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 |
Agilon Health
AGL
|
+$1.05B |
| 2 |
Rockwell Automation
ROK
|
+$1.03B |
| 3 |
Meta Platforms (Facebook)
META
|
+$974M |
| 4 |
AT&T
T
|
+$898M |
| 5 |
Boston Properties
BXP
|
+$895M |
Top Sells
| 1 |
Tesla
TSLA
|
+$2.48B |
| 2 |
Mastercard
MA
|
+$1.46B |
| 3 |
Shopify
SHOP
|
+$1.34B |
| 4 |
JPMorgan Chase
JPM
|
+$1.23B |
| 5 |
Honeywell
HON
|
+$1.19B |
Sector Composition
| 1 | Technology | 19.43% |
| 2 | Consumer Discretionary | 15.53% |
| 3 | Healthcare | 15.09% |
| 4 | Financials | 14.5% |
| 5 | Communication Services | 9.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Boeing
BA
$162B
| $1.12B | 0.19% |
4,687,455
-1,509,259
| -24% | -$362M |
|
|
WBA
127
DELISTED
Walgreens Boots Alliance
WBA
| $1.12B | 0.19% |
21,295,162
-92,075
| -0.4% | -$4.84M |
|
128
TC Energy
TRP
$54.4B
| $1.11B | 0.19% |
22,354,540
+1,894,786
| +9% | +$93.8M |
|
|
129
AT&T
T
$209B
| $1.1B | 0.19% |
50,599,562
+41,331,562
| +446% | +$898M |
|
130
Uber
UBER
$203B
| $1.09B | 0.19% |
21,721,369
-2,822,036
| -11% | -$141M |
|
131
Bunge Global
BG
$16.2B
| $1.06B | 0.18% |
13,544,296
+6,238,083
| +85% | +$488M |
|
132
Progressive
PGR
$143B
| $1.05B | 0.18% |
10,695,738
+945,784
| +10% | +$92.9M |
|
|
133
Agilon Health
AGL
$477M
| $1.05B | 0.18% |
+28,479,769
| New | +$1.05B |
|
134
Dayforce
DAY
$10.9B
| $1.04B | 0.18% |
10,851,312
+794,327
| +8% | +$76.2M |
|
|
CTLT
135
DELISTED
CATALENT, INC.
CTLT
| $1.04B | 0.18% |
9,613,102
+3,101,236
| +48% | +$335M |
|
|
FRC
136
DELISTED
First Republic Bank
FRC
| $1.03B | 0.18% |
5,517,535
+99,885
| +2% | +$18.7M |
|
137
PagSeguro Digital
PAGS
$3.13B
| $1.03B | 0.18% |
18,442,309
-170,427
| -0.9% | -$9.53M |
|
|
138
Rockwell Automation
ROK
$38.6B
| $1.03B | 0.17% |
+3,590,047
| New | +$1.03B |
|
139
T-Mobile US
TMUS
$267B
| $1.03B | 0.17% |
7,085,041
-3,108,093
| -30% | -$450M |
|
|
SMAR
140
DELISTED
Smartsheet Inc.
SMAR
| $1.02B | 0.17% |
14,098,398
+58,091
| +0.4% | +$4.2M |
|
141
Chipotle Mexican Grill
CMG
$52.4B
| $1B | 0.17% |
32,348,050
+17,841,050
| +123% | +$553M |
|
142
Brookfield Infrastructure Partners
BIP
$14.3B
| $1B | 0.17% |
27,055,070
-1,496,334
| -5% | -$55.4M |
|
143
Brookfield
BN
$104B
| $970M | 0.16% |
23,541,221
+5,339,396
| +29% | +$220M |
|
144
General Mills
GIS
$26.2B
| $966M | 0.16% |
15,852,726
-2,099,755
| -12% | -$128M |
|
145
Intel
INTC
$117B
| $954M | 0.16% |
16,998,783
+151,949
| +0.9% | +$8.53M |
|
146
Delta Air Lines
DAL
$37.7B
| $950M | 0.16% |
21,964,734
-6,190,848
| -22% | -$268M |
|
147
Teladoc Health
TDOC
$1.36B
| $949M | 0.16% |
5,706,179
+4,037
| +0.1% | +$671K |
|
148
Automatic Data Processing
ADP
$116B
| $948M | 0.16% |
4,770,747
+193,794
| +4% | +$38.5M |
|
149
Corpay
CPAY
$21.5B
| $941M | 0.16% |
3,674,750
-602,758
| -14% | -$154M |
|
150
Kellanova
K
$27.5B
| $937M | 0.16% |
15,507,935
-530,205
| -3% | -$32M |
|