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 |
Western Digital
WDC
|
$1.02B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$706M |
| 3 |
Simon Property Group
SPG
|
$681M |
| 4 |
Altria Group
MO
|
$664M |
| 5 |
Baidu
BIDU
|
$612M |
Top Sells
| 1 |
Amazon
AMZN
|
$1.89B |
| 2 |
JPMorgan Chase
JPM
|
$1.42B |
| 3 |
Broadcom
AVGO
|
$1.29B |
| 4 |
Texas Instruments
TXN
|
$943M |
| 5 |
Boeing
BA
|
$884M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Financials | 13.22% |
| 3 | Consumer Discretionary | 12.3% |
| 4 | Healthcare | 10.85% |
| 5 | Communication Services | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Domino's
DPZ
$15.6B
| $1.02B | 0.24% | 4,817,558 -305,079 | -6% | -$64.5M |
|
102
American Tower
AMT
$95.5B
| $997M | 0.23% | 7,534,722 +1,006,197 | +15% | +$133M |
|
103
HDFC Bank
HDB
$182B
| $968M | 0.23% | 11,131,845 +3,574 | +0% | +$311K |
|
|
WRK
104
DELISTED
WestRock Company
WRK
| $941M | 0.22% | 16,601,788 +10,400 | +0.1% | +$589K |
|
105
VF Corp
VFC
$5.91B
| $937M | 0.22% | 16,259,010 -1,817,200 | -10% | -$105M |
|
106
Parker-Hannifin
PH
$96.2B
| $924M | 0.22% | 5,780,000 | – | – |
|
107
Intuitive Surgical
ISRG
$170B
| $901M | 0.21% | 963,058 +1,439 | +0.1% | +$1.35M |
|
108
Coca-Cola Europacific Partners
CCEP
$40.4B
| $898M | 0.21% | 22,083,787 +1,398,929 | +7% | +$56.9M |
|
109
Incyte
INCY
$16.5B
| $855M | 0.2% | 6,787,042 -653,350 | -9% | -$82.3M |
|
110
Sherwin-Williams
SHW
$91.2B
| $849M | 0.2% | 2,417,805 -62,813 | -3% | -$22M |
|
111
Public Storage
PSA
$51.7B
| $842M | 0.2% | 4,036,000 +1,948,000 | +93% | +$406M |
|
112
Bank of America
BAC
$376B
| $826M | 0.19% | 34,028,000 | – | – |
|
113
Suncor Energy
SU
$50.1B
| $817M | 0.19% | 27,945,644 -1,100,000 | -4% | -$32.1M |
|
|
FRC
114
DELISTED
First Republic Bank
FRC
| $808M | 0.19% | 8,068,025 +490,000 | +6% | +$49M |
|
115
Union Pacific
UNP
$133B
| $798M | 0.19% | 7,328,002 +50,000 | +0.7% | +$5.45M |
|
116
Pfizer
PFE
$141B
| $789M | 0.19% | 23,478,000 -926,257 | -4% | -$31.1M |
|
117
FedEx
FDX
$54.5B
| $786M | 0.18% | 3,614,899 +501,617 | +16% | +$109M |
|
118
ResMed
RMD
$40.2B
| $785M | 0.18% | 10,086,707 -140,000 | -1% | -$10.9M |
|
119
PACCAR
PCAR
$52.5B
| $781M | 0.18% | 11,820,500 | – | – |
|
120
T Rowe Price
TROW
$23.6B
| $780M | 0.18% | 10,512,236 +7,373,953 | +235% | +$547M |
|
121
Walt Disney
DIS
$213B
| $754M | 0.18% | 7,098,000 -1,109,473 | -14% | -$118M |
|
122
Rockwell Automation
ROK
$38.6B
| $751M | 0.18% | 4,640,000 | – | – |
|
123
DTE Energy
DTE
$28.4B
| $741M | 0.17% | 7,000,000 | – | – |
|
124
Target
TGT
$43.6B
| $727M | 0.17% | 13,900,000 -900,000 | -6% | -$47.1M |
|
125
Cummins
CMI
$54.9B
| $720M | 0.17% | 4,436,863 -394,818 | -8% | -$64M |
|