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
|
+$1.27B |
| 2 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
+$1.1B |
| 3 |
Apple
AAPL
|
+$988M |
| 4 |
Johnson Controls International
JCI
|
+$687M |
| 5 |
Intel
INTC
|
+$613M |
Top Sells
| 1 |
Philip Morris
PM
|
+$1.23B |
| 2 |
Kroger
KR
|
+$1.15B |
| 3 |
McDonald's
MCD
|
+$1.07B |
| 4 |
Costco
COST
|
+$614M |
| 5 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$581M |
Sector Composition
| 1 | Technology | 13.76% |
| 2 | Healthcare | 13.05% |
| 3 | Consumer Discretionary | 12.54% |
| 4 | Financials | 10.55% |
| 5 | Energy | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
General Motors
GM
$55.7B
| $477M | 0.12% |
15,012,092
-7,661,700
| -34% | -$243M |
|
152
MGM Resorts International
MGM
$9.4B
| $463M | 0.12% |
17,797,719
-6,629,583
| -27% | -$173M |
|
|
JNPR
153
DELISTED
Juniper Networks
JNPR
| $463M | 0.12% |
19,249,573
-264,472
| -1% | -$6.36M |
|
154
Hershey
HSY
$37.5B
| $459M | 0.12% |
4,800,000
| – | – |
|
155
Prologis
PLD
$107B
| $459M | 0.12% |
8,567,000
-900,000
| -10% | -$48.2M |
|
156
Public Storage
PSA
$51.3B
| $432M | 0.11% |
1,935,000
| – | – |
|
157
AbbVie
ABBV
$386B
| $426M | 0.11% |
6,762,592
+597,000
| +10% | +$37.6M |
|
158
Tesla
TSLA
$1.28T
| $422M | 0.11% |
30,998,430
-6,596,190
| -18% | -$89.7M |
|
|
NLSN
159
DELISTED
Nielsen Holdings plc
NLSN
| $418M | 0.11% |
7,800,000
| – | – |
|
|
BHI
160
DELISTED
Baker Hughes
BHI
| $411M | 0.11% |
8,150,000
-848,989
| -9% | -$42.8M |
|
161
Deere & Co
DE
$127B
| $410M | 0.11% |
4,800,000
-709,800
| -13% | -$60.6M |
|
162
FMC
FMC
$4.79B
| $401M | 0.1% |
9,570,791
+11,726
| +0.1% | +$492K |
|
163
Lowe's Companies
LOW
$152B
| $397M | 0.1% |
5,500,000
| – | – |
|
164
Equinix
EQIX
$77.2B
| $389M | 0.1% |
1,078,487
| – | – |
|
165
Hasbro
HAS
$11B
| $388M | 0.1% |
4,893,373
+1,371,500
| +39% | +$109M |
|
166
Weatherford International
WFRD
$4.48B
| $375M | 0.1% |
66,696,103
-39,883,138
| -37% | -$224M |
|
167
Nucor
NUE
$32.4B
| $371M | 0.1% |
7,500,000
| – | – |
|
168
Hubbell
HUBB
$23.2B
| $370M | 0.1% |
3,430,000
| – | – |
|
169
Illumina
ILMN
$14.6B
| $364M | 0.09% |
2,062,271
+558,307
| +37% | +$98.7M |
|
170
Oshkosh
OSK
$8.77B
| $363M | 0.09% |
6,483,191
-736,868
| -10% | -$41.3M |
|
|
PF
171
DELISTED
Pinnacle Foods, Inc.
PF
| $353M | 0.09% |
7,029,050
+200,000
| +3% | +$10M |
|
172
Lamar Advertising Co
LAMR
$12.9B
| $352M | 0.09% |
5,383,322
+130,000
| +2% | +$8.49M |
|
|
NBIS
173
Nebius Group N.V. Class A Ordinary Shares
NBIS
$21.6B
| $351M | 0.09% |
16,678,902
+946,761
| +6% | +$19.9M |
|
|
PACW
174
DELISTED
PacWest Bancorp
PACW
| $345M | 0.09% |
8,031,589
+1,140,000
| +17% | +$48.9M |
|
175
Pembina Pipeline
PBA
$22.8B
| $341M | 0.09% |
11,182,366
+114,620
| +1% | +$3.49M |
|