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 |
Apple
AAPL
|
$3.8B |
| 2 |
Coca-Cola
KO
|
$1.83B |
| 3 |
Union Pacific
UNP
|
$1.66B |
| 4 |
POT
Potash Corp Of Saskatchewan
POT
|
$1.15B |
| 5 |
Microsoft
MSFT
|
$1.1B |
Top Sells
| 1 |
Kimberly-Clark
KMB
|
$1.11B |
| 2 |
DuPont de Nemours
DD
|
$869M |
| 3 |
Home Depot
HD
|
$682M |
| 4 |
DTV
DIRECTV COM STK (DE)
DTV
|
$665M |
| 5 |
Texas Instruments
TXN
|
$664M |
Sector Composition
| 1 | Industrials | 13.81% |
| 2 | Financials | 13.33% |
| 3 | Healthcare | 12.6% |
| 4 | Technology | 10.74% |
| 5 | Energy | 10.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Macy's
M
$3.59B
| $493M | 0.14% | 8,500,000 | – | – |
|
152
KeyCorp
KEY
$21.2B
| $484M | 0.13% | 33,755,000 -670,000 | -2% | -$9.6M |
|
|
CIE
153
DELISTED
Cobalt International Energy, Inc
CIE
| $477M | 0.13% | 25,976,000 -630,000 | -2% | -$11.6M |
|
154
Morgan Stanley
MS
$240B
| $475M | 0.13% | 14,700,000 -1,000,000 | -6% | -$32.3M |
|
|
DNR
155
DELISTED
Denbury Resources, Inc.
DNR
| $470M | 0.13% | 25,467,500 +1,400,000 | +6% | +$25.8M |
|
156
TransDigm Group
TDG
$78.8B
| $467M | 0.13% | 2,792,500 +720,000 | +35% | +$120M |
|
157
Transocean
RIG
$2.86B
| $464M | 0.13% | 10,300,000 | – | – |
|
158
Cognizant
CTSH
$35.3B
| $451M | 0.12% | 9,217,000 -111,000 | -1% | -$5.43M |
|
159
Crown Castle
CCI
$43.2B
| $447M | 0.12% | 6,022,585 -273,317 | -4% | -$20.3M |
|
|
VIAB
160
DELISTED
Viacom Inc. Class B
VIAB
| $439M | 0.12% | 5,056,000 +80,000 | +2% | +$6.94M |
|
161
Las Vegas Sands
LVS
$39.6B
| $438M | 0.12% | 5,742,092 -6,147,544 | -52% | -$469M |
|
162
DTE Energy
DTE
$28.4B
| $428M | 0.12% | 5,500,000 +500,000 | +10% | +$38.9M |
|
163
Norfolk Southern
NSC
$62.8B
| $424M | 0.12% | 4,120,000 | – | – |
|
164
Meta Platforms (Facebook)
META
$1.86T
| $423M | 0.12% | 6,282,685 | – | – |
|
|
HUB.B
165
DELISTED
HUBBELL INC CL-B
HUB.B
| $422M | 0.12% | 3,430,000 | – | – |
|
|
BSMX
166
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
| $417M | 0.11% | 31,374,197 +260,000 | +0.8% | +$3.45M |
|
167
Allstate
ALL
$53.6B
| $411M | 0.11% | 7,000,000 | – | – |
|
168
HDFC Bank
HDB
$182B
| $409M | 0.11% | 8,736,401 +3,115,336 | +55% | +$146M |
|
169
Starbucks
SBUX
$100B
| $408M | 0.11% | 5,270,000 +2,615,000 | +98% | +$202M |
|
170
Phillips 66
PSX
$54B
| $406M | 0.11% | 5,050,000 +1,120,000 | +28% | +$90.1M |
|
171
Grifois
GRFS
$6.78B
| $394M | 0.11% | 8,933,100 +274,000 | +3% | +$12.1M |
|
|
CB
172
DELISTED
CHUBB CORPORATION
CB
| $392M | 0.11% | 4,250,000 | – | – |
|
173
CVS Health
CVS
$92.8B
| $385M | 0.11% | 5,108,000 +1,617,000 | +46% | +$122M |
|
174
Charles Schwab
SCHW
$174B
| $384M | 0.11% | 14,250,000 -17,005,000 | -54% | -$458M |
|
175
Arch Capital
ACGL
$34.2B
| $376M | 0.1% | 6,550,000 | – | – |
|