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 |
Amgen
AMGN
|
+$3.18B |
| 2 |
Starbucks
SBUX
|
+$1.92B |
| 3 |
Apple
AAPL
|
+$1.74B |
| 4 |
Intel
INTC
|
+$1.25B |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$7.01B |
| 2 |
Caterpillar
CAT
|
+$2.75B |
| 3 |
Home Depot
HD
|
+$2.08B |
| 4 |
Gilead Sciences
GILD
|
+$2.03B |
| 5 |
Extra Space Storage
EXR
|
+$1.98B |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 14.79% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Invitation Homes
INVH
$18.2B
| $5.33M | ﹤0.01% |
153,000
| – | – |
|
502
Booz Allen Hamilton
BAH
$12.5B
| $5.26M | ﹤0.01% |
50,285
-299,632
| -86% | -$31.3M |
|
503
iShares MSCI ACWI ETF
ACWI
$22.7B
| $5.05M | ﹤0.01% |
43,471
-54,478
| -56% | -$6.33M |
|
|
RHLD
504
Resolute Holdings Management Common Stock
RHLD
$569M
| $4.67M | ﹤0.01% |
+148,877
| New | +$4.67M |
|
505
TotalEnergies
TTE
$135B
| $4.52M | ﹤0.01% |
70,442
+5,316
| +8% | +$341K |
|
506
Banco Bilbao Vizcaya Argentaria
BBVA
$111B
| $4.17M | ﹤0.01% |
303,842
+66,623
| +28% | +$915K |
|
507
Jackson Financial
JXN
$6.74B
| $3.71M | ﹤0.01% |
44,327
| – | – |
|
508
ICICI Bank
IBN
$114B
| $3.04M | ﹤0.01% |
96,971
-11
| -0% | -$345 |
|
509
British American Tobacco
BTI
$122B
| $2.83M | ﹤0.01% |
69,864
+3,076
| +5% | +$125K |
|
|
ARTV
510
Artiva Biotherapeutics, Inc. Common Stock
ARTV
$57.4M
| $2.6M | ﹤0.01% |
866,622
-48,764
| -5% | -$146K |
|
511
InterContinental Hotels
IHG
$18.2B
| $2.6M | ﹤0.01% |
+23,741
| New | +$2.6M |
|
512
Lennar Class B
LEN.B
$33.1B
| $2.31M | ﹤0.01% |
21,169
-1,101
| -5% | -$120K |
|
513
Rentokil
RTO
$12.6B
| $2.05M | ﹤0.01% |
89,406
-561
| -0.6% | -$12.8K |
|
514
Civitas Resources
CIVI
$3B
| $2.01M | ﹤0.01% |
57,659
| – | – |
|
515
iShares Russell 1000 Value ETF
IWD
$63.8B
| $1.89M | ﹤0.01% |
10,168
-4,816
| -32% | -$897K |
|
516
LPL Financial
LPLA
$26.9B
| $1.78M | ﹤0.01% |
5,435
-13,819
| -72% | -$4.52M |
|
517
Imperial Oil
IMO
$47.3B
| $1.7M | ﹤0.01% |
23,556
+7,452
| +46% | +$538K |
|
518
Telus
TU
$24.4B
| $1.67M | ﹤0.01% |
116,380
+60,722
| +109% | +$871K |
|
519
Vail Resorts
MTN
$5.46B
| $1.55M | ﹤0.01% |
9,695
+8,531
| +733% | +$1.37M |
|
520
KB Financial Group
KB
$31.3B
| $1.54M | ﹤0.01% |
28,816
-12,805
| -31% | -$683K |
|
521
Brilliant Earth
BRLT
$35M
| $1.47M | ﹤0.01% |
929,849
| – | – |
|
522
AGCO
AGCO
$8.19B
| $1.43M | ﹤0.01% |
15,408
+11,594
| +304% | +$1.07M |
|
523
Sun Life Financial
SLF
$33.5B
| $1.42M | ﹤0.01% |
24,728
+1,685
| +7% | +$96.4K |
|
524
Grupo Aeroportuario del Pacifico
PAC
$12.7B
| $1.4M | ﹤0.01% |
+7,483
| New | +$1.4M |
|
525
Canadian National Railway
CNI
$59.5B
| $1.19M | ﹤0.01% |
12,194
+7,939
| +187% | +$773K |
|