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 |
Wells Fargo
WFC
|
$1.13B |
| 2 |
EOG Resources
EOG
|
$1.13B |
| 3 |
ConocoPhillips
COP
|
$1.08B |
| 4 |
ServiceNow
NOW
|
$844M |
| 5 |
CXO
CONCHO RESOURCES INC.
CXO
|
$617M |
Top Sells
| 1 |
Amazon
AMZN
|
$6.18B |
| 2 |
Microsoft
MSFT
|
$4.19B |
| 3 |
Boeing
BA
|
$2.71B |
| 4 |
Apple
AAPL
|
$2.58B |
| 5 |
Home Depot
HD
|
$1.46B |
Sector Composition
| 1 | Technology | 18.24% |
| 2 | Financials | 16.34% |
| 3 | Consumer Discretionary | 11.87% |
| 4 | Healthcare | 10.64% |
| 5 | Communication Services | 9.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Intuitive Surgical
ISRG
$170B
| $1.11B | 0.25% | 2,700,814 -96,385 | -3% | -$39.8M |
|
102
Digital Realty Trust
DLR
$57.2B
| $1.1B | 0.25% | 10,475,000 +90,000 | +0.9% | +$9.48M |
|
103
Texas Instruments
TXN
$184B
| $1.07B | 0.24% | 10,252,154 -5,392,431 | -34% | -$560M |
|
104
Newell Brands
NWL
$2.48B
| $1.06B | 0.24% | 41,414,679 -6,337,666 | -13% | -$161M |
|
105
Las Vegas Sands
LVS
$39.6B
| $1.05B | 0.24% | 14,638,770 +1,067,925 | +8% | +$76.8M |
|
106
MGM Resorts International
MGM
$10.8B
| $1.03B | 0.23% | 29,397,925 +14,694,558 | +100% | +$515M |
|
107
VF Corp
VFC
$5.91B
| $1.03B | 0.23% | 13,868,007 -1,911,000 | -12% | -$142M |
|
108
Iron Mountain
IRM
$27.3B
| $1.02B | 0.23% | 30,951,600 +1,110,220 | +4% | +$36.5M |
|
|
TFCFA
109
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $1.01B | 0.23% | 27,473,499 -3,172,158 | -10% | -$116M |
|
|
DFS
110
DELISTED
Discover Financial Services
DFS
| $1.01B | 0.23% | 14,001,005 +451,000 | +3% | +$32.4M |
|
111
Norfolk Southern
NSC
$62.8B
| $1B | 0.23% | 7,395,000 -911,000 | -11% | -$124M |
|
112
Sherwin-Williams
SHW
$91.2B
| $998M | 0.22% | 2,544,281 -81,718 | -3% | -$32M |
|
113
Target
TGT
$43.6B
| $982M | 0.22% | 14,150,000 | – | – |
|
114
Equinix
EQIX
$76.9B
| $979M | 0.22% | 2,340,956 +746,897 | +47% | +$312M |
|
115
Emerson Electric
EMR
$74.3B
| $973M | 0.22% | 14,250,000 +2,800,000 | +24% | +$191M |
|
116
Coterra Energy
CTRA
$18.7B
| $972M | 0.22% | 40,523,900 +1,470,000 | +4% | +$35.3M |
|
117
Gilead Sciences
GILD
$140B
| $965M | 0.22% | 12,806,000 +812,000 | +7% | +$61.2M |
|
118
Bank of America
BAC
$376B
| $961M | 0.22% | 32,028,000 -2,000,000 | -6% | -$60M |
|
119
Hologic
HOLX
$14.9B
| $940M | 0.21% | 25,150,026 +10,003,738 | +66% | +$374M |
|
120
Ulta Beauty
ULTA
$22.1B
| $912M | 0.21% | 4,463,560 -1,314,140 | -23% | -$268M |
|
121
Itaú Unibanco
ITUB
$77B
| $902M | 0.2% | 57,837,528 +8,593,000 | +17% | +$134M |
|
122
T Rowe Price
TROW
$23.6B
| $882M | 0.2% | 8,169,098 -815,155 | -9% | -$88M |
|
123
AT&T
T
$209B
| $874M | 0.2% | 24,515,000 -30,000 | -0.1% | -$1.07M |
|
124
Analog Devices
ADI
$124B
| $869M | 0.2% | 9,530,675 -7,849,600 | -45% | -$715M |
|
125
Constellation Brands
STZ
$28.5B
| $863M | 0.19% | 3,785,250 -803,000 | -18% | -$183M |
|