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 |
Amgen
AMGN
|
$3.18B |
| 2 |
Starbucks
SBUX
|
$1.92B |
| 3 |
Apple
AAPL
|
$1.74B |
| 4 |
Intel
INTC
|
$1.25B |
| 5 |
Arthur J. Gallagher & Co
AJG
|
$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
$7.01B |
| 2 |
Caterpillar
CAT
|
$2.75B |
| 3 |
Home Depot
HD
|
$2.08B |
| 4 |
Gilead Sciences
GILD
|
$2.03B |
| 5 |
Extra Space Storage
EXR
|
$1.98B |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 14.79% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Royal Gold
RGLD
$11.8B
| $1.43B | 0.23% | 8,775,844 +1,919 | +0% | +$314K |
|
102
Wells Fargo
WFC
$263B
| $1.35B | 0.22% | 18,799,181 +4,885,083 | +35% | +$351M |
|
103
DTE Energy
DTE
$28.4B
| $1.35B | 0.22% | 9,757,268 +2,934,037 | +43% | +$406M |
|
104
Oracle
ORCL
$635B
| $1.35B | 0.22% | 9,639,446 -3,062,906 | -24% | -$428M |
|
105
Lockheed Martin
LMT
$106B
| $1.34B | 0.22% | 3,008,540 -662,569 | -18% | -$296M |
|
106
Mid-America Apartment Communities
MAA
$17.1B
| $1.34B | 0.22% | 8,005,271 +1,368,356 | +21% | +$229M |
|
107
HEICO
HEI
$43.4B
| $1.31B | 0.21% | 4,919,241 +24,081 | +0.5% | +$6.43M |
|
108
KKR & Co
KKR
$124B
| $1.3B | 0.21% | 11,267,284 -7,590,092 | -40% | -$877M |
|
|
BA.PRA
109
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
| $1.28B | 0.21% | 21,406,060 +3,159,556 | +17% | +$189M |
|
110
Franco-Nevada
FNV
$36.3B
| $1.26B | 0.2% | 8,008,925 +60,008 | +0.8% | +$9.44M |
|
111
Copart
CPRT
$47.2B
| $1.26B | 0.2% | 22,204,956 +851,024 | +4% | +$48.2M |
|
112
Regeneron Pharmaceuticals
REGN
$61.5B
| $1.23B | 0.2% | 1,938,634 -840,346 | -30% | -$533M |
|
113
Corteva
CTVA
$50.4B
| $1.21B | 0.2% | 19,280,425 +6,468,274 | +50% | +$407M |
|
114
Halliburton
HAL
$19.4B
| $1.2B | 0.19% | 47,188,562 -52,749,323 | -53% | -$1.34B |
|
115
Abbott
ABT
$231B
| $1.19B | 0.19% | 9,005,989 +7,667,348 | +573% | +$1.02B |
|
116
Adobe
ADBE
$151B
| $1.19B | 0.19% | 3,107,952 +2,649,457 | +578% | +$1.02B |
|
117
Ryanair
RYAAY
$33.7B
| $1.18B | 0.19% | 27,740,730 -343,245 | -1% | -$14.5M |
|
118
Brookfield Asset Management
BAM
$97B
| $1.17B | 0.19% | 24,130,112 +274,677 | +1% | +$13.3M |
|
119
HCA Healthcare
HCA
$94.5B
| $1.17B | 0.19% | 3,380,405 +451,953 | +15% | +$156M |
|
120
D.R. Horton
DHI
$50.5B
| $1.17B | 0.19% | 9,167,340 +603,696 | +7% | +$76.7M |
|
121
Airbnb
ABNB
$79.9B
| $1.16B | 0.19% | 9,720,112 -1,246,745 | -11% | -$149M |
|
122
UBS Group
UBS
$128B
| $1.16B | 0.19% | 37,800,654 +371,846 | +1% | +$11.4M |
|
|
123
Extra Space Storage
EXR
$30.5B
| $1.15B | 0.19% | 7,728,897 -13,346,207 | -63% | -$1.98B |
|
124
argenx
ARGX
$43.6B
| $1.15B | 0.19% | 1,937,992 +151,056 | +8% | +$89.4M |
|
125
Fifth Third Bancorp
FITB
$30.3B
| $1.11B | 0.18% | 28,227,578 -5,473,466 | -16% | -$215M |
|