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 |
Salesforce
CRM
|
$2.71B |
| 2 |
TE Connectivity
TEL
|
$1.59B |
| 3 |
Goldman Sachs
GS
|
$1.34B |
| 4 |
Philip Morris
PM
|
$1.18B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.09B |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.81B |
| 2 |
CVS Health
CVS
|
$1.78B |
| 3 |
Archer Daniels Midland
ADM
|
$1.72B |
| 4 |
JPMorgan Chase
JPM
|
$1.63B |
| 5 |
Broadcom
AVGO
|
$1.29B |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Healthcare | 18.94% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 11.44% |
| 5 | Industrials | 9.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SGEN
51
DELISTED
Seagen Inc. Common Stock
SGEN
| $2.48B | 0.51% | 12,269,440 +5,009,389 | +69% | +$1.01B |
|
52
Halliburton
HAL
$19.4B
| $2.46B | 0.51% | 77,766,776 +13,567,905 | +21% | +$429M |
|
|
53
CVS Health
CVS
$92.8B
| $2.43B | 0.5% | 32,633,970 -23,905,817 | -42% | -$1.78B |
|
54
Visa
V
$683B
| $2.39B | 0.5% | 10,621,071 +2,918,787 | +38% | +$658M |
|
55
Extra Space Storage
EXR
$30.5B
| $2.25B | 0.46% | 13,779,681 +724,221 | +6% | +$118M |
|
56
Corteva
CTVA
$50.4B
| $2.22B | 0.46% | 36,747,462 +13,450,067 | +58% | +$811M |
|
|
DFS
57
DELISTED
Discover Financial Services
DFS
| $2.1B | 0.43% | 21,267,062 +2,347,575 | +12% | +$232M |
|
58
Morgan Stanley
MS
$240B
| $2.09B | 0.43% | 23,842,961 -1,135,020 | -5% | -$99.7M |
|
|
PXD
59
DELISTED
Pioneer Natural Resource Co.
PXD
| $2.09B | 0.43% | 10,217,477 -8,871,867 | -46% | -$1.81B |
|
60
Synopsys
SNPS
$112B
| $2.07B | 0.43% | 5,360,841 +470,713 | +10% | +$182M |
|
61
Darden Restaurants
DRI
$24.1B
| $2.07B | 0.43% | 13,316,302 -69,856 | -0.5% | -$10.8M |
|
62
The Mosaic Company
MOS
$10.6B
| $2.04B | 0.42% | 44,563,393 +22,007,649 | +98% | +$1.01B |
|
63
Bank of America
BAC
$376B
| $2.04B | 0.42% | 71,258,790 -17,687,708 | -20% | -$506M |
|
64
Chubb
CB
$110B
| $1.99B | 0.41% | 10,232,378 +9,331 | +0.1% | +$1.81M |
|
65
TC Energy
TRP
$54.1B
| $1.99B | 0.41% | 51,043,579 -12,908,567 | -20% | -$502M |
|
66
Exxon Mobil
XOM
$487B
| $1.97B | 0.41% | 17,944,240 -1,612,892 | -8% | -$177M |
|
67
General Motors
GM
$55.8B
| $1.94B | 0.4% | 52,835,035 -1,638,829 | -3% | -$60.1M |
|
68
Apollo Global Management
APO
$77.9B
| $1.93B | 0.4% | 30,555,982 +10,594 | +0% | +$669K |
|
69
Bunge Global
BG
$16.8B
| $1.91B | 0.39% | 19,995,345 +385,014 | +2% | +$36.8M |
|
70
Intuitive Surgical
ISRG
$170B
| $1.91B | 0.39% | 7,470,915 +34,677 | +0.5% | +$8.86M |
|
71
NVIDIA
NVDA
$4.24T
| $1.78B | 0.37% | 6,398,380 +440,537 | +7% | +$122M |
|
72
Chevron
CVX
$324B
| $1.76B | 0.36% | 10,785,185 +1,586,162 | +17% | +$259M |
|
73
AES
AES
$9.64B
| $1.73B | 0.36% | 71,702,279 +2,258,758 | +3% | +$54.4M |
|
74
Chipotle Mexican Grill
CMG
$56.5B
| $1.69B | 0.35% | 986,719 +44,336 | +5% | +$75.7M |
|
75
Costco
COST
$418B
| $1.68B | 0.35% | 3,373,490 +30,146 | +0.9% | +$15M |
|