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 |
Pfizer
PFE
|
$2.08B |
| 2 |
CSX Corp
CSX
|
$2.02B |
| 3 |
Micron Technology
MU
|
$1.14B |
| 4 |
AbbVie
ABBV
|
$1.03B |
| 5 |
Amgen
AMGN
|
$953M |
Top Sells
| 1 |
Amazon
AMZN
|
$9.28B |
| 2 |
Microsoft
MSFT
|
$7.62B |
| 3 |
Wells Fargo
WFC
|
$5.75B |
| 4 |
Meta Platforms (Facebook)
META
|
$3.85B |
| 5 |
Intel
INTC
|
$3.74B |
Sector Composition
| 1 | Technology | 17.1% |
| 2 | Financials | 14.75% |
| 3 | Healthcare | 13.91% |
| 4 | Consumer Discretionary | 13% |
| 5 | Energy | 8.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Chubb
CB
$110B
| $2.01B | 0.49% | 15,042,978 -6,058,933 | -29% | -$810M |
|
52
Occidental Petroleum
OXY
$46.9B
| $1.92B | 0.47% | 23,423,802 +2,056,863 | +10% | +$169M |
|
53
ServiceNow
NOW
$190B
| $1.89B | 0.46% | 9,656,242 -6,275,645 | -39% | -$1.23B |
|
54
Amphenol
APH
$133B
| $1.87B | 0.45% | 19,858,680 -5,289,659 | -21% | -$497M |
|
55
Crown Castle
CCI
$43.2B
| $1.85B | 0.45% | 16,581,505 -1,803,763 | -10% | -$201M |
|
56
Tesla
TSLA
$1.08T
| $1.81B | 0.44% | 6,817,290 +726,703 | +12% | +$192M |
|
57
Ryanair
RYAAY
$33.7B
| $1.8B | 0.44% | 18,720,517 -1,801,449 | -9% | -$173M |
|
58
DTE Energy
DTE
$28.4B
| $1.78B | 0.43% | 16,272,144 +2,367,000 | +17% | +$258M |
|
59
American Tower
AMT
$95.5B
| $1.76B | 0.43% | 12,100,602 +480,012 | +4% | +$69.7M |
|
60
Digital Realty Trust
DLR
$57.2B
| $1.72B | 0.42% | 15,314,435 +4,497,951 | +42% | +$506M |
|
61
Union Pacific
UNP
$133B
| $1.7B | 0.41% | 10,469,634 +1,107,379 | +12% | +$180M |
|
62
Intuitive Surgical
ISRG
$170B
| $1.69B | 0.41% | 2,942,531 +188,476 | +7% | +$108M |
|
63
Baker Hughes
BKR
$44.8B
| $1.67B | 0.41% | 49,431,229 +1,061,251 | +2% | +$35.9M |
|
64
United Parcel Service
UPS
$74.1B
| $1.64B | 0.4% | 14,012,000 -2,863,000 | -17% | -$334M |
|
65
Diamondback Energy
FANG
$43.1B
| $1.61B | 0.39% | 11,931,000 +542,279 | +5% | +$73.3M |
|
66
Sherwin-Williams
SHW
$91.2B
| $1.59B | 0.39% | 3,489,339 +359,552 | +11% | +$164M |
|
|
AET
67
DELISTED
Aetna Inc
AET
| $1.53B | 0.37% | 7,540,143 -14,126,734 | -65% | -$2.87B |
|
|
XYZ
68
Block, Inc.
XYZ
$48.5B
| $1.52B | 0.37% | 15,392,830 -1,136,000 | -7% | -$112M |
|
69
LyondellBasell Industries
LYB
$18.1B
| $1.52B | 0.37% | 14,844,057 -4,686,148 | -24% | -$480M |
|
70
Northrop Grumman
NOC
$84.5B
| $1.51B | 0.37% | 4,751,070 +1,367,045 | +40% | +$434M |
|
|
ESRX
71
DELISTED
Express Scripts Holding Company
ESRX
| $1.5B | 0.36% | 15,774,222 -7,114,019 | -31% | -$676M |
|
72
Apple
AAPL
$3.45T
| $1.5B | 0.36% | 6,632,086 +2,375,085 | +56% | +$536M |
|
73
Citigroup
C
$178B
| $1.49B | 0.36% | 20,800,353 | – | – |
|
74
Vertex Pharmaceuticals
VRTX
$100B
| $1.48B | 0.36% | 7,698,891 -3,293,143 | -30% | -$635M |
|
75
Centene
CNC
$14.3B
| $1.47B | 0.36% | 10,173,813 -4,014,929 | -28% | -$581M |
|