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 |
Salesforce
CRM
|
$2.71B |
| 2 |
TE Connectivity
TEL
|
$1.59B |
| 3 |
Goldman Sachs
GS
|
$1.34B |
| 4 |
Philip Morris
PM
|
$1.18B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.09B |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.81B |
| 2 |
CVS Health
CVS
|
$1.78B |
| 3 |
Archer Daniels Midland
ADM
|
$1.72B |
| 4 |
JPMorgan Chase
JPM
|
$1.63B |
| 5 |
Broadcom
AVGO
|
$1.29B |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Healthcare | 18.94% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 11.44% |
| 5 | Industrials | 9.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Yum! Brands
YUM
$40.8B
| $1.67B | 0.35% | 12,644,353 -53,639 | -0.4% | -$7.08M |
|
77
Vale
VALE
$43.9B
| $1.62B | 0.33% | 102,348,157 -25,655,536 | -20% | -$405M |
|
78
Fiserv
FI
$75.1B
| $1.6B | 0.33% | 14,197,237 +3,782,247 | +36% | +$428M |
|
79
Canadian Pacific Kansas City
CP
$69.9B
| $1.6B | 0.33% | 20,848,065 -3,718,622 | -15% | -$286M |
|
80
Wheaton Precious Metals
WPM
$45.6B
| $1.54B | 0.32% | 31,998,439 +1,027,876 | +3% | +$49.5M |
|
81
Merck
MRK
$210B
| $1.53B | 0.32% | 14,334,194 +2,399,262 | +20% | +$255M |
|
82
Cigna
CI
$80.3B
| $1.52B | 0.31% | 5,962,475 -2,576,270 | -30% | -$658M |
|
83
Constellation Brands
STZ
$28.5B
| $1.52B | 0.31% | 6,740,250 +62,515 | +0.9% | +$14.1M |
|
|
84
Archer Daniels Midland
ADM
$30.1B
| $1.5B | 0.31% | 18,873,151 -21,547,383 | -53% | -$1.72B |
|
85
Rockwell Automation
ROK
$38.6B
| $1.5B | 0.31% | 5,100,281 +6,349 | +0.1% | +$1.86M |
|
86
Zoetis
ZTS
$69.3B
| $1.48B | 0.3% | 8,864,091 -156,056 | -2% | -$26M |
|
87
Northrop Grumman
NOC
$84.5B
| $1.47B | 0.3% | 3,180,075 +287 | +0% | +$133K |
|
88
Keurig Dr Pepper
KDP
$39.5B
| $1.44B | 0.3% | 40,839,377 +5,460,737 | +15% | +$193M |
|
89
Las Vegas Sands
LVS
$39.6B
| $1.43B | 0.29% | 24,828,841 -6,709,790 | -21% | -$385M |
|
90
Shopify
SHOP
$184B
| $1.42B | 0.29% | 29,575,096 +2,158,916 | +8% | +$103M |
|
91
Procter & Gamble
PG
$368B
| $1.41B | 0.29% | 9,511,191 +15,250 | +0.2% | +$2.27M |
|
92
Uber
UBER
$196B
| $1.4B | 0.29% | 44,190,831 +3,246,112 | +8% | +$103M |
|
93
TransDigm Group
TDG
$78.8B
| $1.38B | 0.29% | 1,871,546 +995,255 | +114% | +$734M |
|
94
Blackrock
BLK
$175B
| $1.36B | 0.28% | 2,026,220 -289,756 | -13% | -$194M |
|
95
Capital One
COF
$145B
| $1.35B | 0.28% | 14,062,354 -3,080,378 | -18% | -$296M |
|
96
Iron Mountain
IRM
$27.3B
| $1.35B | 0.28% | 25,486,477 +5,306 | +0% | +$281K |
|
97
Crown Castle
CCI
$43.2B
| $1.34B | 0.28% | 10,043,376 +157,617 | +2% | +$21.1M |
|
98
Wells Fargo
WFC
$263B
| $1.32B | 0.27% | 35,324,039 -25,306,935 | -42% | -$946M |
|
99
Synchrony
SYF
$28.4B
| $1.31B | 0.27% | 45,088,025 | – | – |
|
|
HES
100
DELISTED
Hess
HES
| $1.29B | 0.27% | 9,759,825 +21,923 | +0.2% | +$2.9M |
|