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 |
Capital One
COF
|
$4.75B |
| 2 |
KLA
KLAC
|
$2.94B |
| 3 |
Micron Technology
MU
|
$2.04B |
| 4 |
Honeywell
HON
|
$1.39B |
| 5 |
Cloudflare
NET
|
$1.22B |
Top Sells
| 1 |
Apple
AAPL
|
$3.78B |
| 2 |
Amazon
AMZN
|
$3.59B |
| 3 |
DFS
Discover Financial Services
DFS
|
$3.53B |
| 4 |
Broadcom
AVGO
|
$1.87B |
| 5 |
AbbVie
ABBV
|
$1.8B |
Sector Composition
| 1 | Technology | 25.43% |
| 2 | Financials | 14.34% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Healthcare | 11.88% |
| 5 | Communication Services | 10.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Ingersoll Rand
IR
$31.6B
| $2.22B | 0.32% | 26,676,989 +6,896,970 | +35% | +$574M |
|
77
Chipotle Mexican Grill
CMG
$56.5B
| $2.21B | 0.32% | 39,446,160 -627,357 | -2% | -$35.2M |
|
78
Carrier Global
CARR
$55.5B
| $2.11B | 0.31% | 28,843,132 +260,446 | +0.9% | +$19.1M |
|
79
Trip.com Group
TCOM
$48.2B
| $2.11B | 0.31% | 35,972,488 -6,967,203 | -16% | -$409M |
|
80
Altria Group
MO
$113B
| $2.08B | 0.3% | 35,405,110 -29,792,802 | -46% | -$1.75B |
|
81
Republic Services
RSG
$73B
| $2.07B | 0.3% | 8,405,819 -156,773 | -2% | -$38.7M |
|
82
Agnico Eagle Mines
AEM
$72.4B
| $2.06B | 0.3% | 17,302,836 +1,547,824 | +10% | +$184M |
|
83
Ares Management
ARES
$39.3B
| $2.03B | 0.3% | 11,745,662 -164,340 | -1% | -$28.5M |
|
84
Performance Food Group
PFGC
$15.9B
| $1.95B | 0.28% | 22,261,229 +206,854 | +0.9% | +$18.1M |
|
85
Constellation Brands
STZ
$28.5B
| $1.92B | 0.28% | 11,788,411 -994,192 | -8% | -$162M |
|
86
Chevron
CVX
$324B
| $1.9B | 0.28% | 13,301,648 -1,560,886 | -11% | -$224M |
|
87
United Rentals
URI
$61.5B
| $1.89B | 0.27% | 2,509,929 +210,123 | +9% | +$158M |
|
88
Adobe
ADBE
$151B
| $1.85B | 0.27% | 4,784,291 +1,676,339 | +54% | +$649M |
|
89
HCA Healthcare
HCA
$94.5B
| $1.83B | 0.27% | 4,779,893 +1,399,488 | +41% | +$536M |
|
90
Salesforce
CRM
$245B
| $1.82B | 0.27% | 6,689,045 -245,334 | -4% | -$66.9M |
|
91
Caterpillar
CAT
$196B
| $1.78B | 0.26% | 4,586,001 -3,488,750 | -43% | -$1.35B |
|
92
3M
MMM
$82.8B
| $1.73B | 0.25% | 11,389,545 -1,245,524 | -10% | -$190M |
|
93
Corteva
CTVA
$50.4B
| $1.73B | 0.25% | 23,215,061 +3,934,636 | +20% | +$293M |
|
94
Baker Hughes
BKR
$44.8B
| $1.7B | 0.25% | 44,392,679 +11,035,444 | +33% | +$423M |
|
95
Parker-Hannifin
PH
$96.2B
| $1.69B | 0.25% | 2,415,068 +788,587 | +48% | +$551M |
|
96
Citizens Financial Group
CFG
$22.6B
| $1.64B | 0.24% | 36,675,530 +65,269 | +0.2% | +$2.92M |
|
97
HEICO
HEI
$43.4B
| $1.63B | 0.24% | 4,961,604 +42,363 | +0.9% | +$13.9M |
|
98
American Express
AXP
$231B
| $1.63B | 0.24% | 5,098,038 +1,184,921 | +30% | +$378M |
|
99
Ryanair
RYAAY
$33.7B
| $1.62B | 0.24% | 28,112,023 +371,293 | +1% | +$21.4M |
|
100
Blue Owl Capital
OWL
$12.1B
| $1.62B | 0.23% | 84,073,355 +6,525,208 | +8% | +$125M |
|