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 |
NVIDIA
NVDA
|
$13B |
| 2 |
Canadian Natural Resources
CNQ
|
$5.21B |
| 3 |
Apple
AAPL
|
$4.84B |
| 4 |
Chipotle Mexican Grill
CMG
|
$2.42B |
| 5 |
Amazon
AMZN
|
$1.92B |
Top Sells
| 1 |
Broadcom
AVGO
|
$5.67B |
| 2 |
Home Depot
HD
|
$4.32B |
| 3 |
Microsoft
MSFT
|
$3.51B |
| 4 |
Caterpillar
CAT
|
$2.96B |
| 5 |
Eli Lilly
LLY
|
$2.46B |
Sector Composition
| 1 | Technology | 25.01% |
| 2 | Healthcare | 15.57% |
| 3 | Financials | 12.28% |
| 4 | Consumer Discretionary | 11.45% |
| 5 | Industrials | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Molina Healthcare
MOH
$9.8B
| $1.57B | 0.26% | 5,283,293 +30,020 | +0.6% | +$8.92M |
|
102
Republic Services
RSG
$73B
| $1.54B | 0.25% | 7,938,202 +29,194 | +0.4% | +$5.67M |
|
103
Dollar General
DG
$23.9B
| $1.53B | 0.25% | 11,550,690 -431,794 | -4% | -$57.1M |
|
104
Arthur J. Gallagher & Co
AJG
$77.6B
| $1.51B | 0.25% | 5,805,084 +973,024 | +20% | +$252M |
|
105
Performance Food Group
PFGC
$15.9B
| $1.43B | 0.23% | 21,607,133 +80,037 | +0.4% | +$5.29M |
|
106
Ryanair
RYAAY
$33.7B
| $1.41B | 0.23% | 12,131,239 +45,312 | +0.4% | +$5.28M |
|
107
Progressive
PGR
$145B
| $1.41B | 0.23% | 6,793,177 -46,573 | -0.7% | -$9.67M |
|
108
Ares Management
ARES
$39.3B
| $1.4B | 0.23% | 10,529,860 -545,851 | -5% | -$72.8M |
|
109
Capital One
COF
$145B
| $1.37B | 0.22% | 9,872,640 -2,564,925 | -21% | -$355M |
|
110
Baker Hughes
BKR
$44.8B
| $1.32B | 0.22% | 37,592,426 -9,175,662 | -20% | -$323M |
|
111
Procter & Gamble
PG
$368B
| $1.3B | 0.21% | 7,894,050 -53,165 | -0.7% | -$8.77M |
|
112
United Rentals
URI
$61.5B
| $1.25B | 0.2% | 1,926,732 +656,521 | +52% | +$425M |
|
113
Intercontinental Exchange
ICE
$101B
| $1.22B | 0.2% | 8,937,845 -189,592 | -2% | -$26M |
|
114
Blue Owl Capital
OWL
$12.1B
| $1.21B | 0.2% | 68,092,813 +4,753,685 | +8% | +$84.4M |
|
115
Danaher
DHR
$147B
| $1.19B | 0.19% | 4,770,080 -173,871 | -4% | -$43.4M |
|
116
Zoetis
ZTS
$69.3B
| $1.18B | 0.19% | 6,783,377 +491,070 | +8% | +$85.1M |
|
117
Johnson Controls International
JCI
$69.9B
| $1.16B | 0.19% | 17,516,528 +3,373,792 | +24% | +$224M |
|
118
Mondelez International
MDLZ
$79.5B
| $1.15B | 0.19% | 17,630,528 +5,748,309 | +48% | +$376M |
|
119
UBS Group
UBS
$128B
| $1.15B | 0.19% | 39,269,674 +1,062,010 | +3% | +$31.1M |
|
120
Take-Two Interactive
TTWO
$43B
| $1.14B | 0.19% | 7,331,990 +91,487 | +1% | +$14.2M |
|
121
McDonald's
MCD
$224B
| $1.11B | 0.18% | 4,338,548 +773,150 | +22% | +$197M |
|
122
Crown Castle
CCI
$43.2B
| $1.1B | 0.18% | 11,216,589 -106,917 | -0.9% | -$10.4M |
|
123
Royal Gold
RGLD
$11.8B
| $1.09B | 0.18% | 8,708,151 +520,314 | +6% | +$65.1M |
|
124
Freeport-McMoran
FCX
$63.7B
| $1.06B | 0.17% | 21,856,376 +6,701,120 | +44% | +$326M |
|
125
Canadian Pacific Kansas City
CP
$69.9B
| $1.06B | 0.17% | 13,431,975 -1,781,887 | -12% | -$140M |
|