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 |
Tesla
TSLA
|
$15.9B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$5.43B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$3.6B |
| 4 |
Extra Space Storage
EXR
|
$1.32B |
| 5 |
Synopsys
SNPS
|
$1.16B |
Top Sells
| 1 |
Micron Technology
MU
|
$1.13B |
| 2 |
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
|
$924M |
| 3 |
Meta Platforms (Facebook)
META
|
$816M |
| 4 |
Dollar General
DG
|
$717M |
| 5 |
Stellantis
STLA
|
$698M |
Sector Composition
| 1 | Healthcare | 20.38% |
| 2 | Technology | 16.46% |
| 3 | Consumer Discretionary | 14.81% |
| 4 | Financials | 12.4% |
| 5 | Industrials | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
ConocoPhillips
COP
$124B
| $3.37B | 0.76% | 32,919,991 +6,912,860 | +27% | +$707M |
|
27
Amazon
AMZN
$2.44T
| $3.34B | 0.75% | 29,532,666 -1,322,496 | -4% | -$149M |
|
28
Linde
LIN
$224B
| $3.33B | 0.75% | 12,327,940 +2,309,458 | +23% | +$623M |
|
29
Altria Group
MO
$113B
| $3.19B | 0.72% | 78,880,387 -6,600,739 | -8% | -$267M |
|
30
Wells Fargo
WFC
$263B
| $3.03B | 0.68% | 75,409,396 +5,454,853 | +8% | +$219M |
|
31
Netflix
NFLX
$513B
| $3.01B | 0.68% | 12,794,791 +1,132,245 | +10% | +$267M |
|
32
Booking.com
BKNG
$181B
| $2.93B | 0.66% | 1,782,493 -54,762 | -3% | -$90M |
|
33
TC Energy
TRP
$54.1B
| $2.83B | 0.64% | 70,347,225 +3,004,334 | +4% | +$121M |
|
34
L3Harris
LHX
$51.9B
| $2.83B | 0.63% | 13,606,164 -2,265,894 | -14% | -$471M |
|
35
Alnylam Pharmaceuticals
ALNY
$58.5B
| $2.79B | 0.63% | 13,949,647 +3,658,635 | +36% | +$732M |
|
36
Motorola Solutions
MSI
$78.7B
| $2.71B | 0.61% | 12,098,742 +388,566 | +3% | +$87M |
|
37
Cigna
CI
$80.3B
| $2.71B | 0.61% | 9,765,405 -663,553 | -6% | -$184M |
|
38
Bank of America
BAC
$376B
| $2.68B | 0.6% | 88,816,877 -2,293,233 | -3% | -$69.3M |
|
39
Carrier Global
CARR
$55.5B
| $2.68B | 0.6% | 75,244,078 -348,613 | -0.5% | -$12.4M |
|
40
Aon
AON
$79.1B
| $2.67B | 0.6% | 9,959,249 +328,940 | +3% | +$88.1M |
|
41
ASML
ASML
$292B
| $2.67B | 0.6% | 6,416,784 -75,470 | -1% | -$31.4M |
|
42
CSX Corp
CSX
$60.6B
| $2.62B | 0.59% | 98,508,661 -11,108,610 | -10% | -$296M |
|
43
D.R. Horton
DHI
$50.5B
| $2.57B | 0.58% | 38,232,812 +5,432,342 | +17% | +$366M |
|
44
Target
TGT
$43.6B
| $2.57B | 0.58% | 17,319,596 +2,146,838 | +14% | +$319M |
|
45
Marsh & McLennan
MMC
$101B
| $2.57B | 0.58% | 17,207,519 +2,560 | +0% | +$382K |
|
46
Dollar Tree
DLTR
$22.8B
| $2.43B | 0.55% | 17,874,054 +7,602,775 | +74% | +$1.03B |
|
47
Applied Materials
AMAT
$128B
| $2.4B | 0.54% | 29,285,325 -3,083,513 | -10% | -$253M |
|
|
48
Dollar General
DG
$23.9B
| $2.39B | 0.54% | 9,979,722 -2,987,676 | -23% | -$717M |
|
49
Baker Hughes
BKR
$44.8B
| $2.37B | 0.53% | 113,204,693 -6,926,885 | -6% | -$145M |
|
50
Comcast
CMCSA
$125B
| $2.19B | 0.49% | 74,822,382 -7,900,665 | -10% | -$232M |
|