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 |
Gilead Sciences
GILD
|
$1.91B |
| 2 |
Johnson & Johnson
JNJ
|
$1.8B |
| 3 |
Philip Morris
PM
|
$1.28B |
| 4 |
Pfizer
PFE
|
$1.18B |
| 5 |
Dollar General
DG
|
$933M |
Top Sells
| 1 |
Microsoft
MSFT
|
$6.54B |
| 2 |
Merck
MRK
|
$1.81B |
| 3 |
Charter Communications
CHTR
|
$1.49B |
| 4 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$1.32B |
| 5 |
Home Depot
HD
|
$1.3B |
Sector Composition
| 1 | Technology | 19.98% |
| 2 | Healthcare | 18.26% |
| 3 | Financials | 15.73% |
| 4 | Consumer Discretionary | 10.14% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Molina Healthcare
MOH
$9.8B
| $806M | 0.23% | 5,772,480 -347,005 | -6% | -$48.5M |
|
102
Nasdaq
NDAQ
$54.4B
| $786M | 0.23% | 8,275,629 +427,577 | +5% | +$40.6M |
|
103
Chevron
CVX
$324B
| $780M | 0.23% | 10,764,764 -3,147,900 | -23% | -$228M |
|
104
General Mills
GIS
$26.4B
| $775M | 0.22% | 14,683,443 -759,654 | -5% | -$40.1M |
|
105
Kellanova
K
$27.6B
| $756M | 0.22% | 12,601,709 +700,000 | +6% | +$42M |
|
106
Sea Limited
SE
$110B
| $742M | 0.22% | 16,754,510 -2,141,364 | -11% | -$94.9M |
|
107
Bristol-Myers Squibb
BMY
$96B
| $742M | 0.22% | 13,307,482 +601,947 | +5% | +$33.6M |
|
108
Jack Henry & Associates
JKHY
$11.9B
| $738M | 0.21% | 4,753,185 -199,353 | -4% | -$30.9M |
|
109
CVS Health
CVS
$92.8B
| $732M | 0.21% | 12,343,789 +1,369,061 | +12% | +$81.2M |
|
110
Fiserv
FI
$75.1B
| $731M | 0.21% | 7,691,824 -53,352 | -0.7% | -$5.07M |
|
111
Parker-Hannifin
PH
$96.2B
| $723M | 0.21% | 5,573,711 -2,203,229 | -28% | -$286M |
|
112
Coca-Cola Europacific Partners
CCEP
$40.4B
| $721M | 0.21% | 19,212,784 -8,031,886 | -29% | -$301M |
|
113
Marriott International Class A Common Stock
MAR
$72.7B
| $714M | 0.21% | 9,541,480 +951,912 | +11% | +$71.2M |
|
|
AVGOP
114
DELISTED
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
| $698M | 0.2% | 747,490 -10 | -0% | -$9.34K |
|
115
Air Products & Chemicals
APD
$65.5B
| $698M | 0.2% | 3,495,798 +941,066 | +37% | +$188M |
|
116
Franco-Nevada
FNV
$36.3B
| $698M | 0.2% | 6,981,096 +3,060,969 | +78% | +$306M |
|
117
Royal Gold
RGLD
$11.8B
| $697M | 0.2% | 7,948,974 -89,264 | -1% | -$7.83M |
|
118
TransDigm Group
TDG
$78.8B
| $692M | 0.2% | 2,159,667 -675,233 | -24% | -$216M |
|
119
Brookfield Infrastructure Partners
BIP
$14.6B
| $685M | 0.2% | 18,876,399 +4,265,678 | +29% | +$155M |
|
|
B
120
Barrick Mining Corporation
B
$45.4B
| $683M | 0.2% | 37,235,804 +3,359,817 | +10% | +$61.6M |
|
121
Baker Hughes
BKR
$44.8B
| $682M | 0.2% | 64,954,695 -13,148,714 | -17% | -$138M |
|
122
Restaurant Brands International
QSR
$20.8B
| $674M | 0.2% | 16,807,213 +985,113 | +6% | +$39.5M |
|
123
Emerson Electric
EMR
$74.3B
| $672M | 0.2% | 14,105,572 -599,763 | -4% | -$28.6M |
|
124
Public Service Enterprise Group
PEG
$41.1B
| $664M | 0.19% | 14,782,093 -14,865,219 | -50% | -$668M |
|
125
EPAM Systems
EPAM
$9.82B
| $644M | 0.19% | 3,466,212 +894,171 | +35% | +$166M |
|