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 |
Linde
LIN
|
$2.81B |
| 2 |
Cigna
CI
|
$2.16B |
| 3 |
Pfizer
PFE
|
$1.76B |
| 4 |
Meta Platforms (Facebook)
META
|
$1.24B |
| 5 |
PNC Financial Services
PNC
|
$1.14B |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
$1.53B |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
$1.5B |
| 3 |
Wells Fargo
WFC
|
$1.42B |
| 4 |
Amazon
AMZN
|
$1.15B |
| 5 |
Philip Morris
PM
|
$745M |
Sector Composition
| 1 | Technology | 17.17% |
| 2 | Healthcare | 14.99% |
| 3 | Financials | 14.74% |
| 4 | Consumer Discretionary | 12.54% |
| 5 | Communication Services | 7.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
ASML
ASML
$292B
| $2.04B | 0.55% | 13,082,313 -2,834,996 | -18% | -$441M |
|
52
DTE Energy
DTE
$28.4B
| $2.01B | 0.54% | 18,193,148 +1,921,004 | +12% | +$212M |
|
53
Chubb
CB
$110B
| $1.94B | 0.53% | 15,011,286 -31,692 | -0.2% | -$4.09M |
|
54
Crown Castle
CCI
$43.2B
| $1.94B | 0.53% | 17,850,147 +1,268,642 | +8% | +$138M |
|
55
ServiceNow
NOW
$190B
| $1.9B | 0.51% | 10,667,406 +1,011,164 | +10% | +$180M |
|
56
Public Service Enterprise Group
PEG
$41.1B
| $1.81B | 0.49% | 34,693,700 +7,827,700 | +29% | +$407M |
|
57
AbbVie
ABBV
$372B
| $1.78B | 0.48% | 19,323,182 -6,035,843 | -24% | -$556M |
|
58
Sherwin-Williams
SHW
$91.2B
| $1.71B | 0.46% | 4,335,405 +846,066 | +24% | +$333M |
|
59
LyondellBasell Industries
LYB
$18.1B
| $1.67B | 0.45% | 20,068,059 +5,224,002 | +35% | +$434M |
|
60
Vertex Pharmaceuticals
VRTX
$100B
| $1.64B | 0.44% | 9,880,366 +2,181,475 | +28% | +$361M |
|
61
Northrop Grumman
NOC
$84.5B
| $1.6B | 0.43% | 6,520,893 +1,769,823 | +37% | +$433M |
|
62
Occidental Petroleum
OXY
$46.9B
| $1.57B | 0.43% | 25,569,720 +2,145,918 | +9% | +$132M |
|
63
Johnson & Johnson
JNJ
$427B
| $1.55B | 0.42% | 11,995,651 +1,697,500 | +16% | +$219M |
|
64
United Parcel Service
UPS
$74.1B
| $1.51B | 0.41% | 15,518,512 +1,506,512 | +11% | +$147M |
|
65
Coca-Cola Europacific Partners
CCEP
$40.4B
| $1.5B | 0.41% | 32,723,644 +1,003,369 | +3% | +$46M |
|
66
Texas Instruments
TXN
$184B
| $1.44B | 0.39% | 15,231,323 +3,421,015 | +29% | +$323M |
|
67
Intuitive Surgical
ISRG
$170B
| $1.43B | 0.39% | 2,987,941 +45,410 | +2% | +$21.7M |
|
68
CSX Corp
CSX
$60.6B
| $1.41B | 0.38% | 22,748,835 -7,002,369 | -24% | -$435M |
|
69
Caterpillar
CAT
$196B
| $1.4B | 0.38% | 11,029,551 -5,319,523 | -33% | -$676M |
|
70
Centene
CNC
$14.3B
| $1.39B | 0.38% | 12,069,390 +1,895,577 | +19% | +$219M |
|
71
Intercontinental Exchange
ICE
$101B
| $1.38B | 0.37% | 18,255,713 +3,224,167 | +21% | +$243M |
|
72
Union Pacific
UNP
$133B
| $1.37B | 0.37% | 9,929,916 -539,718 | -5% | -$74.6M |
|
73
Bank of America
BAC
$376B
| $1.31B | 0.35% | 53,050,427 +11,935,165 | +29% | +$294M |
|
74
Marriott International Class A Common Stock
MAR
$72.7B
| $1.3B | 0.35% | 11,994,625 +3,665,306 | +44% | +$398M |
|
75
Baker Hughes
BKR
$44.8B
| $1.29B | 0.35% | 60,128,846 +10,697,617 | +22% | +$230M |
|