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 | |
|---|---|---|---|---|---|---|
101
MongoDB
MDB
$25.7B
| $1.15B | 0.26% | 5,805,880 +9,991 | +0.2% | +$1.98M |
|
102
Monster Beverage
MNST
$60.9B
| $1.14B | 0.26% | 13,115,595 +120,410 | +0.9% | +$10.5M |
|
103
VICI Properties
VICI
$36B
| $1.12B | 0.25% | 37,570,923 -10,623,440 | -22% | -$317M |
|
104
Merck
MRK
$210B
| $1.1B | 0.25% | 12,808,140 +295,034 | +2% | +$25.4M |
|
105
Iron Mountain
IRM
$27.3B
| $1.09B | 0.24% | 24,680,046 -4,226,217 | -15% | -$186M |
|
106
Deere & Co
DE
$130B
| $1.08B | 0.24% | 3,239,417 +785 | +0% | +$262K |
|
107
ResMed
RMD
$40.2B
| $1.07B | 0.24% | 4,921,954 +434,933 | +10% | +$94.9M |
|
108
Texas Instruments
TXN
$184B
| $1.06B | 0.24% | 6,861,893 +1,504,799 | +28% | +$233M |
|
109
Mondelez International
MDLZ
$79.5B
| $1.02B | 0.23% | 18,658,074 +1,122,438 | +6% | +$61.5M |
|
110
Rockwell Automation
ROK
$38.6B
| $996M | 0.22% | 4,631,982 +33,319 | +0.7% | +$7.17M |
|
111
Wheaton Precious Metals
WPM
$45.6B
| $995M | 0.22% | 30,746,463 +3,784,499 | +14% | +$122M |
|
112
NovoCure
NVCR
$1.38B
| $972M | 0.22% | 12,788,239 +1,065,755 | +9% | +$81M |
|
113
Uber
UBER
$196B
| $969M | 0.22% | 36,551,554 +8,462,878 | +30% | +$224M |
|
114
Danaher
DHR
$147B
| $954M | 0.21% | 3,694,905 -1,238 | -0% | -$320K |
|
|
EXE
115
Expand Energy Corporation Common Stock
EXE
$23B
| $953M | 0.21% | 10,120,663 +628,464 | +7% | +$59.2M |
|
116
Insulet
PODD
$23.9B
| $951M | 0.21% | 4,146,258 -43,785 | -1% | -$10M |
|
117
Nike
NKE
$114B
| $937M | 0.21% | 11,269,533 -2,212,151 | -16% | -$184M |
|
|
GTM
118
ZoomInfo Technologies
GTM
$3.47B
| $936M | 0.21% | 22,477,543 -5,241,072 | -19% | -$218M |
|
119
Nasdaq
NDAQ
$54.4B
| $919M | 0.21% | 16,214,766 +10,694,769 | +194% | +$606M |
|
120
United Parcel Service
UPS
$74.1B
| $918M | 0.21% | 5,681,634 +316,953 | +6% | +$51.2M |
|
121
Sherwin-Williams
SHW
$91.2B
| $913M | 0.21% | 4,459,683 -68,869 | -2% | -$14.1M |
|
122
Floor & Decor
FND
$8.82B
| $896M | 0.2% | 12,751,697 -219,505 | -2% | -$15.4M |
|
123
Intercontinental Exchange
ICE
$101B
| $895M | 0.2% | 9,901,491 -2,259,536 | -19% | -$204M |
|
124
McDonald's
MCD
$224B
| $890M | 0.2% | 3,855,251 -8,394 | -0.2% | -$1.94M |
|
125
Dow Inc
DOW
$17.5B
| $877M | 0.2% | 19,970,351 -6,912,120 | -26% | -$304M |
|