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 |
Altria Group
MO
|
$2.75B |
| 2 |
CSX Corp
CSX
|
$1.69B |
| 3 |
Exxon Mobil
XOM
|
$1.24B |
| 4 |
Pfizer
PFE
|
$973M |
| 5 |
T-Mobile US
TMUS
|
$965M |
Top Sells
| 1 |
McDonald's
MCD
|
$2.04B |
| 2 |
Coca-Cola
KO
|
$1.97B |
| 3 |
ConocoPhillips
COP
|
$1.8B |
| 4 |
Broadcom
AVGO
|
$1.41B |
| 5 |
EOG Resources
EOG
|
$1.02B |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Healthcare | 14.83% |
| 3 | Financials | 14.5% |
| 4 | Consumer Discretionary | 11.95% |
| 5 | Communication Services | 8.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Carnival Corp
CCL
$43.2B
| $1.42B | 0.35% | 28,060,436 +8,565,204 | +44% | +$434M |
|
77
Apple
AAPL
$3.45T
| $1.42B | 0.34% | 7,473,562 +4,690 | +0.1% | +$891K |
|
78
Parker-Hannifin
PH
$96.2B
| $1.39B | 0.34% | 8,086,971 -200,000 | -2% | -$34.3M |
|
79
Procter & Gamble
PG
$368B
| $1.39B | 0.34% | 13,321,700 -200,000 | -1% | -$20.8M |
|
80
Intercontinental Exchange
ICE
$101B
| $1.35B | 0.33% | 17,726,563 -529,150 | -3% | -$40.3M |
|
81
Wells Fargo
WFC
$263B
| $1.34B | 0.33% | 27,828,021 +1,890,115 | +7% | +$91.3M |
|
|
DFS
82
DELISTED
Discover Financial Services
DFS
| $1.31B | 0.32% | 18,460,394 +1,155,014 | +7% | +$82.2M |
|
83
Autodesk
ADSK
$67.3B
| $1.31B | 0.32% | 8,405,534 +1,130,200 | +16% | +$176M |
|
84
Citigroup
C
$178B
| $1.3B | 0.32% | 20,900,353 +100,000 | +0.5% | +$6.22M |
|
85
Amphenol
APH
$133B
| $1.29B | 0.31% | 13,686,263 +14,910 | +0.1% | +$1.41M |
|
86
Coterra Energy
CTRA
$18.7B
| $1.27B | 0.31% | 48,826,510 | – | – |
|
87
Target
TGT
$43.6B
| $1.26B | 0.31% | 15,750,109 +600,000 | +4% | +$48.2M |
|
88
VF Corp
VFC
$5.91B
| $1.25B | 0.3% | 14,420,181 +370,000 | +3% | +$32.2M |
|
89
Hologic
HOLX
$14.9B
| $1.25B | 0.3% | 25,725,223 -1,478,671 | -5% | -$71.6M |
|
|
90
T-Mobile US
TMUS
$284B
| $1.23B | 0.3% | 17,764,200 +13,970,000 | +368% | +$965M |
|
91
Sysco
SYY
$38.5B
| $1.21B | 0.29% | 18,051,335 -815,000 | -4% | -$54.4M |
|
92
Iron Mountain
IRM
$27.3B
| $1.19B | 0.29% | 33,584,200 | – | – |
|
93
Diamondback Energy
FANG
$43.1B
| $1.18B | 0.29% | 11,649,081 +45,000 | +0.4% | +$4.57M |
|
94
TransDigm Group
TDG
$78.8B
| $1.18B | 0.29% | 2,590,026 -195,602 | -7% | -$88.8M |
|
95
Petrobras
PBR
$79.9B
| $1.16B | 0.28% | 73,152,326 +23,853,812 | +48% | +$380M |
|
96
Biogen
BIIB
$19.4B
| $1.16B | 0.28% | 4,901,860 +886,293 | +22% | +$210M |
|
97
Norwegian Cruise Line
NCLH
$11.2B
| $1.14B | 0.28% | 20,774,080 +485,859 | +2% | +$26.7M |
|
|
PARA
98
DELISTED
Paramount Global Class B
PARA
| $1.12B | 0.27% | 23,491,580 -123,569 | -0.5% | -$5.87M |
|
99
Jack Henry & Associates
JKHY
$11.9B
| $1.08B | 0.26% | 7,779,552 -20,000 | -0.3% | -$2.77M |
|
100
Gilead Sciences
GILD
$140B
| $1.06B | 0.26% | 16,240,500 +1,217,836 | +8% | +$79.2M |
|