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 |
Amazon
AMZN
|
$3.06B |
| 2 |
Eli Lilly
LLY
|
$2.07B |
| 3 |
Cenovus Energy
CVE
|
$1.79B |
| 4 |
Pfizer
PFE
|
$1.59B |
| 5 |
Visa
V
|
$1.39B |
Top Sells
| 1 |
Tesla
TSLA
|
$4.13B |
| 2 |
Microsoft
MSFT
|
$1.51B |
| 3 |
Altria Group
MO
|
$1.11B |
| 4 |
Lockheed Martin
LMT
|
$1.04B |
| 5 |
Blackrock
BLK
|
$978M |
Sector Composition
| 1 | Healthcare | 19.6% |
| 2 | Technology | 17.14% |
| 3 | Consumer Discretionary | 13.22% |
| 4 | Financials | 12.49% |
| 5 | Industrials | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Rockwell Automation
ROK
$38.6B
| $917M | 0.19% | 4,598,663 -116,570 | -2% | -$23.2M |
|
127
Insulet
PODD
$23.9B
| $913M | 0.19% | 4,190,043 -121,435 | -3% | -$26.5M |
|
128
NVIDIA
NVDA
$4.24T
| $902M | 0.19% | 5,948,382 -331,435 | -5% | -$50.2M |
|
129
RTX Corp
RTX
$212B
| $898M | 0.19% | 9,343,558 +213,001 | +2% | +$20.5M |
|
130
Arch Capital
ACGL
$34.2B
| $875M | 0.19% | 19,227,227 -405,624 | -2% | -$18.5M |
|
131
Nasdaq
NDAQ
$54.4B
| $842M | 0.18% | 5,519,997 -2,708,668 | -33% | -$413M |
|
132
Progressive
PGR
$145B
| $833M | 0.18% | 7,160,681 -1,841,723 | -20% | -$214M |
|
133
Texas Instruments
TXN
$184B
| $823M | 0.17% | 5,357,094 -306,066 | -5% | -$47M |
|
134
Floor & Decor
FND
$8.82B
| $817M | 0.17% | 12,971,202 +1,955,102 | +18% | +$123M |
|
135
NovoCure
NVCR
$1.38B
| $815M | 0.17% | 11,722,484 -928,159 | -7% | -$64.5M |
|
|
WBA
136
DELISTED
Walgreens Boots Alliance
WBA
| $814M | 0.17% | 21,471,362 -32,491 | -0.2% | -$1.23M |
|
137
Starbucks
SBUX
$100B
| $808M | 0.17% | 10,571,110 +8,558,836 | +425% | +$654M |
|
138
Humana
HUM
$36.5B
| $805M | 0.17% | 1,718,893 +94,205 | +6% | +$44.1M |
|
139
Canadian Imperial Bank of Commerce
CM
$71.8B
| $777M | 0.17% | 15,998,189 +8,265,573 | +107% | +$401M |
|
140
Adobe
ADBE
$151B
| $771M | 0.16% | 2,106,038 -342,789 | -14% | -$125M |
|
|
EXE
141
Expand Energy Corporation Common Stock
EXE
$23B
| $770M | 0.16% | 9,492,199 -911,891 | -9% | -$74M |
|
142
General Mills
GIS
$26.4B
| $761M | 0.16% | 10,084,004 -5,772,118 | -36% | -$436M |
|
143
Mastercard
MA
$538B
| $745M | 0.16% | 2,360,723 +1,160,967 | +97% | +$366M |
|
144
EPAM Systems
EPAM
$9.82B
| $741M | 0.16% | 2,512,179 +747,323 | +42% | +$220M |
|
145
Chart Industries
GTLS
$8.96B
| $740M | 0.16% | 4,420,903 +18,084 | +0.4% | +$3.03M |
|
146
Conagra Brands
CAG
$9.16B
| $735M | 0.16% | 21,473,493 -13,779,159 | -39% | -$472M |
|
147
Shopify
SHOP
$184B
| $733M | 0.16% | 23,461,432 +20,372,999 | +660% | +$636M |
|
148
Agilon Health
AGL
$530M
| $728M | 0.15% | 33,361,227 -2,961,163 | -8% | -$64.6M |
|
149
Brookfield
BN
$98.3B
| $721M | 0.15% | 16,213,831 -2,297,522 | -12% | -$102M |
|
150
Automatic Data Processing
ADP
$123B
| $715M | 0.15% | 3,405,429 -1,987,731 | -37% | -$418M |
|