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 |
Pfizer
PFE
|
+$2.08B |
| 2 |
CSX Corp
CSX
|
+$2.02B |
| 3 |
Micron Technology
MU
|
+$1.14B |
| 4 |
AbbVie
ABBV
|
+$1.03B |
| 5 |
Amgen
AMGN
|
+$953M |
Top Sells
| 1 |
Amazon
AMZN
|
+$9.28B |
| 2 |
Microsoft
MSFT
|
+$7.62B |
| 3 |
Wells Fargo
WFC
|
+$5.75B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.85B |
| 5 |
Intel
INTC
|
+$3.74B |
Sector Composition
| 1 | Technology | 17.1% |
| 2 | Financials | 14.75% |
| 3 | Healthcare | 13.91% |
| 4 | Consumer Discretionary | 13% |
| 5 | Energy | 8.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
PagSeguro Digital
PAGS
$2.78B
| $447M | 0.11% |
16,140,805
-10,993,758
| -41% | -$304M |
|
177
Rockwell Automation
ROK
$38.8B
| $439M | 0.11% |
2,340,072
-2,280,024
| -49% | -$428M |
|
|
GWPH
178
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
| $435M | 0.11% |
2,517,090
+335,840
| +15% | +$58M |
|
179
United Airlines
UAL
$34.5B
| $433M | 0.11% |
4,864,944
-690,000
| -12% | -$61.5M |
|
180
AGNC Investment
AGNC
$10.7B
| $424M | 0.1% |
22,764,000
+246,000
| +1% | +$4.58M |
|
181
Corpay
CPAY
$21.7B
| $415M | 0.1% |
1,822,700
+401,200
| +28% | +$91.4M |
|
182
AES
AES
$9.17B
| $411M | 0.1% |
29,336,406
+8,336,406
| +40% | +$117M |
|
183
Restaurant Brands International
QSR
$20.6B
| $396M | 0.1% |
6,681,995
+1,502,799
| +29% | +$89.1M |
|
184
Duke Energy
DUK
$94.8B
| $392M | 0.1% |
4,899,999
| – | – |
|
185
Fortive
FTV
$16.5B
| $385M | 0.09% |
5,459,379
-4,955,039
| -48% | -$349M |
|
186
Helmerich & Payne
HP
$2.1B
| $385M | 0.09% |
5,591,400
+295,400
| +6% | +$20.3M |
|
187
Apollo Global Management
APO
$79B
| $362M | 0.09% |
10,474,700
-207,000
| -2% | -$7.15M |
|
188
Interpublic Group of Companies
IPG
$9.67B
| $358M | 0.09% |
15,671,000
+9,896,000
| +171% | +$226M |
|
189
Prologis
PLD
$107B
| $352M | 0.09% |
5,195,000
| – | – |
|
190
Paychex
PAYX
$48.6B
| $351M | 0.09% |
4,770,000
| – | – |
|
191
Workday
WDAY
$59.6B
| $350M | 0.09% |
2,398,575
-1,248,784
| -34% | -$182M |
|
192
Walmart
WMT
$825B
| $340M | 0.08% |
10,875,216
+1,050,000
| +11% | +$32.9M |
|
193
General Mills
GIS
$26.7B
| $338M | 0.08% |
7,874,419
+499,519
| +7% | +$21.4M |
|
194
Medtronic
MDT
$121B
| $335M | 0.08% |
3,404,000
+312,998
| +10% | +$30.8M |
|
195
MarketAxess Holdings
MKTX
$6.91B
| $335M | 0.08% |
1,875,100
+167,500
| +10% | +$29.9M |
|
196
Nasdaq
NDAQ
$53.9B
| $333M | 0.08% |
+11,650,881
| New | +$333M |
|
197
Molina Healthcare
MOH
$9.8B
| $332M | 0.08% |
2,230,034
-3,192,638
| -59% | -$475M |
|
198
UBS Group
UBS
$129B
| $331M | 0.08% |
+20,961,166
| New | +$331M |
|
199
Walt Disney
DIS
$208B
| $327M | 0.08% |
2,800,000
| – | – |
|
200
Melco Resorts & Entertainment
MLCO
$3.75B
| $324M | 0.08% |
15,327,427
+1,094,334
| +8% | +$23.1M |
|