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 |
Amazon
AMZN
|
$3.06B |
| 2 |
Eli Lilly
LLY
|
$2.07B |
| 3 |
Cenovus Energy
CVE
|
$1.79B |
| 4 |
Pfizer
PFE
|
$1.59B |
| 5 |
Visa
V
|
$1.39B |
Top Sells
| 1 |
Tesla
TSLA
|
$4.13B |
| 2 |
Microsoft
MSFT
|
$1.51B |
| 3 |
Altria Group
MO
|
$1.11B |
| 4 |
Lockheed Martin
LMT
|
$1.04B |
| 5 |
Blackrock
BLK
|
$978M |
Sector Composition
| 1 | Healthcare | 19.6% |
| 2 | Technology | 17.14% |
| 3 | Consumer Discretionary | 13.22% |
| 4 | Financials | 12.49% |
| 5 | Industrials | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Blackstone
BX
$134B
| $1.17B | 0.25% | 12,805,524 -1,939,690 | -13% | -$177M |
|
102
Brookfield Infrastructure Partners
BIP
$14.6B
| $1.17B | 0.25% | 30,559,741 +10,893,699 | +55% | +$416M |
|
103
Intercontinental Exchange
ICE
$101B
| $1.14B | 0.24% | 12,161,027 -470,577 | -4% | -$44.3M |
|
104
Merck
MRK
$210B
| $1.14B | 0.24% | 12,513,106 +604,458 | +5% | +$55.1M |
|
105
Northrop Grumman
NOC
$84.5B
| $1.13B | 0.24% | 2,357,116 +1,623,944 | +221% | +$777M |
|
|
CTLT
106
DELISTED
CATALENT, INC.
CTLT
| $1.11B | 0.23% | 10,299,886 +1,565,516 | +18% | +$168M |
|
|
DFS
107
DELISTED
Discover Financial Services
DFS
| $1.09B | 0.23% | 11,552,555 +2,060,765 | +22% | +$195M |
|
108
Mondelez International
MDLZ
$79.5B
| $1.09B | 0.23% | 17,535,636 -14,658,980 | -46% | -$910M |
|
109
Las Vegas Sands
LVS
$39.6B
| $1.05B | 0.22% | 31,364,364 +70,839 | +0.2% | +$2.38M |
|
110
Digital Realty Trust
DLR
$57.2B
| $1.04B | 0.22% | 7,975,275 -2,058,502 | -21% | -$267M |
|
|
B
111
Barrick Mining Corporation
B
$45.4B
| $1.03B | 0.22% | 58,438,969 -13,612,908 | -19% | -$241M |
|
112
Union Pacific
UNP
$133B
| $1.02B | 0.22% | 4,799,162 -50,781 | -1% | -$10.8M |
|
113
Sherwin-Williams
SHW
$91.2B
| $1.01B | 0.22% | 4,528,552 -1,260 | -0% | -$282K |
|
114
Charter Communications
CHTR
$36.3B
| $1B | 0.21% | 2,137,173 +503 | +0% | +$236K |
|
115
Stellantis
STLA
$27.8B
| $983M | 0.21% | 79,574,855 -4,928,237 | -6% | -$60.9M |
|
116
Jacobs Solutions
J
$17.5B
| $983M | 0.21% | 7,729,385 +382,993 | +5% | +$48.7M |
|
117
United Parcel Service
UPS
$74.1B
| $979M | 0.21% | 5,364,681 +304,777 | +6% | +$55.6M |
|
118
Wheaton Precious Metals
WPM
$45.6B
| $971M | 0.21% | 26,961,964 +6,369,038 | +31% | +$229M |
|
119
Deere & Co
DE
$130B
| $970M | 0.21% | 3,238,632 +351 | +0% | +$105K |
|
120
McDonald's
MCD
$224B
| $954M | 0.2% | 3,863,645 -609,279 | -14% | -$150M |
|
121
M&T Bank
MTB
$31.5B
| $950M | 0.2% | 5,959,716 +163,154 | +3% | +$26M |
|
122
ResMed
RMD
$40.2B
| $941M | 0.2% | 4,487,021 +16,023 | +0.4% | +$3.36M |
|
123
Danaher
DHR
$147B
| $937M | 0.2% | 3,696,143 +315,807 | +9% | +$80.1M |
|
|
AVGOP
124
DELISTED
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
| $924M | 0.2% | 614,437 -87,870 | -13% | -$132M |
|
|
GTM
125
ZoomInfo Technologies
GTM
$3.47B
| $921M | 0.2% | 27,718,615 -497,050 | -2% | -$16.5M |
|