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 |
Tesla
TSLA
|
$17.8B |
| 2 |
Apple
AAPL
|
$2.1B |
| 3 |
Restaurant Brands International
QSR
|
$789M |
| 4 |
Halliburton
HAL
|
$716M |
| 5 |
Exact Sciences
EXAS
|
$657M |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.32B |
| 2 |
Amazon
AMZN
|
$2.27B |
| 3 |
Boston Scientific
BSX
|
$887M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$842M |
| 5 |
Intuitive Surgical
ISRG
|
$746M |
Sector Composition
| 1 | Technology | 20.28% |
| 2 | Healthcare | 16.49% |
| 3 | Consumer Discretionary | 15.03% |
| 4 | Financials | 12.76% |
| 5 | Communication Services | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
American Tower
AMT
$95.5B
| $2.24B | 0.49% | 9,258,705 -477,302 | -5% | -$115M |
|
52
Sherwin-Williams
SHW
$91.2B
| $2.22B | 0.49% | 3,180,489 -110,983 | -3% | -$77.3M |
|
53
Merck
MRK
$210B
| $2.15B | 0.47% | 25,961,976 -7,505,176 | -22% | -$623M |
|
54
Nike
NKE
$114B
| $2.07B | 0.45% | 16,517,047 -2,398,674 | -13% | -$301M |
|
55
Conagra Brands
CAG
$9.16B
| $2.04B | 0.45% | 57,144,527 +545,618 | +1% | +$19.5M |
|
56
Humana
HUM
$36.5B
| $2B | 0.44% | 4,830,325 +603 | +0% | +$250K |
|
57
Northrop Grumman
NOC
$84.5B
| $1.98B | 0.43% | 6,288,603 -496,792 | -7% | -$157M |
|
58
CVS Health
CVS
$92.8B
| $1.93B | 0.42% | 33,115,846 +6,560,718 | +25% | +$383M |
|
59
Colgate-Palmolive
CL
$67.9B
| $1.91B | 0.42% | 24,717,948 +2,199,138 | +10% | +$170M |
|
60
Marsh & McLennan
MMC
$101B
| $1.9B | 0.41% | 16,526,333 -45,921 | -0.3% | -$5.27M |
|
61
Equinix
EQIX
$76.9B
| $1.89B | 0.41% | 2,492,000 -25,135 | -1% | -$19.1M |
|
|
62
Restaurant Brands International
QSR
$20.8B
| $1.85B | 0.41% | 32,227,408 +13,723,865 | +74% | +$789M |
|
63
Costco
COST
$418B
| $1.85B | 0.4% | 5,210,658 -238,166 | -4% | -$84.5M |
|
64
Autodesk
ADSK
$67.3B
| $1.84B | 0.4% | 7,974,079 -28,903 | -0.4% | -$6.68M |
|
65
Mondelez International
MDLZ
$79.5B
| $1.82B | 0.4% | 31,760,526 +6,751,376 | +27% | +$388M |
|
66
Intercontinental Exchange
ICE
$101B
| $1.82B | 0.4% | 18,217,968 +170,600 | +0.9% | +$17.1M |
|
67
PNC Financial Services
PNC
$81.7B
| $1.8B | 0.39% | 16,417,779 +615,045 | +4% | +$67.6M |
|
|
68
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.78B | 0.39% | 8,379,358 -3,954,552 | -32% | -$842M |
|
69
Bank of America
BAC
$376B
| $1.77B | 0.39% | 73,654,278 +15,971,998 | +28% | +$385M |
|
70
TE Connectivity
TEL
$61B
| $1.75B | 0.38% | 17,874,745 +2,787,210 | +18% | +$272M |
|
71
MongoDB
MDB
$25.7B
| $1.67B | 0.37% | 7,211,450 +197,710 | +3% | +$45.8M |
|
72
Target
TGT
$43.6B
| $1.63B | 0.36% | 10,361,505 -123,044 | -1% | -$19.4M |
|
73
PACCAR
PCAR
$52.5B
| $1.63B | 0.36% | 19,116,909 +1,974,377 | +12% | +$168M |
|
74
Union Pacific
UNP
$133B
| $1.6B | 0.35% | 8,105,531 -140,526 | -2% | -$27.7M |
|
75
Texas Instruments
TXN
$184B
| $1.57B | 0.34% | 10,983,853 -840,226 | -7% | -$120M |
|