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 |
NVIDIA
NVDA
|
$13B |
| 2 |
Canadian Natural Resources
CNQ
|
$5.21B |
| 3 |
Apple
AAPL
|
$4.84B |
| 4 |
Chipotle Mexican Grill
CMG
|
$2.42B |
| 5 |
Amazon
AMZN
|
$1.92B |
Top Sells
| 1 |
Broadcom
AVGO
|
$5.67B |
| 2 |
Home Depot
HD
|
$4.32B |
| 3 |
Microsoft
MSFT
|
$3.51B |
| 4 |
Caterpillar
CAT
|
$2.96B |
| 5 |
Eli Lilly
LLY
|
$2.46B |
Sector Composition
| 1 | Technology | 25.01% |
| 2 | Healthcare | 15.57% |
| 3 | Financials | 12.28% |
| 4 | Consumer Discretionary | 11.45% |
| 5 | Industrials | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Schlumberger
SLB
$55B
| $4.9B | 0.8% | 103,944,501 +14,993,545 | +17% | +$707M |
|
27
Regeneron Pharmaceuticals
REGN
$61.5B
| $4.88B | 0.8% | 4,638,667 -16,188 | -0.3% | -$17M |
|
28
Blackstone
BX
$134B
| $4.6B | 0.75% | 37,154,680 +868,808 | +2% | +$108M |
|
29
TransDigm Group
TDG
$78.8B
| $4.52B | 0.74% | 3,536,421 +882 | +0% | +$1.13M |
|
30
Synopsys
SNPS
$112B
| $4.4B | 0.72% | 7,395,302 +25,412 | +0.3% | +$15.1M |
|
31
Applied Materials
AMAT
$128B
| $4.23B | 0.69% | 17,921,119 +249,446 | +1% | +$58.9M |
|
32
EOG Resources
EOG
$68.2B
| $4.13B | 0.67% | 32,785,939 +6,003,485 | +22% | +$756M |
|
33
Motorola Solutions
MSI
$78.7B
| $4.11B | 0.67% | 10,639,441 -603,732 | -5% | -$233M |
|
34
Halliburton
HAL
$19.4B
| $4.06B | 0.66% | 120,113,441 -1,815,293 | -1% | -$61.3M |
|
35
Linde
LIN
$224B
| $3.81B | 0.62% | 8,674,803 -563,884 | -6% | -$247M |
|
36
Marsh & McLennan
MMC
$101B
| $3.72B | 0.61% | 17,672,247 +451,650 | +3% | +$95.2M |
|
37
Apollo Global Management
APO
$77.9B
| $3.72B | 0.61% | 31,484,135 -211,924 | -0.7% | -$25M |
|
38
Keurig Dr Pepper
KDP
$39.5B
| $3.7B | 0.6% | 110,817,588 +7,024,849 | +7% | +$235M |
|
39
Alnylam Pharmaceuticals
ALNY
$58.5B
| $3.64B | 0.59% | 14,971,343 +2,182,107 | +17% | +$530M |
|
40
Micron Technology
MU
$133B
| $3.6B | 0.59% | 27,387,827 +4,639,446 | +20% | +$610M |
|
41
GE Aerospace
GE
$292B
| $3.59B | 0.59% | 22,594,218 +9,844,658 | +77% | +$1.57B |
|
42
Aon
AON
$79.1B
| $3.53B | 0.58% | 12,036,822 +2,290,259 | +23% | +$672M |
|
43
Costco
COST
$418B
| $3.33B | 0.54% | 3,915,364 +90,586 | +2% | +$77M |
|
44
CVS Health
CVS
$92.8B
| $3.31B | 0.54% | 56,023,849 +12,246,975 | +28% | +$723M |
|
45
Intuitive Surgical
ISRG
$170B
| $3.27B | 0.53% | 7,350,545 +66,276 | +0.9% | +$29.5M |
|
46
Shopify
SHOP
$184B
| $3.22B | 0.52% | 48,705,411 -1,059,398 | -2% | -$70M |
|
47
Carrier Global
CARR
$55.5B
| $3.06B | 0.5% | 48,584,164 -7,873,923 | -14% | -$497M |
|
48
Target
TGT
$43.6B
| $3.05B | 0.5% | 20,580,678 -4,789,664 | -19% | -$709M |
|
49
Altria Group
MO
$113B
| $3.05B | 0.5% | 66,873,044 -3,974,020 | -6% | -$181M |
|
50
Extra Space Storage
EXR
$30.5B
| $3.04B | 0.5% | 19,589,849 +3,353,822 | +21% | +$521M |
|