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 |
Microsoft
MSFT
|
$1.97B |
| 2 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$1.77B |
| 3 |
CHK
Chesapeake Energy Corporation
CHK
|
$806M |
| 4 |
PepsiCo
PEP
|
$729M |
| 5 |
Wells Fargo
WFC
|
$577M |
Top Sells
| 1 |
Intuitive Surgical
ISRG
|
$793M |
| 2 |
Home Depot
HD
|
$647M |
| 3 |
TSMC
TSM
|
$588M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$504M |
| 5 |
Johnson Controls International
JCI
|
$468M |
Sector Composition
| 1 | Industrials | 13.92% |
| 2 | Financials | 13.56% |
| 3 | Healthcare | 13.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Energy | 10.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DTV
126
DELISTED
DIRECTV COM STK (DE)
DTV
| $605M | 0.18% | 10,131,700 -6,710,000 | -40% | -$401M |
|
127
Schlumberger
SLB
$55B
| $600M | 0.18% | 6,787,000 -400,000 | -6% | -$35.3M |
|
|
TIF
128
DELISTED
Tiffany & Co.
TIF
| $592M | 0.18% | 7,727,000 -283,000 | -4% | -$21.7M |
|
129
Morgan Stanley
MS
$240B
| $565M | 0.17% | 20,950,000 +60,000 | +0.3% | +$1.62M |
|
130
Expedia Group
EXPE
$26.6B
| $559M | 0.17% | 10,798,000 +355,000 | +3% | +$18.4M |
|
131
Exelon
EXC
$44.1B
| $558M | 0.17% | 18,812,700 -800,000 | -4% | -$23.7M |
|
132
Masco
MAS
$15.4B
| $557M | 0.17% | 26,171,751 +7,950,000 | +44% | +$169M |
|
|
UN
133
DELISTED
Unilever NV New York Registry Shares
UN
| $554M | 0.17% | 14,700,000 | – | – |
|
134
Oil States International
OIS
$339M
| $550M | 0.17% | 5,316,071 +2,028,071 | +62% | +$210M |
|
135
Coterra Energy
CTRA
$18.7B
| $547M | 0.17% | 14,650,222 +7,119,711 | +95% | +$266M |
|
136
Canadian Natural Resources
CNQ
$65.9B
| $539M | 0.16% | 17,164,000 -270,000 | -2% | -$8.48M |
|
|
CIE
137
DELISTED
Cobalt International Energy, Inc
CIE
| $538M | 0.16% | 21,626,000 -1,500,000 | -6% | -$37.3M |
|
138
General Dynamics
GD
$87.3B
| $536M | 0.16% | 6,125,000 | – | – |
|
|
STI
139
DELISTED
SunTrust Banks, Inc.
STI
| $535M | 0.16% | 16,500,000 -1,250,000 | -7% | -$40.5M |
|
140
Mastercard
MA
$538B
| $531M | 0.16% | 790,000 | – | – |
|
141
Digital Realty Trust
DLR
$57.2B
| $522M | 0.16% | 9,836,000 +1,471,000 | +18% | +$78.1M |
|
142
Oshkosh
OSK
$8.92B
| $522M | 0.16% | 10,648,000 +2,000,000 | +23% | +$98M |
|
143
Iron Mountain
IRM
$27.3B
| $518M | 0.16% | 19,186,395 -4,166,973 | -18% | -$113M |
|
144
CNX Resources
CNX
$4.13B
| $503M | 0.15% | 14,935,000 | – | – |
|
|
GM.PRB
145
DELISTED
GENERAL MTRS CO JR PFD CONV SER B (DE)
GM.PRB
| $502M | 0.15% | 10,000,000 -168,000 | -2% | -$8.43M |
|
146
Marriott International Class A Common Stock
MAR
$72.7B
| $493M | 0.15% | 11,731,727 | – | – |
|
147
Colgate-Palmolive
CL
$67.9B
| $480M | 0.15% | 8,102,000 | – | – |
|
148
Toronto Dominion Bank
TD
$128B
| $477M | 0.14% | 5,300,600 -365,000 | -6% | -$32.9M |
|
149
MGM Resorts International
MGM
$10.8B
| $473M | 0.14% | 23,130,000 +3,130,000 | +16% | +$64M |
|
150
Dominion Energy
D
$51.1B
| $469M | 0.14% | 7,500,000 +2,200,000 | +42% | +$137M |
|