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 |
Intuitive Surgical
ISRG
|
$2.16B |
| 2 |
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
|
$1.46B |
| 3 |
Micron Technology
MU
|
$1.17B |
| 4 |
Cloudflare
NET
|
$1.14B |
| 5 |
Arista Networks
ANET
|
$928M |
Top Sells
| 1 |
PayPal
PYPL
|
$2.57B |
| 2 |
Honeywell
HON
|
$2.13B |
| 3 |
Mercado Libre
MELI
|
$1.39B |
| 4 |
JPMorgan Chase
JPM
|
$1.29B |
| 5 |
Emerson Electric
EMR
|
$1.28B |
Sector Composition
| 1 | Technology | 21.31% |
| 2 | Consumer Discretionary | 17.23% |
| 3 | Healthcare | 15.38% |
| 4 | Financials | 12.72% |
| 5 | Communication Services | 8.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Wells Fargo
WFC
$263B
| $1.49B | 0.24% | 30,966,799 +8,421,820 | +37% | +$404M |
|
102
Scotiabank
BNS
$77.6B
| $1.47B | 0.23% | 20,685,449 +22,879 | +0.1% | +$1.63M |
|
103
Chipotle Mexican Grill
CMG
$56.5B
| $1.47B | 0.23% | 841,133 +117,699 | +16% | +$206M |
|
104
Citigroup
C
$178B
| $1.46B | 0.23% | 24,226,417 -12,479,635 | -34% | -$754M |
|
|
AVGOP
105
DELISTED
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
| $1.46B | 0.23% | +702,239 | New | +$1.46B |
|
106
NextEra Energy, Inc.
NEE
$148B
| $1.42B | 0.22% | 15,218,874 -356,543 | -2% | -$33.3M |
|
107
Coterra Energy
CTRA
$18.7B
| $1.41B | 0.22% | 74,260,277 +25,687,168 | +53% | +$488M |
|
108
Adobe
ADBE
$151B
| $1.39B | 0.22% | 2,459,187 +4,251 | +0.2% | +$2.41M |
|
109
Charter Communications
CHTR
$36.3B
| $1.39B | 0.22% | 2,137,400 +147,965 | +7% | +$96.5M |
|
110
Halliburton
HAL
$19.4B
| $1.39B | 0.22% | 60,696,925 -2,997 | -0% | -$68.5K |
|
111
Snap
SNAP
$12.1B
| $1.38B | 0.22% | 29,320,382 -4,125,072 | -12% | -$194M |
|
112
Gen Digital
GEN
$18.6B
| $1.38B | 0.22% | 53,009,164 -16,821,215 | -24% | -$437M |
|
113
AES
AES
$9.64B
| $1.36B | 0.21% | 55,815,599 +3,412,942 | +7% | +$82.9M |
|
114
Regency Centers
REG
$13.2B
| $1.35B | 0.21% | 17,851,008 +4,047,132 | +29% | +$305M |
|
|
CTLT
115
DELISTED
CATALENT, INC.
CTLT
| $1.34B | 0.21% | 10,500,300 -131,704 | -1% | -$16.9M |
|
116
NVIDIA
NVDA
$4.25T
| $1.34B | 0.21% | 4,540,780 +354,617 | +8% | +$104M |
|
117
Aon
AON
$79.1B
| $1.32B | 0.21% | 4,407,216 +171,508 | +4% | +$51.5M |
|
118
Las Vegas Sands
LVS
$39.6B
| $1.29B | 0.2% | 34,255,198 +14,576,547 | +74% | +$549M |
|
|
119
Arista Networks
ANET
$172B
| $1.25B | 0.2% | 8,686,014 +6,453,749 | +289% | +$928M |
|
|
B
120
Barrick Mining Corporation
B
$45.4B
| $1.22B | 0.19% | 64,150,552 -639,500 | -1% | -$12.1M |
|
121
Deere & Co
DE
$130B
| $1.2B | 0.19% | 3,491,539 -274 | -0% | -$94K |
|
122
Brookfield Infrastructure Partners
BIP
$14.6B
| $1.2B | 0.19% | 19,659,851 +1,584,397 | +9% | +$96.4M |
|
123
Brookfield
BN
$98.3B
| $1.19B | 0.19% | 19,732,888 +406,898 | +2% | +$24.6M |
|
124
AT&T
T
$209B
| $1.16B | 0.18% | 47,260,985 +7,060,858 | +18% | +$174M |
|
125
EPAM Systems
EPAM
$9.82B
| $1.15B | 0.18% | 1,726,214 -493,095 | -22% | -$330M |
|