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 |
Coca-Cola
KO
|
+$1.76B |
| 2 |
KLA
KLAC
|
+$1.16B |
| 3 |
NBL
Noble Energy, Inc.
NBL
|
+$916M |
| 4 |
NOV
NOV
|
+$610M |
| 5 |
PepsiCo
PEP
|
+$609M |
Top Sells
| 1 |
Apple
AAPL
|
+$3.27B |
| 2 |
Gilead Sciences
GILD
|
+$1.29B |
| 3 |
Amazon
AMZN
|
+$1.1B |
| 4 |
Home Depot
HD
|
+$1B |
| 5 |
Wells Fargo
WFC
|
+$1B |
Sector Composition
| 1 | Industrials | 13.43% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 13.04% |
| 4 | Technology | 10.89% |
| 5 | Consumer Discretionary | 10.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Oshkosh
OSK
$8.77B
| $470M | 0.13% |
10,655,000
| – | – |
|
152
Blackrock
BLK
$174B
| $469M | 0.13% |
1,430,000
-885,000
| -38% | -$291M |
|
153
Abbott
ABT
$233B
| $468M | 0.13% |
11,245,697
+7,380,000
| +191% | +$307M |
|
154
Campbell Soup
CPB
$9.91B
| $461M | 0.13% |
10,800,000
| – | – |
|
155
Norfolk Southern
NSC
$61.6B
| $460M | 0.13% |
4,120,000
| – | – |
|
|
WBA
156
DELISTED
Walgreens Boots Alliance
WBA
| $456M | 0.13% |
7,700,000
+5,200,000
| +208% | +$308M |
|
|
VRN
157
DELISTED
Veren
VRN
| $456M | 0.13% |
13,676,315
-153,173
| -1% | -$5.11M |
|
158
Alibaba
BABA
$370B
| $453M | 0.13% |
+5,102,450
| New | +$453M |
|
159
KeyCorp
KEY
$20.9B
| $450M | 0.13% |
33,755,000
| – | – |
|
160
PNC Financial Services
PNC
$79.5B
| $441M | 0.12% |
5,150,600
+1,102,000
| +27% | +$94.3M |
|
|
VIAB
161
DELISTED
Viacom Inc. Class B
VIAB
| $435M | 0.12% |
5,651,000
+595,000
| +12% | +$45.8M |
|
162
Cognizant
CTSH
$33.8B
| $432M | 0.12% |
9,647,000
+430,000
| +5% | +$19.3M |
|
163
Allstate
ALL
$52.8B
| $430M | 0.12% |
7,000,000
| – | – |
|
|
SWN
164
DELISTED
Southwestern Energy Company
SWN
| $424M | 0.12% |
12,125,000
+605,000
| +5% | +$21.1M |
|
165
Morgan Stanley
MS
$250B
| $423M | 0.12% |
12,250,000
-2,450,000
| -17% | -$84.7M |
|
|
BSMX
166
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
| $423M | 0.12% |
31,290,197
-84,000
| -0.3% | -$1.14M |
|
167
DTE Energy
DTE
$28.4B
| $418M | 0.12% |
6,462,500
| – | – |
|
168
Norwegian Cruise Line
NCLH
$12B
| $416M | 0.12% |
11,550,000
| – | – |
|
|
DNR
169
DELISTED
Denbury Resources, Inc.
DNR
| $415M | 0.12% |
27,642,500
+2,175,000
| +9% | +$32.7M |
|
|
HUB.B
170
DELISTED
HUBBELL INC CL-B
HUB.B
| $413M | 0.12% |
3,430,000
| – | – |
|
171
Phillips 66
PSX
$52.9B
| $411M | 0.12% |
5,050,000
| – | – |
|
172
CVS Health
CVS
$95.1B
| $407M | 0.11% |
5,108,000
| – | – |
|
173
HDFC Bank
HDB
$179B
| $397M | 0.11% |
17,062,014
-410,788
| -2% | -$9.57M |
|
174
ICICI Bank
IBN
$115B
| $396M | 0.11% |
44,305,470
+3,740,000
| +9% | +$33.4M |
|
|
CB
175
DELISTED
CHUBB CORPORATION
CB
| $387M | 0.11% |
4,250,000
| – | – |
|