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 |
Altria Group
MO
|
$2.75B |
| 2 |
CSX Corp
CSX
|
$1.69B |
| 3 |
Exxon Mobil
XOM
|
$1.24B |
| 4 |
Pfizer
PFE
|
$973M |
| 5 |
T-Mobile US
TMUS
|
$965M |
Top Sells
| 1 |
McDonald's
MCD
|
$2.04B |
| 2 |
Coca-Cola
KO
|
$1.97B |
| 3 |
ConocoPhillips
COP
|
$1.8B |
| 4 |
Broadcom
AVGO
|
$1.41B |
| 5 |
EOG Resources
EOG
|
$1.02B |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Healthcare | 14.83% |
| 3 | Financials | 14.5% |
| 4 | Consumer Discretionary | 11.95% |
| 5 | Communication Services | 8.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Aon
AON
$79.1B
| $494M | 0.12% | 2,895,000 | – | – |
|
152
Teck Resources
TECK
$16.7B
| $492M | 0.12% | 21,258,537 -18,864 | -0.1% | -$436K |
|
153
Air Products & Chemicals
APD
$65.5B
| $488M | 0.12% | 2,554,812 -570 | -0% | -$109K |
|
154
Applied Materials
AMAT
$128B
| $487M | 0.12% | 12,272,332 -38 | -0% | -$1.51K |
|
155
Wynn Resorts
WYNN
$13.2B
| $484M | 0.12% | 4,060,041 +1,966,041 | +94% | +$235M |
|
156
KeyCorp
KEY
$21.2B
| $484M | 0.12% | 30,699,000 +12,000,000 | +64% | +$189M |
|
157
TE Connectivity
TEL
$61B
| $478M | 0.12% | 5,925,000 +3,025,000 | +104% | +$244M |
|
|
WCG
158
DELISTED
Wellcare Health Plans, Inc.
WCG
| $477M | 0.12% | 1,768,700 +41,200 | +2% | +$11.1M |
|
|
WBA
159
DELISTED
Walgreens Boots Alliance
WBA
| $473M | 0.11% | 7,474,032 -7,815,167 | -51% | -$494M |
|
160
Gaming and Leisure Properties
GLPI
$13.6B
| $472M | 0.11% | 12,236,220 +4,348,500 | +55% | +$168M |
|
161
Public Storage
PSA
$51.7B
| $470M | 0.11% | 2,157,800 -3,149,246 | -59% | -$686M |
|
162
General Mills
GIS
$26.4B
| $470M | 0.11% | 9,076,022 +14,727 | +0.2% | +$762K |
|
163
Analog Devices
ADI
$124B
| $469M | 0.11% | 4,458,441 -1,514,023 | -25% | -$159M |
|
164
MarketAxess Holdings
MKTX
$6.87B
| $461M | 0.11% | 1,875,100 | – | – |
|
165
Baidu
BIDU
$32.8B
| $460M | 0.11% | 2,792,744 -1,309 | -0% | -$216K |
|
|
GWPH
166
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
| $457M | 0.11% | 2,711,574 +2 | +0% | +$337 |
|
|
B
167
Barrick Mining Corporation
B
$45.4B
| $452M | 0.11% | 32,994,995 +26,922,483 | +443% | +$369M |
|
168
Corpay
CPAY
$23B
| $450M | 0.11% | 1,823,200 -142,000 | -7% | -$35M |
|
|
AYX
169
DELISTED
Alteryx, Inc.
AYX
| $443M | 0.11% | 5,285,234 -67,000 | -1% | -$5.62M |
|
170
Itaú Unibanco
ITUB
$77B
| $439M | 0.11% | 49,813,307 -12,205,080 | -20% | -$108M |
|
171
EPAM Systems
EPAM
$9.82B
| $437M | 0.11% | 2,585,491 -94,439 | -4% | -$16M |
|
172
Suncor Energy
SU
$50.1B
| $412M | 0.1% | 12,725,168 | – | – |
|
|
FRC
173
DELISTED
First Republic Bank
FRC
| $411M | 0.1% | 4,089,470 | – | – |
|
174
Hubbell
HUBB
$22.9B
| $405M | 0.1% | 3,430,000 | – | – |
|
175
Domino's
DPZ
$15.6B
| $403M | 0.1% | 1,562,053 +171,221 | +12% | +$44.2M |
|