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 |
Vertex Pharmaceuticals
VRTX
|
$1.56B |
| 2 |
EOG Resources
EOG
|
$1.14B |
| 3 |
Amazon
AMZN
|
$1.07B |
| 4 |
Blackrock
BLK
|
$1.04B |
| 5 |
Brookfield
BN
|
$1B |
Top Sells
| 1 |
Applied Materials
AMAT
|
$1.68B |
| 2 |
Apple
AAPL
|
$1.55B |
| 3 |
Corteva
CTVA
|
$1.38B |
| 4 |
ConocoPhillips
COP
|
$1.23B |
| 5 |
Iron Mountain
IRM
|
$1.03B |
Sector Composition
| 1 | Technology | 23.5% |
| 2 | Healthcare | 16.36% |
| 3 | Consumer Discretionary | 11.93% |
| 4 | Financials | 11.75% |
| 5 | Industrials | 9.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Blackrock
BLK
$175B
| $2.85B | 0.51% | 3,514,999 +1,279,952 | +57% | +$1.04B |
|
52
Aon
AON
$79.1B
| $2.83B | 0.5% | 9,741,551 -34,442 | -0.4% | -$10M |
|
|
53
Amazon
AMZN
$2.44T
| $2.71B | 0.48% | 17,835,214 +7,060,923 | +66% | +$1.07B |
|
54
Darden Restaurants
DRI
$24.1B
| $2.7B | 0.48% | 16,423,383 +2,400 | +0% | +$394K |
|
55
Schlumberger
SLB
$55B
| $2.69B | 0.48% | 51,617,471 +1,133,686 | +2% | +$59M |
|
56
Chipotle Mexican Grill
CMG
$56.5B
| $2.58B | 0.46% | 1,125,974 +8,541 | +0.8% | +$19.5M |
|
57
Baker Hughes
BKR
$44.8B
| $2.52B | 0.45% | 73,836,985 -2,561,625 | -3% | -$87.6M |
|
58
D.R. Horton
DHI
$50.5B
| $2.52B | 0.45% | 16,558,363 -3,103,602 | -16% | -$472M |
|
59
Cenovus Energy
CVE
$29.9B
| $2.51B | 0.45% | 150,534,829 +7,750,480 | +5% | +$129M |
|
60
Dollar Tree
DLTR
$22.8B
| $2.5B | 0.44% | 17,608,690 +487,180 | +3% | +$69.2M |
|
61
Uber
UBER
$196B
| $2.5B | 0.44% | 40,610,127 +283,802 | +0.7% | +$17.5M |
|
62
FirstEnergy
FE
$25.2B
| $2.5B | 0.44% | 68,155,129 +18,853,983 | +38% | +$691M |
|
63
Airbnb
ABNB
$79.9B
| $2.47B | 0.44% | 18,110,558 -1,431,572 | -7% | -$195M |
|
64
Intuitive Surgical
ISRG
$170B
| $2.43B | 0.43% | 7,210,635 -348,023 | -5% | -$117M |
|
65
Arista Networks
ANET
$172B
| $2.39B | 0.42% | 10,136,348 +55,312 | +0.5% | +$13M |
|
66
Costco
COST
$418B
| $2.34B | 0.42% | 3,539,245 +132,292 | +4% | +$87.3M |
|
67
Chubb
CB
$110B
| $2.33B | 0.41% | 10,311,415 +43,845 | +0.4% | +$9.91M |
|
68
Fiserv
FI
$75.1B
| $2.33B | 0.41% | 17,537,059 +2,104,590 | +14% | +$280M |
|
69
Goldman Sachs
GS
$226B
| $2.32B | 0.41% | 6,012,564 +338,181 | +6% | +$130M |
|
|
DFS
70
DELISTED
Discover Financial Services
DFS
| $2.32B | 0.41% | 20,626,209 -497,926 | -2% | -$56M |
|
71
Chevron
CVX
$324B
| $2.31B | 0.41% | 15,513,887 +4,700,289 | +43% | +$701M |
|
72
Cloudflare
NET
$72.7B
| $2.29B | 0.41% | 27,543,956 +487,308 | +2% | +$40.6M |
|
73
Lockheed Martin
LMT
$106B
| $2.28B | 0.41% | 5,031,450 -903,922 | -15% | -$410M |
|
74
Centene
CNC
$14.3B
| $2.16B | 0.38% | 29,150,799 -6,126,086 | -17% | -$455M |
|
75
Constellation Brands
STZ
$28.5B
| $2.01B | 0.36% | 8,317,120 +4,327 | +0.1% | +$1.05M |
|