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 |
Flutter Entertainment
FLUT
|
+$2.88B |
| 2 |
GE Aerospace
GE
|
+$2.16B |
| 3 |
Amazon
AMZN
|
+$2.08B |
| 4 |
Schlumberger
SLB
|
+$2.05B |
| 5 |
Vertex Pharmaceuticals
VRTX
|
+$1.57B |
Top Sells
| 1 |
Microsoft
MSFT
|
+$3.34B |
| 2 |
Broadcom
AVGO
|
+$2.58B |
| 3 |
TE Connectivity
TEL
|
+$2.18B |
| 4 |
Eli Lilly
LLY
|
+$1.88B |
| 5 |
Applied Materials
AMAT
|
+$1.8B |
Sector Composition
| 1 | Technology | 23.91% |
| 2 | Healthcare | 15.8% |
| 3 | Consumer Discretionary | 12.28% |
| 4 | Financials | 11.9% |
| 5 | Industrials | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Kimberly-Clark
KMB
$42.5B
| $294M | 0.05% |
2,269,492
+342,790
| +18% | +$44.3M |
|
252
EPAM Systems
EPAM
$8.69B
| $292M | 0.05% |
1,058,804
-515,850
| -33% | -$142M |
|
253
Transocean
RIG
$3.11B
| $291M | 0.05% |
46,334,990
+7,320,672
| +19% | +$46M |
|
254
Cintas
CTAS
$81.6B
| $290M | 0.05% |
1,686,248
+2,068
| +0.1% | +$355K |
|
255
Crane Co
CR
$10.5B
| $283M | 0.05% |
2,095,540
| – | – |
|
256
Fortive
FTV
$16.5B
| $282M | 0.05% |
3,273,355
-2,574,369
| -44% | -$221M |
|
257
Qualcomm
QCOM
$175B
| $278M | 0.05% |
1,644,372
| – | – |
|
258
Public Storage
PSA
$51.3B
| $275M | 0.05% |
949,000
| – | – |
|
259
LyondellBasell Industries
LYB
$17.8B
| $274M | 0.05% |
2,675,701
+600,554
| +29% | +$61.4M |
|
260
Canadian Imperial Bank of Commerce
CM
$73.6B
| $269M | 0.04% |
5,296,621
+1,275
| +0% | +$64.7K |
|
261
DTE Energy
DTE
$28.4B
| $268M | 0.04% |
2,388,096
| – | – |
|
262
PagSeguro Digital
PAGS
$2.78B
| $265M | 0.04% |
18,562,717
-8,042
| -0% | -$115K |
|
263
Agilon Health
AGL
$443M
| $259M | 0.04% |
42,397,780
-12,820,716
| -23% | -$78.2M |
|
264
Starbucks
SBUX
$93.1B
| $258M | 0.04% |
+2,820,016
| New | +$258M |
|
265
Coupang
CPNG
$59.1B
| $253M | 0.04% |
14,230,369
-12,599,764
| -47% | -$224M |
|
266
Keysight
KEYS
$29.3B
| $250M | 0.04% |
+1,599,293
| New | +$250M |
|
267
DocuSign
DOCU
$16.1B
| $249M | 0.04% |
4,187,356
+2,479
| +0.1% | +$148K |
|
268
Viper Energy
VNOM
$6.51B
| $247M | 0.04% |
6,410,968
+923,276
| +17% | +$35.5M |
|
269
Cavco Industries
CVCO
$4.32B
| $242M | 0.04% |
605,925
+17,125
| +3% | +$6.83M |
|
270
Howmet Aerospace
HWM
$74.9B
| $240M | 0.04% |
3,502,047
-5,208
| -0.1% | -$356K |
|
271
Lamar Advertising Co
LAMR
$12.9B
| $239M | 0.04% |
2,003,322
| – | – |
|
272
HDFC Bank
HDB
$179B
| $231M | 0.04% |
4,124,751
+2,788,197
| +209% | +$156M |
|
273
Emerson Electric
EMR
$76B
| $230M | 0.04% |
2,025,800
| – | – |
|
274
VICI Properties
VICI
$35.4B
| $230M | 0.04% |
7,706,006
| – | – |
|
275
CDW
CDW
$21.5B
| $219M | 0.04% |
855,553
-1,132,212
| -57% | -$290M |
|