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 |
Coca-Cola
KO
|
+$1.83B |
| 2 |
POT
Potash Corp Of Saskatchewan
POT
|
+$1.15B |
| 3 |
Microsoft
MSFT
|
+$1.1B |
| 4 |
Procter & Gamble
PG
|
+$986M |
| 5 |
Weatherford International
WFRD
|
+$848M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$3.84B |
| 2 |
Union Pacific
UNP
|
+$1.26B |
| 3 |
Kimberly-Clark
KMB
|
+$1.11B |
| 4 |
DuPont de Nemours
DD
|
+$869M |
| 5 |
Home Depot
HD
|
+$682M |
Sector Composition
| 1 | Industrials | 13.81% |
| 2 | Financials | 13.33% |
| 3 | Healthcare | 12.6% |
| 4 | Technology | 10.74% |
| 5 | Energy | 10.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Murphy Oil
MUR
$3.68B
| $376M | 0.1% |
5,652,000
-437,622
| -7% | -$29.1M |
|
177
Eli Lilly
LLY
$677B
| $373M | 0.1% |
6,000,000
-200,000
| -3% | -$12.4M |
|
178
ICICI Bank
IBN
$115B
| $368M | 0.1% |
40,565,470
+1,130,470
| +3% | +$10.3M |
|
179
Norwegian Cruise Line
NCLH
$12B
| $366M | 0.1% |
11,550,000
+75,000
| +0.7% | +$2.38M |
|
180
PNC Financial Services
PNC
$79.5B
| $361M | 0.1% |
4,048,600
+3,929,600
| +3,302% | +$350M |
|
|
TWC
181
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $360M | 0.1% |
2,442,690
-285,000
| -10% | -$42M |
|
182
Public Storage
PSA
$51.3B
| $358M | 0.1% |
2,090,000
| – | – |
|
183
Thermo Fisher Scientific
TMO
$181B
| $358M | 0.1% |
3,032,000
+1,340,000
| +79% | +$158M |
|
184
Trimble
TRMB
$19.2B
| $349M | 0.1% |
9,440,565
+7,440,565
| +372% | +$275M |
|
|
AVP
185
DELISTED
Avon Products, Inc.
AVP
| $341M | 0.09% |
23,351,078
+532,278
| +2% | +$7.78M |
|
186
JD.com
JD
$47.7B
| $340M | 0.09% |
+11,908,910
| New | +$340M |
|
187
HP
HPQ
$26.1B
| $337M | 0.09% |
22,020,000
| – | – |
|
188
CSX Corp
CSX
$60.5B
| $329M | 0.09% |
+32,015,394
| New | +$329M |
|
189
Marsh & McLennan
MMC
$99.8B
| $323M | 0.09% |
6,230,000
| – | – |
|
|
NBIS
190
Nebius Group N.V. Class A Ordinary Shares
NBIS
$21.6B
| $311M | 0.09% |
8,732,498
+6,543,898
| +299% | +$233M |
|
|
N
191
DELISTED
Netsuite Inc
N
| $296M | 0.08% |
3,402,874
+446,000
| +15% | +$38.7M |
|
192
Domino's
DPZ
$15.3B
| $294M | 0.08% |
4,026,400
+1,303,400
| +48% | +$95.3M |
|
193
Revvity
RVTY
$9.62B
| $292M | 0.08% |
6,230,000
| – | – |
|
194
Helmerich & Payne
HP
$2.1B
| $290M | 0.08% |
2,500,000
| – | – |
|
195
Toll Brothers
TOL
$13.8B
| $286M | 0.08% |
7,759,200
-60,000
| -0.8% | -$2.21M |
|
|
RAX
196
DELISTED
Rackspace Hosting Inc
RAX
| $281M | 0.08% |
8,354,208
-2,922,281
| -26% | -$98.4M |
|
197
W.W. Grainger
GWW
$48B
| $281M | 0.08% |
1,104,500
-40,000
| -3% | -$10.2M |
|
198
Oceaneering
OII
$2.43B
| $280M | 0.08% |
3,587,564
-70,000
| -2% | -$5.47M |
|
199
Baytex Energy
BTE
$1.83B
| $277M | 0.08% |
5,992,471
+5,736,710
| +2,243% | +$265M |
|
200
Pinnacle West Capital
PNW
$10.5B
| $276M | 0.08% |
4,780,000
+2,780,000
| +139% | +$161M |
|