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 |
Gilead Sciences
GILD
|
$1.91B |
| 2 |
Johnson & Johnson
JNJ
|
$1.8B |
| 3 |
Philip Morris
PM
|
$1.28B |
| 4 |
Pfizer
PFE
|
$1.18B |
| 5 |
Dollar General
DG
|
$933M |
Top Sells
| 1 |
Microsoft
MSFT
|
$6.54B |
| 2 |
Merck
MRK
|
$1.81B |
| 3 |
Charter Communications
CHTR
|
$1.49B |
| 4 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$1.32B |
| 5 |
Home Depot
HD
|
$1.3B |
Sector Composition
| 1 | Technology | 19.98% |
| 2 | Healthcare | 18.26% |
| 3 | Financials | 15.73% |
| 4 | Consumer Discretionary | 10.14% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Linde
LIN
$224B
| $1.76B | 0.51% | 10,112,478 +3,585,367 | +55% | +$622M |
|
52
Nike
NKE
$114B
| $1.71B | 0.5% | 20,704,258 +508,120 | +3% | +$42M |
|
53
Coca-Cola
KO
$297B
| $1.69B | 0.49% | 38,240,690 +5,792,057 | +18% | +$256M |
|
|
54
Dollar General
DG
$23.9B
| $1.67B | 0.49% | 11,081,796 +6,181,380 | +126% | +$933M |
|
55
Costco
COST
$418B
| $1.64B | 0.48% | 5,745,809 -1,414,706 | -20% | -$403M |
|
56
Sherwin-Williams
SHW
$91.2B
| $1.62B | 0.47% | 3,528,699 -95,738 | -3% | -$44M |
|
57
Equinix
EQIX
$76.9B
| $1.6B | 0.46% | 2,555,259 -371,602 | -13% | -$232M |
|
58
Humana
HUM
$36.5B
| $1.51B | 0.44% | 4,805,181 -386,798 | -7% | -$121M |
|
59
Capital One
COF
$145B
| $1.47B | 0.43% | 29,193,763 -6,420,476 | -18% | -$324M |
|
60
Target
TGT
$43.6B
| $1.47B | 0.43% | 15,775,125 -288,850 | -2% | -$26.9M |
|
61
Simon Property Group
SPG
$59B
| $1.41B | 0.41% | 25,737,216 +6,025,630 | +31% | +$331M |
|
62
Autodesk
ADSK
$67.3B
| $1.4B | 0.41% | 8,942,830 -4,815,881 | -35% | -$752M |
|
63
Blackstone
BX
$134B
| $1.39B | 0.4% | 30,533,705 -2,477,099 | -8% | -$113M |
|
64
Intercontinental Exchange
ICE
$101B
| $1.38B | 0.4% | 17,129,266 -52,921 | -0.3% | -$4.27M |
|
65
Gen Digital
GEN
$18.6B
| $1.37B | 0.4% | 72,985,464 +7,614,607 | +12% | +$142M |
|
66
Texas Instruments
TXN
$184B
| $1.35B | 0.39% | 13,471,879 +173,991 | +1% | +$17.4M |
|
67
Union Pacific
UNP
$133B
| $1.3B | 0.38% | 9,227,462 -3,043,855 | -25% | -$429M |
|
68
Applied Materials
AMAT
$128B
| $1.29B | 0.38% | 28,212,420 -1,522,191 | -5% | -$69.7M |
|
69
Marsh & McLennan
MMC
$101B
| $1.29B | 0.37% | 14,895,719 -17,828 | -0.1% | -$1.54M |
|
70
Intel
INTC
$107B
| $1.29B | 0.37% | 23,755,989 -18,777,881 | -44% | -$1.02B |
|
71
Domino's
DPZ
$15.6B
| $1.26B | 0.36% | 3,878,386 -653,129 | -14% | -$212M |
|
72
Chubb
CB
$110B
| $1.24B | 0.36% | 11,140,099 +3,958,065 | +55% | +$442M |
|
73
Procter & Gamble
PG
$368B
| $1.23B | 0.36% | 11,217,464 +392,523 | +4% | +$43.2M |
|
74
Keurig Dr Pepper
KDP
$39.5B
| $1.22B | 0.35% | 50,320,557 -2,859,545 | -5% | -$69.4M |
|
75
Bank of America
BAC
$376B
| $1.18B | 0.34% | 55,443,448 -1,048,079 | -2% | -$22.3M |
|