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 |
Kraft Heinz
KHC
|
$2.06B |
| 2 |
RAI
Reynolds American Inc
RAI
|
$1.69B |
| 3 |
Intel
INTC
|
$981M |
| 4 |
Intuit
INTU
|
$862M |
| 5 |
Kroger
KR
|
$829M |
Top Sells
| 1 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$1.95B |
| 2 |
Cisco
CSCO
|
$1.03B |
| 3 |
PepsiCo
PEP
|
$988M |
| 4 |
Walt Disney
DIS
|
$861M |
| 5 |
American Express
AXP
|
$779M |
Sector Composition
| 1 | Healthcare | 14.38% |
| 2 | Financials | 13.71% |
| 3 | Industrials | 12.2% |
| 4 | Technology | 11.83% |
| 5 | Consumer Discretionary | 11.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Waste Management
WM
$91.2B
| $1.67B | 0.49% | 33,589,153 -3,500,000 | -9% | -$174M |
|
52
Citigroup
C
$178B
| $1.65B | 0.49% | 33,240,574 | – | – |
|
53
McDonald's
MCD
$224B
| $1.64B | 0.48% | 16,654,514 +4,477,514 | +37% | +$441M |
|
54
Salesforce
CRM
$245B
| $1.6B | 0.47% | 23,012,249 -4,494,070 | -16% | -$312M |
|
|
55
Kroger
KR
$44.9B
| $1.54B | 0.45% | 42,573,100 +22,976,800 | +117% | +$829M |
|
56
RTX Corp
RTX
$212B
| $1.48B | 0.44% | 16,678,662 -5,242,898 | -24% | -$467M |
|
|
57
Intuit
INTU
$186B
| $1.47B | 0.43% | 16,582,841 +9,715,059 | +141% | +$862M |
|
58
Analog Devices
ADI
$124B
| $1.47B | 0.43% | 26,021,374 +1,176,273 | +5% | +$66.4M |
|
59
Schlumberger
SLB
$55B
| $1.41B | 0.41% | 20,371,683 +8,037,283 | +65% | +$554M |
|
|
WBA
60
DELISTED
Walgreens Boots Alliance
WBA
| $1.39B | 0.41% | 16,747,952 +3,637 | +0% | +$302K |
|
61
Incyte
INCY
$16.5B
| $1.38B | 0.41% | 12,505,383 -2,219,717 | -15% | -$245M |
|
62
LyondellBasell Industries
LYB
$18.1B
| $1.36B | 0.4% | 16,309,200 -499,000 | -3% | -$41.6M |
|
63
Thermo Fisher Scientific
TMO
$186B
| $1.32B | 0.39% | 10,764,022 +938,396 | +10% | +$115M |
|
64
CVS Health
CVS
$92.8B
| $1.31B | 0.39% | 13,626,000 +30,000 | +0.2% | +$2.89M |
|
65
Nike
NKE
$114B
| $1.31B | 0.39% | 10,653,645 -479,591 | -4% | -$59M |
|
66
Booking.com
BKNG
$181B
| $1.27B | 0.37% | 1,026,834 +256 | +0% | +$317K |
|
67
Delta Air Lines
DAL
$40.3B
| $1.26B | 0.37% | 28,049,603 -1,038,247 | -4% | -$46.6M |
|
68
Meta Platforms (Facebook)
META
$1.86T
| $1.23B | 0.36% | 13,697,253 +7,064,568 | +107% | +$635M |
|
|
CXO
69
DELISTED
CONCHO RESOURCES INC.
CXO
| $1.22B | 0.36% | 12,392,006 +546,184 | +5% | +$53.7M |
|
|
PARA
70
DELISTED
Paramount Global Class B
PARA
| $1.22B | 0.36% | 30,471,363 -6,974,821 | -19% | -$278M |
|
71
Apple
AAPL
$3.45T
| $1.19B | 0.35% | 10,765,000 -250,000 | -2% | -$27.6M |
|
|
PXD
72
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.17B | 0.35% | 9,655,778 -856,391 | -8% | -$104M |
|
73
VF Corp
VFC
$5.91B
| $1.15B | 0.34% | 16,831,200 | – | – |
|
74
Crown Castle
CCI
$43.2B
| $1.14B | 0.34% | 14,467,147 +1,980,000 | +16% | +$156M |
|
75
Parker-Hannifin
PH
$96.2B
| $1.13B | 0.33% | 11,625,000 -926,400 | -7% | -$90.1M |
|