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 |
Altria Group
MO
|
$2.75B |
| 2 |
CSX Corp
CSX
|
$1.69B |
| 3 |
Exxon Mobil
XOM
|
$1.24B |
| 4 |
Pfizer
PFE
|
$973M |
| 5 |
T-Mobile US
TMUS
|
$965M |
Top Sells
| 1 |
McDonald's
MCD
|
$2.04B |
| 2 |
Coca-Cola
KO
|
$1.97B |
| 3 |
ConocoPhillips
COP
|
$1.8B |
| 4 |
Broadcom
AVGO
|
$1.41B |
| 5 |
EOG Resources
EOG
|
$1.02B |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Healthcare | 14.83% |
| 3 | Financials | 14.5% |
| 4 | Consumer Discretionary | 11.95% |
| 5 | Communication Services | 8.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ATVI
51
DELISTED
Activision Blizzard Inc.
ATVI
| $2.26B | 0.55% | 49,631,875 +4,655,215 | +10% | +$212M |
|
52
Crown Castle
CCI
$43.2B
| $2.22B | 0.54% | 17,332,770 -517,377 | -3% | -$66.2M |
|
|
53
Coca-Cola
KO
$297B
| $2.21B | 0.54% | 47,153,835 -41,981,879 | -47% | -$1.97B |
|
54
Costco
COST
$418B
| $2.21B | 0.54% | 9,121,640 -984,133 | -10% | -$238M |
|
55
Chubb
CB
$110B
| $2.02B | 0.49% | 14,436,057 -575,229 | -4% | -$80.6M |
|
56
Vertex Pharmaceuticals
VRTX
$100B
| $2.01B | 0.49% | 10,913,727 +1,033,361 | +10% | +$190M |
|
57
United Parcel Service
UPS
$74.1B
| $1.98B | 0.48% | 17,720,012 +2,201,500 | +14% | +$246M |
|
58
Intuitive Surgical
ISRG
$170B
| $1.97B | 0.48% | 3,450,869 +462,928 | +15% | +$264M |
|
|
59
EOG Resources
EOG
$68.2B
| $1.95B | 0.47% | 20,496,350 -10,765,511 | -34% | -$1.02B |
|
60
Union Pacific
UNP
$133B
| $1.9B | 0.46% | 11,387,920 +1,458,004 | +15% | +$244M |
|
61
Sherwin-Williams
SHW
$91.2B
| $1.9B | 0.46% | 4,400,709 +65,304 | +2% | +$28.1M |
|
62
Johnson & Johnson
JNJ
$427B
| $1.86B | 0.45% | 13,334,378 +1,338,727 | +11% | +$187M |
|
63
Northrop Grumman
NOC
$84.5B
| $1.83B | 0.44% | 6,796,293 +275,400 | +4% | +$74.2M |
|
64
Occidental Petroleum
OXY
$46.9B
| $1.82B | 0.44% | 27,437,315 +1,867,595 | +7% | +$124M |
|
65
Texas Instruments
TXN
$184B
| $1.77B | 0.43% | 16,644,541 +1,413,218 | +9% | +$150M |
|
66
Micron Technology
MU
$133B
| $1.69B | 0.41% | 40,983,189 +4,605,340 | +13% | +$190M |
|
67
Baker Hughes
BKR
$44.8B
| $1.67B | 0.4% | 60,193,675 +64,829 | +0.1% | +$1.8M |
|
68
LyondellBasell Industries
LYB
$18.1B
| $1.66B | 0.4% | 19,753,059 -315,000 | -2% | -$26.5M |
|
69
Coca-Cola Europacific Partners
CCEP
$40.4B
| $1.65B | 0.4% | 31,797,374 -926,270 | -3% | -$47.9M |
|
70
Marriott International Class A Common Stock
MAR
$72.7B
| $1.59B | 0.39% | 12,707,157 +712,532 | +6% | +$89.1M |
|
71
Bank of America
BAC
$376B
| $1.48B | 0.36% | 53,767,812 +717,385 | +1% | +$19.8M |
|
72
Centene
CNC
$14.3B
| $1.48B | 0.36% | 27,784,536 +15,715,146 | +130% | +$834M |
|
73
Equinix
EQIX
$76.9B
| $1.47B | 0.36% | 3,251,956 -4,000 | -0.1% | -$1.81M |
|
74
Marsh & McLennan
MMC
$101B
| $1.47B | 0.36% | 15,630,244 +38,190 | +0.2% | +$3.59M |
|
75
AbbVie
ABBV
$372B
| $1.43B | 0.35% | 17,729,627 -1,593,555 | -8% | -$128M |
|