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 |
Linde
LIN
|
+$2.81B |
| 2 |
Cigna
CI
|
+$2.16B |
| 3 |
Pfizer
PFE
|
+$1.76B |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.24B |
| 5 |
PNC Financial Services
PNC
|
+$1.14B |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
+$1.53B |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
+$1.5B |
| 3 |
Wells Fargo
WFC
|
+$1.42B |
| 4 |
Amazon
AMZN
|
+$1.15B |
| 5 |
Philip Morris
PM
|
+$745M |
Sector Composition
| 1 | Technology | 17.17% |
| 2 | Healthcare | 14.99% |
| 3 | Financials | 14.74% |
| 4 | Consumer Discretionary | 12.54% |
| 5 | Communication Services | 7.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Rockwell Automation
ROK
$38.5B
| $349M | 0.09% |
2,320,069
-20,003
| -0.9% | -$3.01M |
|
177
Hasbro
HAS
$10.5B
| $346M | 0.09% |
4,252,302
-1,111,146
| -21% | -$90.3M |
|
178
Domino's
DPZ
$15B
| $345M | 0.09% |
1,390,832
+564,170
| +68% | +$140M |
|
179
Brookfield
BN
$104B
| $342M | 0.09% |
16,648,261
+8,426,884
| +102% | +$173M |
|
180
Hubbell
HUBB
$23.1B
| $341M | 0.09% |
3,430,000
| – | – |
|
181
Nucor
NUE
$32.8B
| $337M | 0.09% |
6,500,102
-1,750,000
| -21% | -$90.7M |
|
182
AGNC Investment
AGNC
$10.7B
| $335M | 0.09% |
19,115,000
-3,649,000
| -16% | -$64M |
|
183
Interpublic Group of Companies
IPG
$9.65B
| $334M | 0.09% |
16,208,000
+537,000
| +3% | +$11.1M |
|
|
PXD
184
DELISTED
Pioneer Natural Resource Co.
PXD
| $329M | 0.09% |
2,498,769
-2,197,253
| -47% | -$289M |
|
|
AYX
185
DELISTED
Alteryx, Inc.
AYX
| $318M | 0.09% |
5,352,234
+2,121,801
| +66% | +$126M |
|
186
EPAM Systems
EPAM
$8.61B
| $311M | 0.08% |
2,679,930
+609,013
| +29% | +$70.7M |
|
187
Paychex
PAYX
$47.3B
| $311M | 0.08% |
4,770,000
| – | – |
|
188
Fortive
FTV
$16.5B
| $306M | 0.08% |
5,398,683
-60,696
| -1% | -$3.44M |
|
189
LKQ Corp
LKQ
$8.11B
| $306M | 0.08% |
12,876,000
+3,755,000
| +41% | +$89.1M |
|
190
PagSeguro Digital
PAGS
$3.13B
| $305M | 0.08% |
16,306,381
+165,576
| +1% | +$3.1M |
|
191
Prologis
PLD
$106B
| $305M | 0.08% |
5,195,000
| – | – |
|
|
CIT
192
DELISTED
CIT Group Inc.
CIT
| $304M | 0.08% |
7,956,115
-2,800,000
| -26% | -$107M |
|
193
Accenture
ACN
$147B
| $304M | 0.08% |
2,157,212
-719,006
| -25% | -$101M |
|
194
Moody's
MCO
$91.1B
| $302M | 0.08% |
2,155,274
+449,840
| +26% | +$63M |
|
195
Adobe
ADBE
$150B
| $297M | 0.08% |
+1,313,266
| New | +$297M |
|
196
Medtronic
MDT
$121B
| $281M | 0.08% |
3,093,000
-311,000
| -9% | -$28.3M |
|
197
KeyCorp
KEY
$20.4B
| $276M | 0.07% |
18,699,000
+10,779,000
| +136% | +$159M |
|
198
Brookfield Infrastructure Partners
BIP
$14.4B
| $274M | 0.07% |
13,336,211
+3,381,885
| +34% | +$69.5M |
|
199
HDFC Bank
HDB
$180B
| $272M | 0.07% |
5,242,506
-664
| -0% | -$34.4K |
|
200
Helmerich & Payne
HP
$2.16B
| $271M | 0.07% |
5,656,000
+64,600
| +1% | +$3.1M |
|