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 |
Airbnb
ABNB
|
$1.37B |
| 2 |
Visa
V
|
$1.28B |
| 3 |
Keurig Dr Pepper
KDP
|
$1.24B |
| 4 |
Halliburton
HAL
|
$1.21B |
| 5 |
Apple
AAPL
|
$1.04B |
Top Sells
| 1 |
Lennar Class A
LEN
|
$1.67B |
| 2 |
Pfizer
PFE
|
$1.19B |
| 3 |
Bank of America
BAC
|
$1.02B |
| 4 |
D.R. Horton
DHI
|
$1.01B |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
$952M |
Sector Composition
| 1 | Technology | 22.08% |
| 2 | Healthcare | 17.21% |
| 3 | Consumer Discretionary | 12.51% |
| 4 | Financials | 10.77% |
| 5 | Industrials | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Airbnb
ABNB
$79.9B
| $2.63B | 0.51% | 20,507,074 +10,670,955 | +108% | +$1.37B |
|
52
Intuitive Surgical
ISRG
$170B
| $2.57B | 0.49% | 7,510,586 +39,671 | +0.5% | +$13.6M |
|
53
Goldman Sachs
GS
$226B
| $2.54B | 0.49% | 7,861,091 -1,928,698 | -20% | -$622M |
|
|
54
Keurig Dr Pepper
KDP
$39.5B
| $2.52B | 0.48% | 80,618,799 +39,779,422 | +97% | +$1.24B |
|
55
Cenovus Energy
CVE
$29.9B
| $2.5B | 0.48% | 147,368,058 -10,333,608 | -7% | -$176M |
|
|
DFS
56
DELISTED
Discover Financial Services
DFS
| $2.47B | 0.47% | 21,119,404 -147,658 | -0.7% | -$17.3M |
|
57
CME Group
CME
$96B
| $2.44B | 0.47% | 13,192,611 -184,304 | -1% | -$34.1M |
|
58
Baker Hughes
BKR
$44.8B
| $2.43B | 0.47% | 76,874,097 -18,544,346 | -19% | -$586M |
|
59
Apollo Global Management
APO
$77.9B
| $2.35B | 0.45% | 30,541,422 -14,560 | -0% | -$1.12M |
|
60
Exxon Mobil
XOM
$487B
| $2.31B | 0.44% | 21,531,580 +3,587,340 | +20% | +$385M |
|
61
Corteva
CTVA
$50.4B
| $2.23B | 0.43% | 38,895,669 +2,148,207 | +6% | +$123M |
|
62
Chipotle Mexican Grill
CMG
$56.5B
| $2.22B | 0.43% | 1,038,882 +52,163 | +5% | +$112M |
|
63
Schlumberger
SLB
$55B
| $2.12B | 0.41% | 43,080,354 +19,885,771 | +86% | +$977M |
|
64
CVS Health
CVS
$92.8B
| $2.11B | 0.41% | 30,490,802 -2,143,168 | -7% | -$148M |
|
65
Fiserv
FI
$75.1B
| $2.07B | 0.4% | 16,391,168 +2,193,931 | +15% | +$277M |
|
66
TC Energy
TRP
$54.1B
| $1.99B | 0.38% | 49,188,514 -1,855,065 | -4% | -$75M |
|
67
L3Harris
LHX
$51.9B
| $1.99B | 0.38% | 10,141,924 -3,247,665 | -24% | -$636M |
|
68
Chubb
CB
$110B
| $1.98B | 0.38% | 10,259,488 +27,110 | +0.3% | +$5.22M |
|
69
TransDigm Group
TDG
$78.8B
| $1.97B | 0.38% | 2,206,880 +335,334 | +18% | +$300M |
|
70
Morgan Stanley
MS
$240B
| $1.96B | 0.38% | 22,984,469 -858,492 | -4% | -$73.3M |
|
71
General Motors
GM
$55.8B
| $1.96B | 0.38% | 50,797,231 -2,037,804 | -4% | -$78.6M |
|
72
Rockwell Automation
ROK
$38.6B
| $1.93B | 0.37% | 5,869,190 +768,909 | +15% | +$253M |
|
73
Uber
UBER
$196B
| $1.92B | 0.37% | 44,391,153 +200,322 | +0.5% | +$8.65M |
|
74
Bunge Global
BG
$16.8B
| $1.89B | 0.36% | 20,071,889 +76,544 | +0.4% | +$7.22M |
|
75
Dollar General
DG
$23.9B
| $1.83B | 0.35% | 10,787,703 +5,979,461 | +124% | +$1.02B |
|