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 |
Alphabet (Google) Class A
GOOGL
|
+$2.42B |
| 2 |
DD
Du Pont De Nemours E I
DD
|
+$2.15B |
| 3 |
McDonald's
MCD
|
+$1.68B |
| 4 |
Schlumberger
SLB
|
+$1.07B |
| 5 |
ConocoPhillips
COP
|
+$962M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$2.45B |
| 2 |
Pfizer
PFE
|
+$1.43B |
| 3 |
American Express
AXP
|
+$823M |
| 4 |
Delta Air Lines
DAL
|
+$812M |
| 5 |
Union Pacific
UNP
|
+$774M |
Sector Composition
| 1 | Healthcare | 13.91% |
| 2 | Financials | 13.35% |
| 3 | Consumer Discretionary | 12.88% |
| 4 | Technology | 12.61% |
| 5 | Industrials | 10.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Hubbell
HUBB
$23.2B
| $347M | 0.1% |
+3,430,000
| New | +$347M |
|
177
Intuitive Surgical
ISRG
$161B
| $344M | 0.1% |
5,668,911
+1,357,587
| +31% | +$82.4M |
|
|
PF
178
DELISTED
Pinnacle Foods, Inc.
PF
| $331M | 0.09% |
7,806,050
+384,000
| +5% | +$16.3M |
|
179
ResMed
RMD
$39.6B
| $331M | 0.09% |
+6,170,000
| New | +$331M |
|
|
TIF
180
DELISTED
Tiffany & Co.
TIF
| $329M | 0.09% |
4,316,525
-895,348
| -17% | -$68.3M |
|
181
Macy's
M
$4.54B
| $329M | 0.09% |
9,400,000
+400,000
| +4% | +$14M |
|
182
General Mills
GIS
$26.7B
| $327M | 0.09% |
5,670,000
| – | – |
|
183
Equinix
EQIX
$77.2B
| $326M | 0.09% |
1,078,487
+28,487
| +3% | +$8.61M |
|
184
Moody's
MCO
$91.9B
| $324M | 0.09% |
3,229,466
-1,332,381
| -29% | -$134M |
|
185
CNO Financial Group
CNO
$3.8B
| $321M | 0.09% |
16,804,120
| – | – |
|
186
Phillips 66
PSX
$52.9B
| $318M | 0.09% |
3,889,488
| – | – |
|
187
Marsh & McLennan
MMC
$99.8B
| $316M | 0.09% |
5,690,000
-540,000
| -9% | -$29.9M |
|
188
Lamar Advertising Co
LAMR
$12.9B
| $315M | 0.09% |
5,253,322
| – | – |
|
189
Brookfield
BN
$101B
| $314M | 0.09% |
18,930,688
| – | – |
|
|
ZAYO
190
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $311M | 0.09% |
11,682,739
+3,431,680
| +42% | +$91.2M |
|
191
Ralph Lauren
RL
$19.1B
| $309M | 0.09% |
2,770,087
+140,000
| +5% | +$15.6M |
|
192
Pinnacle West Capital
PNW
$10.5B
| $308M | 0.09% |
4,769,161
| – | – |
|
193
East-West Bancorp
EWBC
$15.1B
| $299M | 0.08% |
7,198,000
+240,000
| +3% | +$9.97M |
|
194
Robert Half
RHI
$3.61B
| $290M | 0.08% |
6,148,860
-228,930
| -4% | -$10.8M |
|
|
WRK
195
DELISTED
WestRock Company
WRK
| $289M | 0.08% |
7,037,570
-56,959
| -0.8% | -$2.34M |
|
196
Paychex
PAYX
$48.6B
| $289M | 0.08% |
5,467,700
+25,000
| +0.5% | +$1.32M |
|
197
Myriad Genetics
MYGN
$674M
| $287M | 0.08% |
6,660,038
-2,148,147
| -24% | -$92.7M |
|
198
Biogen
BIIB
$21.2B
| $279M | 0.08% |
910,000
-291,651
| -24% | -$89.3M |
|
199
IDEX
IEX
$12.1B
| $278M | 0.08% |
3,626,725
+3,843
| +0.1% | +$294K |
|
|
LGF
200
DELISTED
Lions Gate Entertainment
LGF
| $277M | 0.08% |
8,545,393
| – | – |
|