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 |
Alphabet (Google) Class C
GOOG
|
$2.54B |
| 2 |
Target
TGT
|
$1.4B |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$1.09B |
| 4 |
Visa
V
|
$1.03B |
| 5 |
Amphenol
APH
|
$523M |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$1.49B |
| 2 |
Amazon
AMZN
|
$963M |
| 3 |
Procter & Gamble
PG
|
$554M |
| 4 |
Duke Energy
DUK
|
$515M |
| 5 |
Home Depot
HD
|
$510M |
Sector Composition
| 1 | Healthcare | 13.78% |
| 2 | Industrials | 13.75% |
| 3 | Financials | 13.46% |
| 4 | Technology | 10.85% |
| 5 | Consumer Discretionary | 9.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Edwards Lifesciences
EW
$47.8B
| $693M | 0.19% | 5,439,400 -540,000 | -9% | -$68.8M |
|
127
Bank of America
BAC
$376B
| $693M | 0.19% | 38,725,000 +590,000 | +2% | +$10.6M |
|
128
Air Products & Chemicals
APD
$65.5B
| $692M | 0.19% | 4,800,106 +860,000 | +22% | +$124M |
|
|
LO
129
DELISTED
LORILLARD INC COM STK
LO
| $692M | 0.19% | 10,997,338 +3,058,000 | +39% | +$192M |
|
130
HP
HPQ
$26.7B
| $682M | 0.19% | 17,000,000 +7,000,000 | +70% | +$281M |
|
131
Crown Castle
CCI
$43.2B
| $677M | 0.18% | 8,604,147 +6,397,625 | +290% | +$503M |
|
132
Weatherford International
WFRD
$4.58B
| $662M | 0.18% | 57,800,000 +15,200,000 | +36% | +$174M |
|
133
General Dynamics
GD
$87.3B
| $653M | 0.18% | 4,745,000 | – | – |
|
134
Brookfield
BN
$98.3B
| $652M | 0.18% | 12,997,607 +360 | +0% | +$18K |
|
135
Autodesk
ADSK
$67.3B
| $650M | 0.18% | 10,820,000 +625,000 | +6% | +$37.5M |
|
136
Intuit
INTU
$186B
| $639M | 0.17% | 6,927,782 -300,000 | -4% | -$27.7M |
|
137
Qualcomm
QCOM
$173B
| $617M | 0.17% | 8,300,000 | – | – |
|
138
TransDigm Group
TDG
$78.8B
| $609M | 0.17% | 3,102,500 +213,542 | +7% | +$41.9M |
|
139
FirstEnergy
FE
$25.2B
| $609M | 0.17% | 15,620,983 -7,263,100 | -32% | -$283M |
|
140
Macy's
M
$3.59B
| $598M | 0.16% | 9,100,000 +600,000 | +7% | +$39.5M |
|
141
Biogen
BIIB
$19.4B
| $581M | 0.16% | 1,710,500 +930,000 | +119% | +$316M |
|
142
Kinder Morgan
KMI
$60B
| $571M | 0.16% | 13,505,000 -665,000 | -5% | -$28.1M |
|
143
Alibaba
BABA
$322B
| $564M | 0.15% | 5,421,550 +319,100 | +6% | +$33.2M |
|
144
Tesla
TSLA
$1.08T
| $550M | 0.15% | 2,474,200 +1,010,000 | +69% | +$225M |
|
145
KeyCorp
KEY
$21.2B
| $548M | 0.15% | 39,460,000 +5,705,000 | +17% | +$79.3M |
|
146
Norwegian Cruise Line
NCLH
$11.2B
| $540M | 0.15% | 11,550,000 | – | – |
|
147
Abbott
ABT
$231B
| $537M | 0.15% | 11,935,697 +690,000 | +6% | +$31.1M |
|
148
Fastenal
FAST
$57B
| $536M | 0.15% | 11,275,000 | – | – |
|
149
Grifois
GRFS
$6.78B
| $535M | 0.15% | 15,748,264 +4,747,539 | +43% | +$161M |
|
150
Trip.com Group
TCOM
$48.2B
| $532M | 0.14% | 11,682,500 +375,000 | +3% | +$17.1M |
|