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 |
Vertex Pharmaceuticals
VRTX
|
+$1.56B |
| 2 |
EOG Resources
EOG
|
+$1.14B |
| 3 |
Amazon
AMZN
|
+$1.07B |
| 4 |
Blackrock
BLK
|
+$1.04B |
| 5 |
Brookfield
BN
|
+$1B |
Top Sells
| 1 |
Applied Materials
AMAT
|
+$1.68B |
| 2 |
Apple
AAPL
|
+$1.55B |
| 3 |
Corteva
CTVA
|
+$1.38B |
| 4 |
ConocoPhillips
COP
|
+$1.23B |
| 5 |
Iron Mountain
IRM
|
+$1.03B |
Sector Composition
| 1 | Technology | 23.5% |
| 2 | Healthcare | 16.36% |
| 3 | Consumer Discretionary | 11.93% |
| 4 | Financials | 11.75% |
| 5 | Industrials | 9.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Archer Daniels Midland
ADM
$29.1B
| $1.08B | 0.19% |
14,963,058
+20,962
| +0.1% | +$1.51M |
|
127
Humana
HUM
$33.1B
| $1.06B | 0.19% |
2,325,159
-7,826
| -0.3% | -$3.58M |
|
128
Copart
CPRT
$46B
| $1.05B | 0.19% |
21,419,398
+207,349
| +1% | +$10.2M |
|
129
Constellation Energy
CEG
$103B
| $1B | 0.18% |
8,571,249
-3,316,369
| -28% | -$388M |
|
130
Arthur J. Gallagher & Co
AJG
$74.2B
| $997M | 0.18% |
4,433,710
+884,394
| +25% | +$199M |
|
131
Royal Gold
RGLD
$12.9B
| $988M | 0.18% |
8,169,223
+47,807
| +0.6% | +$5.78M |
|
132
Brookfield Asset Management
BAM
$93.3B
| $987M | 0.18% |
24,562,364
+2,241,372
| +10% | +$90M |
|
133
Prologis
PLD
$106B
| $974M | 0.17% |
7,305,582
+6,765,582
| +1,253% | +$902M |
|
|
XYZ
134
Block, Inc.
XYZ
$45.5B
| $968M | 0.17% |
12,513,788
+212,218
| +2% | +$16.4M |
|
135
Celanese
CE
$4.9B
| $954M | 0.17% |
6,137,688
+1,852,099
| +43% | +$288M |
|
136
Blue Owl Capital
OWL
$12.1B
| $941M | 0.17% |
63,175,751
+40,321
| +0.1% | +$601K |
|
137
Affirm
AFRM
$29.1B
| $934M | 0.17% |
19,002,021
+218,720
| +1% | +$10.7M |
|
138
Regal Rexnord
RRX
$9.36B
| $933M | 0.17% |
6,302,811
+8,706
| +0.1% | +$1.29M |
|
139
DoorDash
DASH
$110B
| $929M | 0.17% |
9,395,743
+60,033
| +0.6% | +$5.94M |
|
140
United Rentals
URI
$61B
| $910M | 0.16% |
1,586,463
-212,196
| -12% | -$122M |
|
141
Merck
MRK
$202B
| $908M | 0.16% |
8,326,094
-3,302,748
| -28% | -$360M |
|
142
Lennar Class A
LEN
$34.6B
| $881M | 0.16% |
6,105,043
-917,263
| -13% | -$132M |
|
|
CTLT
143
DELISTED
CATALENT, INC.
CTLT
| $857M | 0.15% |
19,079,994
+1,098,474
| +6% | +$49.4M |
|
144
MongoDB
MDB
$27.2B
| $831M | 0.15% |
2,031,659
+365
| +0% | +$149K |
|
145
Jacobs Solutions
J
$17.5B
| $831M | 0.15% |
7,735,928
+59,898
| +0.8% | +$6.43M |
|
146
Verizon
VZ
$185B
| $822M | 0.15% |
21,801,067
+12,220,777
| +128% | +$461M |
|
|
B
147
Barrick Mining Corporation
B
$49.5B
| $822M | 0.15% |
45,479,229
+6,417,244
| +16% | +$116M |
|
148
Carlyle Group
CG
$24.2B
| $813M | 0.14% |
19,973,331
+3,330
| +0% | +$135K |
|
149
lululemon athletica
LULU
$19B
| $791M | 0.14% |
1,547,793
+14,112
| +0.9% | +$7.22M |
|
150
Arch Capital
ACGL
$33.5B
| $788M | 0.14% |
10,611,092
+58,862
| +0.6% | +$4.37M |
|