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 |
CSX Corp
CSX
|
$3.69B |
| 2 |
Agilon Health
AGL
|
$1.05B |
| 3 |
Rockwell Automation
ROK
|
$1.03B |
| 4 |
Meta Platforms (Facebook)
META
|
$974M |
| 5 |
AT&T
T
|
$898M |
Top Sells
| 1 |
Tesla
TSLA
|
$2.48B |
| 2 |
Mastercard
MA
|
$1.46B |
| 3 |
Shopify
SHOP
|
$1.34B |
| 4 |
JPMorgan Chase
JPM
|
$1.23B |
| 5 |
Honeywell
HON
|
$1.19B |
Sector Composition
| 1 | Technology | 19.43% |
| 2 | Consumer Discretionary | 15.53% |
| 3 | Healthcare | 15.09% |
| 4 | Financials | 14.5% |
| 5 | Communication Services | 9.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
MongoDB
MDB
$25.7B
| $2.77B | 0.47% | 7,651,280 +191,543 | +3% | +$69.2M |
|
52
Verizon
VZ
$186B
| $2.68B | 0.45% | 47,757,423 -2,769,395 | -5% | -$155M |
|
53
Caterpillar
CAT
$196B
| $2.64B | 0.45% | 12,111,556 -56,450 | -0.5% | -$12.3M |
|
54
NovoCure
NVCR
$1.38B
| $2.63B | 0.45% | 11,845,701 +3,208,178 | +37% | +$712M |
|
55
Digital Realty Trust
DLR
$57.2B
| $2.53B | 0.43% | 16,785,478 +78,052 | +0.5% | +$11.7M |
|
56
Gilead Sciences
GILD
$140B
| $2.48B | 0.42% | 35,987,335 +903,841 | +3% | +$62.2M |
|
57
Synchrony
SYF
$28.4B
| $2.45B | 0.42% | 50,526,695 -208,980 | -0.4% | -$10.1M |
|
|
ATVI
58
DELISTED
Activision Blizzard Inc.
ATVI
| $2.39B | 0.41% | 25,093,309 -583,039 | -2% | -$55.6M |
|
59
Nike
NKE
$114B
| $2.38B | 0.41% | 15,437,578 -432,400 | -3% | -$66.8M |
|
60
Emerson Electric
EMR
$74.3B
| $2.37B | 0.4% | 24,647,037 +4,511,825 | +22% | +$434M |
|
61
Restaurant Brands International
QSR
$20.8B
| $2.36B | 0.4% | 36,637,982 +1,328,120 | +4% | +$85.6M |
|
62
Mondelez International
MDLZ
$79.5B
| $2.32B | 0.39% | 37,186,438 +960,590 | +3% | +$60M |
|
63
Marsh & McLennan
MMC
$101B
| $2.31B | 0.39% | 16,412,782 -10,591 | -0.1% | -$1.49M |
|
64
Snap
SNAP
$12.1B
| $2.28B | 0.39% | 33,402,529 +9,926 | +0% | +$676K |
|
65
Chevron
CVX
$324B
| $2.28B | 0.39% | 21,730,330 +1,465,334 | +7% | +$153M |
|
66
S&P Global
SPGI
$167B
| $2.27B | 0.39% | 5,519,310 +1,222,627 | +28% | +$502M |
|
67
Carrier Global
CARR
$55.5B
| $2.26B | 0.38% | 46,528,763 +17,929,541 | +63% | +$871M |
|
68
TE Connectivity
TEL
$61B
| $2.24B | 0.38% | 16,592,883 +1,103,796 | +7% | +$149M |
|
69
DTE Energy
DTE
$28.4B
| $2.23B | 0.38% | 17,239,644 -2,672,367 | -13% | -$346M |
|
70
Vertex Pharmaceuticals
VRTX
$100B
| $2.22B | 0.38% | 11,015,378 +1,357,903 | +14% | +$274M |
|
71
Intercontinental Exchange
ICE
$101B
| $2.13B | 0.36% | 17,979,858 -1,325,105 | -7% | -$157M |
|
72
Conagra Brands
CAG
$9.16B
| $2.12B | 0.36% | 58,387,442 +1,157,174 | +2% | +$42.1M |
|
73
Archer Daniels Midland
ADM
$30.1B
| $2.1B | 0.36% | 34,664,139 +5,244,850 | +18% | +$318M |
|
|
74
Mastercard
MA
$538B
| $2.02B | 0.34% | 5,520,315 -4,012,105 | -42% | -$1.46B |
|
75
Norfolk Southern
NSC
$62.8B
| $1.98B | 0.34% | 7,445,077 -418,395 | -5% | -$111M |
|