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 |
Salesforce
CRM
|
+$2.71B |
| 2 |
TE Connectivity
TEL
|
+$1.59B |
| 3 |
Goldman Sachs
GS
|
+$1.34B |
| 4 |
Philip Morris
PM
|
+$1.18B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.09B |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$1.81B |
| 2 |
CVS Health
CVS
|
+$1.78B |
| 3 |
Archer Daniels Midland
ADM
|
+$1.72B |
| 4 |
JPMorgan Chase
JPM
|
+$1.63B |
| 5 |
Broadcom
AVGO
|
+$1.29B |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Healthcare | 18.94% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 11.44% |
| 5 | Industrials | 9.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Novo Nordisk
NVO
$244B
| $279M | 0.06% |
3,505,714
+707,540
| +25% | +$56.3M |
|
252
EOG Resources
EOG
$64.5B
| $277M | 0.06% |
2,416,541
+1,802,335
| +293% | +$207M |
|
253
DTE Energy
DTE
$28.4B
| $262M | 0.05% |
2,388,096
-664,100
| -22% | -$72.7M |
|
254
DocuSign
DOCU
$16.1B
| $261M | 0.05% |
4,478,236
+264,744
| +6% | +$15.4M |
|
255
Logitech
LOGI
$16B
| $259M | 0.05% |
4,457,938
-663,772
| -13% | -$38.6M |
|
256
Range Resources
RRC
$8.41B
| $258M | 0.05% |
9,753,936
+2,807,765
| +40% | +$74.3M |
|
257
BCE
BCE
$22.5B
| $258M | 0.05% |
5,762,500
+868,000
| +18% | +$38.9M |
|
258
Starbucks
SBUX
$93.1B
| $256M | 0.05% |
2,461,762
-7,529,534
| -75% | -$784M |
|
259
Peloton Interactive
PTON
$3.09B
| $253M | 0.05% |
22,322,412
-2,150,856
| -9% | -$24.4M |
|
260
Simply Good Foods
SMPL
$2.73B
| $244M | 0.05% |
6,134,300
| – | – |
|
261
Tandem Diabetes Care
TNDM
$829M
| $242M | 0.05% |
5,956,530
+1,106,346
| +23% | +$44.9M |
|
262
Ryan Specialty Holdings
RYAN
$6.61B
| $237M | 0.05% |
5,886,059
+2,807,249
| +91% | +$113M |
|
263
Republic Services
RSG
$71.3B
| $237M | 0.05% |
1,750,200
+413,169
| +31% | +$55.9M |
|
264
HubSpot
HUBS
$25.9B
| $228M | 0.05% |
532,399
+268
| +0.1% | +$115K |
|
265
Public Storage
PSA
$51.3B
| $223M | 0.05% |
738,000
| – | – |
|
266
Antero Resources
AR
$10.2B
| $217M | 0.04% |
9,381,349
+6,852
| +0.1% | +$158K |
|
267
PagSeguro Digital
PAGS
$2.78B
| $210M | 0.04% |
24,547,807
+19,345
| +0.1% | +$166K |
|
268
Kimberly-Clark
KMB
$42.5B
| $209M | 0.04% |
1,555,980
+398
| +0% | +$53.4K |
|
269
Marriott International Class A Common Stock
MAR
$72.3B
| $208M | 0.04% |
1,249,987
-1,132,363
| -48% | -$188M |
|
270
British American Tobacco
BTI
$123B
| $206M | 0.04% |
5,874,493
-56,196
| -0.9% | -$1.97M |
|
271
Champion Homes, Inc.
SKY
$4.22B
| $205M | 0.04% |
2,724,868
+1,400,368
| +106% | +$105M |
|
272
W.P. Carey
WPC
$15B
| $202M | 0.04% |
2,656,327
-582,045
| -18% | -$44.2M |
|
273
Packaging Corp of America
PKG
$19.4B
| $200M | 0.04% |
1,442,500
+147,600
| +11% | +$20.5M |
|
274
Lamar Advertising Co
LAMR
$12.9B
| $200M | 0.04% |
2,003,322
| – | – |
|
275
AbbVie
ABBV
$386B
| $200M | 0.04% |
1,252,874
-1,252,146
| -50% | -$200M |
|