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 |
Visa
V
|
$2.12B |
| 2 |
Philip Morris
PM
|
$1.59B |
| 3 |
Medtronic
MDT
|
$1.47B |
| 4 |
DD
Du Pont De Nemours E I
DD
|
$1.17B |
| 5 |
Kroger
KR
|
$924M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$3.76B |
| 2 |
PepsiCo
PEP
|
$1.64B |
| 3 |
Carnival Corp
CCL
|
$1.18B |
| 4 |
Edwards Lifesciences
EW
|
$693M |
| 5 |
American Express
AXP
|
$677M |
Sector Composition
| 1 | Healthcare | 15.13% |
| 2 | Industrials | 13.92% |
| 3 | Financials | 13.29% |
| 4 | Technology | 10.56% |
| 5 | Consumer Discretionary | 9.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Colgate-Palmolive
CL
$67.9B
| $525M | 0.14% | 7,566,000 | – | – |
|
152
Blackrock
BLK
$175B
| $523M | 0.14% | 1,430,000 | – | – |
|
153
Oshkosh
OSK
$8.92B
| $520M | 0.14% | 10,655,000 | – | – |
|
154
Campbell Soup
CPB
$9.52B
| $501M | 0.14% | 10,770,000 | – | – |
|
155
Allstate
ALL
$53.6B
| $498M | 0.13% | 7,000,000 | – | – |
|
|
KRFT
156
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
| $493M | 0.13% | 5,655,583 +3,868,916 | +217% | +$337M |
|
|
157
Carnival Corp
CCL
$43.2B
| $492M | 0.13% | 10,292,000 -24,730,917 | -71% | -$1.18B |
|
|
MXIM
158
DELISTED
Maxim Integrated Products
MXIM
| $489M | 0.13% | 14,046,000 +160,100 | +1% | +$5.57M |
|
159
Hasbro
HAS
$11.4B
| $481M | 0.13% | 7,609,096 +55,873 | +0.7% | +$3.53M |
|
|
BHI
160
DELISTED
Baker Hughes
BHI
| $480M | 0.13% | 7,550,000 +30,000 | +0.4% | +$1.91M |
|
161
Dominion Energy
D
$51.1B
| $480M | 0.13% | 6,770,000 | – | – |
|
162
Fastenal
FAST
$57B
| $479M | 0.13% | 11,550,000 +275,000 | +2% | +$11.4M |
|
163
Tesla
TSLA
$1.08T
| $477M | 0.13% | 2,529,200 +55,000 | +2% | +$10.4M |
|
164
ICICI Bank
IBN
$113B
| $473M | 0.13% | 45,615,000 +4,715,000 | +12% | +$48.8M |
|
165
Digital Realty Trust
DLR
$57.2B
| $469M | 0.13% | 7,115,000 -248,300 | -3% | -$16.4M |
|
166
AbbVie
ABBV
$372B
| $446M | 0.12% | 7,626,934 -9,543,066 | -56% | -$559M |
|
167
DTE Energy
DTE
$28.4B
| $444M | 0.12% | 5,500,000 | – | – |
|
168
Public Storage
PSA
$51.7B
| $442M | 0.12% | 2,240,000 +150,000 | +7% | +$29.6M |
|
|
CB
169
DELISTED
CHUBB CORPORATION
CB
| $430M | 0.12% | 4,250,000 | – | – |
|
170
McDonald's
MCD
$224B
| $417M | 0.11% | +4,280,000 | New | +$417M |
|
171
Morgan Stanley
MS
$240B
| $416M | 0.11% | 11,661,000 +411,000 | +4% | +$14.7M |
|
172
Wynn Resorts
WYNN
$13.2B
| $412M | 0.11% | 3,275,486 +1,935,723 | +144% | +$244M |
|
173
Starbucks
SBUX
$100B
| $408M | 0.11% | 4,305,000 | – | – |
|
174
CSX Corp
CSX
$60.6B
| $397M | 0.11% | 12,000,000 | – | – |
|
|
HUB.B
175
DELISTED
HUBBELL INC CL-B
HUB.B
| $376M | 0.1% | 3,430,000 | – | – |
|