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 |
Target
TGT
|
$2.15B |
| 2 |
JPMorgan Chase
JPM
|
$1.89B |
| 3 |
Goldman Sachs
GS
|
$1.66B |
| 4 |
Philip Morris
PM
|
$1.5B |
| 5 |
Blackstone
BX
|
$1.01B |
Top Sells
| 1 |
Tesla
TSLA
|
$5.14B |
| 2 |
CME Group
CME
|
$2.62B |
| 3 |
Microsoft
MSFT
|
$1.39B |
| 4 |
UnitedHealth
UNH
|
$1.34B |
| 5 |
Verizon
VZ
|
$1.33B |
Sector Composition
| 1 | Healthcare | 21.38% |
| 2 | Technology | 16.49% |
| 3 | Financials | 12.64% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
GTM
101
ZoomInfo Technologies
GTM
$3.47B
| $1.21B | 0.26% | 40,240,080 +17,762,537 | +79% | +$535M |
|
102
Wheaton Precious Metals
WPM
$45.6B
| $1.21B | 0.26% | 30,970,563 +224,100 | +0.7% | +$8.76M |
|
103
Arch Capital
ACGL
$34.2B
| $1.21B | 0.26% | 19,255,685 +43,923 | +0.2% | +$2.76M |
|
104
Insulet
PODD
$23.9B
| $1.17B | 0.25% | 3,972,198 -174,060 | -4% | -$51.2M |
|
105
Danaher
DHR
$147B
| $1.16B | 0.25% | 4,374,082 +679,177 | +18% | +$180M |
|
106
Monster Beverage
MNST
$60.9B
| $1.14B | 0.24% | 11,246,076 -1,869,519 | -14% | -$190M |
|
107
Deere & Co
DE
$130B
| $1.14B | 0.24% | 2,650,285 -589,132 | -18% | -$253M |
|
108
PNC Financial Services
PNC
$81.7B
| $1.11B | 0.24% | 7,016,821 -3,370,635 | -32% | -$532M |
|
109
Texas Instruments
TXN
$184B
| $1.06B | 0.23% | 6,439,761 -422,132 | -6% | -$69.7M |
|
110
Fiserv
FI
$75.1B
| $1.05B | 0.22% | 10,414,990 +3,355,680 | +48% | +$339M |
|
111
ResMed
RMD
$40.2B
| $1.05B | 0.22% | 5,048,079 +126,125 | +3% | +$26.3M |
|
112
Brookfield Infrastructure Partners
BIP
$14.6B
| $1.04B | 0.22% | 33,490,947 -46,787 | -0.1% | -$1.45M |
|
113
Uber
UBER
$196B
| $1.01B | 0.22% | 40,944,719 +4,393,165 | +12% | +$109M |
|
114
Intercontinental Exchange
ICE
$101B
| $1.01B | 0.22% | 9,854,804 -46,687 | -0.5% | -$4.79M |
|
115
Dow Inc
DOW
$17.5B
| $1.01B | 0.21% | 19,969,387 -964 | -0% | -$48.6K |
|
116
Robert Half
RHI
$3.8B
| $999M | 0.21% | 13,530,523 +7,177,570 | +113% | +$530M |
|
117
Nasdaq
NDAQ
$54.4B
| $994M | 0.21% | 16,205,384 -9,382 | -0.1% | -$576K |
|
118
Starbucks
SBUX
$100B
| $991M | 0.21% | 9,991,296 -5,239 | -0.1% | -$520K |
|
119
The Mosaic Company
MOS
$10.6B
| $990M | 0.21% | 22,555,744 +6,471,837 | +40% | +$284M |
|
120
United Parcel Service
UPS
$74.1B
| $988M | 0.21% | 5,680,979 -655 | -0% | -$114K |
|
121
Shopify
SHOP
$184B
| $952M | 0.2% | 27,416,180 +5,635,844 | +26% | +$196M |
|
122
NovoCure
NVCR
$1.38B
| $943M | 0.2% | 12,849,519 +61,280 | +0.5% | +$4.49M |
|
123
Sherwin-Williams
SHW
$91.2B
| $937M | 0.2% | 3,947,730 -511,953 | -11% | -$122M |
|
|
SGEN
124
DELISTED
Seagen Inc. Common Stock
SGEN
| $933M | 0.2% | 7,260,051 +2,577,095 | +55% | +$331M |
|
|
EXE
125
Expand Energy Corporation Common Stock
EXE
$23B
| $929M | 0.2% | 9,848,419 -272,244 | -3% | -$25.7M |
|