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 |
Schlumberger
SLB
|
+$1.77B |
| 2 |
Meta Platforms (Facebook)
META
|
+$1.11B |
| 3 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
+$531M |
| 4 |
Boeing
BA
|
+$502M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
+$485M |
Top Sells
| 1 |
Wells Fargo
WFC
|
+$1.16B |
| 2 |
Amazon
AMZN
|
+$889M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$643M |
| 4 |
Philip Morris
PM
|
+$618M |
| 5 |
CVS Health
CVS
|
+$606M |
Sector Composition
| 1 | Healthcare | 13.23% |
| 2 | Technology | 12.3% |
| 3 | Consumer Discretionary | 12.21% |
| 4 | Financials | 10.43% |
| 5 | Consumer Staples | 10.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
XEC
151
DELISTED
CIMAREX ENERGY CO
XEC
| $448M | 0.12% |
3,758,000
-800,000
| -18% | -$95.5M |
|
152
Deere & Co
DE
$127B
| $447M | 0.12% |
5,509,800
-2,433,712
| -31% | -$197M |
|
|
JNPR
153
DELISTED
Juniper Networks
JNPR
| $439M | 0.12% |
19,514,045
+8,024,069
| +70% | +$180M |
|
154
Lowe's Companies
LOW
$152B
| $435M | 0.12% |
5,500,000
| – | – |
|
155
Accenture
ACN
$149B
| $434M | 0.12% |
3,834,676
+3,302
| +0.1% | +$374K |
|
156
Salesforce
CRM
$231B
| $420M | 0.11% |
5,294,058
-1,446,480
| -21% | -$115M |
|
157
Equinix
EQIX
$77.2B
| $418M | 0.11% |
1,078,487
| – | – |
|
|
BHI
158
DELISTED
Baker Hughes
BHI
| $406M | 0.11% |
8,998,989
+921,073
| +11% | +$41.6M |
|
|
NLSN
159
DELISTED
Nielsen Holdings plc
NLSN
| $405M | 0.11% |
7,800,000
| – | – |
|
160
General Mills
GIS
$26.7B
| $404M | 0.11% |
5,670,000
| – | – |
|
|
WRK
161
DELISTED
WestRock Company
WRK
| $403M | 0.11% |
10,355,724
+1,653,304
| +19% | +$64.3M |
|
|
N
162
DELISTED
Netsuite Inc
N
| $402M | 0.11% |
5,524,815
-448,026
| -8% | -$32.6M |
|
163
Campbell Soup
CPB
$9.91B
| $399M | 0.11% |
6,000,000
-3,270,000
| -35% | -$218M |
|
164
Qualcomm
QCOM
$175B
| $388M | 0.1% |
+7,250,000
| New | +$388M |
|
165
FMC
FMC
$4.79B
| $384M | 0.1% |
9,559,065
-9,293,704
| -49% | -$373M |
|
166
AbbVie
ABBV
$386B
| $380M | 0.1% |
6,165,592
+1,365,592
| +28% | +$84.1M |
|
167
Nucor
NUE
$32.4B
| $371M | 0.1% |
7,500,000
| – | – |
|
|
SYT
168
DELISTED
Syngenta Ag
SYT
| $369M | 0.1% |
4,800,000
+4,294,254
| +849% | +$330M |
|
169
IDEX
IEX
$12.1B
| $364M | 0.1% |
4,434,588
+2,298
| +0.1% | +$189K |
|
170
Hubbell
HUBB
$23.2B
| $362M | 0.1% |
3,430,000
| – | – |
|
171
Lamar Advertising Co
LAMR
$12.9B
| $348M | 0.09% |
5,253,322
| – | – |
|
172
Oshkosh
OSK
$8.77B
| $344M | 0.09% |
7,220,059
-3,277,941
| -31% | -$156M |
|
173
Paychex
PAYX
$48.6B
| $344M | 0.09% |
5,785,500
| – | – |
|
|
NBIS
174
Nebius Group N.V. Class A Ordinary Shares
NBIS
$21.6B
| $344M | 0.09% |
15,732,141
+2,546,225
| +19% | +$55.6M |
|
175
Pembina Pipeline
PBA
$22.8B
| $336M | 0.09% |
11,067,746
-390,793
| -3% | -$11.9M |
|