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 |
Capital One
COF
|
$4.75B |
| 2 |
KLA
KLAC
|
$2.94B |
| 3 |
Micron Technology
MU
|
$2.04B |
| 4 |
Honeywell
HON
|
$1.39B |
| 5 |
Cloudflare
NET
|
$1.22B |
Top Sells
| 1 |
Apple
AAPL
|
$3.78B |
| 2 |
Amazon
AMZN
|
$3.59B |
| 3 |
DFS
Discover Financial Services
DFS
|
$3.53B |
| 4 |
Broadcom
AVGO
|
$1.87B |
| 5 |
AbbVie
ABBV
|
$1.8B |
Sector Composition
| 1 | Technology | 25.43% |
| 2 | Financials | 14.34% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Healthcare | 11.88% |
| 5 | Communication Services | 10.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Bank of Montreal
BMO
$86.7B
| $1.08M | ﹤0.01% | 9,749 | – | – |
|
552
Viatris
VTRS
$12.3B
| $988K | ﹤0.01% | 110,678 | – | – |
|
553
Essex Property Trust
ESS
$17.4B
| $985K | ﹤0.01% | 3,475 +2,473 | +247% | +$701K |
|
554
Fortis
FTS
$25B
| $934K | ﹤0.01% | 19,563 +182 | +0.9% | +$8.69K |
|
|
GLXY
555
Galaxy Digital Inc. Class A Common Stock
GLXY
$4.05B
| $844K | ﹤0.01% | +38,540 | New | +$844K |
|
556
PACCAR
PCAR
$52.5B
| $675K | ﹤0.01% | +7,104 | New | +$675K |
|
557
TD Synnex
SNX
$12.2B
| $602K | ﹤0.01% | +4,437 | New | +$602K |
|
558
Toro Company
TTC
$8B
| $596K | ﹤0.01% | +8,428 | New | +$596K |
|
559
iHeartMedia
IHRT
$320M
| $586K | ﹤0.01% | 333,235 | – | – |
|
560
Rogers Communications
RCI
$19.4B
| $550K | ﹤0.01% | 18,537 | – | – |
|
561
Canadian Pacific Kansas City
CP
$69.9B
| $533K | ﹤0.01% | +6,708 | New | +$533K |
|
562
Waste Connections
WCN
$47.5B
| $526K | ﹤0.01% | 2,814 | – | – |
|
563
Maplebear
CART
$11.4B
| $480K | ﹤0.01% | +10,604 | New | +$480K |
|
564
Brookfield Infrastructure
BIPC
$4.79B
| $466K | ﹤0.01% | 11,190 | – | – |
|
565
Permian Resources
PR
$10B
| $397K | ﹤0.01% | +29,173 | New | +$397K |
|
566
Fluor
FLR
$6.63B
| $373K | ﹤0.01% | +7,283 | New | +$373K |
|
|
EMA
567
Emera Incorporated
EMA
$14.3B
| $355K | ﹤0.01% | +7,755 | New | +$355K |
|
568
Vanguard Value ETF
VTV
$144B
| $354K | ﹤0.01% | 2,005 -2,604 | -56% | -$460K |
|
569
Nextracker
NXT
$9.95B
| $305K | ﹤0.01% | +5,611 | New | +$305K |
|
570
CAVA Group
CAVA
$7.83B
| $305K | ﹤0.01% | +3,618 | New | +$305K |
|
571
Navient
NAVI
$1.36B
| $282K | ﹤0.01% | 20,000 | – | – |
|
572
Zimmer Biomet
ZBH
$21B
| $281K | ﹤0.01% | +3,084 | New | +$281K |
|
573
PG&E
PCG
$33.6B
| $262K | ﹤0.01% | 18,786 | – | – |
|
574
CAE Inc
CAE
$8.64B
| $249K | ﹤0.01% | +8,486 | New | +$249K |
|
575
Klaviyo
KVYO
$9.73B
| $215K | ﹤0.01% | +6,406 | New | +$215K |
|