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 |
Tesla
TSLA
|
$17.8B |
| 2 |
Apple
AAPL
|
$2.1B |
| 3 |
Restaurant Brands International
QSR
|
$789M |
| 4 |
Halliburton
HAL
|
$716M |
| 5 |
Exact Sciences
EXAS
|
$657M |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.32B |
| 2 |
Amazon
AMZN
|
$2.27B |
| 3 |
Boston Scientific
BSX
|
$887M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$842M |
| 5 |
Intuitive Surgical
ISRG
|
$746M |
Sector Composition
| 1 | Technology | 20.28% |
| 2 | Healthcare | 16.49% |
| 3 | Consumer Discretionary | 15.03% |
| 4 | Financials | 12.76% |
| 5 | Communication Services | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
ServiceNow
NOW
$190B
| $805M | 0.18% | 1,660,381 -1,257,895 | -43% | -$610M |
|
127
Public Service Enterprise Group
PEG
$41.1B
| $794M | 0.17% | 14,462,336 +96,010 | +0.7% | +$5.27M |
|
128
Nucor
NUE
$34.1B
| $775M | 0.17% | 17,280,023 +815,502 | +5% | +$36.6M |
|
129
PagSeguro Digital
PAGS
$2.62B
| $769M | 0.17% | 20,397,702 -6,694 | -0% | -$252K |
|
130
Progressive
PGR
$145B
| $760M | 0.17% | 8,032,048 +1,003 | +0% | +$95K |
|
131
Packaging Corp of America
PKG
$19.6B
| $749M | 0.16% | 6,864,303 +948,778 | +16% | +$103M |
|
|
132
Exact Sciences
EXAS
$8.98B
| $747M | 0.16% | 7,330,510 +6,440,510 | +724% | +$657M |
|
133
Emerson Electric
EMR
$74.3B
| $742M | 0.16% | 11,320,129 +249,947 | +2% | +$16.4M |
|
134
NovoCure
NVCR
$1.38B
| $738M | 0.16% | 6,630,017 +1,326,769 | +25% | +$148M |
|
135
DexCom
DXCM
$29.5B
| $725M | 0.16% | 1,758,166 -23,609 | -1% | -$9.73M |
|
136
Wheaton Precious Metals
WPM
$45.6B
| $721M | 0.16% | 14,686,687 +1,262,196 | +9% | +$61.9M |
|
|
137
Halliburton
HAL
$19.4B
| $716M | 0.16% | +59,393,897 | New | +$716M |
|
|
SMAR
138
DELISTED
Smartsheet Inc.
SMAR
| $709M | 0.16% | 14,340,317 +103,629 | +0.7% | +$5.12M |
|
139
Dell
DELL
$82.6B
| $696M | 0.15% | 10,286,852 -139,067 | -1% | -$9.41M |
|
140
Dayforce
DAY
$11B
| $694M | 0.15% | 8,393,605 +2,330,072 | +38% | +$193M |
|
|
NBIS
141
Nebius Group N.V. Class A Ordinary Shares
NBIS
$16.3B
| $694M | 0.15% | 10,628,891 +465,170 | +5% | +$30.4M |
|
142
Sun Communities
SUI
$15.9B
| $686M | 0.15% | 4,881,949 +3,126 | +0.1% | +$440K |
|
143
Corpay
CPAY
$23B
| $678M | 0.15% | 2,847,219 +2,728,219 | +2,293% | +$650M |
|
144
TC Energy
TRP
$54.1B
| $673M | 0.15% | 16,035,345 +10,987,510 | +218% | +$461M |
|
145
VF Corp
VFC
$5.91B
| $664M | 0.15% | 9,454,962 +5,412 | +0.1% | +$380K |
|
146
Bristol-Myers Squibb
BMY
$96B
| $661M | 0.14% | 10,960,151 -79 | -0% | -$4.76K |
|
147
Danaher
DHR
$147B
| $660M | 0.14% | 3,065,626 -270,107 | -8% | -$58.2M |
|
148
RTX Corp
RTX
$212B
| $657M | 0.14% | 11,410,975 +4,099,137 | +56% | +$236M |
|
149
Gaming and Leisure Properties
GLPI
$13.6B
| $651M | 0.14% | 17,628,229 +378,573 | +2% | +$14M |
|
150
Delta Air Lines
DAL
$40.3B
| $646M | 0.14% | 21,141,240 +8,389,881 | +66% | +$257M |
|