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 |
Wells Fargo
WFC
|
$1.13B |
| 2 |
EOG Resources
EOG
|
$1.13B |
| 3 |
ConocoPhillips
COP
|
$1.08B |
| 4 |
ServiceNow
NOW
|
$844M |
| 5 |
CXO
CONCHO RESOURCES INC.
CXO
|
$617M |
Top Sells
| 1 |
Amazon
AMZN
|
$6.18B |
| 2 |
Microsoft
MSFT
|
$4.19B |
| 3 |
Boeing
BA
|
$2.71B |
| 4 |
Apple
AAPL
|
$2.58B |
| 5 |
Home Depot
HD
|
$1.46B |
Sector Composition
| 1 | Technology | 18.24% |
| 2 | Financials | 16.34% |
| 3 | Consumer Discretionary | 11.87% |
| 4 | Healthcare | 10.64% |
| 5 | Communication Services | 9.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
AbbVie
ABBV
$372B
| $1.62B | 0.36% | 17,103,816 +1,119,813 | +7% | +$106M |
|
77
Regeneron Pharmaceuticals
REGN
$61.5B
| $1.62B | 0.36% | 4,698,888 -109,059 | -2% | -$37.6M |
|
78
Costco
COST
$418B
| $1.62B | 0.36% | 8,583,762 -30,129 | -0.3% | -$5.68M |
|
79
Starbucks
SBUX
$100B
| $1.61B | 0.36% | 27,815,730 -13,651,186 | -33% | -$790M |
|
|
PXD
80
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.6B | 0.36% | 9,290,002 | – | – |
|
|
WRK
81
DELISTED
WestRock Company
WRK
| $1.57B | 0.35% | 24,460,802 +1,250,000 | +5% | +$80.2M |
|
|
NBL
82
DELISTED
Noble Energy, Inc.
NBL
| $1.55B | 0.35% | 51,198,624 -6,574,597 | -11% | -$199M |
|
83
Johnson Controls International
JCI
$69.9B
| $1.55B | 0.35% | 43,877,347 -6,725,737 | -13% | -$237M |
|
84
Vertex Pharmaceuticals
VRTX
$100B
| $1.47B | 0.33% | 8,998,927 +3,109,444 | +53% | +$507M |
|
85
Citigroup
C
$178B
| $1.4B | 0.32% | 20,800,000 +150,000 | +0.7% | +$10.1M |
|
86
Occidental Petroleum
OXY
$46.9B
| $1.38B | 0.31% | 21,224,467 +7,750,504 | +58% | +$503M |
|
87
Public Service Enterprise Group
PEG
$41.1B
| $1.36B | 0.31% | 27,166,249 +8,903,465 | +49% | +$447M |
|
88
General Motors
GM
$55.8B
| $1.33B | 0.3% | 36,684,812 +4,180,600 | +13% | +$152M |
|
89
Halliburton
HAL
$19.4B
| $1.33B | 0.3% | 28,261,008 -221,000 | -0.8% | -$10.4M |
|
90
VeriSign
VRSN
$25.5B
| $1.3B | 0.29% | 10,962,408 -1,287,292 | -11% | -$153M |
|
91
Diamondback Energy
FANG
$43.1B
| $1.28B | 0.29% | 10,084,497 +2,798,900 | +38% | +$354M |
|
92
Coca-Cola Europacific Partners
CCEP
$40.4B
| $1.27B | 0.29% | 30,469,458 +5,211,177 | +21% | +$217M |
|
93
Baker Hughes
BKR
$44.8B
| $1.24B | 0.28% | 44,627,004 +15,428,691 | +53% | +$428M |
|
94
Dominion Energy
D
$51.1B
| $1.22B | 0.28% | 18,155,911 +528,004 | +3% | +$35.6M |
|
95
Union Pacific
UNP
$133B
| $1.2B | 0.27% | 8,935,685 +2,455,685 | +38% | +$330M |
|
96
Tesla
TSLA
$1.08T
| $1.18B | 0.27% | 4,449,216 +1,419,413 | +47% | +$378M |
|
97
Parker-Hannifin
PH
$96.2B
| $1.16B | 0.26% | 6,803,000 +191,000 | +3% | +$32.7M |
|
98
ResMed
RMD
$40.2B
| $1.15B | 0.26% | 11,671,700 -515,000 | -4% | -$50.7M |
|
99
Western Digital
WDC
$27.9B
| $1.15B | 0.26% | 12,409,904 +410,376 | +3% | +$37.9M |
|
100
DTE Energy
DTE
$28.4B
| $1.14B | 0.26% | 10,906,243 +1,600,000 | +17% | +$167M |
|