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 |
Linde
LIN
|
$2.81B |
| 2 |
Cigna
CI
|
$2.16B |
| 3 |
Pfizer
PFE
|
$1.76B |
| 4 |
Meta Platforms (Facebook)
META
|
$1.24B |
| 5 |
PNC Financial Services
PNC
|
$1.14B |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
$1.53B |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
$1.5B |
| 3 |
Wells Fargo
WFC
|
$1.42B |
| 4 |
Amazon
AMZN
|
$1.15B |
| 5 |
Philip Morris
PM
|
$745M |
Sector Composition
| 1 | Technology | 17.17% |
| 2 | Healthcare | 14.99% |
| 3 | Financials | 14.74% |
| 4 | Consumer Discretionary | 12.54% |
| 5 | Communication Services | 7.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Marsh & McLennan
MMC
$101B
| $1.24B | 0.34% | 15,592,054 -234,700 | -1% | -$18.7M |
|
77
Procter & Gamble
PG
$368B
| $1.24B | 0.34% | 13,521,700 -1,500,071 | -10% | -$138M |
|
78
Parker-Hannifin
PH
$96.2B
| $1.24B | 0.33% | 8,286,971 +828,716 | +11% | +$124M |
|
79
Biogen
BIIB
$19.4B
| $1.21B | 0.33% | 4,015,567 +1,541,859 | +62% | +$464M |
|
80
Ryanair
RYAAY
$33.7B
| $1.2B | 0.32% | 16,763,378 -1,957,139 | -10% | -$140M |
|
|
81
Wells Fargo
WFC
$263B
| $1.2B | 0.32% | 25,937,906 -30,843,791 | -54% | -$1.42B |
|
82
Sysco
SYY
$38.5B
| $1.18B | 0.32% | 18,866,335 +6,290,992 | +50% | +$394M |
|
83
Apple
AAPL
$3.45T
| $1.18B | 0.32% | 7,468,872 +836,786 | +13% | +$132M |
|
84
Micron Technology
MU
$133B
| $1.15B | 0.31% | 36,377,849 +11,250,906 | +45% | +$357M |
|
85
Equinix
EQIX
$76.9B
| $1.15B | 0.31% | 3,255,956 +17,000 | +0.5% | +$5.99M |
|
86
Hologic
HOLX
$14.9B
| $1.12B | 0.3% | 27,203,894 -605,002 | -2% | -$24.9M |
|
87
Amphenol
APH
$133B
| $1.11B | 0.3% | 13,671,353 -6,187,327 | -31% | -$501M |
|
88
Coterra Energy
CTRA
$18.7B
| $1.09B | 0.3% | 48,826,510 +1,238,252 | +3% | +$27.7M |
|
89
Iron Mountain
IRM
$27.3B
| $1.09B | 0.29% | 33,584,200 -657,000 | -2% | -$21.3M |
|
90
Exxon Mobil
XOM
$487B
| $1.09B | 0.29% | 15,959,909 +4,013,536 | +34% | +$274M |
|
91
Citigroup
C
$178B
| $1.08B | 0.29% | 20,800,353 | – | – |
|
92
Diamondback Energy
FANG
$43.1B
| $1.08B | 0.29% | 11,604,081 -326,919 | -3% | -$30.3M |
|
93
Public Storage
PSA
$51.7B
| $1.07B | 0.29% | 5,307,046 -1,772,000 | -25% | -$359M |
|
|
WBA
94
DELISTED
Walgreens Boots Alliance
WBA
| $1.04B | 0.28% | 15,289,199 -2,799,813 | -15% | -$191M |
|
|
WRK
95
DELISTED
WestRock Company
WRK
| $1.03B | 0.28% | 27,373,378 +1,993,024 | +8% | +$75.3M |
|
|
PARA
96
DELISTED
Paramount Global Class B
PARA
| $1.03B | 0.28% | 23,615,149 -317,940 | -1% | -$13.9M |
|
|
DFS
97
DELISTED
Discover Financial Services
DFS
| $1.02B | 0.28% | 17,305,380 +2,910,000 | +20% | +$172M |
|
98
VF Corp
VFC
$5.91B
| $1B | 0.27% | 14,050,181 +182,000 | +1% | +$13M |
|
99
Target
TGT
$43.6B
| $1B | 0.27% | 15,150,109 +1,000,000 | +7% | +$66.1M |
|
100
Vale
VALE
$43.9B
| $999M | 0.27% | 75,764,527 +4,942,547 | +7% | +$65.2M |
|