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 | |
|---|---|---|---|---|---|---|
501
Vertiv
VRT
$48.7B
| $1.06M | ﹤0.01% | +10,664 | New | +$1.06M |
|
|
CMLS
502
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
| $1.02M | ﹤0.01% | 779,368 | – | – |
|
503
Telus
TU
$25.1B
| $934K | ﹤0.01% | 55,658 -47,996 | -46% | -$805K |
|
504
Bank of Montreal
BMO
$86.7B
| $880K | ﹤0.01% | 9,749 | – | – |
|
505
iShares Russell 1000 Value ETF
IWD
$63.5B
| $849K | ﹤0.01% | +4,484 | New | +$849K |
|
506
Rogers Communications
RCI
$19.4B
| $745K | ﹤0.01% | 18,537 +187 | +1% | +$7.52K |
|
507
Suncor Energy
SU
$50.1B
| $715K | ﹤0.01% | 19,366 | – | – |
|
508
iHeartMedia
IHRT
$320M
| $616K | ﹤0.01% | 333,235 | – | – |
|
509
Vanguard Value ETF
VTV
$144B
| $593K | ﹤0.01% | +3,410 | New | +$593K |
|
510
Hershey
HSY
$37.3B
| $518K | ﹤0.01% | 2,700 | – | – |
|
511
Diamondback Energy
FANG
$43.1B
| $515K | ﹤0.01% | 2,986 +1,391 | +87% | +$240K |
|
512
Waste Connections
WCN
$47.5B
| $503K | ﹤0.01% | 2,814 | – | – |
|
513
AGCO
AGCO
$8.07B
| $499K | ﹤0.01% | 5,100 | – | – |
|
514
Canadian National Railway
CNI
$60.4B
| $498K | ﹤0.01% | 4,255 -3,281 | -44% | -$384K |
|
515
Ivanhoe Electric
IE
$1.18B
| $488K | ﹤0.01% | +57,700 | New | +$488K |
|
516
Fortis
FTS
$25B
| $450K | ﹤0.01% | 9,911 | – | – |
|
517
Roblox
RBLX
$86.4B
| $440K | ﹤0.01% | 9,949 -5,299 | -35% | -$235K |
|
518
Brookfield Infrastructure
BIPC
$4.79B
| $384K | ﹤0.01% | 8,850 | – | – |
|
519
Icon
ICLR
$13.8B
| $380K | ﹤0.01% | +1,324 | New | +$380K |
|
520
PG&E
PCG
$33.6B
| $371K | ﹤0.01% | 18,786 -264,795 | -93% | -$5.23M |
|
521
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $350K | ﹤0.01% | +6,610 | New | +$350K |
|
522
Navient
NAVI
$1.36B
| $312K | ﹤0.01% | 20,000 | – | – |
|
523
NNN REIT
NNN
$8.1B
| $311K | ﹤0.01% | 6,420 +420 | +7% | +$20.4K |
|
524
US Foods
USFD
$17.5B
| $268K | ﹤0.01% | +4,356 | New | +$268K |
|
525
Williams-Sonoma
WSM
$23.1B
| $266K | ﹤0.01% | 1,720 +860 | +100% | +$133K |
|