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 |
Amgen
AMGN
|
$3.18B |
| 2 |
Starbucks
SBUX
|
$1.92B |
| 3 |
Apple
AAPL
|
$1.74B |
| 4 |
Intel
INTC
|
$1.25B |
| 5 |
Arthur J. Gallagher & Co
AJG
|
$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
$7.01B |
| 2 |
Caterpillar
CAT
|
$2.75B |
| 3 |
Home Depot
HD
|
$2.08B |
| 4 |
Gilead Sciences
GILD
|
$2.03B |
| 5 |
Extra Space Storage
EXR
|
$1.98B |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 14.79% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
GE Aerospace
GE
$292B
| $3.49B | 0.57% | 17,456,553 -2,752,601 | -14% | -$551M |
|
52
Brookfield
BN
$98.3B
| $3.42B | 0.55% | 65,343,279 +6,322,976 | +11% | +$331M |
|
53
AbbVie
ABBV
$372B
| $3.39B | 0.55% | 16,165,653 -244,624 | -1% | -$51.2M |
|
54
Blackstone
BX
$134B
| $3.36B | 0.54% | 24,053,972 -8,815,432 | -27% | -$1.23B |
|
55
Citigroup
C
$178B
| $3.33B | 0.54% | 46,929,267 +15,576,685 | +50% | +$1.11B |
|
56
Flutter Entertainment
FLUT
$54B
| $3.33B | 0.54% | 15,029,969 -396,546 | -3% | -$87.9M |
|
57
Synopsys
SNPS
$112B
| $3.31B | 0.54% | 7,726,297 +446,115 | +6% | +$191M |
|
58
Mercado Libre
MELI
$125B
| $3.19B | 0.52% | 1,636,346 +67,744 | +4% | +$132M |
|
59
Wheaton Precious Metals
WPM
$45.6B
| $3.14B | 0.51% | 40,404,093 +1,640,095 | +4% | +$127M |
|
60
Darden Restaurants
DRI
$24.1B
| $3.03B | 0.49% | 14,601,950 -323,885 | -2% | -$67.3M |
|
61
Deere & Co
DE
$130B
| $2.98B | 0.48% | 6,339,089 +280,830 | +5% | +$132M |
|
62
ASML
ASML
$292B
| $2.95B | 0.48% | 4,457,060 -142,939 | -3% | -$94.7M |
|
63
Boston Scientific
BSX
$156B
| $2.88B | 0.47% | 28,558,721 +658,818 | +2% | +$66.5M |
|
64
Restaurant Brands International
QSR
$20.8B
| $2.84B | 0.46% | 42,585,588 -832,600 | -2% | -$55.5M |
|
65
Goldman Sachs
GS
$226B
| $2.74B | 0.44% | 5,011,041 -975,521 | -16% | -$533M |
|
66
Trip.com Group
TCOM
$48.2B
| $2.73B | 0.44% | 42,939,691 -3,682,534 | -8% | -$234M |
|
67
FirstEnergy
FE
$25.2B
| $2.69B | 0.44% | 66,627,830 -11,464,256 | -15% | -$463M |
|
68
Mastercard
MA
$538B
| $2.67B | 0.43% | 4,879,693 +249,739 | +5% | +$137M |
|
|
69
Caterpillar
CAT
$196B
| $2.66B | 0.43% | 8,074,751 -8,324,751 | -51% | -$2.75B |
|
70
Nike
NKE
$114B
| $2.61B | 0.42% | 41,041,895 +16,495,958 | +67% | +$1.05B |
|
71
Cenovus Energy
CVE
$29.9B
| $2.59B | 0.42% | 186,498,246 -4,914,344 | -3% | -$68.3M |
|
72
CME Group
CME
$96B
| $2.58B | 0.42% | 9,726,423 -1,486,290 | -13% | -$394M |
|
73
Progressive
PGR
$145B
| $2.49B | 0.4% | 8,805,263 +2,422,886 | +38% | +$686M |
|
74
Chevron
CVX
$324B
| $2.49B | 0.4% | 14,862,534 +782,878 | +6% | +$131M |
|
75
Schlumberger
SLB
$55B
| $2.38B | 0.39% | 56,966,722 -13,611,207 | -19% | -$569M |
|