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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amgen
AMGN
|
+$3.01B |
| 2 |
Starbucks
SBUX
|
+$2.02B |
| 3 |
Apple
AAPL
|
+$1.81B |
| 4 |
Micron Technology
MU
|
+$1.27B |
| 5 |
Nike
NKE
|
+$1.21B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$8.86B |
| 2 |
Caterpillar
CAT
|
+$2.97B |
| 3 |
Home Depot
HD
|
+$2.21B |
| 4 |
Target
TGT
|
+$2.06B |
| 5 |
Extra Space Storage
EXR
|
+$2.02B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.22% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 14.94% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
Canadian Imperial Bank of Commerce
CM
$110B
| – | – |
-5,293,453
| Closed | -$335M |
|
552
CubeSmart
CUBE
$9.28B
| – | – |
-2,944,248
| Closed | -$126M |
|
553
Dell
DELL
$313B
| – | – |
-12,460,949
| Closed | -$1.44B |
|
|
ESGR
554
DELISTED
Enstar Group
ESGR
| – | – |
-15,000
| Closed | -$4.83M |
|
555
Eaton
ETN
$179B
| – | – |
-4,085,154
| Closed | -$1.36B |
|
556
Fair Isaac
FICO
$22.6B
| – | – |
-4,311
| Closed | -$8.58M |
|
557
Grocery Outlet
GO
$1.01B
| – | – |
-2,973,738
| Closed | -$46.4M |
|
558
Ivanhoe Electric
IE
$1.7B
| – | – |
-26,299
| Closed | -$199K |
|
559
IDEX
IEX
$17.7B
| – | – |
-200,000
| Closed | -$41.9M |
|
560
Kraft Heinz
KHC
$29.1B
| – | – |
-3,351,000
| Closed | -$103M |
|
|
NXDR
561
Nextdoor Holdings
NXDR
$986M
| – | – |
-1,315,268
| Closed | -$3.12M |
|
562
Kenvue
KVUE
$36.5B
| – | – |
-4,045,288
| Closed | -$86.4M |
|
563
Lyft
LYFT
$6.28B
| – | – |
-6,775,478
| Closed | -$87.4M |
|
564
Macy's
M
$6.26B
| – | – |
-1,900,000
| Closed | -$32.2M |
|
565
ManpowerGroup
MAN
$2.61B
| – | – |
-636,486
| Closed | -$36.7M |
|
566
Mondelez International
MDLZ
$79.4B
| – | – |
-8,816,359
| Closed | -$527M |
|
567
MGM Resorts International
MGM
$11.1B
| – | – |
-6,563,431
| Closed | -$227M |
|
568
The Mosaic Company
MOS
$7.18B
| – | – |
-3,456,196
| Closed | -$85M |
|
569
Merck
MRK
$328B
| – | – |
-7,906,912
| Closed | -$787M |
|
570
Nucor
NUE
$61.9B
| – | – |
-3,064,332
| Closed | -$358M |
|
571
Roper Technologies
ROP
$39.1B
| – | – |
-793,999
| Closed | -$413M |
|
572
Simply Good Foods
SMPL
$968M
| – | – |
-2,554,690
| Closed | -$99.6M |
|
573
Semtech
SMTC
$13B
| – | – |
-600,000
| Closed | -$37.1M |
|
574
Ulta Beauty
ULTA
$22.9B
| – | – |
-990,215
| Closed | -$431M |
|
575
Vanguard FTSE Developed Markets ETF
VEA
$238B
| – | – |
-11,049
| Closed | -$528K |
|
Similar funds
Capital World Investors's Q1 2025 Portfolio in Review
As of Q1 2025, Capital World Investors held 587 positions worth $617B, down 6.3% from $659B the previous quarter. Its ten largest holdings account for 28% of the portfolio.
Capital World Investors withdrew a net $18.6B in Q1 2025, closing 35 positions and reducing 163 holdings. Its most notable exit was Dell, an estimated $1.44B position sold in full.
By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Healthcare and Financials.
Against the trend, Capital World Investors opened a new position in Arm worth $527M.
- Capital World Investors's largest Q1 2025 buy was Arm: 4,932,888 shares worth $527M.
- Capital World Investors added most to Amgen in Q1 2025, an estimated $3.01B increase.
- Capital World Investors's biggest Q1 2025 reduction was Broadcom, cutting an estimated $8.86B.
- Capital World Investors fully exited Dell in Q1 2025, selling an estimated $1.44B.
- Capital World Investors's ten largest holdings make up 28% of its $617B portfolio in Q1 2025.
- Capital World Investors opened 44 new positions and closed 35 in Q1 2025.
- Capital World Investors's portfolio value fell 6.3% quarter-over-quarter to $617B.
Based on Capital World Investors's 13F filing for Q1 2025, filed 12 May 2025.