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 |
Berkshire Hathaway Class B
BRK.B
|
$1.29B |
| 2 |
Shopify
SHOP
|
$1B |
| 3 |
CVS Health
CVS
|
$923M |
| 4 |
Colgate-Palmolive
CL
|
$734M |
| 5 |
Sea Limited
SE
|
$658M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$5.59B |
| 2 |
Boeing
BA
|
$4.07B |
| 3 |
Microsoft
MSFT
|
$3.3B |
| 4 |
UnitedHealth
UNH
|
$2.41B |
| 5 |
JPMorgan Chase
JPM
|
$1.71B |
Sector Composition
| 1 | Technology | 21.13% |
| 2 | Healthcare | 17.61% |
| 3 | Financials | 13.67% |
| 4 | Consumer Discretionary | 12.7% |
| 5 | Communication Services | 8.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Blackstone
BX
$134B
| $1.39B | 0.34% | 24,582,382 -5,951,323 | -19% | -$337M |
|
77
Bank of America
BAC
$376B
| $1.37B | 0.33% | 57,682,280 +2,238,832 | +4% | +$53.2M |
|
78
Aon
AON
$79.1B
| $1.35B | 0.33% | 7,022,238 +669,613 | +11% | +$129M |
|
79
Domino's
DPZ
$15.6B
| $1.3B | 0.31% | 3,520,409 -357,977 | -9% | -$132M |
|
80
Citigroup
C
$178B
| $1.3B | 0.31% | 25,451,234 +198,145 | +0.8% | +$10.1M |
|
81
Zoetis
ZTS
$69.3B
| $1.3B | 0.31% | 9,466,322 -4,342 | -0% | -$595K |
|
82
Keurig Dr Pepper
KDP
$39.5B
| $1.28B | 0.31% | 45,202,807 -5,117,750 | -10% | -$145M |
|
83
PACCAR
PCAR
$52.5B
| $1.28B | 0.31% | 17,142,532 +8,037,610 | +88% | +$602M |
|
84
Coca-Cola
KO
$297B
| $1.28B | 0.31% | 28,626,117 -9,614,573 | -25% | -$430M |
|
85
Mondelez International
MDLZ
$79.5B
| $1.28B | 0.31% | 25,009,150 +2,818,805 | +13% | +$144M |
|
86
S&P Global
SPGI
$167B
| $1.27B | 0.31% | 3,860,154 +487,700 | +14% | +$161M |
|
87
Chevron
CVX
$324B
| $1.27B | 0.31% | 14,200,784 +3,436,020 | +32% | +$307M |
|
88
Xcel Energy
XEL
$42.8B
| $1.26B | 0.31% | 20,182,005 +5,070,620 | +34% | +$317M |
|
89
Target
TGT
$43.6B
| $1.26B | 0.3% | 10,484,549 -5,290,576 | -34% | -$634M |
|
90
Intel
INTC
$107B
| $1.25B | 0.3% | 20,834,544 -2,921,445 | -12% | -$175M |
|
91
Insulet
PODD
$23.9B
| $1.24B | 0.3% | 6,387,587 +941,668 | +17% | +$183M |
|
92
TE Connectivity
TEL
$61B
| $1.23B | 0.3% | 15,087,535 +161,286 | +1% | +$13.2M |
|
93
Qualcomm
QCOM
$173B
| $1.19B | 0.29% | 13,055,668 -2,213,205 | -14% | -$202M |
|
94
ServiceNow
NOW
$190B
| $1.18B | 0.29% | 2,918,276 -970,517 | -25% | -$393M |
|
95
AES
AES
$9.64B
| $1.18B | 0.28% | 81,215,783 -171,931 | -0.2% | -$2.49M |
|
96
Norfolk Southern
NSC
$62.8B
| $1.15B | 0.28% | 6,555,667 +195,419 | +3% | +$34.3M |
|
97
Adobe
ADBE
$151B
| $1.13B | 0.27% | 2,593,965 -67,143 | -3% | -$29.2M |
|
98
Charter Communications
CHTR
$36.3B
| $1.1B | 0.27% | 2,158,508 -175,079 | -8% | -$89.3M |
|
99
Nasdaq
NDAQ
$54.4B
| $1.1B | 0.27% | 9,177,273 +901,644 | +11% | +$108M |
|
100
Procter & Gamble
PG
$368B
| $1.08B | 0.26% | 9,005,810 -2,211,654 | -20% | -$264M |
|