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 |
Linde
LIN
|
$2.81B |
| 2 |
Cigna
CI
|
$2.16B |
| 3 |
Pfizer
PFE
|
$1.76B |
| 4 |
Meta Platforms (Facebook)
META
|
$1.24B |
| 5 |
PNC Financial Services
PNC
|
$1.14B |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
$1.53B |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
$1.5B |
| 3 |
Wells Fargo
WFC
|
$1.42B |
| 4 |
Amazon
AMZN
|
$1.15B |
| 5 |
Philip Morris
PM
|
$745M |
Sector Composition
| 1 | Technology | 17.17% |
| 2 | Healthcare | 14.99% |
| 3 | Financials | 14.74% |
| 4 | Consumer Discretionary | 12.54% |
| 5 | Communication Services | 7.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Ulta Beauty
ULTA
$22.1B
| $701M | 0.19% | 2,865,000 | – | – |
|
127
Royal Gold
RGLD
$11.8B
| $697M | 0.19% | 8,138,500 | – | – |
|
128
Workday
WDAY
$61.6B
| $696M | 0.19% | 4,361,783 +1,963,208 | +82% | +$313M |
|
129
Constellation Brands
STZ
$28.5B
| $671M | 0.18% | 4,169,750 +115,000 | +3% | +$18.5M |
|
130
Kellanova
K
$27.6B
| $655M | 0.18% | 11,489,000 +1,750,000 | +18% | +$99.8M |
|
131
Petrobras
PBR
$79.9B
| $641M | 0.17% | 49,298,514 +811,575 | +2% | +$10.6M |
|
132
Zoetis
ZTS
$69.3B
| $623M | 0.17% | 7,279,863 +1,927 | +0% | +$165K |
|
133
Bristol-Myers Squibb
BMY
$96B
| $620M | 0.17% | 11,920,500 -6,895,354 | -37% | -$358M |
|
134
Darden Restaurants
DRI
$24.1B
| $614M | 0.17% | 6,150,000 +1,400,000 | +29% | +$140M |
|
135
T Rowe Price
TROW
$23.6B
| $609M | 0.16% | 6,593,569 +545 | +0% | +$50.3K |
|
136
Alcoa
AA
$8.33B
| $608M | 0.16% | 22,889,418 -704,229 | -3% | -$18.7M |
|
137
Halliburton
HAL
$19.4B
| $571M | 0.15% | 21,500,181 -3,400,423 | -14% | -$90.4M |
|
138
Itaú Unibanco
ITUB
$77B
| $567M | 0.15% | 62,018,387 -895,821 | -1% | -$8.19M |
|
139
Booking.com
BKNG
$181B
| $567M | 0.15% | 329,082 -372,156 | -53% | -$641M |
|
140
Deere & Co
DE
$129B
| $554M | 0.15% | 3,713,481 | – | – |
|
141
Nasdaq
NDAQ
$54.4B
| $529M | 0.14% | 6,489,858 +2,606,231 | +67% | +$213M |
|
142
Analog Devices
ADI
$124B
| $513M | 0.14% | 5,972,464 +555,060 | +10% | +$47.6M |
|
143
AES
AES
$9.64B
| $512M | 0.14% | 35,402,000 +6,065,594 | +21% | +$87.7M |
|
144
Starbucks
SBUX
$100B
| $509M | 0.14% | 7,903,976 -3,318,156 | -30% | -$214M |
|
145
Mercado Libre
MELI
$125B
| $499M | 0.14% | 1,704,995 -121,915 | -7% | -$35.7M |
|
146
Johnson Controls International
JCI
$69.9B
| $470M | 0.13% | 15,839,210 -244,621 | -2% | -$7.25M |
|
|
XYZ
147
Block, Inc.
XYZ
$48.5B
| $466M | 0.13% | 8,316,130 -7,076,700 | -46% | -$397M |
|
148
Schlumberger
SLB
$55B
| $463M | 0.13% | 12,842,466 -10,971,757 | -46% | -$396M |
|
149
Teck Resources
TECK
$16.7B
| $458M | 0.12% | 21,277,401 -27,555 | -0.1% | -$593K |
|
150
Cenovus Energy
CVE
$29.9B
| $458M | 0.12% | 65,075,649 +33,500,383 | +106% | +$236M |
|