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
|
$1.31B |
| 2 |
VF Corp
VFC
|
$1.27B |
| 3 |
Philip Morris
PM
|
$772M |
| 4 |
The Mosaic Company
MOS
|
$749M |
| 5 |
JPMorgan Chase
JPM
|
$735M |
Top Sells
| 1 |
Chevron
CVX
|
$1.09B |
| 2 |
Gilead Sciences
GILD
|
$981M |
| 3 |
Baxter International
BAX
|
$870M |
| 4 |
Bristol-Myers Squibb
BMY
|
$839M |
| 5 |
Las Vegas Sands
LVS
|
$835M |
Sector Composition
| 1 | Industrials | 14.09% |
| 2 | Financials | 14.01% |
| 3 | Healthcare | 12.5% |
| 4 | Consumer Discretionary | 12.24% |
| 5 | Energy | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
RAX
126
DELISTED
Rackspace Hosting Inc
RAX
| $670M | 0.19% | 17,127,000 +975,000 | +6% | +$38.2M |
|
127
Walmart
WMT
$774B
| $663M | 0.19% | 8,425,000 | – | – |
|
128
Mastercard
MA
$538B
| $660M | 0.19% | 790,000 | – | – |
|
129
Marriott International Class A Common Stock
MAR
$72.7B
| $653M | 0.18% | 13,231,727 +1,500,000 | +13% | +$74M |
|
130
Iron Mountain
IRM
$27.3B
| $636M | 0.18% | 20,948,014 +1,761,619 | +9% | +$53.5M |
|
131
Liberty Media Series A
FWONA
$22.5B
| $607M | 0.17% | 4,144,651 | – | – |
|
132
Oil States International
OIS
$339M
| $601M | 0.17% | 5,912,000 +595,929 | +11% | +$60.6M |
|
133
Masco
MAS
$15.4B
| $596M | 0.17% | 26,171,751 | – | – |
|
|
UN
134
DELISTED
Unilever NV New York Registry Shares
UN
| $591M | 0.17% | 14,700,000 | – | – |
|
|
STI
135
DELISTED
SunTrust Banks, Inc.
STI
| $589M | 0.17% | 16,000,000 -500,000 | -3% | -$18.4M |
|
136
Morgan Stanley
MS
$240B
| $586M | 0.16% | 18,700,000 -2,250,000 | -11% | -$70.6M |
|
137
General Dynamics
GD
$87.3B
| $585M | 0.16% | 6,125,000 | – | – |
|
138
Canadian Natural Resources
CNQ
$65.9B
| $581M | 0.16% | 17,164,000 | – | – |
|
139
CNX Resources
CNX
$4.13B
| $568M | 0.16% | 14,935,000 | – | – |
|
140
Herbalife
HLF
$1.01B
| $547M | 0.15% | 6,945,000 +1,842,189 | +36% | +$145M |
|
141
MGM Resorts International
MGM
$10.8B
| $544M | 0.15% | 23,130,000 | – | – |
|
142
Oshkosh
OSK
$8.92B
| $537M | 0.15% | 10,655,000 +7,000 | +0.1% | +$353K |
|
143
Colgate-Palmolive
CL
$67.9B
| $528M | 0.15% | 8,102,000 | – | – |
|
|
BHI
144
DELISTED
Baker Hughes
BHI
| $525M | 0.15% | 9,500,000 | – | – |
|
145
Coterra Energy
CTRA
$18.7B
| $519M | 0.15% | 13,386,900 -1,263,322 | -9% | -$49M |
|
146
Exelon
EXC
$44.1B
| $511M | 0.14% | 18,662,700 -150,000 | -0.8% | -$4.11M |
|
147
Paychex
PAYX
$50.2B
| $506M | 0.14% | 11,115,182 -7,095,000 | -39% | -$323M |
|
148
Equity Residential
EQR
$25.3B
| $499M | 0.14% | 9,620,000 +5,145,000 | +115% | +$267M |
|
149
Toronto Dominion Bank
TD
$128B
| $489M | 0.14% | 5,190,600 -110,000 | -2% | -$10.4M |
|
150
Digital Realty Trust
DLR
$57.2B
| $487M | 0.14% | 9,924,400 +88,400 | +0.9% | +$4.34M |
|