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 |
Altria Group
MO
|
$2.75B |
| 2 |
CSX Corp
CSX
|
$1.69B |
| 3 |
Exxon Mobil
XOM
|
$1.24B |
| 4 |
Pfizer
PFE
|
$973M |
| 5 |
T-Mobile US
TMUS
|
$965M |
Top Sells
| 1 |
McDonald's
MCD
|
$2.04B |
| 2 |
Coca-Cola
KO
|
$1.97B |
| 3 |
ConocoPhillips
COP
|
$1.8B |
| 4 |
Broadcom
AVGO
|
$1.41B |
| 5 |
EOG Resources
EOG
|
$1.02B |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Healthcare | 14.83% |
| 3 | Financials | 14.5% |
| 4 | Consumer Discretionary | 11.95% |
| 5 | Communication Services | 8.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Humana
HUM
$36.5B
| $1.04B | 0.25% | 3,914,203 +553,133 | +16% | +$147M |
|
102
Keurig Dr Pepper
KDP
$39.5B
| $1.03B | 0.25% | 36,985,140 +270 | +0% | +$7.55K |
|
103
Qualcomm
QCOM
$173B
| $1.03B | 0.25% | 18,013,127 +3,500,008 | +24% | +$200M |
|
104
RingCentral
RNG
$2.76B
| $1.03B | 0.25% | 9,509,936 | – | – |
|
105
Workday
WDAY
$61.6B
| $1.02B | 0.25% | 5,303,738 +941,955 | +22% | +$182M |
|
106
Blackstone
BX
$134B
| $1.01B | 0.24% | 28,756,304 -329,895 | -1% | -$11.5M |
|
107
Canadian Natural Resources
CNQ
$65.9B
| $983M | 0.24% | 35,774,915 -2,407,605 | -6% | -$66.1M |
|
108
Emerson Electric
EMR
$74.3B
| $976M | 0.24% | 14,250,133 -9 | -0% | -$616 |
|
109
MongoDB
MDB
$25.7B
| $970M | 0.24% | 6,596,492 +1,277,035 | +24% | +$188M |
|
110
Las Vegas Sands
LVS
$39.6B
| $930M | 0.23% | 15,249,575 +552,052 | +4% | +$33.7M |
|
111
Ryanair
RYAAY
$33.7B
| $926M | 0.22% | 12,359,090 -4,404,288 | -26% | -$330M |
|
112
Intuit
INTU
$186B
| $879M | 0.21% | 3,362,395 -560,029 | -14% | -$146M |
|
113
Zoetis
ZTS
$69.3B
| $876M | 0.21% | 8,700,758 +1,420,895 | +20% | +$143M |
|
114
Mercado Libre
MELI
$125B
| $865M | 0.21% | 1,703,283 -1,712 | -0.1% | -$869K |
|
115
IDEX
IEX
$12.4B
| $859M | 0.21% | 5,660,457 +21,774 | +0.4% | +$3.3M |
|
|
116
McDonald's
MCD
$224B
| $855M | 0.21% | 4,504,979 -10,749,834 | -70% | -$2.04B |
|
117
Gen Digital
GEN
$18.6B
| $855M | 0.21% | 37,186,894 -4,162,381 | -10% | -$95.7M |
|
118
CMS Energy
CMS
$21.4B
| $834M | 0.2% | 15,012,628 -55 | -0% | -$3.06K |
|
|
WRK
119
DELISTED
WestRock Company
WRK
| $822M | 0.2% | 21,439,574 -5,933,804 | -22% | -$228M |
|
120
Toronto Dominion Bank
TD
$128B
| $787M | 0.19% | 14,495,638 -56 | -0% | -$3.04K |
|
121
Darden Restaurants
DRI
$24.1B
| $774M | 0.19% | 6,375,000 +225,000 | +4% | +$27.3M |
|
122
Caterpillar
CAT
$196B
| $774M | 0.19% | 5,714,131 -5,315,420 | -48% | -$720M |
|
123
MGM Resorts International
MGM
$10.8B
| $766M | 0.19% | 29,863,049 +681,858 | +2% | +$17.5M |
|
124
Constellation Brands
STZ
$28.5B
| $747M | 0.18% | 4,259,650 +89,900 | +2% | +$15.8M |
|
|
STI
125
DELISTED
SunTrust Banks, Inc.
STI
| $738M | 0.18% | 12,462,214 -5,023,624 | -29% | -$298M |
|