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 |
Apple
AAPL
|
$3.8B |
| 2 |
Coca-Cola
KO
|
$1.83B |
| 3 |
Union Pacific
UNP
|
$1.66B |
| 4 |
POT
Potash Corp Of Saskatchewan
POT
|
$1.15B |
| 5 |
Microsoft
MSFT
|
$1.1B |
Top Sells
| 1 |
Kimberly-Clark
KMB
|
$1.11B |
| 2 |
DuPont de Nemours
DD
|
$869M |
| 3 |
Home Depot
HD
|
$682M |
| 4 |
DTV
DIRECTV COM STK (DE)
DTV
|
$665M |
| 5 |
Texas Instruments
TXN
|
$664M |
Sector Composition
| 1 | Industrials | 13.81% |
| 2 | Financials | 13.33% |
| 3 | Healthcare | 12.6% |
| 4 | Technology | 10.74% |
| 5 | Energy | 10.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Bank of America
BAC
$376B
| $671M | 0.18% | 43,635,000 -5,000,000 | -10% | -$76.9M |
|
127
Boston Scientific
BSX
$156B
| $636M | 0.18% | 49,803,632 +26,558,632 | +114% | +$339M |
|
|
BRCM
128
DELISTED
BROADCOM CORP CL-A
BRCM
| $620M | 0.17% | 16,710,000 -505,000 | -3% | -$18.7M |
|
|
BHI
129
DELISTED
Baker Hughes
BHI
| $614M | 0.17% | 8,250,000 +80,000 | +1% | +$5.96M |
|
130
General Dynamics
GD
$87.3B
| $613M | 0.17% | 5,260,000 -865,000 | -14% | -$101M |
|
|
CNQR
131
DELISTED
CONCUR TECHNOLOGIES INC
CNQR
| $606M | 0.17% | 6,493,869 +20,000 | +0.3% | +$1.87M |
|
|
UN
132
DELISTED
Unilever NV New York Registry Shares
UN
| $600M | 0.17% | 13,700,000 | – | – |
|
133
Qualcomm
QCOM
$173B
| $594M | 0.16% | 7,500,000 +2,500,000 | +50% | +$198M |
|
134
Digital Realty Trust
DLR
$57.2B
| $593M | 0.16% | 10,171,000 +160,000 | +2% | +$9.33M |
|
135
Oshkosh
OSK
$8.92B
| $592M | 0.16% | 10,655,000 | – | – |
|
136
CNX Resources
CNX
$4.13B
| $591M | 0.16% | 12,835,000 | – | – |
|
137
Intuit
INTU
$186B
| $582M | 0.16% | 7,227,782 | – | – |
|
138
Exelon
EXC
$44.1B
| $568M | 0.16% | 15,562,700 -3,100,000 | -17% | -$113M |
|
139
Colgate-Palmolive
CL
$67.9B
| $566M | 0.16% | 8,296,000 | – | – |
|
140
Brookfield
BN
$98.3B
| $564M | 0.16% | 12,817,848 +388,993 | +3% | +$17.1M |
|
|
VRN
141
DELISTED
Veren
VRN
| $560M | 0.15% | 12,645,000 -71,000 | -0.6% | -$3.15M |
|
142
Fastenal
FAST
$57B
| $557M | 0.15% | 11,248,750 +170,000 | +2% | +$8.41M |
|
143
Ralph Lauren
RL
$18B
| $553M | 0.15% | 3,440,565 +631,400 | +22% | +$101M |
|
144
Air Products & Chemicals
APD
$65.5B
| $543M | 0.15% | 4,225,000 | – | – |
|
145
Herbalife
HLF
$1.01B
| $543M | 0.15% | 8,413,018 +915,000 | +12% | +$59.1M |
|
|
MXIM
146
DELISTED
Maxim Integrated Products
MXIM
| $540M | 0.15% | 15,976,000 +702,300 | +5% | +$23.7M |
|
147
Dominion Energy
D
$51.1B
| $536M | 0.15% | 7,500,000 | – | – |
|
|
SWN
148
DELISTED
Southwestern Energy Company
SWN
| $524M | 0.14% | 11,520,000 | – | – |
|
149
Kinder Morgan
KMI
$60B
| $513M | 0.14% | 14,147,500 -9,864,472 | -41% | -$358M |
|
150
Campbell Soup
CPB
$9.52B
| $495M | 0.14% | 10,800,000 +1,100,000 | +11% | +$50.4M |
|