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 |
Altria Group
MO
|
+$2.75B |
| 2 |
CSX Corp
CSX
|
+$1.69B |
| 3 |
Exxon Mobil
XOM
|
+$1.24B |
| 4 |
Pfizer
PFE
|
+$973M |
| 5 |
T-Mobile US
TMUS
|
+$965M |
Top Sells
| 1 |
McDonald's
MCD
|
+$2.04B |
| 2 |
Coca-Cola
KO
|
+$1.97B |
| 3 |
ConocoPhillips
COP
|
+$1.8B |
| 4 |
Broadcom
AVGO
|
+$1.41B |
| 5 |
EOG Resources
EOG
|
+$1.02B |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Healthcare | 14.83% |
| 3 | Financials | 14.5% |
| 4 | Consumer Discretionary | 11.95% |
| 5 | Communication Services | 8.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
TSMC
TSM
$1.35T
| $323M | 0.08% |
54,076,389
-2,582,255
| -5% | -$15.4M |
|
202
Rockwell Automation
ROK
$38.8B
| $316M | 0.08% |
1,800,055
-520,014
| -22% | -$91.2M |
|
203
HDFC Bank
HDB
$179B
| $304M | 0.07% |
5,241,576
-930
| -0% | -$53.9K |
|
204
Apollo Global Management
APO
$79B
| $301M | 0.07% |
10,657,700
| – | – |
|
205
VeriSign
VRSN
$26.7B
| $300M | 0.07% |
1,650,832
-776,428
| -32% | -$141M |
|
206
Illinois Tool Works
ITW
$76.8B
| $299M | 0.07% |
2,084,000
+1,069,628
| +105% | +$154M |
|
207
NetEase
NTES
$96.8B
| $299M | 0.07% |
2,571,500
| – | – |
|
208
D.R. Horton
DHI
$53B
| $296M | 0.07% |
7,160,000
+6,670,000
| +1,361% | +$276M |
|
209
Estee Lauder
EL
$30.1B
| $290M | 0.07% |
+1,750,049
| New | +$290M |
|
|
CIT
210
DELISTED
CIT Group Inc.
CIT
| $286M | 0.07% |
5,966,750
-1,989,365
| -25% | -$95.4M |
|
211
Bright Horizons
BFAM
$6.45B
| $286M | 0.07% |
2,249,500
| – | – |
|
212
Masco
MAS
$15.4B
| $278M | 0.07% |
7,082,000
-1,283,000
| -15% | -$50.4M |
|
213
Mondelez International
MDLZ
$80.2B
| $278M | 0.07% |
+5,567,415
| New | +$278M |
|
|
SIVB
214
DELISTED
SVB Financial Group
SIVB
| $276M | 0.07% |
1,242,500
-88,000
| -7% | -$19.6M |
|
215
Williams Companies
WMB
$71.8B
| $275M | 0.07% |
9,585,000
+2,162,421
| +29% | +$62.1M |
|
216
Mettler-Toledo International
MTD
$25.9B
| $275M | 0.07% |
380,440
+3,100
| +0.8% | +$2.24M |
|
217
Floor & Decor
FND
$9.55B
| $268M | 0.06% |
6,493,000
+3,368,000
| +108% | +$139M |
|
218
American Airlines Group
AAL
$8.52B
| $266M | 0.06% |
8,372,000
+100,000
| +1% | +$3.18M |
|
219
Lam Research
LRCX
$148B
| $262M | 0.06% |
+14,637,010
| New | +$262M |
|
220
Ollie's Bargain Outlet
OLLI
$8.06B
| $261M | 0.06% |
3,064,000
-36,000
| -1% | -$3.07M |
|
221
PPG Industries
PPG
$25B
| $250M | 0.06% |
2,216,000
-338,000
| -13% | -$38.2M |
|
222
Delta Air Lines
DAL
$39.1B
| $246M | 0.06% |
4,767,000
-2,441,000
| -34% | -$126M |
|
223
Spotify
SPOT
$143B
| $244M | 0.06% |
1,758,408
+121,956
| +7% | +$16.9M |
|
224
Amgen
AMGN
$149B
| $243M | 0.06% |
1,278,881
| – | – |
|
225
NovoCure
NVCR
$1.36B
| $243M | 0.06% |
5,034,397
+2,240,586
| +80% | +$108M |
|