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 |
Broadcom
AVGO
|
$32.6B |
| 2 |
Starbucks
SBUX
|
$4.03B |
| 3 |
NVIDIA
NVDA
|
$1.96B |
| 4 |
Amazon
AMZN
|
$1.62B |
| 5 |
Nike
NKE
|
$1.46B |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.49B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.43B |
| 3 |
Eli Lilly
LLY
|
$1.29B |
| 4 |
Schlumberger
SLB
|
$1.23B |
| 5 |
Yum! Brands
YUM
|
$1.17B |
Sector Composition
| 1 | Technology | 23.09% |
| 2 | Healthcare | 15.24% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Performance Food Group
PFGC
$15.9B
| $1.7B | 0.26% | 21,720,298 +113,165 | +0.5% | +$8.87M |
|
102
Centene
CNC
$14.3B
| $1.7B | 0.26% | 22,566,201 -4,070,103 | -15% | -$306M |
|
103
Ares Management
ARES
$39.3B
| $1.64B | 0.25% | 10,529,860 | – | – |
|
104
Fifth Third Bancorp
FITB
$30.3B
| $1.64B | 0.25% | 38,202,249 -5,580,101 | -13% | -$239M |
|
|
105
Yum! Brands
YUM
$40.8B
| $1.58B | 0.25% | 11,329,719 -8,370,950 | -42% | -$1.17B |
|
106
Republic Services
RSG
$73B
| $1.58B | 0.24% | 7,857,366 -80,836 | -1% | -$16.2M |
|
107
Pfizer
PFE
$141B
| $1.55B | 0.24% | 53,688,205 -34,454,459 | -39% | -$997M |
|
108
United Rentals
URI
$61.5B
| $1.54B | 0.24% | 1,897,592 -29,140 | -2% | -$23.6M |
|
109
Dell
DELL
$82.6B
| $1.47B | 0.23% | 12,388,678 -1,067,282 | -8% | -$127M |
|
110
McDonald's
MCD
$224B
| $1.44B | 0.22% | 4,732,806 +394,258 | +9% | +$120M |
|
111
Citizens Financial Group
CFG
$22.6B
| $1.43B | 0.22% | 34,768,277 +34,755,512 | +272,272% | +$1.43B |
|
112
Intercontinental Exchange
ICE
$101B
| $1.4B | 0.22% | 8,701,660 -236,185 | -3% | -$37.9M |
|
113
DoorDash
DASH
$105B
| $1.37B | 0.21% | 9,615,105 +66,229 | +0.7% | +$9.45M |
|
114
Johnson Controls International
JCI
$69.9B
| $1.36B | 0.21% | 17,584,487 +67,959 | +0.4% | +$5.27M |
|
115
Ryanair
RYAAY
$33.7B
| $1.34B | 0.21% | 29,727,914 +17,596,675 | +145% | +$795M |
|
116
Danaher
DHR
$147B
| $1.33B | 0.21% | 4,794,525 +24,445 | +0.5% | +$6.8M |
|
117
Crown Castle
CCI
$43.2B
| $1.33B | 0.21% | 11,199,765 -16,824 | -0.1% | -$2M |
|
118
Zoetis
ZTS
$69.3B
| $1.31B | 0.2% | 6,683,979 -99,398 | -1% | -$19.4M |
|
119
Blue Owl Capital
OWL
$12.1B
| $1.3B | 0.2% | 67,374,538 -718,275 | -1% | -$13.9M |
|
120
Royal Gold
RGLD
$11.8B
| $1.23B | 0.19% | 8,736,277 +28,126 | +0.3% | +$3.95M |
|
121
Union Pacific
UNP
$133B
| $1.22B | 0.19% | 4,953,011 +674,536 | +16% | +$166M |
|
122
UBS Group
UBS
$128B
| $1.22B | 0.19% | 39,378,229 +108,555 | +0.3% | +$3.35M |
|
123
AT&T
T
$209B
| $1.2B | 0.19% | 54,583,550 +12,869,863 | +31% | +$283M |
|
124
Procter & Gamble
PG
$368B
| $1.19B | 0.18% | 6,849,151 -1,044,899 | -13% | -$181M |
|
125
HCA Healthcare
HCA
$94.5B
| $1.18B | 0.18% | 2,909,331 +22,324 | +0.8% | +$9.07M |
|