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 | |
|---|---|---|---|---|---|---|
51
DuPont de Nemours
DD
$32.2B
| $1.67B | 0.46% | 32,844,968 -34,700 | -0.1% | -$1.76M |
|
52
Waste Management
WM
$91.2B
| $1.66B | 0.46% | 28,210,612 +129,484 | +0.5% | +$7.64M |
|
53
CVS Health
CVS
$92.8B
| $1.62B | 0.45% | 15,625,000 -101,000 | -0.6% | -$10.5M |
|
54
TSMC
TSM
$1.2T
| $1.61B | 0.45% | 61,577,238 +9,948,623 | +19% | +$261M |
|
55
Capital One
COF
$145B
| $1.57B | 0.43% | 22,681,200 -5,658,800 | -20% | -$392M |
|
56
Dominion Energy
D
$51.1B
| $1.56B | 0.43% | 20,776,900 +8,401,900 | +68% | +$631M |
|
57
Alibaba
BABA
$322B
| $1.56B | 0.43% | 19,729,350 +2,976,922 | +18% | +$235M |
|
58
Thermo Fisher Scientific
TMO
$186B
| $1.56B | 0.43% | 11,003,654 -354,926 | -3% | -$50.3M |
|
59
Boston Scientific
BSX
$156B
| $1.54B | 0.43% | 81,819,420 +12,773,496 | +19% | +$240M |
|
60
Analog Devices
ADI
$124B
| $1.51B | 0.42% | 25,592,778 -632,365 | -2% | -$37.4M |
|
61
PNC Financial Services
PNC
$81.7B
| $1.49B | 0.41% | 17,626,800 -4,968,800 | -22% | -$420M |
|
|
WBA
62
DELISTED
Walgreens Boots Alliance
WBA
| $1.48B | 0.41% | 17,596,863 +814,473 | +5% | +$68.6M |
|
63
Starbucks
SBUX
$100B
| $1.47B | 0.41% | 24,625,919 +12,319,412 | +100% | +$735M |
|
64
Union Pacific
UNP
$133B
| $1.4B | 0.39% | 17,649,500 -1,310,000 | -7% | -$104M |
|
|
NBL
65
DELISTED
Noble Energy, Inc.
NBL
| $1.36B | 0.38% | 43,416,150 +3,296,711 | +8% | +$104M |
|
66
Crown Castle
CCI
$43.2B
| $1.35B | 0.37% | 15,551,485 -113,662 | -0.7% | -$9.83M |
|
67
VF Corp
VFC
$5.91B
| $1.31B | 0.36% | 20,278,200 +617,000 | +3% | +$40M |
|
|
PXD
68
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.31B | 0.36% | 9,287,823 +81,514 | +0.9% | +$11.5M |
|
69
Citigroup
C
$178B
| $1.31B | 0.36% | 31,260,000 -3,530,574 | -10% | -$147M |
|
70
Mastercard
MA
$538B
| $1.28B | 0.35% | 13,523,890 +919,843 | +7% | +$86.9M |
|
71
Walt Disney
DIS
$213B
| $1.28B | 0.35% | 12,860,460 -5,369,949 | -29% | -$533M |
|
72
AT&T
T
$209B
| $1.27B | 0.35% | 32,482,500 +4,477,400 | +16% | +$175M |
|
73
VeriSign
VRSN
$25.5B
| $1.23B | 0.34% | 13,850,613 -1,611,431 | -10% | -$143M |
|
74
Charter Communications
CHTR
$36.3B
| $1.22B | 0.34% | 6,034,000 +1,766,000 | +41% | +$357M |
|
75
Amphenol
APH
$133B
| $1.21B | 0.34% | 20,974,588 +659,247 | +3% | +$38.1M |
|