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 |
Schlumberger
SLB
|
+$1.77B |
| 2 |
Meta Platforms (Facebook)
META
|
+$1.11B |
| 3 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
+$531M |
| 4 |
Boeing
BA
|
+$502M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
+$485M |
Top Sells
| 1 |
Wells Fargo
WFC
|
+$1.16B |
| 2 |
Amazon
AMZN
|
+$889M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$643M |
| 4 |
Philip Morris
PM
|
+$618M |
| 5 |
CVS Health
CVS
|
+$606M |
Sector Composition
| 1 | Healthcare | 13.23% |
| 2 | Technology | 12.3% |
| 3 | Consumer Discretionary | 12.21% |
| 4 | Financials | 10.43% |
| 5 | Consumer Staples | 10.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Netflix
NFLX
$505B
| $609M | 0.16% |
6,656,926
+1,630,881
| +32% | +$149M |
|
127
Petrobras
PBR
$81.4B
| $602M | 0.16% |
84,103,853
| – | – |
|
128
Air Products & Chemicals
APD
$65.2B
| $601M | 0.16% |
4,571,426
+220,410
| +5% | +$29M |
|
129
Weatherford International
WFRD
$4.48B
| $592M | 0.16% |
106,579,241
-1,105,405
| -1% | -$6.14M |
|
130
Murphy Oil
MUR
$3.68B
| $568M | 0.15% |
17,899,680
| – | – |
|
131
Nike
NKE
$108B
| $556M | 0.15% |
10,070,715
-2,389,985
| -19% | -$132M |
|
132
Constellation Brands
STZ
$24.6B
| $554M | 0.15% |
3,349,670
+3,170
| +0.1% | +$524K |
|
133
MGM Resorts International
MGM
$9.4B
| $553M | 0.15% |
24,427,302
+2,150,087
| +10% | +$48.7M |
|
134
Hershey
HSY
$37.5B
| $545M | 0.15% |
4,800,000
+500,000
| +12% | +$56.7M |
|
135
Tesla
TSLA
$1.28T
| $532M | 0.14% |
37,594,620
-3,213,180
| -8% | -$45.5M |
|
136
Centene
CNC
$16.3B
| $531M | 0.14% |
14,886,982
| – | – |
|
137
Honeywell
HON
$134B
| $502M | 0.14% |
4,524,544
-626,507
| -12% | -$69.5M |
|
138
ResMed
RMD
$39.6B
| $501M | 0.14% |
7,916,234
+946,234
| +14% | +$59.8M |
|
139
Helmerich & Payne
HP
$2.1B
| $499M | 0.13% |
7,432,650
-1,122,905
| -13% | -$75.4M |
|
140
Eli Lilly
LLY
$677B
| $497M | 0.13% |
6,314,000
+373,000
| +6% | +$29.4M |
|
141
Emerson Electric
EMR
$76B
| $496M | 0.13% |
9,500,000
+3,500,000
| +58% | +$183M |
|
142
Public Storage
PSA
$51.3B
| $495M | 0.13% |
1,935,000
-305,000
| -14% | -$78M |
|
143
Bank of America
BAC
$375B
| $487M | 0.13% |
36,715,000
+2,500,000
| +7% | +$33.2M |
|
144
Intuitive Surgical
ISRG
$161B
| $485M | 0.13% |
6,604,848
+4,905
| +0.1% | +$360K |
|
|
ZAYO
145
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $482M | 0.13% |
17,269,233
+772,678
| +5% | +$21.6M |
|
|
DFS
146
DELISTED
Discover Financial Services
DFS
| $479M | 0.13% |
8,940,000
| – | – |
|
147
US Bancorp
USB
$76.5B
| $476M | 0.13% |
11,800,000
-2,000,000
| -14% | -$80.7M |
|
148
Prologis
PLD
$107B
| $464M | 0.13% |
9,467,000
+349,763
| +4% | +$17.2M |
|
149
DTE Energy
DTE
$28.4B
| $456M | 0.12% |
5,405,000
-669,750
| -11% | -$56.5M |
|
|
FRC
150
DELISTED
First Republic Bank
FRC
| $454M | 0.12% |
6,492,025
-200,000
| -3% | -$14M |
|