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 |
Amazon
AMZN
|
$3.88B |
| 2 |
IBM
IBM
|
$2.12B |
| 3 |
Illumina
ILMN
|
$1.94B |
| 4 |
Citigroup
C
|
$1.81B |
| 5 |
Honeywell
HON
|
$1.59B |
Top Sells
| 1 |
Broadcom
AVGO
|
$3.36B |
| 2 |
Apple
AAPL
|
$2.8B |
| 3 |
UnitedHealth
UNH
|
$2.39B |
| 4 |
Home Depot
HD
|
$1.61B |
| 5 |
Constellation Energy
CEG
|
$1.55B |
Sector Composition
| 1 | Technology | 24.47% |
| 2 | Financials | 14.11% |
| 3 | Consumer Discretionary | 14.04% |
| 4 | Healthcare | 13.01% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
United Rentals
URI
$61.5B
| $1.56B | 0.24% | 2,221,228 +323,636 | +17% | +$228M |
|
102
Progressive
PGR
$145B
| $1.53B | 0.23% | 6,382,377 -350,615 | -5% | -$84M |
|
103
Molina Healthcare
MOH
$9.8B
| $1.49B | 0.23% | 5,108,152 -22,187 | -0.4% | -$6.46M |
|
104
Danaher
DHR
$147B
| $1.46B | 0.22% | 6,361,183 +1,566,658 | +33% | +$360M |
|
105
Airbnb
ABNB
$79.9B
| $1.44B | 0.22% | 10,966,857 -3,037,922 | -22% | -$399M |
|
106
Dell
DELL
$82.6B
| $1.44B | 0.22% | 12,460,949 +72,271 | +0.6% | +$8.33M |
|
107
Fifth Third Bancorp
FITB
$30.3B
| $1.42B | 0.22% | 33,701,044 -4,501,205 | -12% | -$190M |
|
108
General Motors
GM
$55.8B
| $1.39B | 0.21% | 26,031,499 -22,218,452 | -46% | -$1.18B |
|
109
Eaton
ETN
$136B
| $1.36B | 0.21% | 4,085,154 -1,127,023 | -22% | -$374M |
|
110
Baker Hughes
BKR
$44.8B
| $1.33B | 0.2% | 32,519,138 +36,829 | +0.1% | +$1.51M |
|
111
Yum! Brands
YUM
$40.8B
| $1.31B | 0.2% | 9,773,241 -1,556,478 | -14% | -$209M |
|
112
AT&T
T
$209B
| $1.31B | 0.2% | 57,425,387 +2,841,837 | +5% | +$64.7M |
|
113
Brookfield Asset Management
BAM
$97B
| $1.29B | 0.2% | 23,855,435 -2,795 | -0% | -$151K |
|
114
Copart
CPRT
$47.2B
| $1.23B | 0.19% | 21,353,932 +169,354 | +0.8% | +$9.72M |
|
115
Ryanair
RYAAY
$33.7B
| $1.22B | 0.19% | 28,083,975 -1,643,939 | -6% | -$71.7M |
|
116
Johnson Controls International
JCI
$69.9B
| $1.21B | 0.18% | 15,322,666 -2,261,821 | -13% | -$179M |
|
117
D.R. Horton
DHI
$50.5B
| $1.2B | 0.18% | 8,563,644 -391,751 | -4% | -$54.8M |
|
118
HEICO
HEI
$43.4B
| $1.16B | 0.18% | 4,895,160 +960,962 | +24% | +$228M |
|
119
Pfizer
PFE
$141B
| $1.16B | 0.18% | 43,615,408 -10,072,797 | -19% | -$267M |
|
120
Royal Gold
RGLD
$11.8B
| $1.16B | 0.18% | 8,773,925 +37,648 | +0.4% | +$4.96M |
|
121
Procter & Gamble
PG
$368B
| $1.15B | 0.17% | 6,856,211 +7,060 | +0.1% | +$1.18M |
|
122
UBS Group
UBS
$128B
| $1.14B | 0.17% | 37,428,808 -1,949,421 | -5% | -$59.4M |
|
123
Exxon Mobil
XOM
$487B
| $1.12B | 0.17% | 10,414,587 -9,629,979 | -48% | -$1.04B |
|
124
Affirm
AFRM
$28.8B
| $1.12B | 0.17% | 18,339,165 +72,582 | +0.4% | +$4.42M |
|
|
BA.PRA
125
The Boeing Company Depositary Shares, each representing a 1/20th interest in a share of 6.00% Series A Mandatory Convertible Preferred Stock, par value $1.00
BA.PRA
$8.56B
| $1.11B | 0.17% | +18,246,504 | New | +$1.11B |
|