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 | |
|---|---|---|---|---|---|---|
276
Iron Mountain
IRM
$29.6B
| $182M | 0.03% |
2,117,169
-1,700,248
| -45% | -$146M |
|
277
Texas Instruments
TXN
$161B
| $180M | 0.03% |
1,002,196
-1,747,898
| -64% | -$314M |
|
278
KE Holdings
BEKE
$23.6B
| $176M | 0.03% |
8,778,032
-2,268,538
| -21% | -$45.6M |
|
279
NextEra Energy, Inc.
NEE
$144B
| $174M | 0.03% |
2,460,803
+568,262
| +30% | +$40.3M |
|
280
Bright Horizons
BFAM
$6.28B
| $173M | 0.03% |
1,360,098
+9,037
| +0.7% | +$1.15M |
|
281
Krystal Biotech
KRYS
$4.47B
| $172M | 0.03% |
954,468
+75,265
| +9% | +$13.6M |
|
282
KB Home
KBH
$4.45B
| $172M | 0.03% |
2,957,918
| – | – |
|
283
Rio Tinto
RIO
$103B
| $171M | 0.03% |
2,838,898
+5,854
| +0.2% | +$352K |
|
284
AvalonBay Communities
AVB
$27.4B
| $170M | 0.03% |
+792,570
| New | +$170M |
|
285
Emerson Electric
EMR
$72.6B
| $168M | 0.03% |
1,532,420
-493,380
| -24% | -$54.1M |
|
286
Saia
SAIA
$8.75B
| $168M | 0.03% |
479,451
+203
| +0% | +$70.9K |
|
287
TE Connectivity
TEL
$62.8B
| $165M | 0.03% |
1,170,403
+8,572
| +0.7% | +$1.21M |
|
288
Sysco
SYY
$39B
| $164M | 0.03% |
2,185,601
-10,147,800
| -82% | -$761M |
|
289
Eastman Chemical
EMN
$7.58B
| $164M | 0.03% |
1,857,386
+347,877
| +23% | +$30.7M |
|
|
CSW
290
CSW Industrials, Inc.
CSW
$4.13B
| $162M | 0.03% |
556,839
| – | – |
|
291
Viavi Solutions
VIAV
$2.72B
| $162M | 0.03% |
14,455,454
+500,000
| +4% | +$5.6M |
|
292
DraftKings
DKNG
$21.3B
| $161M | 0.03% |
4,838,513
+7,528
| +0.2% | +$250K |
|
293
Casey's General Stores
CASY
$20.9B
| $160M | 0.03% |
369,612
+369,100
| +72,090% | +$160M |
|
294
New Fortress Energy
NFE
$569M
| $156M | 0.03% |
18,770,525
-1,154,497
| -6% | -$9.59M |
|
295
Grifois
GRFS
$6.69B
| $153M | 0.02% |
21,522,236
+388,006
| +2% | +$2.76M |
|
296
Trupanion
TRUP
$1.91B
| $153M | 0.02% |
4,104,049
| – | – |
|
297
Marriott International Class A Common Stock
MAR
$72.7B
| $151M | 0.02% |
635,022
+1,620
| +0.3% | +$386K |
|
298
Veeva Systems
VEEV
$44.9B
| $150M | 0.02% |
647,822
+3,928
| +0.6% | +$910K |
|
299
Humana
HUM
$32.8B
| $150M | 0.02% |
566,029
-840,127
| -60% | -$222M |
|
300
Manulife Financial
MFC
$53.5B
| $147M | 0.02% |
4,717,699
-2,729,111
| -37% | -$85M |
|