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 |
Target
TGT
|
$2.06B |
| 2 |
Philip Morris
PM
|
$1.27B |
| 3 |
Honeywell
HON
|
$1.24B |
| 4 |
Boeing
BA
|
$1.24B |
| 5 |
Shopify
SHOP
|
$1.15B |
Top Sells
| 1 |
Home Depot
HD
|
$4.11B |
| 2 |
Alibaba
BABA
|
$3.9B |
| 3 |
Intel
INTC
|
$1.7B |
| 4 |
Merck
MRK
|
$1.7B |
| 5 |
Micron Technology
MU
|
$1.37B |
Sector Composition
| 1 | Technology | 19.56% |
| 2 | Financials | 17.24% |
| 3 | Healthcare | 15.33% |
| 4 | Consumer Discretionary | 9.92% |
| 5 | Industrials | 9.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Centene
CNC
$14.3B
| $2.27B | 0.51% | 36,150,812 +4,418,509 | +14% | +$278M |
|
52
Union Pacific
UNP
$133B
| $2.22B | 0.5% | 12,271,317 +1,139,795 | +10% | +$206M |
|
53
Sherwin-Williams
SHW
$91.2B
| $2.12B | 0.47% | 3,624,437 -421,084 | -10% | -$246M |
|
54
Costco
COST
$418B
| $2.1B | 0.47% | 7,160,515 -1,709,474 | -19% | -$502M |
|
55
LyondellBasell Industries
LYB
$18.1B
| $2.09B | 0.47% | 22,072,232 +738,892 | +3% | +$69.8M |
|
56
Citigroup
C
$178B
| $2.08B | 0.47% | 26,053,298 +9,867 | +0% | +$788K |
|
|
57
Target
TGT
$43.6B
| $2.06B | 0.46% | +16,063,975 | New | +$2.06B |
|
58
Nike
NKE
$114B
| $2.05B | 0.46% | 20,196,138 -12,273,884 | -38% | -$1.24B |
|
|
DFS
59
DELISTED
Discover Financial Services
DFS
| $2.01B | 0.45% | 23,708,462 +595,190 | +3% | +$50.5M |
|
60
Baker Hughes
BKR
$44.8B
| $2B | 0.45% | 78,103,409 +7,137,231 | +10% | +$183M |
|
61
Bank of America
BAC
$376B
| $1.99B | 0.44% | 56,491,527 +71,859 | +0.1% | +$2.53M |
|
62
Exxon Mobil
XOM
$487B
| $1.97B | 0.44% | 28,251,047 -15,007,705 | -35% | -$1.05B |
|
63
Carnival Corp
CCL
$43.2B
| $1.94B | 0.43% | 38,236,944 -8,032,204 | -17% | -$408M |
|
64
DuPont de Nemours
DD
$32.2B
| $1.9B | 0.43% | 29,668,852 -6,176,439 | -17% | -$397M |
|
65
Humana
HUM
$36.5B
| $1.9B | 0.43% | 5,191,979 +169,791 | +3% | +$62.2M |
|
66
Blackstone
BX
$134B
| $1.85B | 0.41% | 33,010,804 +2,214,993 | +7% | +$124M |
|
67
Dow Inc
DOW
$17.5B
| $1.82B | 0.41% | 33,186,232 +1,285,148 | +4% | +$70.3M |
|
68
Applied Materials
AMAT
$128B
| $1.82B | 0.41% | 29,734,611 -7,225,462 | -20% | -$441M |
|
69
Coca-Cola
KO
$297B
| $1.8B | 0.4% | 32,448,633 +309,632 | +1% | +$17.1M |
|
70
Public Service Enterprise Group
PEG
$41.1B
| $1.75B | 0.39% | 29,647,312 -11,030,423 | -27% | -$651M |
|
71
RingCentral
RNG
$2.76B
| $1.72B | 0.38% | 10,191,371 +151,441 | +2% | +$25.5M |
|
72
Equinix
EQIX
$76.9B
| $1.71B | 0.38% | 2,926,861 -70,288 | -2% | -$41M |
|
73
Texas Instruments
TXN
$184B
| $1.71B | 0.38% | 13,297,888 -3,016,152 | -18% | -$387M |
|
74
Chevron
CVX
$324B
| $1.68B | 0.37% | 13,912,664 -218,595 | -2% | -$26.3M |
|
75
Gen Digital
GEN
$18.6B
| $1.67B | 0.37% | 65,370,857 +18,003,891 | +38% | +$459M |
|