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 |
Visa
V
|
$2.12B |
| 2 |
Philip Morris
PM
|
$1.59B |
| 3 |
Medtronic
MDT
|
$1.47B |
| 4 |
DD
Du Pont De Nemours E I
DD
|
$1.17B |
| 5 |
Kroger
KR
|
$924M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$3.76B |
| 2 |
PepsiCo
PEP
|
$1.64B |
| 3 |
Carnival Corp
CCL
|
$1.18B |
| 4 |
Edwards Lifesciences
EW
|
$693M |
| 5 |
American Express
AXP
|
$677M |
Sector Composition
| 1 | Healthcare | 15.13% |
| 2 | Industrials | 13.92% |
| 3 | Financials | 13.29% |
| 4 | Technology | 10.56% |
| 5 | Consumer Discretionary | 9.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Honeywell
HON
$139B
| $691M | 0.19% | 6,620,000 -1,500,000 | -18% | -$156M |
|
127
TransDigm Group
TDG
$78.8B
| $686M | 0.19% | 3,137,500 +35,000 | +1% | +$7.66M |
|
|
MWV
128
DELISTED
MEADWESTVACO CORP
MWV
| $678M | 0.18% | 13,601,231 -5,078,769 | -27% | -$253M |
|
129
Intuit
INTU
$186B
| $672M | 0.18% | 6,927,782 | – | – |
|
130
Moody's
MCO
$91.4B
| $644M | 0.17% | 6,204,798 -2,702,000 | -30% | -$280M |
|
131
General Dynamics
GD
$87.3B
| $644M | 0.17% | 4,745,000 | – | – |
|
132
AT&T
T
$209B
| $644M | 0.17% | 19,716,900 -2,415,000 | -11% | -$78.8M |
|
133
Biogen
BIIB
$19.4B
| $643M | 0.17% | 1,523,700 -186,800 | -11% | -$78.9M |
|
134
Autodesk
ADSK
$67.3B
| $634M | 0.17% | 10,820,000 | – | – |
|
135
Centene
CNC
$14.3B
| $625M | 0.17% | 8,834,944 +5,211,444 | +144% | +$368M |
|
136
Macy's
M
$3.59B
| $597M | 0.16% | 9,200,000 +100,000 | +1% | +$6.49M |
|
137
Bank of America
BAC
$376B
| $596M | 0.16% | 38,725,000 | – | – |
|
138
Abbott
ABT
$231B
| $581M | 0.16% | 12,530,697 +595,000 | +5% | +$27.6M |
|
139
Charter Communications
CHTR
$36.3B
| $579M | 0.16% | 3,000,000 +980,000 | +49% | +$189M |
|
140
Alibaba
BABA
$322B
| $560M | 0.15% | 6,725,250 +1,303,700 | +24% | +$109M |
|
141
KeyCorp
KEY
$21.2B
| $559M | 0.15% | 39,460,000 | – | – |
|
142
Ralph Lauren
RL
$18B
| $558M | 0.15% | 4,245,000 -400,000 | -9% | -$52.6M |
|
143
Kinder Morgan
KMI
$60B
| $555M | 0.15% | 13,190,000 -315,000 | -2% | -$13.2M |
|
144
HDFC Bank
HDB
$182B
| $554M | 0.15% | 9,414,007 +253,000 | +3% | +$14.9M |
|
145
Kimberly-Clark
KMB
$42.8B
| $548M | 0.15% | 5,120,000 -1,373,724 | -21% | -$147M |
|
146
FirstEnergy
FE
$25.2B
| $548M | 0.15% | 15,620,983 | – | – |
|
147
Meta Platforms (Facebook)
META
$1.86T
| $545M | 0.15% | 6,632,685 +350,000 | +6% | +$28.8M |
|
148
Domino's
DPZ
$15.6B
| $531M | 0.14% | 5,280,335 +28,766 | +0.5% | +$2.89M |
|
|
TIF
149
DELISTED
Tiffany & Co.
TIF
| $530M | 0.14% | 6,024,430 -1,150,000 | -16% | -$101M |
|
150
HP
HPQ
$26.7B
| $530M | 0.14% | 17,000,000 | – | – |
|