹤0.01% |
37
+7
| +23% | – |
|
545
Mattel
MAT
$5.61B
| – | – |
-1,000,000
| Closed | -$15.7M |
|
546
Madrigal Pharmaceuticals
MDGL
$9.49B
| – | – |
-73,500
| Closed | -$15.7M |
|
547
Mondelez International
MDLZ
$79.7B
| – | – |
-1,336,600
| Closed | -$57.4M |
|
548
MGIC Investment
MTG
$6.45B
| – | – |
-2,500,000
| Closed | -$33.3M |
|
549
Neurocrine Biosciences
NBIX
$13.9B
| – | – |
-300,000
| Closed | -$36.9M |
|
550
Oneok
OKE
$45.7B
| – | – |
-409,681
| Closed | -$27.8M |
|