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 |
Nike
NKE
|
$2.49B |
| 2 |
Wells Fargo
WFC
|
$1B |
| 3 |
Public Service Enterprise Group
PEG
|
$941M |
| 4 |
ServiceNow
NOW
|
$911M |
| 5 |
Occidental Petroleum
OXY
|
$748M |
Top Sells
| 1 |
Schlumberger
SLB
|
$2.34B |
| 2 |
Apple
AAPL
|
$1.74B |
| 3 |
Microsoft
MSFT
|
$1.51B |
| 4 |
Boeing
BA
|
$1.41B |
| 5 |
Home Depot
HD
|
$1.28B |
Sector Composition
| 1 | Technology | 18.05% |
| 2 | Financials | 15.65% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Healthcare | 10.02% |
| 5 | Communication Services | 9.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Pfizer
PFE
$141B
| $613M | 0.13% | 16,935,000 | – | – |
|
152
Arch Capital
ACGL
$34.2B
| $604M | 0.13% | 6,656,882 +335,405 | +5% | +$30.4M |
|
|
PF
153
DELISTED
Pinnacle Foods, Inc.
PF
| $583M | 0.13% | 9,807,050 -150,000 | -2% | -$8.92M |
|
154
Incyte
INCY
$16.5B
| $579M | 0.13% | 6,117,424 -585,693 | -9% | -$55.5M |
|
155
Applied Materials
AMAT
$128B
| $579M | 0.13% | 11,332,935 +15,904 | +0.1% | +$813K |
|
156
Carnival Corp
CCL
$43.2B
| $575M | 0.12% | 8,662,014 -3 | -0% | -$199 |
|
157
Paycom
PAYC
$12.8B
| $552M | 0.12% | 6,865,960 -195,000 | -3% | -$15.7M |
|
158
Hershey
HSY
$37.3B
| $551M | 0.12% | 4,856,939 +276,939 | +6% | +$31.4M |
|
159
Royal Gold
RGLD
$11.8B
| $551M | 0.12% | 6,710,500 +1,689,500 | +34% | +$139M |
|
160
Deere & Co
DE
$129B
| $548M | 0.12% | 3,500,000 | – | – |
|
161
Toronto Dominion Bank
TD
$128B
| $542M | 0.12% | 9,253,009 -184,999 | -2% | -$10.8M |
|
162
Nucor
NUE
$34.1B
| $525M | 0.11% | 8,250,003 +2,250,003 | +38% | +$143M |
|
163
Jack Henry & Associates
JKHY
$11.9B
| $522M | 0.11% | 4,459,500 +271,000 | +6% | +$31.7M |
|
164
Norwegian Cruise Line
NCLH
$11.2B
| $520M | 0.11% | 9,771,728 -245,255 | -2% | -$13.1M |
|
|
XYZ
165
Block, Inc.
XYZ
$48.5B
| $510M | 0.11% | 14,699,830 -316,000 | -2% | -$11M |
|
166
MGM Resorts International
MGM
$10.8B
| $491M | 0.11% | 14,703,367 -2,764,322 | -16% | -$92.3M |
|
167
IBM
IBM
$227B
| $482M | 0.1% | 3,140,000 +140,000 | +5% | +$21.5M |
|
168
CVS Health
CVS
$92.8B
| $471M | 0.1% | 6,500,004 -2 | -0% | -$145 |
|
169
Kellanova
K
$27.6B
| $468M | 0.1% | 6,880,000 -901,895 | -12% | -$61.3M |
|
170
Hubbell
HUBB
$22.9B
| $464M | 0.1% | 3,430,000 | – | – |
|
171
Prologis
PLD
$106B
| $460M | 0.1% | 7,125,000 -340,000 | -5% | -$21.9M |
|
172
Darden Restaurants
DRI
$24.1B
| $456M | 0.1% | +4,750,000 | New | +$456M |
|
173
PayPal
PYPL
$67.1B
| $455M | 0.1% | 6,174,018 +12,295 | +0.2% | +$905K |
|
174
Deutsche Bank
DB
$67.7B
| $453M | 0.1% | 23,884,285 | – | – |
|
175
Walt Disney
DIS
$213B
| $441M | 0.1% | 4,100,000 -775,000 | -16% | -$83.3M |
|