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 |
Target
TGT
|
$2.15B |
| 2 |
JPMorgan Chase
JPM
|
$1.89B |
| 3 |
Goldman Sachs
GS
|
$1.66B |
| 4 |
Philip Morris
PM
|
$1.5B |
| 5 |
Blackstone
BX
|
$1.01B |
Top Sells
| 1 |
Tesla
TSLA
|
$5.14B |
| 2 |
CME Group
CME
|
$2.62B |
| 3 |
Microsoft
MSFT
|
$1.39B |
| 4 |
UnitedHealth
UNH
|
$1.34B |
| 5 |
Verizon
VZ
|
$1.33B |
Sector Composition
| 1 | Healthcare | 21.38% |
| 2 | Technology | 16.49% |
| 3 | Financials | 12.64% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Progressive
PGR
$145B
| $929M | 0.2% | 7,161,661 +956 | +0% | +$124K |
|
127
Jacobs Solutions
J
$17.5B
| $927M | 0.2% | 7,720,478 +107,204 | +1% | +$12.9M |
|
128
RTX Corp
RTX
$212B
| $906M | 0.19% | 8,980,703 +597,616 | +7% | +$60.3M |
|
129
McDonald's
MCD
$224B
| $905M | 0.19% | 3,432,445 -422,806 | -11% | -$111M |
|
130
Mastercard
MA
$538B
| $898M | 0.19% | 2,582,755 +2,036 | +0.1% | +$708K |
|
131
Micron Technology
MU
$133B
| $897M | 0.19% | 17,937,257 +4,128,290 | +30% | +$206M |
|
132
Floor & Decor
FND
$8.82B
| $894M | 0.19% | 12,834,778 +83,081 | +0.7% | +$5.78M |
|
133
Schlumberger
SLB
$55B
| $888M | 0.19% | 16,615,568 +10,840,585 | +188% | +$580M |
|
134
Humana
HUM
$36.5B
| $880M | 0.19% | 1,717,222 -1,759 | -0.1% | -$901K |
|
135
NVIDIA
NVDA
$4.24T
| $871M | 0.19% | 5,957,843 -85,095 | -1% | -$12.4M |
|
136
Fifth Third Bancorp
FITB
$30.3B
| $851M | 0.18% | 25,946,125 -16,884,520 | -39% | -$554M |
|
137
Canadian Imperial Bank of Commerce
CM
$71.8B
| $803M | 0.17% | 19,860,126 +3,481,462 | +21% | +$141M |
|
138
Waste Connections
WCN
$47.5B
| $801M | 0.17% | 6,044,487 +3,437,754 | +132% | +$456M |
|
139
Coterra Energy
CTRA
$18.7B
| $799M | 0.17% | 32,512,744 -25,293,644 | -44% | -$621M |
|
|
WBA
140
DELISTED
Walgreens Boots Alliance
WBA
| $780M | 0.17% | 20,887,809 +2,726,658 | +15% | +$102M |
|
141
Arista Networks
ANET
$172B
| $745M | 0.16% | 6,143,181 +850 | +0% | +$103K |
|
142
Union Pacific
UNP
$133B
| $745M | 0.16% | 3,597,130 -776,211 | -18% | -$161M |
|
143
Delta Air Lines
DAL
$40.3B
| $737M | 0.16% | 22,426,998 +237,919 | +1% | +$7.82M |
|
144
Emerson Electric
EMR
$74.3B
| $734M | 0.16% | 7,642,089 -1,103,493 | -13% | -$106M |
|
145
Regal Rexnord
RRX
$9.91B
| $718M | 0.15% | 5,983,709 +4,903 | +0.1% | +$588K |
|
146
Cloudflare
NET
$72.7B
| $717M | 0.15% | 15,867,483 +7,798,296 | +97% | +$353M |
|
147
Royal Gold
RGLD
$11.8B
| $710M | 0.15% | 6,300,052 +1,112 | +0% | +$125K |
|
148
Moderna
MRNA
$9.37B
| $701M | 0.15% | 3,903,065 +2,002,125 | +105% | +$360M |
|
149
EPAM Systems
EPAM
$9.82B
| $692M | 0.15% | 2,111,803 -126,555 | -6% | -$41.5M |
|
150
Ares Management
ARES
$39.3B
| $689M | 0.15% | 10,060,602 | – | – |
|