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 |
Apple
AAPL
|
$2.61B |
| 2 |
Schlumberger
SLB
|
$2.3B |
| 3 |
McDonald's
MCD
|
$1.27B |
| 4 |
DD
Du Pont De Nemours E I
DD
|
$1.22B |
| 5 |
Meta Platforms (Facebook)
META
|
$892M |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.12B |
| 2 |
Wells Fargo
WFC
|
$1.7B |
| 3 |
American Express
AXP
|
$1.42B |
| 4 |
Cisco
CSCO
|
$1.01B |
| 5 |
Salesforce
CRM
|
$904M |
Sector Composition
| 1 | Technology | 12.9% |
| 2 | Healthcare | 12.58% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Financials | 11.35% |
| 5 | Consumer Staples | 10.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Caterpillar
CAT
$196B
| $1.2B | 0.33% | 15,663,207 -6,646,553 | -30% | -$509M |
|
77
Northrop Grumman
NOC
$84.5B
| $1.19B | 0.33% | 6,035,000 | – | – |
|
|
AET
78
DELISTED
Aetna Inc
AET
| $1.19B | 0.33% | 10,589,500 +2,722,500 | +35% | +$306M |
|
79
TE Connectivity
TEL
$61B
| $1.19B | 0.33% | 19,202,068 +4,702,647 | +32% | +$291M |
|
|
CXO
80
DELISTED
CONCHO RESOURCES INC.
CXO
| $1.18B | 0.33% | 11,714,343 -1,555,663 | -12% | -$157M |
|
81
Booking.com
BKNG
$181B
| $1.15B | 0.32% | 895,450 -76,703 | -8% | -$98.9M |
|
82
Baidu
BIDU
$32.8B
| $1.13B | 0.31% | 5,922,462 -275,000 | -4% | -$52.5M |
|
83
LyondellBasell Industries
LYB
$18.1B
| $1.12B | 0.31% | 13,131,600 -477,600 | -4% | -$40.9M |
|
84
Altria Group
MO
$113B
| $1.12B | 0.31% | 17,853,200 +381,850 | +2% | +$23.9M |
|
85
Blackrock
BLK
$175B
| $1.11B | 0.31% | 3,251,017 +1,081,017 | +50% | +$368M |
|
86
Gilead Sciences
GILD
$140B
| $1.1B | 0.3% | 11,938,948 +1,851,758 | +18% | +$170M |
|
87
Trip.com Group
TCOM
$48.2B
| $1.04B | 0.29% | 23,541,500 +527,300 | +2% | +$23.3M |
|
|
TWX
88
DELISTED
Time Warner Inc
TWX
| $1.02B | 0.28% | 14,087,792 -908,046 | -6% | -$65.9M |
|
|
STI
89
DELISTED
SunTrust Banks, Inc.
STI
| $971M | 0.27% | 26,903,987 -1,300,000 | -5% | -$46.9M |
|
90
Suncor Energy
SU
$50.1B
| $968M | 0.27% | 34,742,943 +1,954,299 | +6% | +$54.4M |
|
91
EOG Resources
EOG
$68.2B
| $958M | 0.26% | 13,195,363 +750,281 | +6% | +$54.5M |
|
92
Halliburton
HAL
$19.4B
| $915M | 0.25% | 25,615,482 +8,199,145 | +47% | +$293M |
|
93
American Tower
AMT
$95.5B
| $904M | 0.25% | 8,832,087 -430,000 | -5% | -$44M |
|
94
Expedia Group
EXPE
$26.6B
| $899M | 0.25% | 8,335,344 +517,073 | +7% | +$55.8M |
|
95
Exxon Mobil
XOM
$487B
| $898M | 0.25% | 10,741,000 +9,873,500 | +1,138% | +$825M |
|
96
Norfolk Southern
NSC
$62.8B
| $888M | 0.25% | 10,670,000 +800,000 | +8% | +$66.6M |
|
|
LNKD
97
DELISTED
LinkedIn Corporation
LNKD
| $886M | 0.24% | 7,748,411 +3,234,528 | +72% | +$370M |
|
98
Cummins
CMI
$54.9B
| $886M | 0.24% | 8,058,981 -1,272,411 | -14% | -$140M |
|
99
Las Vegas Sands
LVS
$39.6B
| $876M | 0.24% | 16,947,691 -3,014,511 | -15% | -$156M |
|
100
Ulta Beauty
ULTA
$22.1B
| $870M | 0.24% | 4,492,231 +1,376,658 | +44% | +$267M |
|