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 |
Comcast
CMCSA
|
$5.01B |
| 2 |
Simon Property Group
SPG
|
$2.77B |
| 3 |
Enbridge
ENB
|
$1.61B |
| 4 |
Costco
COST
|
$1.54B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.23B |
Top Sells
| 1 |
Merck
MRK
|
$2.2B |
| 2 |
Boeing
BA
|
$1.69B |
| 3 |
SE
Spectra Energy Corp Wi
SE
|
$1.46B |
| 4 |
JPMorgan Chase
JPM
|
$1.2B |
| 5 |
Exxon Mobil
XOM
|
$1.12B |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Financials | 12.57% |
| 3 | Consumer Discretionary | 11.87% |
| 4 | Communication Services | 10.92% |
| 5 | Healthcare | 10.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Gen Digital
GEN
$18.6B
| $2.24B | 0.54% | 73,123,771 +14,002,787 | +24% | +$430M |
|
|
TFCFA
52
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $2.18B | 0.52% | 67,430,065 +445,004 | +0.7% | +$14.4M |
|
53
TSMC
TSM
$1.2T
| $2.14B | 0.51% | 65,310,454 -1,214,240 | -2% | -$39.9M |
|
54
Analog Devices
ADI
$124B
| $2.13B | 0.51% | 25,969,457 -393,367 | -1% | -$32.2M |
|
|
PARA
55
DELISTED
Paramount Global Class B
PARA
| $2.12B | 0.51% | 30,542,319 +2,408,101 | +9% | +$167M |
|
56
Alibaba
BABA
$322B
| $2.07B | 0.49% | 19,152,338 +932,203 | +5% | +$101M |
|
57
Bristol-Myers Squibb
BMY
$96B
| $2.06B | 0.49% | 37,897,189 -13,640,208 | -26% | -$742M |
|
|
PX
58
DELISTED
Praxair Inc
PX
| $1.97B | 0.47% | 16,615,514 -8,988,004 | -35% | -$1.07B |
|
59
Caterpillar
CAT
$196B
| $1.96B | 0.47% | 21,141,577 +478,164 | +2% | +$44.4M |
|
60
Vertex Pharmaceuticals
VRTX
$100B
| $1.96B | 0.47% | 17,900,933 -2,857,200 | -14% | -$312M |
|
61
Crown Castle
CCI
$43.2B
| $1.94B | 0.46% | 20,548,335 +403,623 | +2% | +$38.1M |
|
62
Amphenol
APH
$133B
| $1.84B | 0.44% | 25,804,537 +834,447 | +3% | +$59.4M |
|
63
Medtronic
MDT
$119B
| $1.82B | 0.43% | 22,558,901 -10,633,414 | -32% | -$857M |
|
64
ConocoPhillips
COP
$124B
| $1.81B | 0.43% | 36,235,128 -17,015,000 | -32% | -$849M |
|
65
Johnson Controls International
JCI
$69.9B
| $1.71B | 0.41% | 40,488,025 +8,446,677 | +26% | +$356M |
|
66
Thermo Fisher Scientific
TMO
$186B
| $1.7B | 0.41% | 11,088,097 +1,266,545 | +13% | +$195M |
|
67
Ryanair
RYAAY
$33.7B
| $1.7B | 0.41% | 20,475,838 -630,826 | -3% | -$52.3M |
|
|
RAI
68
DELISTED
Reynolds American Inc
RAI
| $1.7B | 0.41% | 26,933,628 -14,188,140 | -35% | -$894M |
|
69
Ulta Beauty
ULTA
$22.1B
| $1.7B | 0.41% | 5,946,200 +1,040,500 | +21% | +$297M |
|
70
AT&T
T
$209B
| $1.67B | 0.4% | 40,079,009 +9,458,001 | +31% | +$393M |
|
71
Goldman Sachs
GS
$226B
| $1.59B | 0.38% | 6,923,001 -2,141,698 | -24% | -$492M |
|
|
NBL
72
DELISTED
Noble Energy, Inc.
NBL
| $1.57B | 0.38% | 45,695,850 +1,147,265 | +3% | +$39.4M |
|
73
EOG Resources
EOG
$68.2B
| $1.55B | 0.37% | 15,893,883 -921,533 | -5% | -$89.9M |
|
74
Dominion Energy
D
$51.1B
| $1.53B | 0.36% | 19,672,623 -1,129,583 | -5% | -$87.6M |
|
|
WBA
75
DELISTED
Walgreens Boots Alliance
WBA
| $1.49B | 0.36% | 17,997,630 -1,899,429 | -10% | -$158M |
|