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 |
Philip Morris
PM
|
$1.83B |
| 2 |
United Parcel Service
UPS
|
$1.79B |
| 3 |
General Motors
GM
|
$1.42B |
| 4 |
ConocoPhillips
COP
|
$1.37B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.17B |
Top Sells
| 1 |
Baidu
BIDU
|
$1.76B |
| 2 |
Altria Group
MO
|
$1.58B |
| 3 |
Apple
AAPL
|
$1.47B |
| 4 |
Starbucks
SBUX
|
$948M |
| 5 |
Procter & Gamble
PG
|
$876M |
Sector Composition
| 1 | Technology | 17.69% |
| 2 | Financials | 15.07% |
| 3 | Consumer Discretionary | 12.82% |
| 4 | Healthcare | 11.78% |
| 5 | Communication Services | 9.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Halliburton
HAL
$19.4B
| $1.19B | 0.26% | 26,500,209 -1,760,799 | -6% | -$79.3M |
|
102
Texas Instruments
TXN
$184B
| $1.15B | 0.25% | 10,451,575 +199,421 | +2% | +$22M |
|
103
Bank of America
BAC
$376B
| $1.15B | 0.25% | 40,841,546 +8,813,546 | +28% | +$248M |
|
104
Parker-Hannifin
PH
$96.2B
| $1.14B | 0.24% | 7,323,120 +520,120 | +8% | +$81.1M |
|
105
Gen Digital
GEN
$18.6B
| $1.14B | 0.24% | 55,024,069 -20,907,185 | -28% | -$432M |
|
106
Iron Mountain
IRM
$27.3B
| $1.14B | 0.24% | 32,436,600 +1,485,000 | +5% | +$52M |
|
107
VF Corp
VFC
$5.91B
| $1.13B | 0.24% | 13,868,201 +194 | +0% | +$15.8K |
|
108
Newell Brands
NWL
$2.48B
| $1.1B | 0.24% | 42,748,003 +1,333,324 | +3% | +$34.4M |
|
109
Hologic
HOLX
$14.9B
| $1.08B | 0.23% | 27,137,372 +1,987,346 | +8% | +$79M |
|
110
Target
TGT
$43.6B
| $1.08B | 0.23% | 14,150,109 +109 | +0% | +$8.3K |
|
111
MGM Resorts International
MGM
$10.8B
| $1.04B | 0.22% | 35,917,155 +6,519,230 | +22% | +$189M |
|
112
Northrop Grumman
NOC
$84.5B
| $1.04B | 0.22% | 3,384,025 -1,332,942 | -28% | -$410M |
|
113
Teva Pharmaceuticals
TEVA
$21.1B
| $1.04B | 0.22% | 42,615,038 +4,114,223 | +11% | +$100M |
|
|
TFCFA
114
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $1.03B | 0.22% | 20,656,419 -6,817,080 | -25% | -$339M |
|
|
XYZ
115
Block, Inc.
XYZ
$48.5B
| $1.02B | 0.22% | 16,528,830 +409,000 | +3% | +$25.2M |
|
116
Dominion Energy
D
$51.1B
| $1B | 0.21% | 14,705,119 -3,450,792 | -19% | -$235M |
|
117
Coterra Energy
CTRA
$18.7B
| $988M | 0.21% | 41,524,242 +1,000,342 | +2% | +$23.8M |
|
|
DFS
118
DELISTED
Discover Financial Services
DFS
| $986M | 0.21% | 14,001,393 +388 | +0% | +$27.3K |
|
119
Emerson Electric
EMR
$74.3B
| $985M | 0.21% | 14,250,142 +142 | +0% | +$9.82K |
|
120
Western Digital
WDC
$27.9B
| $977M | 0.21% | 12,627,544 +217,640 | +2% | +$16.8M |
|
121
Norfolk Southern
NSC
$62.8B
| $942M | 0.2% | 6,245,048 -1,149,952 | -16% | -$173M |
|
|
WBA
122
DELISTED
Walgreens Boots Alliance
WBA
| $918M | 0.2% | 15,298,799 +3,690,304 | +32% | +$221M |
|
123
CF Industries
CF
$14B
| $905M | 0.19% | 20,388,966 -1,423,593 | -7% | -$63.2M |
|
124
Alcoa
AA
$8.33B
| $897M | 0.19% | 19,134,570 +856,570 | +5% | +$40.2M |
|
125
T Rowe Price
TROW
$23.6B
| $886M | 0.19% | 7,628,690 -540,408 | -7% | -$62.7M |
|