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 |
Tesla
TSLA
|
$15.9B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$5.43B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$3.6B |
| 4 |
Extra Space Storage
EXR
|
$1.32B |
| 5 |
Synopsys
SNPS
|
$1.16B |
Top Sells
| 1 |
Micron Technology
MU
|
$1.13B |
| 2 |
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
|
$924M |
| 3 |
Meta Platforms (Facebook)
META
|
$816M |
| 4 |
Dollar General
DG
|
$717M |
| 5 |
Stellantis
STLA
|
$698M |
Sector Composition
| 1 | Healthcare | 20.38% |
| 2 | Technology | 16.46% |
| 3 | Consumer Discretionary | 14.81% |
| 4 | Financials | 12.4% |
| 5 | Industrials | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Blackrock
BLK
$175B
| $1.52B | 0.34% | 2,756,624 -19,772 | -0.7% | -$10.9M |
|
77
Coterra Energy
CTRA
$18.7B
| $1.51B | 0.34% | 57,806,388 -6,046,843 | -9% | -$158M |
|
78
Bunge Global
BG
$16.8B
| $1.51B | 0.34% | 18,280,395 +788,699 | +5% | +$65.1M |
|
79
Boeing
BA
$177B
| $1.44B | 0.32% | 11,852,588 +2,887,868 | +32% | +$350M |
|
80
Keurig Dr Pepper
KDP
$39.5B
| $1.42B | 0.32% | 39,746,543 -3,423,501 | -8% | -$123M |
|
81
Apollo Global Management
APO
$77.9B
| $1.42B | 0.32% | 30,554,607 -440,145 | -1% | -$20.5M |
|
82
Blackstone
BX
$134B
| $1.41B | 0.32% | 16,824,358 +4,018,834 | +31% | +$336M |
|
83
Intuitive Surgical
ISRG
$170B
| $1.38B | 0.31% | 7,388,456 +18,677 | +0.3% | +$3.5M |
|
84
Fifth Third Bancorp
FITB
$30.3B
| $1.37B | 0.31% | 42,830,645 -6,447,627 | -13% | -$206M |
|
85
Visa
V
$683B
| $1.37B | 0.31% | 7,696,715 +498,340 | +7% | +$88.5M |
|
86
Northrop Grumman
NOC
$84.5B
| $1.33B | 0.3% | 2,826,410 +469,294 | +20% | +$221M |
|
87
Zoetis
ZTS
$69.3B
| $1.33B | 0.3% | 8,950,416 -5,115 | -0.1% | -$759K |
|
88
Chipotle Mexican Grill
CMG
$56.5B
| $1.31B | 0.29% | 871,951 -103,992 | -11% | -$156M |
|
89
Corteva
CTVA
$50.4B
| $1.31B | 0.29% | 22,866,011 -2,180,944 | -9% | -$125M |
|
90
Yum! Brands
YUM
$40.8B
| $1.3B | 0.29% | 12,183,016 +1,223,281 | +11% | +$130M |
|
91
Morgan Stanley
MS
$240B
| $1.28B | 0.29% | 16,201,785 +11,287,013 | +230% | +$892M |
|
92
Procter & Gamble
PG
$368B
| $1.28B | 0.29% | 10,114,442 -286,433 | -3% | -$36.2M |
|
93
Lennar Class A
LEN
$34.5B
| $1.28B | 0.29% | 17,107,401 +13,868,053 | +428% | +$1.03B |
|
94
Synchrony
SYF
$28.4B
| $1.27B | 0.29% | 45,090,752 -3,173,228 | -7% | -$89.5M |
|
95
S&P Global
SPGI
$167B
| $1.26B | 0.28% | 4,129,849 -2,029,609 | -33% | -$620M |
|
96
M&T Bank
MTB
$31.5B
| $1.24B | 0.28% | 7,039,135 +1,079,419 | +18% | +$190M |
|
97
Norfolk Southern
NSC
$62.8B
| $1.22B | 0.27% | 5,796,112 -107,517 | -2% | -$22.5M |
|
98
Brookfield Infrastructure Partners
BIP
$14.6B
| $1.2B | 0.27% | 33,537,734 +2,977,993 | +10% | +$107M |
|
99
Las Vegas Sands
LVS
$39.6B
| $1.18B | 0.26% | 31,423,171 +58,807 | +0.2% | +$2.21M |
|
|
100
Synopsys
SNPS
$112B
| $1.16B | 0.26% | +3,811,523 | New | +$1.16B |
|