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 |
Amazon
AMZN
|
$3.88B |
| 2 |
IBM
IBM
|
$2.12B |
| 3 |
Illumina
ILMN
|
$1.94B |
| 4 |
Citigroup
C
|
$1.81B |
| 5 |
Honeywell
HON
|
$1.59B |
Top Sells
| 1 |
Broadcom
AVGO
|
$3.36B |
| 2 |
Apple
AAPL
|
$2.8B |
| 3 |
UnitedHealth
UNH
|
$2.39B |
| 4 |
Home Depot
HD
|
$1.61B |
| 5 |
Constellation Energy
CEG
|
$1.55B |
Sector Composition
| 1 | Technology | 24.47% |
| 2 | Financials | 14.11% |
| 3 | Consumer Discretionary | 14.04% |
| 4 | Healthcare | 13.01% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
GE Aerospace
GE
$292B
| $3.37B | 0.51% | 20,209,154 -2,055,898 | -9% | -$343M |
|
52
Altria Group
MO
$113B
| $3.27B | 0.5% | 62,535,289 -1,861,688 | -3% | -$97.3M |
|
53
Trip.com Group
TCOM
$48.2B
| $3.2B | 0.49% | 46,622,225 -5,268,366 | -10% | -$362M |
|
54
ASML
ASML
$292B
| $3.19B | 0.48% | 4,599,999 -1,301,979 | -22% | -$902M |
|
55
Chubb
CB
$110B
| $3.17B | 0.48% | 11,481,301 +212,889 | +2% | +$58.8M |
|
56
Extra Space Storage
EXR
$30.5B
| $3.15B | 0.48% | 21,075,104 -1,056,578 | -5% | -$158M |
|
57
FirstEnergy
FE
$25.2B
| $3.11B | 0.47% | 78,092,086 +27,291 | +0% | +$1.09M |
|
58
Carrier Global
CARR
$55.5B
| $3.06B | 0.46% | 44,813,522 -2,696,104 | -6% | -$184M |
|
59
Salesforce
CRM
$245B
| $3.01B | 0.46% | 8,989,963 -2,949,138 | -25% | -$986M |
|
60
Target
TGT
$43.6B
| $2.96B | 0.45% | 21,930,569 +1,306,552 | +6% | +$177M |
|
61
AbbVie
ABBV
$372B
| $2.92B | 0.44% | 16,410,277 +959,242 | +6% | +$170M |
|
62
Cenovus Energy
CVE
$29.9B
| $2.9B | 0.44% | 191,412,590 +26,127,617 | +16% | +$396M |
|
63
Restaurant Brands International
QSR
$20.8B
| $2.83B | 0.43% | 43,418,188 +841,167 | +2% | +$54.8M |
|
64
KKR & Co
KKR
$124B
| $2.79B | 0.42% | 18,857,376 -8,369 | -0% | -$1.24M |
|
65
Darden Restaurants
DRI
$24.1B
| $2.79B | 0.42% | 14,925,835 +26,842 | +0.2% | +$5.01M |
|
66
Synchrony
SYF
$28.4B
| $2.76B | 0.42% | 42,509,524 -617,997 | -1% | -$40.2M |
|
67
CVS Health
CVS
$92.8B
| $2.74B | 0.42% | 61,039,777 +12,819,148 | +27% | +$575M |
|
68
Halliburton
HAL
$19.4B
| $2.72B | 0.41% | 99,937,885 -14,298,046 | -13% | -$389M |
|
69
Schlumberger
SLB
$55B
| $2.71B | 0.41% | 70,577,929 -4,093,717 | -5% | -$157M |
|
70
Mercado Libre
MELI
$125B
| $2.67B | 0.4% | 1,568,602 +308,973 | +25% | +$525M |
|
|
71
IBM
IBM
$227B
| $2.63B | 0.4% | 11,984,609 +9,650,534 | +413% | +$2.12B |
|
72
CME Group
CME
$96B
| $2.6B | 0.4% | 11,212,713 -918,317 | -8% | -$213M |
|
73
Deere & Co
DE
$129B
| $2.57B | 0.39% | 6,058,259 +157,224 | +3% | +$66.6M |
|
74
Boston Scientific
BSX
$156B
| $2.49B | 0.38% | 27,899,903 +6,216,199 | +29% | +$555M |
|
75
Mastercard
MA
$538B
| $2.44B | 0.37% | 4,629,954 -283 | -0% | -$149K |
|