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 |
Kraft Heinz
KHC
|
+$2.06B |
| 2 |
RAI
Reynolds American Inc
RAI
|
+$1.52B |
| 3 |
Intel
INTC
|
+$981M |
| 4 |
Intuit
INTU
|
+$862M |
| 5 |
Coca-Cola Europacific Partners
CCEP
|
+$808M |
Top Sells
| 1 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
+$1.95B |
| 2 |
Cisco
CSCO
|
+$1.03B |
| 3 |
PepsiCo
PEP
|
+$988M |
| 4 |
Walt Disney
DIS
|
+$861M |
| 5 |
American Express
AXP
|
+$779M |
Sector Composition
| 1 | Healthcare | 14.38% |
| 2 | Financials | 13.71% |
| 3 | Industrials | 12.2% |
| 4 | Technology | 11.83% |
| 5 | Consumer Discretionary | 11.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Autodesk
ADSK
$68B
| $350M | 0.1% |
7,932,074
-3,698,734
| -32% | -$163M |
|
177
Baxter International
BAX
$12.3B
| $344M | 0.1% |
10,467,784
-14,317,201
| -58% | -$470M |
|
|
PACW
178
DELISTED
PacWest Bancorp
PACW
| $339M | 0.1% |
7,921,149
| – | – |
|
179
Allstate
ALL
$52.8B
| $335M | 0.1% |
5,750,000
-1,250,000
| -18% | -$72.8M |
|
|
NLSN
180
DELISTED
Nielsen Holdings plc
NLSN
| $334M | 0.1% |
+7,500,000
| New | +$334M |
|
181
Myriad Genetics
MYGN
$674M
| $330M | 0.1% |
8,808,185
-131,815
| -1% | -$4.94M |
|
|
WRK
182
DELISTED
WestRock Company
WRK
| $329M | 0.1% |
+7,094,529
| New | +$329M |
|
183
Blackrock
BLK
$174B
| $329M | 0.1% |
1,105,000
-325,000
| -23% | -$96.7M |
|
184
Robert Half
RHI
$3.61B
| $326M | 0.1% |
6,377,790
+4,300
| +0.1% | +$220K |
|
185
Marsh & McLennan
MMC
$99.8B
| $325M | 0.1% |
6,230,000
| – | – |
|
186
General Mills
GIS
$26.7B
| $318M | 0.09% |
5,670,000
| – | – |
|
187
CNO Financial Group
CNO
$3.8B
| $316M | 0.09% |
16,804,120
+904,120
| +6% | +$17M |
|
|
LGF
188
DELISTED
Lions Gate Entertainment
LGF
| $314M | 0.09% |
8,545,393
| – | – |
|
189
Toronto Dominion Bank
TD
$131B
| $314M | 0.09% |
7,964,738
+3,835,000
| +93% | +$151M |
|
190
Brookfield
BN
$101B
| $314M | 0.09% |
18,930,688
-18,081,929
| -49% | -$299M |
|
|
PF
191
DELISTED
Pinnacle Foods, Inc.
PF
| $311M | 0.09% |
7,422,050
+152,000
| +2% | +$6.37M |
|
192
Ralph Lauren
RL
$19.1B
| $311M | 0.09% |
2,630,087
-1,614,913
| -38% | -$191M |
|
193
Pinnacle West Capital
PNW
$10.5B
| $306M | 0.09% |
4,769,161
| – | – |
|
194
Phillips 66
PSX
$52.9B
| $299M | 0.09% |
3,889,488
| – | – |
|
195
ICICI Bank
IBN
$115B
| $298M | 0.09% |
39,076,451
-11,118,417
| -22% | -$84.7M |
|
|
HUB.B
196
DELISTED
HUBBELL INC CL-B
HUB.B
| $291M | 0.09% |
3,430,000
| – | – |
|
197
Equinix
EQIX
$77.2B
| $287M | 0.08% |
1,050,000
| – | – |
|
|
TWC
198
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $287M | 0.08% |
1,600,000
-824,690
| -34% | -$148M |
|
199
Constellation Brands
STZ
$24.6B
| $286M | 0.08% |
2,287,613
+404,863
| +22% | +$50.7M |
|
200
Lamar Advertising Co
LAMR
$12.9B
| $274M | 0.08% |
5,253,322
| – | – |
|