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 |
Airbnb
ABNB
|
+$1.37B |
| 2 |
Visa
V
|
+$1.28B |
| 3 |
Keurig Dr Pepper
KDP
|
+$1.24B |
| 4 |
Halliburton
HAL
|
+$1.21B |
| 5 |
Apple
AAPL
|
+$1.04B |
Top Sells
| 1 |
Lennar Class A
LEN
|
+$1.67B |
| 2 |
Pfizer
PFE
|
+$1.19B |
| 3 |
Bank of America
BAC
|
+$1.02B |
| 4 |
D.R. Horton
DHI
|
+$1.01B |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$952M |
Sector Composition
| 1 | Technology | 22.08% |
| 2 | Healthcare | 17.21% |
| 3 | Consumer Discretionary | 12.51% |
| 4 | Financials | 10.77% |
| 5 | Industrials | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Ares Management
ARES
$39B
| $969M | 0.19% |
10,060,308
-140
| -0% | -$13.5K |
|
127
Regal Rexnord
RRX
$9.29B
| $969M | 0.19% |
6,296,595
-8,636
| -0.1% | -$1.33M |
|
128
Insulet
PODD
$23.8B
| $967M | 0.19% |
3,354,604
-141,050
| -4% | -$40.7M |
|
129
AES
AES
$9.11B
| $966M | 0.19% |
46,575,781
-25,126,498
| -35% | -$521M |
|
130
Progressive
PGR
$143B
| $959M | 0.18% |
7,241,513
+1,779
| +0% | +$235K |
|
131
United Rentals
URI
$60.6B
| $939M | 0.18% |
2,109,218
+192,205
| +10% | +$85.6M |
|
|
GTM
132
ZoomInfo Technologies
GTM
$3.77B
| $892M | 0.17% |
35,151,611
-1,513,079
| -4% | -$38.4M |
|
133
Intercontinental Exchange
ICE
$98B
| $892M | 0.17% |
7,884,530
-2,007,266
| -20% | -$227M |
|
134
Agilon Health
AGL
$468M
| $890M | 0.17% |
51,347,600
+8,911,629
| +21% | +$155M |
|
135
Copart
CPRT
$45B
| $881M | 0.17% |
19,318,164
+32,482
| +0.2% | +$1.48M |
|
136
MongoDB
MDB
$26.7B
| $849M | 0.16% |
2,065,841
-690,322
| -25% | -$284M |
|
137
United Parcel Service
UPS
$72B
| $829M | 0.16% |
4,623,260
+275
| +0% | +$49.3K |
|
138
Trip.com Group
TCOM
$49.9B
| $826M | 0.16% |
+23,609,772
| New | +$826M |
|
139
Chart Industries
GTLS
$8.96B
| $813M | 0.16% |
5,090,885
+14,235
| +0.3% | +$2.27M |
|
|
EXE
140
Expand Energy Corporation Common Stock
EXE
$22.9B
| $813M | 0.16% |
9,716,122
-135,231
| -1% | -$11.3M |
|
141
Brookfield
BN
$104B
| $802M | 0.15% |
23,847,324
+4,633,589
| +24% | +$156M |
|
142
Arch Capital
ACGL
$32.7B
| $798M | 0.15% |
10,661,534
-4,192,185
| -28% | -$314M |
|
143
Cigna
CI
$78.7B
| $775M | 0.15% |
2,761,437
-3,201,038
| -54% | -$898M |
|
144
Tractor Supply
TSCO
$31.3B
| $773M | 0.15% |
+17,487,390
| New | +$773M |
|
|
B
145
Barrick Mining Corporation
B
$49.4B
| $766M | 0.15% |
45,240,770
-3,557,440
| -7% | -$60.2M |
|
|
XYZ
146
Block, Inc.
XYZ
$45.6B
| $757M | 0.15% |
11,368,613
+55,250
| +0.5% | +$3.68M |
|
147
McDonald's
MCD
$217B
| $756M | 0.15% |
2,533,274
+55,803
| +2% | +$16.7M |
|
148
Jacobs Solutions
J
$17.4B
| $752M | 0.14% |
7,643,195
+36,704
| +0.5% | +$3.61M |
|
149
Dow Inc
DOW
$17.4B
| $751M | 0.14% |
14,109,220
+2,297
| +0% | +$122K |
|
150
Waste Connections
WCN
$44.7B
| $750M | 0.14% |
5,247,661
-680,562
| -11% | -$97.3M |
|