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 |
Comcast
CMCSA
|
$5.01B |
| 2 |
Simon Property Group
SPG
|
$2.77B |
| 3 |
Enbridge
ENB
|
$1.61B |
| 4 |
Costco
COST
|
$1.54B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.23B |
Top Sells
| 1 |
Merck
MRK
|
$2.2B |
| 2 |
Boeing
BA
|
$1.69B |
| 3 |
SE
Spectra Energy Corp Wi
SE
|
$1.46B |
| 4 |
JPMorgan Chase
JPM
|
$1.2B |
| 5 |
Exxon Mobil
XOM
|
$1.12B |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Financials | 12.57% |
| 3 | Consumer Discretionary | 11.87% |
| 4 | Communication Services | 10.92% |
| 5 | Healthcare | 10.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
DTE Energy
DTE
$28.4B
| $715M | 0.17% | 7,000,000 +1,723,500 | +33% | +$176M |
|
|
FRC
127
DELISTED
First Republic Bank
FRC
| $711M | 0.17% | 7,578,025 +201,000 | +3% | +$18.9M |
|
128
Air Products & Chemicals
APD
$65.5B
| $706M | 0.17% | 5,218,600 +989,714 | +23% | +$134M |
|
|
B
129
Barrick Mining Corporation
B
$45.4B
| $670M | 0.16% | +35,260,000 | New | +$670M |
|
130
Emerson Electric
EMR
$74.3B
| $655M | 0.16% | 10,950,000 -1,950,000 | -15% | -$117M |
|
131
Sysco
SYY
$38.5B
| $640M | 0.15% | 12,322,000 +5,177,000 | +72% | +$269M |
|
|
COL
132
DELISTED
Rockwell Collins
COL
| $630M | 0.15% | 6,481,000 -360,000 | -5% | -$35M |
|
133
IBM
IBM
$227B
| $627M | 0.15% | 3,600,000 -1,605,000 | -31% | -$279M |
|
|
DFS
134
DELISTED
Discover Financial Services
DFS
| $611M | 0.15% | 8,940,008 | – | – |
|
135
M&T Bank
MTB
$31.5B
| $608M | 0.15% | 3,929,000 +1,363,786 | +53% | +$211M |
|
136
FedEx
FDX
$54.5B
| $608M | 0.15% | 3,113,282 -148,203 | -5% | -$28.9M |
|
137
CVS Health
CVS
$92.8B
| $601M | 0.14% | 7,650,006 -1,065,000 | -12% | -$83.6M |
|
|
WFT
138
DELISTED
Weatherford International plc
WFT
| $599M | 0.14% | 90,088,283 -129,563 | -0.1% | -$862K |
|
139
Constellation Brands
STZ
$28.5B
| $576M | 0.14% | 3,551,650 +194,880 | +6% | +$31.6M |
|
|
ZAYO
140
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $568M | 0.14% | 17,269,233 | – | – |
|
141
Kellanova
K
$27.6B
| $565M | 0.14% | 7,781,895 -1,418,105 | -15% | -$103M |
|
142
Centene
CNC
$14.3B
| $560M | 0.13% | 7,853,489 +310,642 | +4% | +$22.1M |
|
143
IDEX
IEX
$12.4B
| $558M | 0.13% | 5,965,370 -12,459 | -0.2% | -$1.17M |
|
144
Norfolk Southern
NSC
$62.8B
| $549M | 0.13% | 4,900,000 -300,000 | -6% | -$33.6M |
|
|
SYT
145
DELISTED
Syngenta Ag
SYT
| $531M | 0.13% | 6,000,000 | – | – |
|
146
Carnival Corp
CCL
$43.2B
| $527M | 0.13% | 8,952,000 | – | – |
|
147
Hershey
HSY
$37.3B
| $524M | 0.13% | 4,800,000 | – | – |
|
|
MBLY
148
DELISTED
Mobileye N.V.
MBLY
| $520M | 0.12% | 8,468,960 +5,572,295 | +192% | +$342M |
|
|
PF
149
DELISTED
Pinnacle Foods, Inc.
PF
| $512M | 0.12% | 8,853,050 +1,662,000 | +23% | +$96.2M |
|
150
Trip.com Group
TCOM
$48.2B
| $511M | 0.12% | 10,405,070 -12,666,155 | -55% | -$623M |
|