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 |
Citigroup
C
|
$1.4B |
| 2 |
Bank of America
BAC
|
$1.17B |
| 3 |
JPMorgan Chase
JPM
|
$770M |
| 4 |
PayPal
PYPL
|
$767M |
| 5 |
LyondellBasell Industries
LYB
|
$764M |
Top Sells
| 1 |
Tesla
TSLA
|
$4.23B |
| 2 |
Boston Scientific
BSX
|
$1.94B |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.11B |
| 4 |
Digital Realty Trust
DLR
|
$1.07B |
| 5 |
Amazon
AMZN
|
$1.03B |
Sector Composition
| 1 | Technology | 19.97% |
| 2 | Consumer Discretionary | 16.41% |
| 3 | Healthcare | 15.45% |
| 4 | Financials | 13.74% |
| 5 | Communication Services | 8.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Coca-Cola
KO
$297B
| $984M | 0.19% | 17,936,177 -2,793,010 | -13% | -$153M |
|
|
B
127
Barrick Mining Corporation
B
$45.4B
| $979M | 0.19% | 42,968,542 -158,327 | -0.4% | -$3.61M |
|
|
SMAR
128
DELISTED
Smartsheet Inc.
SMAR
| $969M | 0.19% | 13,978,147 -362,170 | -3% | -$25.1M |
|
129
Vulcan Materials
VMC
$38.5B
| $967M | 0.19% | 6,518,736 +2,261 | +0% | +$335K |
|
130
Nucor
NUE
$34.1B
| $962M | 0.19% | 18,078,560 +798,537 | +5% | +$42.5M |
|
131
General Mills
GIS
$26.4B
| $958M | 0.18% | 16,285,079 -552,487 | -3% | -$32.5M |
|
132
EPAM Systems
EPAM
$9.82B
| $945M | 0.18% | 2,637,694 +70,774 | +3% | +$25.4M |
|
133
Brookfield Infrastructure Partners
BIP
$14.6B
| $942M | 0.18% | 19,034,056 +511,710 | +3% | +$25.3M |
|
134
RTX Corp
RTX
$212B
| $933M | 0.18% | 13,048,711 +1,637,736 | +14% | +$117M |
|
135
Constellation Brands
STZ
$28.5B
| $914M | 0.18% | 4,174,135 +1,307,265 | +46% | +$286M |
|
136
Kellanova
K
$27.6B
| $906M | 0.17% | 14,555,981 -1,293,293 | -8% | -$80.5M |
|
|
ALLK
137
DELISTED
Allakos
ALLK
| $900M | 0.17% | 6,431,639 +636,979 | +11% | +$89.2M |
|
138
Deere & Co
DE
$129B
| $882M | 0.17% | 3,279,216 +866,039 | +36% | +$233M |
|
139
Arista Networks
ANET
$172B
| $872M | 0.17% | 3,000,168 +597,873 | +25% | +$174M |
|
140
Packaging Corp of America
PKG
$19.6B
| $859M | 0.17% | 6,228,996 -635,307 | -9% | -$87.6M |
|
141
Iron Mountain
IRM
$27.3B
| $858M | 0.17% | 29,113,163 -6,134,911 | -17% | -$181M |
|
142
Teladoc Health
TDOC
$1.37B
| $847M | 0.16% | 4,235,962 +1,549,835 | +58% | +$310M |
|
|
143
Berkshire Hathaway Class B
BRK.B
$1.09T
| $838M | 0.16% | 3,612,030 -4,767,328 | -57% | -$1.11B |
|
144
Gaming and Leisure Properties
GLPI
$13.6B
| $830M | 0.16% | 19,578,207 +1,949,978 | +11% | +$82.7M |
|
145
Royal Gold
RGLD
$11.8B
| $829M | 0.16% | 7,791,013 +247,364 | +3% | +$26.3M |
|
146
Caesars Entertainment
CZR
$5.57B
| $826M | 0.16% | 11,118,142 -163,058 | -1% | -$12.1M |
|
147
Franco-Nevada
FNV
$36.3B
| $818M | 0.16% | 6,520,618 -131,866 | -2% | -$16.5M |
|
148
Intel
INTC
$107B
| $814M | 0.16% | 16,329,967 -5,559,512 | -25% | -$277M |
|
149
VF Corp
VFC
$5.91B
| $807M | 0.16% | 9,449,735 -5,227 | -0.1% | -$446K |
|
|
FRC
150
DELISTED
First Republic Bank
FRC
| $798M | 0.15% | 5,428,448 +375,476 | +7% | +$55.2M |
|