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 |
Visa
V
|
$2.12B |
| 2 |
Philip Morris
PM
|
$1.59B |
| 3 |
Medtronic
MDT
|
$1.47B |
| 4 |
DD
Du Pont De Nemours E I
DD
|
$1.17B |
| 5 |
Kroger
KR
|
$924M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$3.76B |
| 2 |
PepsiCo
PEP
|
$1.64B |
| 3 |
Carnival Corp
CCL
|
$1.18B |
| 4 |
Edwards Lifesciences
EW
|
$693M |
| 5 |
American Express
AXP
|
$677M |
Sector Composition
| 1 | Healthcare | 15.13% |
| 2 | Industrials | 13.92% |
| 3 | Financials | 13.29% |
| 4 | Technology | 10.56% |
| 5 | Consumer Discretionary | 9.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Medtronic
MDT
$119B
| $1.9B | 0.51% | 24,361,000 +18,797,000 | +338% | +$1.47B |
|
52
Salesforce
CRM
$245B
| $1.87B | 0.5% | 27,969,697 +4,624,697 | +20% | +$309M |
|
53
Cummins
CMI
$54.9B
| $1.65B | 0.45% | 11,912,816 -105,594 | -0.9% | -$14.6M |
|
54
Target
TGT
$43.6B
| $1.64B | 0.44% | 19,970,000 +1,520,000 | +8% | +$125M |
|
|
PXD
55
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.64B | 0.44% | 10,012,169 +10,000 | +0.1% | +$1.64M |
|
56
Citigroup
C
$178B
| $1.62B | 0.44% | 31,540,574 | – | – |
|
|
TWX
57
DELISTED
Time Warner Inc
TWX
| $1.6B | 0.43% | 18,986,367 -3,050,000 | -14% | -$258M |
|
58
Apple
AAPL
$3.45T
| $1.53B | 0.41% | 12,315,000 -930,000 | -7% | -$116M |
|
59
Parker-Hannifin
PH
$96.2B
| $1.49B | 0.4% | 12,551,400 +184,000 | +1% | +$21.9M |
|
60
PG&E
PCG
$33.6B
| $1.48B | 0.4% | 27,940,500 -4,725,000 | -14% | -$251M |
|
61
Ryanair
RYAAY
$33.7B
| $1.48B | 0.4% | 22,195,213 | – | – |
|
62
Incyte
INCY
$16.5B
| $1.46B | 0.39% | 15,897,700 -1,023,000 | -6% | -$93.8M |
|
|
CXO
63
DELISTED
CONCHO RESOURCES INC.
CXO
| $1.42B | 0.38% | 12,245,822 -628,500 | -5% | -$72.9M |
|
|
WBA
64
DELISTED
Walgreens Boots Alliance
WBA
| $1.42B | 0.38% | 16,743,000 +3,250,000 | +24% | +$275M |
|
65
Delta Air Lines
DAL
$40.3B
| $1.39B | 0.38% | 30,983,592 -55,000 | -0.2% | -$2.47M |
|
66
LyondellBasell Industries
LYB
$18.1B
| $1.33B | 0.36% | 15,148,100 +2,455,100 | +19% | +$216M |
|
67
Caterpillar
CAT
$196B
| $1.33B | 0.36% | 16,610,707 +1,490,000 | +10% | +$119M |
|
68
Thermo Fisher Scientific
TMO
$186B
| $1.31B | 0.35% | 9,775,000 +2,517,000 | +35% | +$338M |
|
69
CVS Health
CVS
$92.8B
| $1.28B | 0.35% | 12,417,000 +3,454,000 | +39% | +$356M |
|
|
LNKD
70
DELISTED
LinkedIn Corporation
LNKD
| $1.28B | 0.34% | 5,121,500 -1,442,000 | -22% | -$360M |
|
71
PNC Financial Services
PNC
$81.7B
| $1.28B | 0.34% | 13,680,600 +8,030,000 | +142% | +$749M |
|
72
VF Corp
VFC
$5.91B
| $1.27B | 0.34% | 16,831,200 -3,348,800 | -17% | -$252M |
|
73
Weyerhaeuser
WY
$18.7B
| $1.26B | 0.34% | 37,864,942 -826,000 | -2% | -$27.4M |
|
74
EOG Resources
EOG
$68.2B
| $1.22B | 0.33% | 13,291,816 -300,000 | -2% | -$27.5M |
|
75
Amphenol
APH
$133B
| $1.21B | 0.33% | 20,570,000 +55,000 | +0.3% | +$3.24M |
|