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 |
Amazon
AMZN
|
$3.06B |
| 2 |
Eli Lilly
LLY
|
$2.07B |
| 3 |
Cenovus Energy
CVE
|
$1.79B |
| 4 |
Pfizer
PFE
|
$1.59B |
| 5 |
Visa
V
|
$1.39B |
Top Sells
| 1 |
Tesla
TSLA
|
$4.13B |
| 2 |
Microsoft
MSFT
|
$1.51B |
| 3 |
Altria Group
MO
|
$1.11B |
| 4 |
Lockheed Martin
LMT
|
$1.04B |
| 5 |
Blackrock
BLK
|
$978M |
Sector Composition
| 1 | Healthcare | 19.6% |
| 2 | Technology | 17.14% |
| 3 | Consumer Discretionary | 13.22% |
| 4 | Financials | 12.49% |
| 5 | Industrials | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Molina Healthcare
MOH
$9.8B
| $1.54B | 0.33% | 5,505,953 +106,861 | +2% | +$29.9M |
|
77
Zoetis
ZTS
$69.3B
| $1.54B | 0.33% | 8,955,531 -37,684 | -0.4% | -$6.48M |
|
78
Costco
COST
$418B
| $1.53B | 0.33% | 3,194,436 -929,189 | -23% | -$445M |
|
79
Keurig Dr Pepper
KDP
$39.5B
| $1.53B | 0.32% | 43,170,044 -9,521,811 | -18% | -$337M |
|
80
MongoDB
MDB
$25.7B
| $1.5B | 0.32% | 5,795,889 -649,714 | -10% | -$169M |
|
81
Apollo Global Management
APO
$77.9B
| $1.5B | 0.32% | 30,994,752 -11,613 | -0% | -$563K |
|
82
Alnylam Pharmaceuticals
ALNY
$58.5B
| $1.5B | 0.32% | 10,291,012 +4,291,338 | +72% | +$626M |
|
83
Procter & Gamble
PG
$368B
| $1.5B | 0.32% | 10,400,875 +541,712 | +5% | +$77.9M |
|
84
Intuitive Surgical
ISRG
$170B
| $1.48B | 0.31% | 7,369,779 -2,317,601 | -24% | -$465M |
|
85
VICI Properties
VICI
$36B
| $1.44B | 0.31% | 48,194,363 +15,605,493 | +48% | +$465M |
|
|
86
Visa
V
$683B
| $1.42B | 0.3% | 7,198,375 +7,050,178 | +4,757% | +$1.39B |
|
87
Iron Mountain
IRM
$27.3B
| $1.41B | 0.3% | 28,906,263 +5,261 | +0% | +$256K |
|
88
Dow Inc
DOW
$17.5B
| $1.39B | 0.29% | 26,882,471 -5,094,796 | -16% | -$263M |
|
89
Nike
NKE
$114B
| $1.38B | 0.29% | 13,481,684 -441,966 | -3% | -$45.2M |
|
90
AES
AES
$9.64B
| $1.37B | 0.29% | 65,351,544 +465,775 | +0.7% | +$9.79M |
|
91
Corteva
CTVA
$50.4B
| $1.36B | 0.29% | 25,046,955 +14,481,489 | +137% | +$784M |
|
92
Norfolk Southern
NSC
$62.8B
| $1.34B | 0.29% | 5,903,629 +128,844 | +2% | +$29.3M |
|
93
Synchrony
SYF
$28.4B
| $1.33B | 0.28% | 48,263,980 -1,028,600 | -2% | -$28.4M |
|
94
Intel
INTC
$107B
| $1.33B | 0.28% | 35,463,116 -2,901,728 | -8% | -$109M |
|
95
Chipotle Mexican Grill
CMG
$56.5B
| $1.28B | 0.27% | 975,943 +78,787 | +9% | +$103M |
|
96
AT&T
T
$209B
| $1.26B | 0.27% | 59,976,962 +3,986,964 | +7% | +$83.6M |
|
97
Yum! Brands
YUM
$40.8B
| $1.24B | 0.26% | 10,959,735 +5,452,498 | +99% | +$619M |
|
98
Boeing
BA
$177B
| $1.23B | 0.26% | 8,964,720 +4,524,698 | +102% | +$619M |
|
99
Monster Beverage
MNST
$60.9B
| $1.2B | 0.26% | 12,995,185 +6,599,591 | +103% | +$612M |
|
100
Regency Centers
REG
$13.2B
| $1.17B | 0.25% | 19,743,437 +1,574,537 | +9% | +$93.4M |
|