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 |
NVIDIA
NVDA
|
$13B |
| 2 |
Canadian Natural Resources
CNQ
|
$5.21B |
| 3 |
Apple
AAPL
|
$4.84B |
| 4 |
Chipotle Mexican Grill
CMG
|
$2.42B |
| 5 |
Amazon
AMZN
|
$1.92B |
Top Sells
| 1 |
Broadcom
AVGO
|
$5.67B |
| 2 |
Home Depot
HD
|
$4.32B |
| 3 |
Microsoft
MSFT
|
$3.51B |
| 4 |
Caterpillar
CAT
|
$2.96B |
| 5 |
Eli Lilly
LLY
|
$2.46B |
Sector Composition
| 1 | Technology | 25.01% |
| 2 | Healthcare | 15.57% |
| 3 | Financials | 12.28% |
| 4 | Consumer Discretionary | 11.45% |
| 5 | Industrials | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Salesforce
CRM
$245B
| $3.04B | 0.5% | 11,822,301 -3,384,887 | -22% | -$870M |
|
52
Restaurant Brands International
QSR
$20.8B
| $2.99B | 0.49% | 42,526,513 -184,972 | -0.4% | -$13M |
|
53
FirstEnergy
FE
$25.2B
| $2.99B | 0.49% | 78,040,030 +111,116 | +0.1% | +$4.25M |
|
54
Fiserv
FI
$75.1B
| $2.97B | 0.48% | 19,919,220 +1,079,083 | +6% | +$161M |
|
55
Goldman Sachs
GS
$226B
| $2.97B | 0.48% | 6,555,826 +549,423 | +9% | +$249M |
|
56
Chubb
CB
$110B
| $2.87B | 0.47% | 11,243,302 +246,210 | +2% | +$62.8M |
|
57
Cloudflare
NET
$72.7B
| $2.76B | 0.45% | 33,339,862 +5,211,340 | +19% | +$432M |
|
58
Bank of America
BAC
$376B
| $2.74B | 0.45% | 68,899,471 +28,545,022 | +71% | +$1.14B |
|
59
Arista Networks
ANET
$172B
| $2.67B | 0.44% | 7,615,179 -2,470,098 | -24% | -$866M |
|
|
DFS
60
DELISTED
Discover Financial Services
DFS
| $2.65B | 0.43% | 20,255,812 +3,525,029 | +21% | +$461M |
|
61
Yum! Brands
YUM
$40.8B
| $2.61B | 0.43% | 19,700,669 +1,579,058 | +9% | +$209M |
|
62
Constellation Brands
STZ
$28.5B
| $2.54B | 0.41% | 9,885,767 +845,098 | +9% | +$217M |
|
63
L3Harris
LHX
$51.9B
| $2.53B | 0.41% | 11,287,439 -230,373 | -2% | -$51.7M |
|
64
Blackrock
BLK
$175B
| $2.53B | 0.41% | 3,218,145 -302,859 | -9% | -$238M |
|
65
Flutter Entertainment
FLUT
$54B
| $2.48B | 0.4% | 13,595,803 -991,243 | -7% | -$181M |
|
|
66
Chipotle Mexican Grill
CMG
$56.5B
| $2.48B | 0.4% | 39,513,807 +38,639,357 | +4,419% | +$2.42B |
|
67
Pfizer
PFE
$141B
| $2.47B | 0.4% | 88,142,664 -24,518,817 | -22% | -$686M |
|
68
Cenovus Energy
CVE
$29.9B
| $2.47B | 0.4% | 125,421,786 +3,943,397 | +3% | +$77.5M |
|
69
Boeing
BA
$177B
| $2.45B | 0.4% | 13,437,129 +2,645,674 | +25% | +$482M |
|
70
Chevron
CVX
$324B
| $2.44B | 0.4% | 15,593,499 -416,267 | -3% | -$65.1M |
|
71
CME Group
CME
$96B
| $2.43B | 0.4% | 12,358,609 -825,892 | -6% | -$162M |
|
72
Trip.com Group
TCOM
$48.2B
| $2.35B | 0.38% | 49,898,317 +926,663 | +2% | +$43.6M |
|
73
Exxon Mobil
XOM
$487B
| $2.33B | 0.38% | 20,247,288 +5,303,285 | +35% | +$611M |
|
74
Brookfield
BN
$98.3B
| $2.33B | 0.38% | 55,969,398 +4,047,367 | +8% | +$168M |
|
75
Darden Restaurants
DRI
$24.1B
| $2.31B | 0.38% | 15,246,724 -1,187,340 | -7% | -$180M |
|