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 |
Coca-Cola
KO
|
$1.76B |
| 2 |
KLA
KLAC
|
$1.16B |
| 3 |
NBL
Noble Energy, Inc.
NBL
|
$916M |
| 4 |
NOV
NOV
|
$610M |
| 5 |
PepsiCo
PEP
|
$609M |
Top Sells
| 1 |
Apple
AAPL
|
$3.27B |
| 2 |
Gilead Sciences
GILD
|
$1.29B |
| 3 |
Amazon
AMZN
|
$1.1B |
| 4 |
Home Depot
HD
|
$1B |
| 5 |
Wells Fargo
WFC
|
$1B |
Sector Composition
| 1 | Industrials | 13.43% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 13.04% |
| 4 | Technology | 10.89% |
| 5 | Consumer Discretionary | 10.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Trip.com Group
TCOM
$48.2B
| $642M | 0.18% | 11,307,500 | – | – |
|
127
Intuit
INTU
$186B
| $634M | 0.18% | 7,227,782 | – | – |
|
128
Qualcomm
QCOM
$173B
| $621M | 0.17% | 8,300,000 +800,000 | +11% | +$59.8M |
|
129
Edwards Lifesciences
EW
$47.8B
| $611M | 0.17% | 5,979,400 -6,144,000 | -51% | -$628M |
|
|
130
NOV
NOV
$4.94B
| $610M | 0.17% | +8,010,000 | New | +$610M |
|
131
General Dynamics
GD
$87.3B
| $603M | 0.17% | 4,745,000 -515,000 | -10% | -$65.5M |
|
132
Brookfield
BN
$98.3B
| $584M | 0.16% | 12,997,247 +179,399 | +1% | +$8.07M |
|
133
Autodesk
ADSK
$67.3B
| $562M | 0.16% | 10,195,000 +7,930,000 | +350% | +$437M |
|
134
Eli Lilly
LLY
$657B
| $556M | 0.16% | 8,575,000 +2,575,000 | +43% | +$167M |
|
135
Kinder Morgan
KMI
$60B
| $543M | 0.15% | 14,170,000 +22,500 | +0.2% | +$863K |
|
136
Colgate-Palmolive
CL
$67.9B
| $541M | 0.15% | 8,296,000 | – | – |
|
|
BHI
137
DELISTED
Baker Hughes
BHI
| $537M | 0.15% | 8,250,000 | – | – |
|
138
TransDigm Group
TDG
$78.8B
| $533M | 0.15% | 2,888,958 +96,458 | +3% | +$17.8M |
|
139
Exelon
EXC
$44.1B
| $531M | 0.15% | 15,562,700 | – | – |
|
140
Digital Realty Trust
DLR
$57.2B
| $521M | 0.15% | 8,346,000 -1,825,000 | -18% | -$114M |
|
141
Dominion Energy
D
$51.1B
| $518M | 0.15% | 7,500,000 | – | – |
|
142
Air Products & Chemicals
APD
$65.5B
| $513M | 0.14% | 3,940,106 -284,894 | -7% | -$37.1M |
|
143
Fastenal
FAST
$57B
| $506M | 0.14% | 11,275,000 +26,250 | +0.2% | +$1.18M |
|
144
CNX Resources
CNX
$4.13B
| $505M | 0.14% | 13,335,000 +500,000 | +4% | +$18.9M |
|
145
Macy's
M
$3.59B
| $495M | 0.14% | 8,500,000 | – | – |
|
146
Thermo Fisher Scientific
TMO
$186B
| $490M | 0.14% | 4,028,000 +996,000 | +33% | +$121M |
|
|
MXIM
147
DELISTED
Maxim Integrated Products
MXIM
| $483M | 0.14% | 15,976,000 | – | – |
|
|
LO
148
DELISTED
LORILLARD INC COM STK
LO
| $476M | 0.13% | 7,939,338 +4,107,148 | +107% | +$246M |
|
|
UN
149
DELISTED
Unilever NV New York Registry Shares
UN
| $472M | 0.13% | 11,900,000 -1,800,000 | -13% | -$71.4M |
|
150
Marriott International Class A Common Stock
MAR
$72.7B
| $472M | 0.13% | 6,747,319 -6,484,408 | -49% | -$453M |
|