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 |
Broadcom
AVGO
|
$7.75B |
| 2 |
Chubb
CB
|
$3.1B |
| 3 |
ASML
ASML
|
$2.82B |
| 4 |
Meta Platforms (Facebook)
META
|
$1.53B |
| 5 |
Gen Digital
GEN
|
$1.18B |
Top Sells
| 1 |
Amazon
AMZN
|
$2.01B |
| 2 |
Pfizer
PFE
|
$1.64B |
| 3 |
McDonald's
MCD
|
$610M |
| 4 |
Texas Instruments
TXN
|
$605M |
| 5 |
LNKD
LinkedIn Corporation
LNKD
|
$576M |
Sector Composition
| 1 | Technology | 16.82% |
| 2 | Financials | 12.84% |
| 3 | Healthcare | 11.66% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Energy | 10.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CXO
76
DELISTED
CONCHO RESOURCES INC.
CXO
| $1.38B | 0.35% | 10,434,000 +185,000 | +2% | +$24.5M |
|
|
BHI
77
DELISTED
Baker Hughes
BHI
| $1.38B | 0.35% | 21,251,155 +13,101,155 | +161% | +$851M |
|
78
Johnson Controls International
JCI
$69.9B
| $1.32B | 0.33% | 32,041,348 +3,296,248 | +11% | +$136M |
|
79
Altria Group
MO
$113B
| $1.31B | 0.33% | 19,412,110 +235,000 | +1% | +$15.9M |
|
|
STI
80
DELISTED
SunTrust Banks, Inc.
STI
| $1.31B | 0.33% | 23,904,521 -1,808,987 | -7% | -$99.2M |
|
81
AT&T
T
$209B
| $1.3B | 0.33% | 30,621,008 -2,807,999 | -8% | -$119M |
|
82
TE Connectivity
TEL
$61B
| $1.29B | 0.32% | 18,624,571 +2,407 | +0% | +$167K |
|
83
Suncor Energy
SU
$50.1B
| $1.27B | 0.32% | 38,788,644 | – | – |
|
84
LyondellBasell Industries
LYB
$18.1B
| $1.27B | 0.32% | 14,774,350 +1,500 | +0% | +$129K |
|
85
Target
TGT
$43.6B
| $1.26B | 0.32% | 17,500,000 +300,000 | +2% | +$21.7M |
|
86
Mastercard
MA
$538B
| $1.25B | 0.32% | 12,134,556 +530,061 | +5% | +$54.7M |
|
87
Ulta Beauty
ULTA
$22.1B
| $1.25B | 0.31% | 4,905,700 +8,400 | +0.2% | +$2.14M |
|
88
DuPont de Nemours
DD
$32.2B
| $1.22B | 0.31% | 21,331,876 -3,038,019 | -12% | -$174M |
|
|
VIAB
89
DELISTED
Viacom Inc. Class B
VIAB
| $1.21B | 0.31% | 34,556,000 +9,897,867 | +40% | +$347M |
|
90
Costco
COST
$418B
| $1.21B | 0.3% | 7,570,005 -3,021,279 | -29% | -$484M |
|
91
Union Pacific
UNP
$133B
| $1.15B | 0.29% | 11,063,002 +751,000 | +7% | +$77.9M |
|
92
Gilead Sciences
GILD
$140B
| $1.13B | 0.28% | 15,818,948 +500,000 | +3% | +$35.8M |
|
93
Baidu
BIDU
$32.8B
| $1.05B | 0.26% | 6,400,224 +118,690 | +2% | +$19.5M |
|
94
General Motors
GM
$55.8B
| $1.04B | 0.26% | 29,826,692 +14,814,600 | +99% | +$516M |
|
95
TransDigm Group
TDG
$78.8B
| $1.04B | 0.26% | 4,162,900 +274,800 | +7% | +$68.4M |
|
96
Incyte
INCY
$16.5B
| $1.03B | 0.26% | 10,301,491 -385,000 | -4% | -$38.6M |
|
97
Parker-Hannifin
PH
$96.2B
| $1.03B | 0.26% | 7,355,000 | – | – |
|
|
PXD
98
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.01B | 0.25% | 5,605,002 -300,000 | -5% | -$54M |
|
99
Newell Brands
NWL
$2.48B
| $983M | 0.25% | 22,005,105 +7,924,343 | +56% | +$354M |
|
100
VeriSign
VRSN
$25.5B
| $973M | 0.24% | 12,789,339 +276,685 | +2% | +$21M |
|