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 |
Eli Lilly
LLY
|
$2.2B |
| 2 |
Caterpillar
CAT
|
$2.06B |
| 3 |
Home Depot
HD
|
$1.58B |
| 4 |
Stellantis
STLA
|
$1.48B |
| 5 |
Toronto Dominion Bank
TD
|
$1.15B |
Top Sells
| 1 |
Tesla
TSLA
|
$3.56B |
| 2 |
Johnson & Johnson
JNJ
|
$1.89B |
| 3 |
Colgate-Palmolive
CL
|
$1.8B |
| 4 |
Mastercard
MA
|
$1.34B |
| 5 |
Pfizer
PFE
|
$1.32B |
Sector Composition
| 1 | Technology | 19.18% |
| 2 | Consumer Discretionary | 15.92% |
| 3 | Financials | 14.63% |
| 4 | Healthcare | 14.55% |
| 5 | Communication Services | 8.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Floor & Decor
FND
$8.82B
| $1.08B | 0.2% | 11,361,528 +9,622 | +0.1% | +$919K |
|
127
Intel
INTC
$107B
| $1.08B | 0.2% | 16,846,834 +516,867 | +3% | +$33.1M |
|
128
EPAM Systems
EPAM
$9.82B
| $1.06B | 0.2% | 2,668,496 +30,802 | +1% | +$12.2M |
|
|
XYZ
129
Block, Inc.
XYZ
$48.5B
| $1.06B | 0.2% | 4,648,230 -841,390 | -15% | -$191M |
|
130
Exxon Mobil
XOM
$487B
| $1.04B | 0.19% | 18,690,189 +4,528,799 | +32% | +$253M |
|
131
Teladoc Health
TDOC
$1.37B
| $1.04B | 0.19% | 5,702,142 +1,466,180 | +35% | +$266M |
|
132
Brookfield Infrastructure Partners
BIP
$14.6B
| $1.02B | 0.19% | 19,034,269 +213 | +0% | +$11.4K |
|
133
Peloton Interactive
PTON
$3.1B
| $1.02B | 0.19% | 9,031,022 +750,817 | +9% | +$84.4M |
|
134
Merck
MRK
$210B
| $974M | 0.18% | 12,629,151 -7,797,252 | -38% | -$601M |
|
135
Arista Networks
ANET
$172B
| $961M | 0.18% | 3,181,900 +181,732 | +6% | +$54.9M |
|
136
Kellanova
K
$27.6B
| $953M | 0.18% | 15,059,286 +503,305 | +3% | +$31.9M |
|
137
HubSpot
HUBS
$25.5B
| $953M | 0.18% | 2,097,988 +104,184 | +5% | +$47.3M |
|
|
B
138
Barrick Mining Corporation
B
$45.4B
| $940M | 0.17% | 47,477,885 +4,509,343 | +10% | +$89.3M |
|
139
TC Energy
TRP
$54.1B
| $938M | 0.17% | 20,459,754 +2,637,458 | +15% | +$121M |
|
140
Progressive
PGR
$145B
| $932M | 0.17% | 9,749,954 +1,716,930 | +21% | +$164M |
|
141
NextEra Energy, Inc.
NEE
$148B
| $912M | 0.17% | +12,063,468 | New | +$912M |
|
|
FRC
142
DELISTED
First Republic Bank
FRC
| $903M | 0.17% | 5,417,650 -10,798 | -0.2% | -$1.8M |
|
143
Xcel Energy
XEL
$42.8B
| $898M | 0.17% | 13,504,769 -6,721,908 | -33% | -$447M |
|
|
SMAR
144
DELISTED
Smartsheet Inc.
SMAR
| $897M | 0.17% | 14,040,307 +62,160 | +0.4% | +$3.97M |
|
145
Automatic Data Processing
ADP
$123B
| $863M | 0.16% | 4,576,953 +232,412 | +5% | +$43.8M |
|
146
PagSeguro Digital
PAGS
$2.62B
| $862M | 0.16% | 18,612,736 -1,715,441 | -8% | -$79.4M |
|
147
ConocoPhillips
COP
$124B
| $849M | 0.16% | 16,034,287 +1,501,526 | +10% | +$79.5M |
|
148
Dell
DELL
$82.6B
| $849M | 0.16% | 9,627,074 -518,126 | -5% | -$45.7M |
|
149
Dayforce
DAY
$11B
| $848M | 0.16% | 10,056,985 +95,827 | +1% | +$8.08M |
|
150
L3Harris
LHX
$51.9B
| $837M | 0.15% | 4,128,803 +104,256 | +3% | +$21.1M |
|