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 |
NVIDIA
NVDA
|
$1.24B |
| 2 |
Microsoft
MSFT
|
$983M |
| 3 |
Qualcomm
QCOM
|
$879M |
| 4 |
EOG Resources
EOG
|
$790M |
| 5 |
Southwest Airlines
LUV
|
$781M |
Top Sells
| 1 |
Apple
AAPL
|
$1.48B |
| 2 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$1.43B |
| 3 |
Morgan Stanley
MS
|
$1.29B |
| 4 |
D.R. Horton
DHI
|
$1.21B |
| 5 |
GTM
ZoomInfo Technologies
GTM
|
$892M |
Sector Composition
| 1 | Technology | 21.47% |
| 2 | Healthcare | 17.17% |
| 3 | Consumer Discretionary | 11.91% |
| 4 | Financials | 10.96% |
| 5 | Industrials | 9.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Agilon Health
AGL
$530M
| $913M | 0.18% | 51,405,282 +57,682 | +0.1% | +$1.02M |
|
127
Regal Rexnord
RRX
$9.91B
| $899M | 0.18% | 6,294,105 -2,490 | -0% | -$356K |
|
128
Jacobs Solutions
J
$17.5B
| $867M | 0.17% | 6,349,231 +27,159 | +0.4% | +$3.71M |
|
129
Royal Gold
RGLD
$11.8B
| $864M | 0.17% | 8,121,416 +1,622,264 | +25% | +$172M |
|
130
Arch Capital
ACGL
$34.2B
| $841M | 0.17% | 10,552,230 -109,304 | -1% | -$8.71M |
|
131
Chart Industries
GTLS
$8.96B
| $840M | 0.17% | 4,969,081 -121,804 | -2% | -$20.6M |
|
132
Mercado Libre
MELI
$125B
| $840M | 0.17% | 662,361 +44,085 | +7% | +$55.9M |
|
133
UBS Group
UBS
$128B
| $829M | 0.16% | 33,536,723 +15,479,916 | +86% | +$383M |
|
|
CTLT
134
DELISTED
CATALENT, INC.
CTLT
| $819M | 0.16% | 17,981,520 +2,021,185 | +13% | +$92M |
|
135
Blue Owl Capital
OWL
$12.1B
| $818M | 0.16% | 63,135,430 +6,386,043 | +11% | +$82.8M |
|
136
Arthur J. Gallagher & Co
AJG
$77.6B
| $809M | 0.16% | 3,549,316 +1,413,750 | +66% | +$322M |
|
137
United Rentals
URI
$61.5B
| $800M | 0.16% | 1,798,659 -310,559 | -15% | -$138M |
|
138
Cigna
CI
$80.3B
| $787M | 0.16% | 2,751,156 -10,281 | -0.4% | -$2.94M |
|
139
Intercontinental Exchange
ICE
$101B
| $783M | 0.16% | 7,113,643 -770,887 | -10% | -$84.8M |
|
140
Fifth Third Bancorp
FITB
$30.3B
| $775M | 0.15% | 30,611,536 +20,565,335 | +205% | +$521M |
|
|
PXD
141
DELISTED
Pioneer Natural Resource Co.
PXD
| $774M | 0.15% | 3,370,883 -2,249,858 | -40% | -$517M |
|
142
Brookfield
BN
$98.3B
| $765M | 0.15% | 24,449,158 +601,834 | +3% | +$18.8M |
|
143
Lennar Class A
LEN
$34.5B
| $763M | 0.15% | 6,797,973 -6,072,532 | -47% | -$682M |
|
144
Brookfield Asset Management
BAM
$97B
| $744M | 0.15% | 22,320,992 +4,070,925 | +22% | +$136M |
|
145
DoorDash
DASH
$105B
| $742M | 0.15% | 9,335,710 +1,341,158 | +17% | +$107M |
|
146
HF Sinclair
DINO
$9.52B
| $732M | 0.15% | 12,864,875 -719,546 | -5% | -$41M |
|
147
Norfolk Southern
NSC
$62.8B
| $711M | 0.14% | 3,608,688 -1,895,071 | -34% | -$373M |
|
148
Sherwin-Williams
SHW
$91.2B
| $705M | 0.14% | 2,765,438 +33,996 | +1% | +$8.67M |
|
149
argenx
ARGX
$43.6B
| $703M | 0.14% | 1,431,021 +248,572 | +21% | +$122M |
|
150
MongoDB
MDB
$25.7B
| $703M | 0.14% | 2,031,294 -34,547 | -2% | -$11.9M |
|