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 |
Boeing
BA
|
$2.65B |
| 2 |
Exxon Mobil
XOM
|
$798M |
| 3 |
Domino's
DPZ
|
$702M |
| 4 |
Autodesk
ADSK
|
$648M |
| 5 |
Honeywell
HON
|
$552M |
Top Sells
| 1 |
Intel
INTC
|
$3.61B |
| 2 |
Enbridge
ENB
|
$1.42B |
| 3 |
Target
TGT
|
$1.36B |
| 4 |
Sysco
SYY
|
$973M |
| 5 |
Nike
NKE
|
$908M |
Sector Composition
| 1 | Technology | 18.91% |
| 2 | Financials | 16.6% |
| 3 | Healthcare | 14.12% |
| 4 | Consumer Discretionary | 12.14% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
RDS.B
51
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $2.24B | 0.54% | 37,313,394 -8,776,947 | -19% | -$526M |
|
52
Sherwin-Williams
SHW
$91.2B
| $2.22B | 0.54% | 4,045,521 -223,711 | -5% | -$123M |
|
53
Johnson & Johnson
JNJ
$427B
| $2.18B | 0.52% | 16,828,309 +908,389 | +6% | +$118M |
|
54
Crown Castle
CCI
$43.2B
| $2.15B | 0.52% | 15,493,083 -786,471 | -5% | -$109M |
|
55
Texas Instruments
TXN
$184B
| $2.11B | 0.51% | 16,314,040 -1,490,540 | -8% | -$193M |
|
|
56
Honeywell
HON
$139B
| $2.04B | 0.49% | 12,068,380 +3,260,171 | +37% | +$552M |
|
57
Carnival Corp
CCL
$43.2B
| $2.02B | 0.49% | 46,269,148 +6,322,990 | +16% | +$276M |
|
58
ServiceNow
NOW
$190B
| $1.92B | 0.46% | 7,560,762 -2,276,035 | -23% | -$578M |
|
59
LyondellBasell Industries
LYB
$18.1B
| $1.91B | 0.46% | 21,333,340 +2,477,377 | +13% | +$222M |
|
|
DFS
60
DELISTED
Discover Financial Services
DFS
| $1.87B | 0.45% | 23,113,272 +3,367,721 | +17% | +$273M |
|
61
Intuitive Surgical
ISRG
$170B
| $1.87B | 0.45% | 3,468,068 +8,502 | +0.2% | +$4.59M |
|
62
Linde
LIN
$224B
| $1.86B | 0.45% | 9,614,212 -2,745,083 | -22% | -$532M |
|
63
PayPal
PYPL
$67.1B
| $1.86B | 0.45% | 17,969,617 +985,047 | +6% | +$102M |
|
64
Applied Materials
AMAT
$128B
| $1.84B | 0.44% | 36,960,073 +3,029,396 | +9% | +$151M |
|
65
Union Pacific
UNP
$133B
| $1.8B | 0.43% | 11,131,522 -256,406 | -2% | -$41.5M |
|
66
Citigroup
C
$178B
| $1.8B | 0.43% | 26,043,431 -29,496 | -0.1% | -$2.04M |
|
67
Vertex Pharmaceuticals
VRTX
$100B
| $1.79B | 0.43% | 10,586,833 -862,721 | -8% | -$146M |
|
68
Coca-Cola
KO
$297B
| $1.75B | 0.42% | 32,139,001 -7,810,608 | -20% | -$425M |
|
69
Equinix
EQIX
$76.9B
| $1.73B | 0.42% | 2,997,149 -259,680 | -8% | -$150M |
|
70
United Parcel Service
UPS
$74.1B
| $1.7B | 0.41% | 14,191,145 -1,034,459 | -7% | -$124M |
|
71
Chevron
CVX
$324B
| $1.68B | 0.4% | 14,131,259 -618,259 | -4% | -$73.3M |
|
72
Baker Hughes
BKR
$44.8B
| $1.65B | 0.4% | 70,966,178 +8,957,983 | +14% | +$208M |
|
73
Bank of America
BAC
$376B
| $1.65B | 0.4% | 56,419,668 -483,987 | -0.9% | -$14.1M |
|
74
Intercontinental Exchange
ICE
$101B
| $1.59B | 0.38% | 17,192,849 -482,038 | -3% | -$44.5M |
|
75
Marsh & McLennan
MMC
$101B
| $1.57B | 0.38% | 15,691,766 +3,311 | +0% | +$331K |
|