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
|
$1.31B |
| 2 |
VF Corp
VFC
|
$1.27B |
| 3 |
Philip Morris
PM
|
$772M |
| 4 |
The Mosaic Company
MOS
|
$749M |
| 5 |
JPMorgan Chase
JPM
|
$735M |
Top Sells
| 1 |
Chevron
CVX
|
$1.09B |
| 2 |
Gilead Sciences
GILD
|
$981M |
| 3 |
Baxter International
BAX
|
$870M |
| 4 |
Bristol-Myers Squibb
BMY
|
$839M |
| 5 |
Las Vegas Sands
LVS
|
$835M |
Sector Composition
| 1 | Industrials | 14.09% |
| 2 | Financials | 14.01% |
| 3 | Healthcare | 12.5% |
| 4 | Consumer Discretionary | 12.24% |
| 5 | Energy | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Allstate
ALL
$53.6B
| $485M | 0.14% | 8,900,000 | – | – |
|
152
Dominion Energy
D
$51.1B
| $485M | 0.14% | 7,500,000 | – | – |
|
153
Brookfield
BN
$98.3B
| $472M | 0.13% | 12,168,341 +164,341 | +1% | +$6.38M |
|
154
Crown Castle
CCI
$43.2B
| $462M | 0.13% | 6,295,902 | – | – |
|
155
Macy's
M
$3.59B
| $454M | 0.13% | 8,500,000 | – | – |
|
|
SWN
156
DELISTED
Southwestern Energy Company
SWN
| $453M | 0.13% | 11,520,000 | – | – |
|
157
Murphy Oil
MUR
$3.55B
| $446M | 0.13% | 6,877,000 -575,000 | -8% | -$37.3M |
|
|
MXIM
158
DELISTED
Maxim Integrated Products
MXIM
| $439M | 0.12% | 15,716,000 -15,794,000 | -50% | -$441M |
|
159
Ralph Lauren
RL
$18B
| $436M | 0.12% | 2,467,706 +182,000 | +8% | +$32.1M |
|
|
VIAB
160
DELISTED
Viacom Inc. Class B
VIAB
| $432M | 0.12% | 4,947,000 | – | – |
|
161
Canadian Pacific Kansas City
CP
$69.9B
| $432M | 0.12% | 2,854,000 | – | – |
|
|
BSMX
162
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
| $427M | 0.12% | 31,326,000 +645,000 | +2% | +$8.8M |
|
163
Wynn Resorts
WYNN
$13.2B
| $427M | 0.12% | 2,197,663 -462,660 | -17% | -$89.9M |
|
164
Emerson Electric
EMR
$74.3B
| $422M | 0.12% | 6,015,000 | – | – |
|
165
Altria Group
MO
$113B
| $412M | 0.12% | 10,738,000 -8,863,000 | -45% | -$340M |
|
|
CB
166
DELISTED
CHUBB CORPORATION
CB
| $411M | 0.12% | 4,250,000 +750,000 | +21% | +$72.5M |
|
167
Air Products & Chemicals
APD
$65.5B
| $409M | 0.11% | 3,655,000 | – | – |
|
168
Fastenal
FAST
$57B
| $408M | 0.11% | 8,580,000 -3,300 | -0% | -$157K |
|
169
KeyCorp
KEY
$21.2B
| $402M | 0.11% | 29,990,000 | – | – |
|
170
Meta Platforms (Facebook)
META
$1.86T
| $399M | 0.11% | 7,301,720 | – | – |
|
171
Arch Capital
ACGL
$34.2B
| $391M | 0.11% | 6,550,000 | – | – |
|
|
SVC
172
Service Properties Trust
SVC
$451M
| $383M | 0.11% | 14,156,353 +535,000 | +4% | +$14.5M |
|
|
DNR
173
DELISTED
Denbury Resources, Inc.
DNR
| $380M | 0.11% | 23,142,500 | – | – |
|
174
Cleveland-Cliffs
CLF
$5.32B
| $378M | 0.11% | 14,420,500 -1,706,500 | -11% | -$44.7M |
|
175
Norfolk Southern
NSC
$62.8B
| $377M | 0.11% | 4,060,000 +560,000 | +16% | +$52M |
|