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 |
CSX Corp
CSX
|
$3.69B |
| 2 |
Agilon Health
AGL
|
$1.05B |
| 3 |
Rockwell Automation
ROK
|
$1.03B |
| 4 |
Meta Platforms (Facebook)
META
|
$974M |
| 5 |
AT&T
T
|
$898M |
Top Sells
| 1 |
Tesla
TSLA
|
$2.48B |
| 2 |
Mastercard
MA
|
$1.46B |
| 3 |
Shopify
SHOP
|
$1.34B |
| 4 |
JPMorgan Chase
JPM
|
$1.23B |
| 5 |
Honeywell
HON
|
$1.19B |
Sector Composition
| 1 | Technology | 19.43% |
| 2 | Consumer Discretionary | 15.53% |
| 3 | Healthcare | 15.09% |
| 4 | Financials | 14.5% |
| 5 | Communication Services | 9.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Darden Restaurants
DRI
$24.1B
| $1.97B | 0.34% | 13,519,590 +5,146,677 | +61% | +$751M |
|
77
Baker Hughes
BKR
$44.8B
| $1.97B | 0.34% | 86,187,256 +3,104,645 | +4% | +$71M |
|
78
Insulet
PODD
$23.9B
| $1.96B | 0.33% | 7,147,234 +205,647 | +3% | +$56.5M |
|
79
Costco
COST
$418B
| $1.93B | 0.33% | 4,885,137 +931,965 | +24% | +$369M |
|
80
Johnson & Johnson
JNJ
$427B
| $1.93B | 0.33% | 11,728,401 -190,487 | -2% | -$31.4M |
|
81
Chubb
CB
$110B
| $1.87B | 0.32% | 11,761,256 +3,232 | +0% | +$514K |
|
82
Gen Digital
GEN
$18.6B
| $1.87B | 0.32% | 68,557,966 +5,811,868 | +9% | +$158M |
|
83
Blackstone
BX
$134B
| $1.86B | 0.32% | 19,150,661 +1,834,809 | +11% | +$178M |
|
|
PXD
84
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.77B | 0.3% | 10,910,388 +2,217,703 | +26% | +$360M |
|
85
Parker-Hannifin
PH
$96.2B
| $1.72B | 0.29% | 5,588,136 -852,736 | -13% | -$262M |
|
86
Zoetis
ZTS
$69.3B
| $1.71B | 0.29% | 9,181,177 +31,935 | +0.3% | +$5.95M |
|
87
Keurig Dr Pepper
KDP
$39.5B
| $1.71B | 0.29% | 48,464,646 +2,014,538 | +4% | +$71M |
|
88
Exxon Mobil
XOM
$487B
| $1.71B | 0.29% | 27,065,394 +8,375,205 | +45% | +$528M |
|
89
Linde
LIN
$224B
| $1.7B | 0.29% | 5,865,108 -1,119,742 | -16% | -$324M |
|
90
Nasdaq
NDAQ
$54.4B
| $1.68B | 0.29% | 9,555,485 +330,279 | +4% | +$58.1M |
|
91
Target
TGT
$43.6B
| $1.64B | 0.28% | 6,789,120 -1,123,411 | -14% | -$272M |
|
92
Motorola Solutions
MSI
$78.7B
| $1.64B | 0.28% | 7,557,238 +1,023,476 | +16% | +$222M |
|
93
Zai Lab
ZLAB
$3.68B
| $1.59B | 0.27% | 8,991,468 +612,742 | +7% | +$108M |
|
94
PACCAR
PCAR
$52.5B
| $1.57B | 0.27% | 17,618,004 -3,888,040 | -18% | -$347M |
|
95
Stellantis
STLA
$27.8B
| $1.57B | 0.27% | 79,795,939 -3,667,373 | -4% | -$71.9M |
|
96
Union Pacific
UNP
$133B
| $1.54B | 0.26% | 7,020,279 -136,987 | -2% | -$30.1M |
|
97
Charter Communications
CHTR
$36.3B
| $1.51B | 0.26% | 2,095,849 -36,483 | -2% | -$26.3M |
|
98
Adobe
ADBE
$151B
| $1.46B | 0.25% | 2,486,792 +13,562 | +0.5% | +$7.94M |
|
99
EPAM Systems
EPAM
$9.82B
| $1.45B | 0.25% | 2,843,969 +175,473 | +7% | +$89.7M |
|
100
American Tower
AMT
$95.5B
| $1.45B | 0.25% | 5,360,306 -300,888 | -5% | -$81.3M |
|