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 |
Amgen
AMGN
|
+$3.18B |
| 2 |
Starbucks
SBUX
|
+$1.92B |
| 3 |
Apple
AAPL
|
+$1.74B |
| 4 |
Intel
INTC
|
+$1.25B |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$7.01B |
| 2 |
Caterpillar
CAT
|
+$2.75B |
| 3 |
Home Depot
HD
|
+$2.08B |
| 4 |
Gilead Sciences
GILD
|
+$2.03B |
| 5 |
Extra Space Storage
EXR
|
+$1.98B |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 14.79% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
ATI
ATI
$11B
| $363M | 0.06% |
6,982,174
+106,598
| +2% | +$5.55M |
|
227
Insight Enterprises
NSIT
$3.79B
| $351M | 0.06% |
2,343,307
+11,843
| +0.5% | +$1.78M |
|
228
TopBuild
BLD
$11.7B
| $349M | 0.06% |
1,145,365
| – | – |
|
229
United Parcel Service
UPS
$72.2B
| $348M | 0.06% |
3,164,421
+19,511
| +0.6% | +$2.15M |
|
230
Viper Energy
VNOM
$6.44B
| $344M | 0.06% |
7,612,664
+1,575,254
| +26% | +$71.1M |
|
231
Toll Brothers
TOL
$13.6B
| $343M | 0.06% |
3,250,488
+1,848
| +0.1% | +$195K |
|
232
DocuSign
DOCU
$16.4B
| $342M | 0.06% |
4,197,016
+6,682
| +0.2% | +$544K |
|
233
Tradeweb Markets
TW
$25B
| $341M | 0.06% |
2,298,603
+631,444
| +38% | +$93.7M |
|
234
Crown Castle
CCI
$40.7B
| $333M | 0.05% |
3,197,006
-733,613
| -19% | -$76.5M |
|
235
Cavco Industries
CVCO
$4.43B
| $332M | 0.05% |
639,016
+59
| +0% | +$30.7K |
|
236
Watsco
WSO
$16B
| $322M | 0.05% |
634,018
-5,001
| -0.8% | -$2.54M |
|
237
Alexandria Real Estate Equities
ARE
$14.6B
| $318M | 0.05% |
3,434,183
+82,481
| +2% | +$7.63M |
|
238
Caesars Entertainment
CZR
$5.32B
| $311M | 0.05% |
12,454,859
+1,409
| +0% | +$35.2K |
|
239
Lumentum
LITE
$11.9B
| $311M | 0.05% |
4,991,444
+1,391,312
| +39% | +$86.7M |
|
240
Sherwin-Williams
SHW
$88.1B
| $310M | 0.05% |
887,591
+155,423
| +21% | +$54.3M |
|
241
Vale
VALE
$46.6B
| $306M | 0.05% |
30,680,916
+3,082,501
| +11% | +$30.8M |
|
|
LINE
242
Lineage, Inc. Common Stock
LINE
$9.83B
| $302M | 0.05% |
5,157,918
+2,093,076
| +68% | +$123M |
|
243
NVR
NVR
$22.7B
| $293M | 0.05% |
40,439
+84
| +0.2% | +$609K |
|
244
Essent Group
ESNT
$6.16B
| $288M | 0.05% |
4,996,800
| – | – |
|
245
Southwest Airlines
LUV
$16.6B
| $284M | 0.05% |
8,457,669
-49,073,820
| -85% | -$1.65B |
|
246
Polaris
PII
$3.29B
| $275M | 0.04% |
6,716,582
+560,297
| +9% | +$22.9M |
|
|
TLN
247
Talen Energy Corporation Common Stock
TLN
$18.7B
| $274M | 0.04% |
1,372,414
+6,348
| +0.5% | +$1.27M |
|
248
Champion Homes, Inc.
SKY
$4.41B
| $267M | 0.04% |
2,816,928
+178,066
| +7% | +$16.9M |
|
249
CRH
CRH
$75.5B
| $253M | 0.04% |
2,877,553
+37,992
| +1% | +$3.34M |
|
|
KKR.PRD
250
KKR & Co. Inc. 6.25% Series D Mandatory Convertible Preferred Stock
KKR.PRD
$2.93B
| $247M | 0.04% |
+5,000,000
| New | +$247M |
|