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 |
Capital One
COF
|
+$4.75B |
| 2 |
KLA
KLAC
|
+$2.94B |
| 3 |
Micron Technology
MU
|
+$2.04B |
| 4 |
Honeywell
HON
|
+$1.39B |
| 5 |
Cloudflare
NET
|
+$1.22B |
Top Sells
| 1 |
Apple
AAPL
|
+$3.78B |
| 2 |
Amazon
AMZN
|
+$3.59B |
| 3 |
DFS
Discover Financial Services
DFS
|
+$3.53B |
| 4 |
Broadcom
AVGO
|
+$1.87B |
| 5 |
AbbVie
ABBV
|
+$1.8B |
Sector Composition
| 1 | Technology | 25.43% |
| 2 | Financials | 14.34% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Healthcare | 11.88% |
| 5 | Communication Services | 10.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Floor & Decor
FND
$9.55B
| $383M | 0.06% |
5,041,424
+2,845
| +0.1% | +$216K |
|
227
Lennar Class A
LEN
$35.6B
| $360M | 0.05% |
3,253,543
-1,143,043
| -26% | -$126M |
|
228
Caesars Entertainment
CZR
$5.22B
| $354M | 0.05% |
12,476,922
+22,063
| +0.2% | +$626K |
|
229
Halliburton
HAL
$19B
| $338M | 0.05% |
16,604,804
-30,583,758
| -65% | -$623M |
|
230
Pfizer
PFE
$136B
| $336M | 0.05% |
13,860,203
-13,368,274
| -49% | -$324M |
|
231
Nucor
NUE
$32.4B
| $328M | 0.05% |
+2,533,742
| New | +$328M |
|
232
DocuSign
DOCU
$16.1B
| $327M | 0.05% |
4,203,024
+6,008
| +0.1% | +$468K |
|
233
Sherwin-Williams
SHW
$89.8B
| $309M | 0.04% |
898,933
+11,342
| +1% | +$3.89M |
|
234
Essent Group
ESNT
$6.29B
| $303M | 0.04% |
4,996,800
| – | – |
|
235
Crown Castle
CCI
$41.5B
| $302M | 0.04% |
2,935,958
-261,048
| -8% | -$26.8M |
|
236
NVR
NVR
$23.3B
| $299M | 0.04% |
40,467
+28
| +0.1% | +$207K |
|
237
Constellation Energy
CEG
$101B
| $295M | 0.04% |
913,843
+4,057
| +0.4% | +$1.31M |
|
238
General Mills
GIS
$26.7B
| $289M | 0.04% |
5,569,082
-857,591
| -13% | -$44.4M |
|
239
International Paper
IP
$24.3B
| $286M | 0.04% |
6,100,795
+3,571,229
| +141% | +$167M |
|
240
Vail Resorts
MTN
$5.33B
| $284M | 0.04% |
1,804,589
+1,794,894
| +18,514% | +$282M |
|
241
Watsco
WSO
$15.5B
| $280M | 0.04% |
634,018
| – | – |
|
|
KKR.PRD
242
KKR & Co. Inc. 6.25% Series D Mandatory Convertible Preferred Stock
KKR.PRD
$2.91B
| $279M | 0.04% |
5,207,215
+207,215
| +4% | +$11.1M |
|
243
DraftKings
DKNG
$21.8B
| $278M | 0.04% |
6,479,181
+1,640,668
| +34% | +$70.4M |
|
244
Cavco Industries
CVCO
$4.32B
| $278M | 0.04% |
639,505
+489
| +0.1% | +$212K |
|
245
Alexandria Real Estate Equities
ARE
$14.5B
| $276M | 0.04% |
3,797,792
+363,609
| +11% | +$26.4M |
|
246
Polaris
PII
$3.22B
| $275M | 0.04% |
6,770,831
+54,249
| +0.8% | +$2.21M |
|
247
RingCentral
RNG
$2.75B
| $275M | 0.04% |
9,704,130
+18,112
| +0.2% | +$513K |
|
248
TopBuild
BLD
$11.7B
| $275M | 0.04% |
849,565
-295,800
| -26% | -$95.8M |
|
249
Southwest Airlines
LUV
$16.6B
| $275M | 0.04% |
8,468,269
+10,600
| +0.1% | +$344K |
|
250
Mondelez International
MDLZ
$80.2B
| $271M | 0.04% |
+4,014,872
| New | +$271M |
|