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 | |
|---|---|---|---|---|---|---|
26
Halliburton
HAL
$19.4B
| $4.81B | 0.8% | 121,928,734 +377,500 | +0.3% | +$14.9M |
|
27
Blackstone
BX
$134B
| $4.77B | 0.79% | 36,285,872 +2,546,886 | +8% | +$335M |
|
28
Salesforce
CRM
$245B
| $4.58B | 0.76% | 15,207,188 -4,354,137 | -22% | -$1.31B |
|
29
Target
TGT
$43.6B
| $4.5B | 0.74% | 25,370,342 -15,529 | -0.1% | -$2.75M |
|
30
Regeneron Pharmaceuticals
REGN
$61.5B
| $4.48B | 0.74% | 4,654,855 -475,630 | -9% | -$458M |
|
31
TransDigm Group
TDG
$78.8B
| $4.35B | 0.72% | 3,535,539 +442,182 | +14% | +$545M |
|
32
Linde
LIN
$224B
| $4.29B | 0.71% | 9,238,687 -2,787,922 | -23% | -$1.29B |
|
33
Synopsys
SNPS
$112B
| $4.21B | 0.7% | 7,369,890 +818,485 | +12% | +$468M |
|
34
Motorola Solutions
MSI
$78.7B
| $3.99B | 0.66% | 11,243,173 -933,595 | -8% | -$331M |
|
35
Shopify
SHOP
$184B
| $3.84B | 0.64% | 49,764,809 +10,340,040 | +26% | +$798M |
|
|
36
Applied Materials
AMAT
$128B
| $3.64B | 0.6% | 17,671,673 -8,715,242 | -33% | -$1.8B |
|
37
Apollo Global Management
APO
$77.9B
| $3.56B | 0.59% | 31,696,059 +20,759 | +0.1% | +$2.33M |
|
38
Marsh & McLennan
MMC
$101B
| $3.55B | 0.59% | 17,220,597 +6,400 | +0% | +$1.32M |
|
39
CVS Health
CVS
$92.8B
| $3.49B | 0.58% | 43,776,874 +3,232,172 | +8% | +$258M |
|
40
EOG Resources
EOG
$68.2B
| $3.42B | 0.57% | 26,782,454 +1,361,538 | +5% | +$174M |
|
41
Restaurant Brands International
QSR
$20.8B
| $3.39B | 0.56% | 42,711,485 +466,929 | +1% | +$37.1M |
|
42
Carrier Global
CARR
$55.5B
| $3.28B | 0.54% | 56,458,087 -7,674,061 | -12% | -$446M |
|
43
Apple
AAPL
$3.45T
| $3.26B | 0.54% | 19,036,071 -1,665,388 | -8% | -$286M |
|
44
Aon
AON
$79.1B
| $3.25B | 0.54% | 9,746,563 +5,012 | +0.1% | +$1.67M |
|
45
Keurig Dr Pepper
KDP
$39.5B
| $3.18B | 0.53% | 103,792,739 -4,239,827 | -4% | -$130M |
|
46
Pfizer
PFE
$141B
| $3.13B | 0.52% | 112,661,481 -60,732,791 | -35% | -$1.69B |
|
47
Altria Group
MO
$113B
| $3.09B | 0.51% | 70,847,064 +49,413 | +0.1% | +$2.16M |
|
48
Fiserv
FI
$75.1B
| $3.01B | 0.5% | 18,840,137 +1,303,078 | +7% | +$208M |
|
49
FirstEnergy
FE
$25.2B
| $3.01B | 0.5% | 77,928,914 +9,773,785 | +14% | +$377M |
|
50
Airbnb
ABNB
$79.9B
| $2.99B | 0.49% | 18,117,043 +6,485 | +0% | +$1.07M |
|