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
|
$2.61B |
| 2 |
Schlumberger
SLB
|
$2.3B |
| 3 |
McDonald's
MCD
|
$1.27B |
| 4 |
DD
Du Pont De Nemours E I
DD
|
$1.22B |
| 5 |
Meta Platforms (Facebook)
META
|
$892M |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.12B |
| 2 |
Wells Fargo
WFC
|
$1.7B |
| 3 |
American Express
AXP
|
$1.42B |
| 4 |
Cisco
CSCO
|
$1.01B |
| 5 |
Salesforce
CRM
|
$904M |
Sector Composition
| 1 | Technology | 12.9% |
| 2 | Healthcare | 12.58% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Financials | 11.35% |
| 5 | Consumer Staples | 10.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
XEC
151
DELISTED
CIMAREX ENERGY CO
XEC
| $443M | 0.12% | 4,558,000 +100,000 | +2% | +$9.73M |
|
152
Accenture
ACN
$162B
| $442M | 0.12% | 3,831,374 +2,099,719 | +121% | +$242M |
|
153
Intuitive Surgical
ISRG
$170B
| $441M | 0.12% | 733,327 +103,448 | +16% | +$62.2M |
|
154
Newell Brands
NWL
$2.48B
| $434M | 0.12% | 9,795,000 +300,000 | +3% | +$13.3M |
|
155
Oshkosh
OSK
$8.92B
| $429M | 0.12% | 10,498,000 -157,000 | -1% | -$6.42M |
|
156
Eli Lilly
LLY
$657B
| $428M | 0.12% | 5,941,000 -3,671,800 | -38% | -$264M |
|
|
BXLT
157
DELISTED
BAXALTA INC COM STK (DE)
BXLT
| $423M | 0.12% | 10,467,784 | – | – |
|
158
Lowe's Companies
LOW
$145B
| $417M | 0.12% | 5,500,000 -7,758,327 | -59% | -$588M |
|
|
PF
159
DELISTED
Pinnacle Foods, Inc.
PF
| $416M | 0.12% | 9,319,050 +1,513,000 | +19% | +$67.6M |
|
160
Macy's
M
$3.59B
| $414M | 0.11% | 9,400,000 | – | – |
|
|
NLSN
161
DELISTED
Nielsen Holdings plc
NLSN
| $411M | 0.11% | 7,800,000 +300,000 | +4% | +$15.8M |
|
|
N
162
DELISTED
Netsuite Inc
N
| $409M | 0.11% | 5,972,841 -1,477,329 | -20% | -$101M |
|
163
ResMed
RMD
$40.2B
| $403M | 0.11% | 6,970,000 +800,000 | +13% | +$46.3M |
|
164
Prologis
PLD
$106B
| $403M | 0.11% | 9,117,237 +6,708,487 | +279% | +$296M |
|
|
ZAYO
165
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $400M | 0.11% | 16,496,555 +4,813,816 | +41% | +$117M |
|
166
Hershey
HSY
$37.3B
| $396M | 0.11% | 4,300,000 +1,800,000 | +72% | +$166M |
|
167
PepsiCo
PEP
$204B
| $375M | 0.1% | 3,663,000 -4,371,000 | -54% | -$448M |
|
168
IDEX
IEX
$12.4B
| $367M | 0.1% | 4,432,290 +805,565 | +22% | +$66.8M |
|
169
Hubbell
HUBB
$22.9B
| $363M | 0.1% | 3,430,000 | – | – |
|
170
General Mills
GIS
$26.4B
| $359M | 0.1% | 5,670,000 | – | – |
|
171
Equinix
EQIX
$76.9B
| $357M | 0.1% | 1,078,487 | – | – |
|
172
Nucor
NUE
$34.1B
| $355M | 0.1% | 7,500,000 -2,012,000 | -21% | -$95.2M |
|
|
BHI
173
DELISTED
Baker Hughes
BHI
| $354M | 0.1% | 8,077,916 -6,628,710 | -45% | -$291M |
|
174
RTX Corp
RTX
$212B
| $343M | 0.09% | 3,425,776 -7,871,871 | -70% | -$788M |
|
175
Phillips 66
PSX
$54B
| $337M | 0.09% | 3,889,488 | – | – |
|