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 | |
|---|---|---|---|---|---|---|
101
Royal Gold
RGLD
$11.8B
| $1.59B | 0.23% | 8,961,793 +185,949 | +2% | +$33.1M |
|
102
Illumina
ILMN
$15.8B
| $1.59B | 0.23% | 16,645,308 -2,254,103 | -12% | -$215M |
|
103
KKR & Co
KKR
$124B
| $1.59B | 0.23% | 11,936,921 +669,637 | +6% | +$89.1M |
|
104
Uber
UBER
$196B
| $1.57B | 0.23% | 16,833,491 -10,602,990 | -39% | -$989M |
|
105
Molina Healthcare
MOH
$9.8B
| $1.57B | 0.23% | 5,270,484 -21,494 | -0.4% | -$6.4M |
|
106
Axon Enterprise
AXON
$58.7B
| $1.52B | 0.22% | 1,839,512 +16,772 | +0.9% | +$13.9M |
|
107
D.R. Horton
DHI
$50.5B
| $1.5B | 0.22% | 11,645,297 +2,477,957 | +27% | +$319M |
|
108
Wells Fargo
WFC
$263B
| $1.5B | 0.22% | 18,676,828 -122,353 | -0.7% | -$9.8M |
|
109
Spotify
SPOT
$140B
| $1.49B | 0.22% | 1,940,958 +865,786 | +81% | +$664M |
|
110
Roblox
RBLX
$86.4B
| $1.48B | 0.22% | 14,109,858 +4,558,755 | +48% | +$480M |
|
111
Affirm
AFRM
$28.5B
| $1.46B | 0.21% | 21,185,170 +966,388 | +5% | +$66.8M |
|
112
Intel
INTC
$107B
| $1.46B | 0.21% | 65,272,406 +870,995 | +1% | +$19.5M |
|
|
BA.PRA
113
The Boeing Company Depositary Shares, each representing a 1/20th interest in a share of 6.00% Series A Mandatory Convertible Preferred Stock, par value $1.00
BA.PRA
$8.56B
| $1.46B | 0.21% | 21,425,949 +19,889 | +0.1% | +$1.35M |
|
114
Oracle
ORCL
$635B
| $1.38B | 0.2% | 6,298,220 -3,341,226 | -35% | -$730M |
|
115
Lockheed Martin
LMT
$106B
| $1.37B | 0.2% | 2,963,341 -45,199 | -2% | -$20.9M |
|
116
Franco-Nevada
FNV
$36.3B
| $1.32B | 0.19% | 8,040,380 +31,455 | +0.4% | +$5.16M |
|
117
AT&T
T
$209B
| $1.31B | 0.19% | 45,208,834 -12,987,869 | -22% | -$376M |
|
118
Northrop Grumman
NOC
$84.5B
| $1.31B | 0.19% | 2,614,760 +658,022 | +34% | +$329M |
|
119
Mid-America Apartment Communities
MAA
$17.1B
| $1.3B | 0.19% | 8,784,267 +778,996 | +10% | +$115M |
|
120
RTX Corp
RTX
$212B
| $1.3B | 0.19% | 8,875,620 +1,878,029 | +27% | +$274M |
|
121
XPO
XPO
$15.3B
| $1.28B | 0.19% | 10,125,353 +451,574 | +5% | +$57M |
|
122
UBS Group
UBS
$128B
| $1.25B | 0.18% | 36,957,240 -843,414 | -2% | -$28.5M |
|
123
Bunge Global
BG
$16.8B
| $1.24B | 0.18% | 15,505,291 +6,316,479 | +69% | +$507M |
|
124
DTE Energy
DTE
$28.4B
| $1.23B | 0.18% | 9,298,891 -458,377 | -5% | -$60.7M |
|
125
Abbott
ABT
$231B
| $1.21B | 0.18% | 8,883,526 -122,463 | -1% | -$16.7M |
|