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 |
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
|
+$1.46B |
| 2 |
Micron Technology
MU
|
+$1.17B |
| 3 |
Cloudflare
NET
|
+$1.14B |
| 4 |
Regal Rexnord
RRX
|
+$704M |
| 5 |
Eli Lilly
LLY
|
+$642M |
Top Sells
| 1 |
PayPal
PYPL
|
+$2.57B |
| 2 |
Honeywell
HON
|
+$2.13B |
| 3 |
Mercado Libre
MELI
|
+$1.39B |
| 4 |
JPMorgan Chase
JPM
|
+$1.29B |
| 5 |
Emerson Electric
EMR
|
+$1.28B |
Sector Composition
| 1 | Technology | 21.31% |
| 2 | Consumer Discretionary | 17.23% |
| 3 | Healthcare | 15.38% |
| 4 | Financials | 12.72% |
| 5 | Communication Services | 8.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FRC
126
DELISTED
First Republic Bank
FRC
| $1.14B | 0.18% |
5,517,543
+8
| +0% | +$1.65K |
|
127
Automatic Data Processing
ADP
$118B
| $1.14B | 0.18% |
4,613,703
-30,267
| -0.7% | -$7.46M |
|
|
WBA
128
DELISTED
Walgreens Boots Alliance
WBA
| $1.12B | 0.18% |
21,522,395
+1,462,083
| +7% | +$76.3M |
|
129
Fifth Third Bancorp
FITB
$30B
| $1.1B | 0.17% |
25,271,226
+15,755
| +0.1% | +$686K |
|
|
DFS
130
DELISTED
Discover Financial Services
DFS
| $1.1B | 0.17% |
9,512,342
-99,983
| -1% | -$11.6M |
|
131
American Tower
AMT
$90.1B
| $1.09B | 0.17% |
3,727,705
-866,591
| -19% | -$253M |
|
132
Danaher
DHR
$135B
| $1.08B | 0.17% |
3,696,153
-1,351
| -0% | -$394K |
|
133
General Mills
GIS
$26.2B
| $1.07B | 0.17% |
15,867,503
+13,602
| +0.1% | +$917K |
|
134
Texas Instruments
TXN
$162B
| $1.07B | 0.17% |
5,665,676
+4,029
| +0.1% | +$759K |
|
|
SMAR
135
DELISTED
Smartsheet Inc.
SMAR
| $1.07B | 0.17% |
13,773,708
-730,954
| -5% | -$56.6M |
|
136
Carlyle Group
CG
$24.2B
| $1.06B | 0.17% |
19,315,259
-2,900
| -0% | -$159K |
|
137
ConocoPhillips
COP
$115B
| $1.04B | 0.17% |
14,448,385
-5,404,819
| -27% | -$390M |
|
138
Eastman Chemical
EMN
$7.48B
| $1.02B | 0.16% |
8,452,732
-1,584,507
| -16% | -$192M |
|
|
139
Emerson Electric
EMR
$76.3B
| $1.02B | 0.16% |
10,971,225
-13,733,045
| -56% | -$1.28B |
|
140
Caesars Entertainment
CZR
$5.39B
| $1.02B | 0.16% |
10,853,891
-26
| -0% | -$2.43K |
|
141
Jacobs Solutions
J
$17.5B
| $987M | 0.16% |
8,569,019
+478,441
| +6% | +$55.1M |
|
142
LyondellBasell Industries
LYB
$16.9B
| $973M | 0.15% |
10,545,555
-12,444,087
| -54% | -$1.15B |
|
143
Agilon Health
AGL
$460M
| $968M | 0.15% |
35,865,953
+4,123,743
| +13% | +$111M |
|
144
Domino's
DPZ
$15.3B
| $968M | 0.15% |
1,714,753
-417,154
| -20% | -$235M |
|
145
VICI Properties
VICI
$35.3B
| $955M | 0.15% |
31,731,180
+11,067,214
| +54% | +$333M |
|
146
Gaming and Leisure Properties
GLPI
$13.5B
| $953M | 0.15% |
19,586,372
-7,529
| -0% | -$366K |
|
147
NovoCure
NVCR
$1.42B
| $948M | 0.15% |
12,624,043
+3,543
| +0% | +$266K |
|
148
ResMed
RMD
$39.7B
| $937M | 0.15% |
3,595,997
-78,336
| -2% | -$20.4M |
|
149
Merck
MRK
$202B
| $925M | 0.15% |
12,074,915
+2,675,538
| +28% | +$205M |
|
150
Progressive
PGR
$144B
| $919M | 0.15% |
8,955,605
+134,593
| +2% | +$13.8M |
|