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 |
Microsoft
MSFT
|
$1.31B |
| 2 |
VF Corp
VFC
|
$1.27B |
| 3 |
Philip Morris
PM
|
$772M |
| 4 |
The Mosaic Company
MOS
|
$749M |
| 5 |
JPMorgan Chase
JPM
|
$735M |
Top Sells
| 1 |
Chevron
CVX
|
$1.09B |
| 2 |
Gilead Sciences
GILD
|
$981M |
| 3 |
Baxter International
BAX
|
$870M |
| 4 |
Bristol-Myers Squibb
BMY
|
$839M |
| 5 |
Las Vegas Sands
LVS
|
$835M |
Sector Composition
| 1 | Industrials | 14.09% |
| 2 | Financials | 14.01% |
| 3 | Healthcare | 12.5% |
| 4 | Consumer Discretionary | 12.24% |
| 5 | Energy | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Analog Devices
ADI
$124B
| $1.28B | 0.36% | 25,084,121 +8,446,562 | +51% | +$430M |
|
77
Baidu
BIDU
$32.8B
| $1.26B | 0.35% | 7,055,800 -200,000 | -3% | -$35.6M |
|
78
Starbucks
SBUX
$100B
| $1.23B | 0.35% | 15,705,000 -1,675,000 | -10% | -$131M |
|
|
COL
79
DELISTED
Rockwell Collins
COL
| $1.21B | 0.34% | 16,325,600 -405,000 | -2% | -$29.9M |
|
80
Humana
HUM
$36.5B
| $1.2B | 0.34% | 11,638,780 -245,000 | -2% | -$25.3M |
|
81
AbbVie
ABBV
$372B
| $1.19B | 0.33% | 22,496,532 | – | – |
|
|
POT
82
DELISTED
Potash Corp Of Saskatchewan
POT
| $1.17B | 0.33% | 35,509,000 +768,000 | +2% | +$25.3M |
|
83
Delta Air Lines
DAL
$40.3B
| $1.17B | 0.33% | 42,482,303 -4,510,000 | -10% | -$124M |
|
84
FMC
FMC
$4.88B
| $1.14B | 0.32% | 15,143,400 | – | – |
|
|
TWC
85
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $1.13B | 0.32% | 8,348,000 -500,000 | -6% | -$67.8M |
|
86
Charles Schwab
SCHW
$174B
| $1.12B | 0.31% | 42,925,100 | – | – |
|
87
Ryanair
RYAAY
$33.7B
| $1.08B | 0.3% | 22,941,999 | – | – |
|
|
SE
88
DELISTED
Spectra Energy Corp Wi
SE
| $1.06B | 0.3% | 29,768,300 +5,000 | +0% | +$178K |
|
|
CHK
89
DELISTED
Chesapeake Energy Corporation
CHK
| $1.04B | 0.29% | 38,340,000 +7,195,000 | +23% | +$195M |
|
90
Duke Energy
DUK
$95.3B
| $1.03B | 0.29% | 14,988,056 | – | – |
|
|
91
The Mosaic Company
MOS
$10.6B
| $1.03B | 0.29% | 21,730,000 +15,855,000 | +270% | +$749M |
|
92
American Tower
AMT
$95.5B
| $1.02B | 0.29% | 12,831,238 +25,000 | +0.2% | +$2M |
|
93
Amphenol
APH
$133B
| $1.02B | 0.29% | 11,425,700 +2,556,700 | +29% | +$228M |
|
94
United Airlines
UAL
$34B
| $999M | 0.28% | 26,407,681 +800,000 | +3% | +$30.3M |
|
95
Deere & Co
DE
$130B
| $991M | 0.28% | 10,847,000 -3,942,020 | -27% | -$360M |
|
96
Incyte
INCY
$16.5B
| $953M | 0.27% | 18,813,200 +65,100 | +0.3% | +$3.3M |
|
97
Intel
INTC
$107B
| $949M | 0.27% | 36,545,000 | – | – |
|
98
LyondellBasell Industries
LYB
$18.1B
| $943M | 0.27% | 11,745,000 | – | – |
|
99
FirstEnergy
FE
$25.2B
| $940M | 0.26% | 28,503,983 -12,272,100 | -30% | -$405M |
|
100
Honeywell
HON
$139B
| $912M | 0.26% | 9,985,000 | – | – |
|