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 |
Apple
AAPL
|
$2.61B |
| 2 |
Schlumberger
SLB
|
$2.3B |
| 3 |
McDonald's
MCD
|
$1.27B |
| 4 |
DD
Du Pont De Nemours E I
DD
|
$1.22B |
| 5 |
Meta Platforms (Facebook)
META
|
$892M |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.12B |
| 2 |
Wells Fargo
WFC
|
$1.7B |
| 3 |
American Express
AXP
|
$1.42B |
| 4 |
Cisco
CSCO
|
$1.01B |
| 5 |
Salesforce
CRM
|
$904M |
Sector Composition
| 1 | Technology | 12.9% |
| 2 | Healthcare | 12.58% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Financials | 11.35% |
| 5 | Consumer Staples | 10.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
COL
101
DELISTED
Rockwell Collins
COL
| $868M | 0.24% | 9,413,304 -3,019,058 | -24% | -$278M |
|
102
TransDigm Group
TDG
$78.8B
| $845M | 0.23% | 3,836,100 +329,600 | +9% | +$72.6M |
|
|
MJN
103
DELISTED
Mead Johnson Nutrition Company
MJN
| $839M | 0.23% | 9,874,393 +1,586,229 | +19% | +$135M |
|
104
Weatherford International
WFRD
$4.58B
| $838M | 0.23% | 107,684,646 +12,252,254 | +13% | +$95.3M |
|
|
SE
105
DELISTED
Spectra Energy Corp Wi
SE
| $823M | 0.23% | 26,906,100 +548,700 | +2% | +$16.8M |
|
106
Parker-Hannifin
PH
$96.2B
| $817M | 0.23% | 7,355,000 -2,278,763 | -24% | -$253M |
|
107
Duke Energy
DUK
$95.3B
| $817M | 0.23% | 10,124,999 +4,250,000 | +72% | +$343M |
|
108
Iron Mountain
IRM
$27.3B
| $815M | 0.23% | 24,048,914 +1,900,000 | +9% | +$64.4M |
|
109
Digital Realty Trust
DLR
$57.2B
| $786M | 0.22% | 8,885,000 +3,065,000 | +53% | +$271M |
|
110
Akamai
AKAM
$11.3B
| $773M | 0.21% | +13,901,999 | New | +$773M |
|
111
Nike
NKE
$114B
| $766M | 0.21% | 12,460,700 -7,228,315 | -37% | -$444M |
|
112
Incyte
INCY
$16.5B
| $765M | 0.21% | 10,552,491 -722,892 | -6% | -$52.4M |
|
113
American International
AIG
$45.1B
| $730M | 0.2% | 13,500,000 | – | – |
|
114
Coca-Cola Europacific Partners
CCEP
$40.4B
| $716M | 0.2% | 14,109,309 -178,689 | -1% | -$9.07M |
|
115
Domino's
DPZ
$15.6B
| $709M | 0.2% | 5,374,316 +274,863 | +5% | +$36.2M |
|
116
General Motors
GM
$55.8B
| $697M | 0.19% | 22,168,192 | – | – |
|
117
Fastenal
FAST
$57B
| $668M | 0.18% | 13,629,000 +2,428,611 | +22% | +$119M |
|
118
FMC
FMC
$4.88B
| $660M | 0.18% | 16,351,057 -17,727 | -0.1% | -$716K |
|
119
Rockwell Automation
ROK
$38.6B
| $660M | 0.18% | 5,800,000 +200,000 | +4% | +$22.8M |
|
120
IBM
IBM
$227B
| $659M | 0.18% | 4,350,000 +625,000 | +17% | +$94.7M |
|
121
Kellanova
K
$27.6B
| $651M | 0.18% | 8,500,000 -700,000 | -8% | -$53.6M |
|
122
PACCAR
PCAR
$52.5B
| $632M | 0.17% | 11,552,500 | – | – |
|
123
Tesla
TSLA
$1.08T
| $625M | 0.17% | 2,720,520 -899,068 | -25% | -$207M |
|
124
PG&E
PCG
$33.6B
| $622M | 0.17% | 10,418,607 -2,865,000 | -22% | -$171M |
|
125
Public Storage
PSA
$51.7B
| $618M | 0.17% | 2,240,000 | – | – |
|