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 |
Broadcom
AVGO
|
$32.6B |
| 2 |
Starbucks
SBUX
|
$4.03B |
| 3 |
NVIDIA
NVDA
|
$1.96B |
| 4 |
Amazon
AMZN
|
$1.62B |
| 5 |
Nike
NKE
|
$1.46B |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.49B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.43B |
| 3 |
Eli Lilly
LLY
|
$1.29B |
| 4 |
Schlumberger
SLB
|
$1.23B |
| 5 |
Yum! Brands
YUM
|
$1.17B |
Sector Composition
| 1 | Technology | 23.09% |
| 2 | Healthcare | 15.24% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Salesforce
CRM
$245B
| $3.27B | 0.51% | 11,939,101 +116,800 | +1% | +$32M |
|
52
Chubb
CB
$110B
| $3.25B | 0.5% | 11,268,412 +25,110 | +0.2% | +$7.24M |
|
53
Goldman Sachs
GS
$226B
| $3.22B | 0.5% | 6,499,715 -56,111 | -0.9% | -$27.8M |
|
54
Target
TGT
$43.6B
| $3.21B | 0.5% | 20,624,017 +43,339 | +0.2% | +$6.75M |
|
55
Applied Materials
AMAT
$128B
| $3.2B | 0.5% | 15,824,312 -2,096,807 | -12% | -$424M |
|
|
56
Schlumberger
SLB
$55B
| $3.13B | 0.49% | 74,671,646 -29,272,855 | -28% | -$1.23B |
|
57
Trip.com Group
TCOM
$48.2B
| $3.08B | 0.48% | 51,890,591 +1,992,274 | +4% | +$118M |
|
58
Restaurant Brands International
QSR
$20.8B
| $3.07B | 0.48% | 42,577,021 +50,508 | +0.1% | +$3.64M |
|
59
AbbVie
ABBV
$372B
| $3.05B | 0.47% | 15,451,035 +5,167,456 | +50% | +$1.02B |
|
60
Brookfield
BN
$98.3B
| $3.04B | 0.47% | 57,238,269 +1,268,871 | +2% | +$67.4M |
|
61
CVS Health
CVS
$92.8B
| $3.03B | 0.47% | 48,220,629 -7,803,220 | -14% | -$491M |
|
|
DFS
62
DELISTED
Discover Financial Services
DFS
| $2.93B | 0.45% | 20,893,379 +637,567 | +3% | +$89.4M |
|
63
Cloudflare
NET
$72.7B
| $2.84B | 0.44% | 35,148,892 +1,809,030 | +5% | +$146M |
|
64
Bank of America
BAC
$376B
| $2.82B | 0.44% | 71,179,384 +2,279,913 | +3% | +$90.5M |
|
65
Cenovus Energy
CVE
$29.9B
| $2.76B | 0.43% | 165,284,973 +39,863,187 | +32% | +$667M |
|
66
CME Group
CME
$96B
| $2.68B | 0.42% | 12,131,030 -227,579 | -2% | -$50.2M |
|
67
L3Harris
LHX
$51.9B
| $2.66B | 0.41% | 11,195,755 -91,684 | -0.8% | -$21.8M |
|
68
Micron Technology
MU
$133B
| $2.6B | 0.4% | 25,103,355 -2,284,472 | -8% | -$237M |
|
69
Mercado Libre
MELI
$125B
| $2.58B | 0.4% | 1,259,629 +158,450 | +14% | +$325M |
|
70
KKR & Co
KKR
$124B
| $2.46B | 0.38% | 18,865,745 +270,972 | +1% | +$35.4M |
|
71
Deere & Co
DE
$129B
| $2.46B | 0.38% | 5,901,035 +265,142 | +5% | +$111M |
|
72
Chipotle Mexican Grill
CMG
$56.5B
| $2.45B | 0.38% | 42,570,480 +3,056,673 | +8% | +$176M |
|
73
Darden Restaurants
DRI
$24.1B
| $2.45B | 0.38% | 14,898,993 -347,731 | -2% | -$57.1M |
|
74
Royal Caribbean
RCL
$98.7B
| $2.44B | 0.38% | 13,730,474 +3,034,455 | +28% | +$538M |
|
75
Constellation Brands
STZ
$28.5B
| $2.43B | 0.38% | 9,430,912 -454,855 | -5% | -$117M |
|