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 |
Schlumberger
SLB
|
$1.77B |
| 2 |
Meta Platforms (Facebook)
META
|
$1.11B |
| 3 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$531M |
| 4 |
Boeing
BA
|
$502M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
$485M |
Top Sells
| 1 |
Wells Fargo
WFC
|
$1.16B |
| 2 |
Amazon
AMZN
|
$889M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$643M |
| 4 |
Philip Morris
PM
|
$618M |
| 5 |
CVS Health
CVS
|
$606M |
Sector Composition
| 1 | Healthcare | 13.23% |
| 2 | Technology | 12.3% |
| 3 | Consumer Discretionary | 12.21% |
| 4 | Financials | 10.43% |
| 5 | Consumer Staples | 10.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Goldman Sachs
GS
$226B
| $1.69B | 0.46% | 11,404,284 +38,554 | +0.3% | +$5.73M |
|
52
TSMC
TSM
$1.2T
| $1.66B | 0.45% | 63,350,615 +1,773,377 | +3% | +$46.5M |
|
|
WBA
53
DELISTED
Walgreens Boots Alliance
WBA
| $1.63B | 0.44% | 19,625,115 +2,028,252 | +12% | +$169M |
|
54
Thermo Fisher Scientific
TMO
$186B
| $1.63B | 0.44% | 11,004,526 +872 | +0% | +$129K |
|
55
Waste Management
WM
$91.2B
| $1.6B | 0.43% | 24,095,128 -4,115,484 | -15% | -$273M |
|
56
Alibaba
BABA
$322B
| $1.59B | 0.43% | 19,969,350 +240,000 | +1% | +$19.1M |
|
|
NBL
57
DELISTED
Noble Energy, Inc.
NBL
| $1.56B | 0.42% | 43,511,150 +95,000 | +0.2% | +$3.41M |
|
58
Booking.com
BKNG
$181B
| $1.54B | 0.42% | 1,235,836 +340,386 | +38% | +$425M |
|
59
Starbucks
SBUX
$100B
| $1.52B | 0.41% | 26,626,026 +2,000,107 | +8% | +$114M |
|
60
Ryanair
RYAAY
$33.7B
| $1.47B | 0.4% | 21,098,482 +1,747 | +0% | +$121K |
|
61
Analog Devices
ADI
$124B
| $1.45B | 0.39% | 25,595,632 +2,854 | +0% | +$162K |
|
62
Exxon Mobil
XOM
$487B
| $1.43B | 0.38% | 15,221,000 +4,480,000 | +42% | +$420M |
|
63
Charter Communications
CHTR
$36.3B
| $1.42B | 0.38% | 6,208,062 +174,062 | +3% | +$39.8M |
|
64
AT&T
T
$209B
| $1.4B | 0.38% | 32,352,000 -130,500 | -0.4% | -$5.64M |
|
65
Capital One
COF
$145B
| $1.37B | 0.37% | 21,541,200 -1,140,000 | -5% | -$72.4M |
|
66
DuPont de Nemours
DD
$32.2B
| $1.35B | 0.37% | 27,249,435 -5,595,533 | -17% | -$278M |
|
67
Altria Group
MO
$113B
| $1.35B | 0.36% | 19,567,110 +1,713,910 | +10% | +$118M |
|
68
Northrop Grumman
NOC
$84.5B
| $1.35B | 0.36% | 6,059,000 +24,000 | +0.4% | +$5.33M |
|
69
Citigroup
C
$178B
| $1.33B | 0.36% | 31,260,000 | – | – |
|
70
Halliburton
HAL
$19.4B
| $1.32B | 0.35% | 29,055,680 +3,440,198 | +13% | +$156M |
|
|
AET
71
DELISTED
Aetna Inc
AET
| $1.31B | 0.35% | 10,739,500 +150,000 | +1% | +$18.3M |
|
72
EOG Resources
EOG
$68.2B
| $1.29B | 0.35% | 15,441,504 +2,246,141 | +17% | +$187M |
|
73
Gilead Sciences
GILD
$140B
| $1.28B | 0.34% | 15,318,948 +3,380,000 | +28% | +$282M |
|
74
Target
TGT
$43.6B
| $1.25B | 0.34% | 17,902,633 -2,940,367 | -14% | -$205M |
|
75
Amphenol
APH
$133B
| $1.24B | 0.33% | 21,581,295 +606,707 | +3% | +$34.8M |
|