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 |
Apple
AAPL
|
+$2.61B |
| 2 |
Schlumberger
SLB
|
+$2.3B |
| 3 |
McDonald's
MCD
|
+$1.27B |
| 4 |
DD
Du Pont De Nemours E I
DD
|
+$1.22B |
| 5 |
Meta Platforms (Facebook)
META
|
+$892M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.12B |
| 2 |
Wells Fargo
WFC
|
+$1.7B |
| 3 |
American Express
AXP
|
+$1.42B |
| 4 |
Cisco
CSCO
|
+$1.01B |
| 5 |
Salesforce
CRM
|
+$904M |
Sector Composition
| 1 | Technology | 12.9% |
| 2 | Healthcare | 12.58% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Financials | 11.35% |
| 5 | Consumer Staples | 10.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CBPO
176
DELISTED
China Biologic Products Holdings, Inc.
CBPO
| $328M | 0.09% |
2,867,323
+1,034,029
| +56% | +$118M |
|
|
177
Cisco
CSCO
$265B
| $327M | 0.09% |
11,501,400
-35,582,000
| -76% | -$1.01B |
|
178
Emerson Electric
EMR
$76.3B
| $326M | 0.09% |
+6,000,000
| New | +$326M |
|
179
Lamar Advertising Co
LAMR
$12.9B
| $323M | 0.09% |
5,253,322
| – | – |
|
180
Paychex
PAYX
$47.5B
| $312M | 0.09% |
5,785,500
+317,800
| +6% | +$17.2M |
|
181
Pembina Pipeline
PBA
$22.4B
| $310M | 0.09% |
11,458,539
+3,205,676
| +39% | +$86.7M |
|
|
WRK
182
DELISTED
WestRock Company
WRK
| $306M | 0.08% |
8,702,420
+1,664,850
| +24% | +$58.5M |
|
183
CNO Financial Group
CNO
$3.82B
| $301M | 0.08% |
16,804,120
| – | – |
|
184
Pinnacle West Capital
PNW
$10.4B
| $300M | 0.08% |
4,000,000
-769,161
| -16% | -$57.7M |
|
185
Jack Henry & Associates
JKHY
$11.5B
| $295M | 0.08% |
3,485,000
+2,735,000
| +365% | +$231M |
|
|
PACW
186
DELISTED
PacWest Bancorp
PACW
| $294M | 0.08% |
7,901,589
-918,560
| -10% | -$34.1M |
|
|
JNPR
187
DELISTED
Juniper Networks
JNPR
| $293M | 0.08% |
+11,489,976
| New | +$293M |
|
188
Berkshire Hathaway Class B
BRK.B
$1.06T
| $287M | 0.08% |
2,020,887
+6,745
| +0.3% | +$957K |
|
189
Kimberly-Clark
KMB
$41.6B
| $285M | 0.08% |
2,120,000
| – | – |
|
190
Colgate-Palmolive
CL
$66.4B
| $283M | 0.08% |
4,004,460
+283
| +0% | +$20K |
|
191
Hasbro
HAS
$10.7B
| $282M | 0.08% |
3,521,873
-2,600,073
| -42% | -$208M |
|
192
Molina Healthcare
MOH
$9.55B
| $280M | 0.08% |
4,340,630
+442,530
| +11% | +$28.5M |
|
193
Moody's
MCO
$91.3B
| $275M | 0.08% |
2,843,768
-385,698
| -12% | -$37.2M |
|
194
AbbVie
ABBV
$384B
| $274M | 0.08% |
4,800,000
+3,200,000
| +200% | +$183M |
|
195
Marsh & McLennan
MMC
$97.4B
| $273M | 0.08% |
4,490,000
-1,200,000
| -21% | -$72.9M |
|
196
Republic Services
RSG
$71.2B
| $273M | 0.08% |
5,725,000
+2,225,000
| +64% | +$106M |
|
197
Outfront Media
OUT
$3.19B
| $263M | 0.07% |
12,683,948
| – | – |
|
198
Delta Air Lines
DAL
$38.1B
| $262M | 0.07% |
5,380,000
-6,649,769
| -55% | -$324M |
|
|
MXIM
199
DELISTED
Maxim Integrated Products
MXIM
| $259M | 0.07% |
7,046,000
| – | – |
|
200
Fiserv
FI
$72.1B
| $256M | 0.07% |
+4,990,000
| New | +$256M |
|