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 |
L3Harris
LHX
|
$1.18B |
| 2 |
Wells Fargo
WFC
|
$1.05B |
| 3 |
Micron Technology
MU
|
$877M |
| 4 |
NVIDIA
NVDA
|
$867M |
| 5 |
GTM
ZoomInfo Technologies
GTM
|
$788M |
Top Sells
| 1 |
Parker-Hannifin
PH
|
$1.48B |
| 2 |
PACCAR
PCAR
|
$861M |
| 3 |
Visa
V
|
$825M |
| 4 |
DTE Energy
DTE
|
$736M |
| 5 |
Vulcan Materials
VMC
|
$643M |
Sector Composition
| 1 | Technology | 19.82% |
| 2 | Consumer Discretionary | 16.72% |
| 3 | Healthcare | 14.89% |
| 4 | Financials | 14.28% |
| 5 | Communication Services | 9.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Nucor
NUE
$34.1B
| $1.38B | 0.24% | 14,061,477 -585,069 | -4% | -$57.6M |
|
102
Sherwin-Williams
SHW
$91.2B
| $1.37B | 0.23% | 4,880,993 +18,846 | +0.4% | +$5.27M |
|
103
ConocoPhillips
COP
$124B
| $1.35B | 0.23% | 19,853,204 +1,324,230 | +7% | +$89.7M |
|
104
Chipotle Mexican Grill
CMG
$56.5B
| $1.31B | 0.22% | 723,434 +76,473 | +12% | +$139M |
|
105
Halliburton
HAL
$19.4B
| $1.31B | 0.22% | 60,699,922 +5,289 | +0% | +$114K |
|
106
Bunge Global
BG
$16.8B
| $1.31B | 0.22% | 16,093,745 +2,549,449 | +19% | +$207M |
|
107
Valero Energy
VLO
$47.2B
| $1.27B | 0.22% | 18,028,212 -234,716 | -1% | -$16.6M |
|
108
Scotiabank
BNS
$77.6B
| $1.27B | 0.22% | 20,662,570 -216,846 | -1% | -$13.3M |
|
109
EPAM Systems
EPAM
$9.82B
| $1.27B | 0.22% | 2,219,309 -624,660 | -22% | -$356M |
|
|
GTM
110
ZoomInfo Technologies
GTM
$3.47B
| $1.26B | 0.22% | 20,663,839 +12,879,724 | +165% | +$788M |
|
111
NextEra Energy, Inc.
NEE
$148B
| $1.22B | 0.21% | 15,575,417 -1,835 | -0% | -$144K |
|
112
American Tower
AMT
$95.5B
| $1.22B | 0.21% | 4,594,296 -766,010 | -14% | -$203M |
|
113
Caesars Entertainment
CZR
$5.57B
| $1.22B | 0.21% | 10,853,917 +2,012,029 | +23% | +$226M |
|
114
Aon
AON
$79.1B
| $1.21B | 0.21% | 4,235,708 +1,244,515 | +42% | +$356M |
|
115
Union Pacific
UNP
$133B
| $1.2B | 0.2% | 6,104,982 -915,297 | -13% | -$179M |
|
116
AES
AES
$9.64B
| $1.2B | 0.2% | 52,402,657 +298,186 | +0.6% | +$6.81M |
|
|
117
DTE Energy
DTE
$28.4B
| $1.19B | 0.2% | 10,653,474 -6,586,170 | -38% | -$736M |
|
|
DFS
118
DELISTED
Discover Financial Services
DFS
| $1.18B | 0.2% | 9,612,325 +7,641 | +0.1% | +$939K |
|
119
Deere & Co
DE
$130B
| $1.17B | 0.2% | 3,491,813 +437 | +0% | +$146K |
|
|
B
120
Barrick Mining Corporation
B
$45.4B
| $1.17B | 0.2% | 64,790,052 +7,473,686 | +13% | +$135M |
|
|
ZEN
121
DELISTED
ZENDESK INC
ZEN
| $1.15B | 0.2% | 9,923,014 +5,180,039 | +109% | +$603M |
|
|
XYZ
122
Block, Inc.
XYZ
$48.5B
| $1.14B | 0.19% | 4,743,357 -37,538 | -0.8% | -$9M |
|
123
Texas Instruments
TXN
$184B
| $1.09B | 0.19% | 5,661,647 -497,376 | -8% | -$95.6M |
|
124
AT&T
T
$209B
| $1.09B | 0.19% | 40,200,127 +1,982,935 | +5% | +$53.6M |
|
125
Fifth Third Bancorp
FITB
$30.3B
| $1.07B | 0.18% | 25,255,471 +1,884,871 | +8% | +$80M |
|