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 |
Broadcom
AVGO
|
+$7.75B |
| 2 |
Chubb
CB
|
+$3.1B |
| 3 |
ASML
ASML
|
+$2.82B |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.53B |
| 5 |
Gen Digital
GEN
|
+$1.18B |
Top Sells
| 1 |
Amazon
AMZN
|
+$2.01B |
| 2 |
Pfizer
PFE
|
+$1.64B |
| 3 |
McDonald's
MCD
|
+$610M |
| 4 |
Texas Instruments
TXN
|
+$605M |
| 5 |
LNKD
LinkedIn Corporation
LNKD
|
+$576M |
Sector Composition
| 1 | Technology | 16.82% |
| 2 | Financials | 12.84% |
| 3 | Healthcare | 11.66% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Energy | 10.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Cinemark Holdings
CNK
$3.25B
| $219M | 0.06% |
5,700,000
| – | – |
|
227
Pinnacle West Capital
PNW
$10.5B
| $215M | 0.05% |
2,750,000
| – | – |
|
228
Lowe's Companies
LOW
$152B
| $213M | 0.05% |
3,000,000
-2,500,000
| -45% | -$178M |
|
229
Occidental Petroleum
OXY
$45B
| $210M | 0.05% |
2,950,000
| – | – |
|
230
Salesforce
CRM
$231B
| $210M | 0.05% |
3,066,000
| – | – |
|
231
General Mills
GIS
$26.7B
| $201M | 0.05% |
3,250,000
| – | – |
|
232
Dolby
DLB
$6.85B
| $188M | 0.05% |
4,154,678
-1,330,380
| -24% | -$60.1M |
|
233
Roper Technologies
ROP
$55.2B
| $185M | 0.05% |
1,010,000
| – | – |
|
234
Sherwin-Williams
SHW
$89.8B
| $184M | 0.05% |
2,058,357
+527,649
| +34% | +$47.3M |
|
235
Brookfield
BN
$101B
| $177M | 0.04% |
9,990,808
| – | – |
|
|
LLTC
236
DELISTED
Linear Technology Corp
LLTC
| $170M | 0.04% |
2,726,000
+300
| +0% | +$18.7K |
|
237
Host Hotels & Resorts
HST
$12.1B
| $168M | 0.04% |
+8,920,000
| New | +$168M |
|
238
Ford
F
$46.5B
| $167M | 0.04% |
13,800,000
+2,700,000
| +24% | +$32.8M |
|
|
VR
239
DELISTED
Validus Hold Ltd
VR
| $167M | 0.04% |
+3,033,000
| New | +$167M |
|
240
NVIDIA
NVDA
$4.33T
| $163M | 0.04% |
61,230,200
-45,206,480
| -42% | -$121M |
|
|
XYZ
241
Block, Inc.
XYZ
$44.4B
| $160M | 0.04% |
11,744,830
+931,255
| +9% | +$12.7M |
|
242
ASGN Inc
ASGN
$2.26B
| $158M | 0.04% |
+3,580,500
| New | +$158M |
|
|
AGU
243
DELISTED
Agrium
AGU
| $154M | 0.04% |
1,530,000
| – | – |
|
244
Healthpeak Properties
DOC
$12.6B
| $152M | 0.04% |
5,100,000
-499,800
| -9% | -$14.9M |
|
245
Cisco
CSCO
$263B
| $151M | 0.04% |
5,000,000
-1,000,000
| -17% | -$30.2M |
|
246
Royal Gold
RGLD
$12.5B
| $151M | 0.04% |
2,380,000
+365,000
| +18% | +$23.1M |
|
|
JPM.WS
247
DELISTED
JPMorgan Chase
JPM.WS
| $150M | 0.04% |
3,390,000
+1,040,000
| +44% | +$46M |
|
|
SWN
248
DELISTED
Southwestern Energy Company
SWN
| $149M | 0.04% |
13,751,720
+123,015
| +0.9% | +$1.33M |
|
249
Abbott
ABT
$233B
| $148M | 0.04% |
3,865,697
| – | – |
|
250
TotalEnergies
TTE
$133B
| $148M | 0.04% |
2,911,192
+39,187
| +1% | +$2M |
|