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 |
Alphabet (Google) Class C
GOOG
|
$2.54B |
| 2 |
Target
TGT
|
$1.4B |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$1.09B |
| 4 |
Visa
V
|
$1.03B |
| 5 |
Amphenol
APH
|
$523M |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$1.49B |
| 2 |
Amazon
AMZN
|
$963M |
| 3 |
Procter & Gamble
PG
|
$554M |
| 4 |
Duke Energy
DUK
|
$515M |
| 5 |
Home Depot
HD
|
$510M |
Sector Composition
| 1 | Healthcare | 13.78% |
| 2 | Industrials | 13.75% |
| 3 | Financials | 13.46% |
| 4 | Technology | 10.85% |
| 5 | Consumer Discretionary | 9.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Thermo Fisher Scientific
TMO
$186B
| $909M | 0.25% | 7,258,000 +3,230,000 | +80% | +$405M |
|
102
FMC
FMC
$4.88B
| $900M | 0.24% | 15,773,400 +2,790,595 | +21% | +$159M |
|
103
TSMC
TSM
$1.2T
| $869M | 0.24% | 38,822,723 +1,375,000 | +4% | +$30.8M |
|
104
CVS Health
CVS
$92.8B
| $863M | 0.23% | 8,963,000 +3,855,000 | +75% | +$371M |
|
105
Hologic
HOLX
$14.9B
| $862M | 0.23% | 32,219,000 -445,660 | -1% | -$11.9M |
|
106
Ralph Lauren
RL
$18B
| $860M | 0.23% | 4,645,000 +501,829 | +12% | +$92.9M |
|
107
Moody's
MCO
$91.4B
| $853M | 0.23% | 8,906,798 -4,807,900 | -35% | -$461M |
|
108
Schlumberger
SLB
$55B
| $853M | 0.23% | 9,982,283 +247,283 | +3% | +$21.1M |
|
|
MWV
109
DELISTED
MEADWESTVACO CORP
MWV
| $829M | 0.22% | 18,680,000 -290,000 | -2% | -$12.9M |
|
110
Equity Residential
EQR
$25.3B
| $814M | 0.22% | 11,330,771 -1,752,900 | -13% | -$126M |
|
111
Honeywell
HON
$139B
| $811M | 0.22% | 8,120,000 -405,000 | -5% | -$40.5M |
|
112
Masco
MAS
$15.4B
| $800M | 0.22% | 31,748,751 | – | – |
|
113
Expedia Group
EXPE
$26.6B
| $798M | 0.22% | 9,353,000 -450,000 | -5% | -$38.4M |
|
114
Baidu
BIDU
$32.8B
| $787M | 0.21% | 3,451,100 -379,000 | -10% | -$86.4M |
|
|
MON
115
DELISTED
Monsanto Co
MON
| $785M | 0.21% | 6,574,800 | – | – |
|
|
116
Duke Energy
DUK
$95.3B
| $767M | 0.21% | 9,184,723 -6,160,000 | -40% | -$515M |
|
|
TIF
117
DELISTED
Tiffany & Co.
TIF
| $767M | 0.21% | 7,174,430 +234,000 | +3% | +$25M |
|
118
Johnson Controls International
JCI
$69.9B
| $764M | 0.21% | 15,808,100 -8,013,000 | -34% | -$387M |
|
119
Boston Scientific
BSX
$156B
| $754M | 0.2% | 56,911,200 | – | – |
|
120
Kimberly-Clark
KMB
$42.8B
| $750M | 0.2% | 6,493,724 -751,276 | -10% | -$86.8M |
|
121
AT&T
T
$209B
| $743M | 0.2% | 22,131,900 -8,325,000 | -27% | -$280M |
|
122
MGM Resorts International
MGM
$10.8B
| $743M | 0.2% | 34,731,400 -2,000,000 | -5% | -$42.8M |
|
123
General Motors
GM
$55.8B
| $732M | 0.2% | 20,976,192 -150,000 | -0.7% | -$5.24M |
|
124
Eli Lilly
LLY
$657B
| $716M | 0.19% | 10,375,000 +1,800,000 | +21% | +$124M |
|
125
Deere & Co
DE
$129B
| $700M | 0.19% | 7,910,000 | – | – |
|