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 |
NVIDIA
NVDA
|
$13B |
| 2 |
Canadian Natural Resources
CNQ
|
$5.21B |
| 3 |
Apple
AAPL
|
$4.84B |
| 4 |
Chipotle Mexican Grill
CMG
|
$2.42B |
| 5 |
Amazon
AMZN
|
$1.92B |
Top Sells
| 1 |
Broadcom
AVGO
|
$5.67B |
| 2 |
Home Depot
HD
|
$4.32B |
| 3 |
Microsoft
MSFT
|
$3.51B |
| 4 |
Caterpillar
CAT
|
$2.96B |
| 5 |
Eli Lilly
LLY
|
$2.46B |
Sector Composition
| 1 | Technology | 25.01% |
| 2 | Healthcare | 15.57% |
| 3 | Financials | 12.28% |
| 4 | Consumer Discretionary | 11.45% |
| 5 | Industrials | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Trane Technologies
TT
$92.5B
| $353M | 0.06% | 1,072,948 -1,072,985 | -50% | -$353M |
|
227
Illumina
ILMN
$15.8B
| $353M | 0.06% | 3,381,841 +628,337 | +23% | +$65.6M |
|
228
Norfolk Southern
NSC
$62.8B
| $349M | 0.06% | 1,625,389 +432 | +0% | +$92.7K |
|
229
Citigroup
C
$178B
| $345M | 0.06% | 5,429,901 +149,559 | +3% | +$9.49M |
|
230
Starbucks
SBUX
$100B
| $344M | 0.06% | 4,418,490 +1,598,474 | +57% | +$124M |
|
231
Watsco
WSO
$16.3B
| $342M | 0.06% | 739,019 +1 | +0% | +$463 |
|
232
Agilon Health
AGL
$530M
| $336M | 0.05% | 51,322,224 +8,924,444 | +21% | +$58.4M |
|
233
T-Mobile US
TMUS
$284B
| $334M | 0.05% | 1,896,912 -282,924 | -13% | -$49.8M |
|
234
Paychex
PAYX
$50.2B
| $327M | 0.05% | 2,755,438 +277,113 | +11% | +$32.9M |
|
235
Rio Tinto
RIO
$102B
| $326M | 0.05% | 4,939,722 +151,536 | +3% | +$9.99M |
|
236
Arch Capital
ACGL
$34.2B
| $324M | 0.05% | 3,207,172 -1,550,935 | -33% | -$156M |
|
237
Howmet Aerospace
HWM
$70.2B
| $317M | 0.05% | 4,077,560 +575,513 | +16% | +$44.7M |
|
238
Kraft Heinz
KHC
$33.1B
| $315M | 0.05% | 9,781,253 +1,071,539 | +12% | +$34.5M |
|
239
DTE Energy
DTE
$28.4B
| $314M | 0.05% | 2,826,096 +438,000 | +18% | +$48.6M |
|
|
SMAR
240
DELISTED
Smartsheet Inc.
SMAR
| $313M | 0.05% | 7,089,750 -2,523,946 | -26% | -$111M |
|
241
Vale
VALE
$43.9B
| $310M | 0.05% | 27,767,135 -944,147 | -3% | -$10.5M |
|
242
NVR
NVR
$22.4B
| $306M | 0.05% | 40,312 -19,602 | -33% | -$149M |
|
243
Packaging Corp of America
PKG
$19.6B
| $305M | 0.05% | 1,670,448 | – | – |
|
244
Crane Co
CR
$10.7B
| $304M | 0.05% | 2,098,675 +3,135 | +0.1% | +$455K |
|
245
Align Technology
ALGN
$10.3B
| $304M | 0.05% | 1,258,037 +616 | +0% | +$149K |
|
246
Five Below
FIVE
$8B
| $302M | 0.05% | 2,773,383 +369,968 | +15% | +$40.3M |
|
247
CSX Corp
CSX
$60.6B
| $295M | 0.05% | 8,829,253 -32,850,400 | -79% | -$1.1B |
|
248
MGM Resorts International
MGM
$10.8B
| $291M | 0.05% | 6,554,577 | – | – |
|
249
Chart Industries
GTLS
$8.96B
| $279M | 0.05% | 1,934,306 -2,238,793 | -54% | -$323M |
|
250
RingCentral
RNG
$2.76B
| $278M | 0.05% | 9,862,566 -2,276,828 | -19% | -$64.2M |
|