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
|
$3.88B |
| 2 |
IBM
IBM
|
$2.12B |
| 3 |
Illumina
ILMN
|
$1.94B |
| 4 |
Citigroup
C
|
$1.81B |
| 5 |
Honeywell
HON
|
$1.59B |
Top Sells
| 1 |
Broadcom
AVGO
|
$3.36B |
| 2 |
Apple
AAPL
|
$2.8B |
| 3 |
UnitedHealth
UNH
|
$2.39B |
| 4 |
Home Depot
HD
|
$1.61B |
| 5 |
Constellation Energy
CEG
|
$1.55B |
Sector Composition
| 1 | Technology | 24.47% |
| 2 | Financials | 14.11% |
| 3 | Consumer Discretionary | 14.04% |
| 4 | Healthcare | 13.01% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Illumina
ILMN
$15.8B
| $2.41B | 0.37% | 18,025,301 +14,481,232 | +409% | +$1.94B |
|
77
Chipotle Mexican Grill
CMG
$56.5B
| $2.38B | 0.36% | 39,524,773 -3,045,707 | -7% | -$184M |
|
78
Arthur J. Gallagher & Co
AJG
$77.6B
| $2.33B | 0.35% | 8,199,413 +1,910,471 | +30% | +$542M |
|
79
Quanta Services
PWR
$56.3B
| $2.28B | 0.35% | 7,223,471 +891,977 | +14% | +$282M |
|
80
L3Harris
LHX
$51.9B
| $2.24B | 0.34% | 10,647,842 -547,913 | -5% | -$115M |
|
81
Applied Materials
AMAT
$128B
| $2.22B | 0.34% | 13,631,516 -2,192,796 | -14% | -$357M |
|
|
82
Citigroup
C
$178B
| $2.21B | 0.34% | 31,352,582 +25,705,141 | +455% | +$1.81B |
|
83
Wheaton Precious Metals
WPM
$45.6B
| $2.18B | 0.33% | 38,763,998 -414,367 | -1% | -$23.3M |
|
84
Constellation Brands
STZ
$28.5B
| $2.16B | 0.33% | 9,755,602 +324,690 | +3% | +$71.8M |
|
85
Oracle
ORCL
$635B
| $2.12B | 0.32% | 12,702,352 +24,556 | +0.2% | +$4.09M |
|
86
Chevron
CVX
$324B
| $2.04B | 0.31% | 14,079,656 +1,440,808 | +11% | +$209M |
|
87
DoorDash
DASH
$105B
| $2.04B | 0.31% | 12,153,265 +2,538,160 | +26% | +$426M |
|
88
Regeneron Pharmaceuticals
REGN
$61.5B
| $1.98B | 0.3% | 2,778,980 -1,519,407 | -35% | -$1.08B |
|
89
Southwest Airlines
LUV
$17.3B
| $1.93B | 0.29% | 57,531,489 +58,623 | +0.1% | +$1.97M |
|
90
Ares Management
ARES
$39.3B
| $1.9B | 0.29% | 10,753,779 +223,919 | +2% | +$39.6M |
|
91
Nike
NKE
$114B
| $1.86B | 0.28% | 24,545,937 +2,288,627 | +10% | +$173M |
|
92
Performance Food Group
PFGC
$15.9B
| $1.85B | 0.28% | 21,878,285 +157,987 | +0.7% | +$13.4M |
|
93
Uber
UBER
$196B
| $1.83B | 0.28% | 30,355,075 +2,792,039 | +10% | +$168M |
|
94
Ingersoll Rand
IR
$31.6B
| $1.82B | 0.28% | 20,088,857 +197,711 | +1% | +$17.9M |
|
95
Blue Owl Capital
OWL
$12.1B
| $1.79B | 0.27% | 77,168,640 +9,794,102 | +15% | +$228M |
|
96
Lockheed Martin
LMT
$106B
| $1.78B | 0.27% | 3,671,109 -216,513 | -6% | -$105M |
|
97
Amgen
AMGN
$155B
| $1.69B | 0.26% | 6,495,710 +6,029,058 | +1,292% | +$1.57B |
|
|
98
Honeywell
HON
$139B
| $1.59B | 0.24% | +7,057,488 | New | +$1.59B |
|
99
Republic Services
RSG
$73B
| $1.58B | 0.24% | 7,860,077 +2,711 | +0% | +$545K |
|
100
Citizens Financial Group
CFG
$22.6B
| $1.57B | 0.24% | 35,900,115 +1,131,838 | +3% | +$49.5M |
|