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 |
Coca-Cola
KO
|
$1.76B |
| 2 |
KLA
KLAC
|
$1.16B |
| 3 |
NBL
Noble Energy, Inc.
NBL
|
$916M |
| 4 |
NOV
NOV
|
$610M |
| 5 |
PepsiCo
PEP
|
$609M |
Top Sells
| 1 |
Apple
AAPL
|
$3.27B |
| 2 |
Gilead Sciences
GILD
|
$1.29B |
| 3 |
Amazon
AMZN
|
$1.1B |
| 4 |
Home Depot
HD
|
$1B |
| 5 |
Wells Fargo
WFC
|
$1B |
Sector Composition
| 1 | Industrials | 13.43% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 13.04% |
| 4 | Technology | 10.89% |
| 5 | Consumer Discretionary | 10.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Baidu
BIDU
$32.8B
| $836M | 0.23% | 3,830,100 -1,153,000 | -23% | -$252M |
|
102
Northrop Grumman
NOC
$84.5B
| $827M | 0.23% | 6,280,000 | – | – |
|
103
TE Connectivity
TEL
$61B
| $809M | 0.23% | 14,637,375 +150,000 | +1% | +$8.29M |
|
104
Equity Residential
EQR
$25.3B
| $806M | 0.23% | 13,083,671 -3,920,573 | -23% | -$241M |
|
105
Hologic
HOLX
$14.9B
| $795M | 0.22% | 32,664,660 | – | – |
|
106
Honeywell
HON
$139B
| $794M | 0.22% | 8,525,000 | – | – |
|
107
Booking.com
BKNG
$181B
| $783M | 0.22% | 675,800 | – | – |
|
108
Kimberly-Clark
KMB
$42.8B
| $779M | 0.22% | 7,245,000 -5,990,490 | -45% | -$644M |
|
|
MWV
109
DELISTED
MEADWESTVACO CORP
MWV
| $777M | 0.22% | 18,970,000 | – | – |
|
|
STI
110
DELISTED
SunTrust Banks, Inc.
STI
| $776M | 0.22% | 20,403,987 +800,000 | +4% | +$30.4M |
|
111
FirstEnergy
FE
$25.2B
| $768M | 0.22% | 22,884,083 -1,313,100 | -5% | -$44.1M |
|
112
Iron Mountain
IRM
$27.3B
| $760M | 0.21% | 23,273,014 | – | – |
|
113
Masco
MAS
$15.4B
| $759M | 0.21% | 31,748,751 -795,000 | -2% | -$19M |
|
114
TSMC
TSM
$1.2T
| $756M | 0.21% | 37,447,723 -1,725,000 | -4% | -$34.8M |
|
115
FMC
FMC
$4.88B
| $742M | 0.21% | 12,982,805 +409,405 | +3% | +$23.4M |
|
|
MON
116
DELISTED
Monsanto Co
MON
| $740M | 0.21% | 6,574,800 | – | – |
|
117
Occidental Petroleum
OXY
$46.9B
| $724M | 0.2% | 7,525,000 -4,390,000 | -37% | -$422M |
|
118
Mastercard
MA
$538B
| $683M | 0.19% | 9,240,000 | – | – |
|
119
Ralph Lauren
RL
$18B
| $683M | 0.19% | 4,143,171 +702,606 | +20% | +$116M |
|
120
General Motors
GM
$55.8B
| $675M | 0.19% | 21,126,192 | – | – |
|
121
Boston Scientific
BSX
$156B
| $672M | 0.19% | 56,911,200 +7,107,568 | +14% | +$83.9M |
|
|
TIF
122
DELISTED
Tiffany & Co.
TIF
| $668M | 0.19% | 6,940,430 -811,000 | -10% | -$78.1M |
|
123
Bank of America
BAC
$376B
| $650M | 0.18% | 38,135,000 -5,500,000 | -13% | -$93.8M |
|
124
Deere & Co
DE
$129B
| $649M | 0.18% | 7,910,000 -1,357,000 | -15% | -$111M |
|
125
Meta Platforms (Facebook)
META
$1.86T
| $647M | 0.18% | 8,182,685 +1,900,000 | +30% | +$150M |
|