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 |
Broadcom
AVGO
|
$32.6B |
| 2 |
Starbucks
SBUX
|
$4.03B |
| 3 |
NVIDIA
NVDA
|
$1.96B |
| 4 |
Amazon
AMZN
|
$1.62B |
| 5 |
Nike
NKE
|
$1.46B |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.49B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.43B |
| 3 |
Eli Lilly
LLY
|
$1.29B |
| 4 |
Schlumberger
SLB
|
$1.23B |
| 5 |
Yum! Brands
YUM
|
$1.17B |
Sector Composition
| 1 | Technology | 23.09% |
| 2 | Healthcare | 15.24% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Booking.com
BKNG
$181B
| $5.27B | 0.82% | 1,252,120 -248,217 | -17% | -$1.05B |
|
27
TransDigm Group
TDG
$78.8B
| $5.19B | 0.8% | 3,636,386 +99,965 | +3% | +$143M |
|
28
ASML
ASML
$292B
| $4.92B | 0.76% | 5,901,978 -858,967 | -13% | -$716M |
|
29
Alnylam Pharmaceuticals
ALNY
$58.5B
| $4.54B | 0.7% | 16,508,424 +1,537,081 | +10% | +$423M |
|
30
Regeneron Pharmaceuticals
REGN
$61.5B
| $4.52B | 0.7% | 4,298,387 -340,280 | -7% | -$358M |
|
|
31
Starbucks
SBUX
$100B
| $4.46B | 0.69% | 45,749,548 +41,331,058 | +935% | +$4.03B |
|
32
Motorola Solutions
MSI
$78.7B
| $4.44B | 0.69% | 9,869,029 -770,412 | -7% | -$346M |
|
33
Shopify
SHOP
$184B
| $4.22B | 0.65% | 52,605,725 +3,900,314 | +8% | +$313M |
|
34
Keurig Dr Pepper
KDP
$39.5B
| $4.21B | 0.65% | 112,237,436 +1,419,848 | +1% | +$53.2M |
|
35
GE Aerospace
GE
$292B
| $4.2B | 0.65% | 22,265,052 -329,166 | -1% | -$62.1M |
|
36
Aon
AON
$79.1B
| $4.18B | 0.65% | 12,068,848 +32,026 | +0.3% | +$11.1M |
|
37
Linde
LIN
$224B
| $4.1B | 0.64% | 8,590,161 -84,642 | -1% | -$40.4M |
|
38
Extra Space Storage
EXR
$30.5B
| $3.99B | 0.62% | 22,131,682 +2,541,833 | +13% | +$458M |
|
39
Apollo Global Management
APO
$77.9B
| $3.94B | 0.61% | 31,528,340 +44,205 | +0.1% | +$5.52M |
|
40
Marsh & McLennan
MMC
$101B
| $3.92B | 0.61% | 17,583,307 -88,940 | -0.5% | -$19.8M |
|
41
Carrier Global
CARR
$55.5B
| $3.82B | 0.59% | 47,509,626 -1,074,538 | -2% | -$86.5M |
|
42
Blackrock
BLK
$175B
| $3.8B | 0.59% | 4,003,680 +785,535 | +24% | +$746M |
|
43
Intuitive Surgical
ISRG
$170B
| $3.64B | 0.56% | 7,414,450 +63,905 | +0.9% | +$31.4M |
|
44
Fiserv
FI
$75.1B
| $3.63B | 0.56% | 20,216,870 +297,650 | +1% | +$53.5M |
|
45
Synopsys
SNPS
$112B
| $3.63B | 0.56% | 7,165,289 -230,013 | -3% | -$116M |
|
46
Costco
COST
$418B
| $3.52B | 0.55% | 3,972,060 +56,696 | +1% | +$50.3M |
|
47
FirstEnergy
FE
$25.2B
| $3.46B | 0.54% | 78,064,795 +24,765 | +0% | +$1.1M |
|
48
Halliburton
HAL
$19.4B
| $3.32B | 0.51% | 114,235,931 -5,877,510 | -5% | -$171M |
|
49
Altria Group
MO
$113B
| $3.29B | 0.51% | 64,396,977 -2,476,067 | -4% | -$126M |
|
50
Flutter Entertainment
FLUT
$54B
| $3.27B | 0.51% | 13,791,274 +195,471 | +1% | +$46.4M |
|