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 |
Microsoft
MSFT
|
$1.97B |
| 2 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$1.77B |
| 3 |
CHK
Chesapeake Energy Corporation
CHK
|
$806M |
| 4 |
PepsiCo
PEP
|
$729M |
| 5 |
Wells Fargo
WFC
|
$577M |
Top Sells
| 1 |
Intuitive Surgical
ISRG
|
$793M |
| 2 |
Home Depot
HD
|
$647M |
| 3 |
TSMC
TSM
|
$588M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$504M |
| 5 |
Johnson Controls International
JCI
|
$468M |
Sector Composition
| 1 | Industrials | 13.92% |
| 2 | Financials | 13.56% |
| 3 | Healthcare | 13.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Energy | 10.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BHI
151
DELISTED
Baker Hughes
BHI
| $466M | 0.14% | 9,500,000 | – | – |
|
152
Crown Castle
CCI
$43.2B
| $460M | 0.14% | 6,295,902 | – | – |
|
153
Eaton
ETN
$136B
| $458M | 0.14% | 6,650,000 -3,400,000 | -34% | -$234M |
|
154
Petrobras
PBR
$79.9B
| $453M | 0.14% | 29,272,071 +2,535,451 | +9% | +$39.3M |
|
155
Allstate
ALL
$53.6B
| $450M | 0.14% | 8,900,000 | – | – |
|
156
Murphy Oil
MUR
$3.55B
| $450M | 0.14% | 7,452,000 | – | – |
|
157
Brookfield
BN
$98.3B
| $449M | 0.14% | 12,004,000 +157,200 | +1% | +$5.88M |
|
158
Intuit
INTU
$186B
| $445M | 0.14% | +6,715,000 | New | +$445M |
|
|
PCYC
159
DELISTED
PHARMACYCLICS INC
PCYC
| $432M | 0.13% | 3,121,878 -435,622 | -12% | -$60.3M |
|
160
Fastenal
FAST
$57B
| $431M | 0.13% | 8,583,300 +230,000 | +3% | +$11.6M |
|
|
AVP
161
DELISTED
Avon Products, Inc.
AVP
| $429M | 0.13% | 20,818,800 -1,000,000 | -5% | -$20.6M |
|
|
DNR
162
DELISTED
Denbury Resources, Inc.
DNR
| $426M | 0.13% | 23,142,500 -16,330,800 | -41% | -$301M |
|
163
Hologic
HOLX
$14.9B
| $424M | 0.13% | 20,539,660 +3,342,660 | +19% | +$69M |
|
|
BSMX
164
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
| $424M | 0.13% | 30,681,000 +115,000 | +0.4% | +$1.59M |
|
165
Welltower
WELL
$113B
| $422M | 0.13% | 6,770,500 +505,000 | +8% | +$31.5M |
|
166
Wynn Resorts
WYNN
$13.2B
| $420M | 0.13% | 2,660,323 +425,123 | +19% | +$67.2M |
|
|
SWN
167
DELISTED
Southwestern Energy Company
SWN
| $419M | 0.13% | 11,520,000 -1,500,000 | -12% | -$54.6M |
|
|
VIAB
168
DELISTED
Viacom Inc. Class B
VIAB
| $413M | 0.13% | 4,947,000 +955,000 | +24% | +$79.8M |
|
169
Air Products & Chemicals
APD
$65.5B
| $390M | 0.12% | 3,655,000 +830,000 | +29% | +$88.5M |
|
170
Emerson Electric
EMR
$74.3B
| $389M | 0.12% | 6,015,000 | – | – |
|
|
SVC
171
Service Properties Trust
SVC
$451M
| $385M | 0.12% | 13,621,353 +2,437,335 | +22% | +$69M |
|
|
LLTC
172
DELISTED
Linear Technology Corp
LLTC
| $384M | 0.12% | 9,680,000 -2,198,000 | -19% | -$87.2M |
|
|
LNKD
173
DELISTED
LinkedIn Corporation
LNKD
| $383M | 0.12% | 1,557,000 -210,000 | -12% | -$51.7M |
|
174
Ralph Lauren
RL
$18B
| $377M | 0.11% | 2,285,706 +958,071 | +72% | +$158M |
|
175
Macy's
M
$3.59B
| $368M | 0.11% | 8,500,000 | – | – |
|