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 |
Philip Morris
PM
|
+$1.83B |
| 2 |
United Parcel Service
UPS
|
+$1.79B |
| 3 |
General Motors
GM
|
+$1.42B |
| 4 |
ConocoPhillips
COP
|
+$1.37B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.17B |
Top Sells
| 1 |
Baidu
BIDU
|
+$1.76B |
| 2 |
Altria Group
MO
|
+$1.58B |
| 3 |
Apple
AAPL
|
+$1.47B |
| 4 |
Starbucks
SBUX
|
+$948M |
| 5 |
Procter & Gamble
PG
|
+$876M |
Sector Composition
| 1 | Technology | 17.69% |
| 2 | Financials | 15.07% |
| 3 | Consumer Discretionary | 12.82% |
| 4 | Healthcare | 11.78% |
| 5 | Communication Services | 9.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Murphy Oil
MUR
$3.68B
| $436M | 0.09% |
12,899,680
| – | – |
|
177
Hershey
HSY
$37.5B
| $432M | 0.09% |
4,636,939
| – | – |
|
|
WCG
178
DELISTED
Wellcare Health Plans, Inc.
WCG
| $422M | 0.09% |
1,713,000
| – | – |
|
179
AGNC Investment
AGNC
$10.7B
| $419M | 0.09% |
22,518,000
+108,000
| +0.5% | +$2.01M |
|
180
Hormel Foods
HRL
$13.8B
| $413M | 0.09% |
11,100,237
+3,000,099
| +37% | +$112M |
|
|
181
Starbucks
SBUX
$93.1B
| $411M | 0.09% |
8,416,907
-19,398,823
| -70% | -$948M |
|
|
CIT
182
DELISTED
CIT Group Inc.
CIT
| $409M | 0.09% |
8,122,115
| – | – |
|
183
Berkshire Hathaway Class B
BRK.B
$1.07T
| $408M | 0.09% |
2,184,820
+151,889
| +7% | +$28.4M |
|
184
Keurig Dr Pepper
KDP
$37B
| $406M | 0.09% |
3,325,000
| – | – |
|
185
Melco Resorts & Entertainment
MLCO
$3.75B
| $399M | 0.09% |
14,233,093
+1,744,263
| +14% | +$48.8M |
|
|
RSPP
186
DELISTED
RSP Permian, Inc.
RSPP
| $397M | 0.08% |
9,007,700
| – | – |
|
|
BLUE
187
DELISTED
bluebird bio
BLUE
| $391M | 0.08% |
192,518
+30,340
| +19% | +$61.7M |
|
188
Duke Energy
DUK
$94.8B
| $387M | 0.08% |
4,899,999
| – | – |
|
189
United Airlines
UAL
$34.5B
| $387M | 0.08% |
5,554,944
| – | – |
|
190
HDFC Bank
HDB
$179B
| $369M | 0.08% |
7,034,210
-8,770,246
| -55% | -$461M |
|
191
Cummins
CMI
$56.5B
| $364M | 0.08% |
2,739,041
-654,776
| -19% | -$87.1M |
|
192
Hubbell
HUBB
$23.2B
| $363M | 0.08% |
3,430,000
| – | – |
|
193
Trane Technologies
TT
$89.2B
| $359M | 0.08% |
4,000,000
-742,589
| -16% | -$66.6M |
|
194
Prologis
PLD
$107B
| $341M | 0.07% |
5,195,000
| – | – |
|
195
Cigna
CI
$80.8B
| $341M | 0.07% |
2,003,800
+253,800
| +15% | +$43.1M |
|
196
Apollo Global Management
APO
$79B
| $340M | 0.07% |
10,681,700
+757,000
| +8% | +$24.1M |
|
197
Galicia Financial Group
GGAL
$4.81B
| $340M | 0.07% |
10,296,508
-2,803,676
| -21% | -$92.5M |
|
198
MarketAxess Holdings
MKTX
$6.91B
| $338M | 0.07% |
1,707,600
+19,600
| +1% | +$3.88M |
|
199
Helmerich & Payne
HP
$2.1B
| $338M | 0.07% |
5,296,000
+500,000
| +10% | +$31.9M |
|
200
Applied Materials
AMAT
$134B
| $332M | 0.07% |
7,186,915
-4,154,767
| -37% | -$192M |
|