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 |
Starbucks
SBUX
|
+$4.03B |
| 2 |
NVIDIA
NVDA
|
+$1.96B |
| 3 |
Amazon
AMZN
|
+$1.62B |
| 4 |
Nike
NKE
|
+$1.46B |
| 5 |
Citizens Financial Group
CFG
|
+$1.43B |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.49B |
| 2 |
Broadcom
AVGO
|
+$2.2B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.43B |
| 4 |
Eli Lilly
LLY
|
+$1.29B |
| 5 |
Schlumberger
SLB
|
+$1.23B |
Sector Composition
| 1 | Technology | 23.09% |
| 2 | Healthcare | 15.24% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Monster Beverage
MNST
$62.8B
| $1.18B | 0.18% |
22,621,230
+2,172,718
| +11% | +$113M |
|
127
Baker Hughes
BKR
$45.6B
| $1.17B | 0.18% |
32,482,309
-5,110,117
| -14% | -$185M |
|
128
Freeport-McMoran
FCX
$65.5B
| $1.16B | 0.18% |
23,305,024
+1,448,648
| +7% | +$72.3M |
|
129
Brookfield Asset Management
BAM
$93.3B
| $1.13B | 0.17% |
23,858,230
+110,239
| +0.5% | +$5.21M |
|
130
Regal Rexnord
RRX
$9.36B
| $1.13B | 0.17% |
6,786,732
+12,971
| +0.2% | +$2.15M |
|
131
Tractor Supply
TSCO
$31.6B
| $1.12B | 0.17% |
19,289,120
+107,245
| +0.6% | +$6.24M |
|
132
Copart
CPRT
$46B
| $1.11B | 0.17% |
21,184,578
+2,540,810
| +14% | +$133M |
|
133
Canadian Pacific Kansas City
CP
$69.7B
| $1.11B | 0.17% |
12,970,463
-461,512
| -3% | -$39.5M |
|
134
Brookfield Infrastructure Partners
BIP
$14.3B
| $1.11B | 0.17% |
31,545,636
-6,579,790
| -17% | -$231M |
|
135
Royal Bank of Canada
RY
$205B
| $1.09B | 0.17% |
8,744,193
-29,612
| -0.3% | -$3.7M |
|
136
Exact Sciences
EXAS
$10.1B
| $1.08B | 0.17% |
15,841,296
-660,050
| -4% | -$45M |
|
137
Capital One
COF
$145B
| $1.07B | 0.17% |
7,171,789
-2,700,851
| -27% | -$404M |
|
138
Sysco
SYY
$38.2B
| $1.05B | 0.16% |
13,499,642
-2,332
| -0% | -$182K |
|
139
HEICO
HEI
$45B
| $1.03B | 0.16% |
3,934,198
+192,149
| +5% | +$50.2M |
|
140
Verizon
VZ
$185B
| $1.02B | 0.16% |
22,778,802
+4,951
| +0% | +$222K |
|
141
Northrop Grumman
NOC
$82.3B
| $1.02B | 0.16% |
1,926,916
-286,620
| -13% | -$151M |
|
142
American Express
AXP
$228B
| $984M | 0.15% |
3,629,294
+3,075
| +0.1% | +$834K |
|
143
argenx
ARGX
$46.3B
| $922M | 0.14% |
1,700,249
+188,755
| +12% | +$102M |
|
144
ConocoPhillips
COP
$115B
| $908M | 0.14% |
8,627,174
+20,389
| +0.2% | +$2.15M |
|
145
Franco-Nevada
FNV
$39.3B
| $899M | 0.14% |
7,237,326
+441,982
| +7% | +$54.9M |
|
146
Comfort Systems
FIX
$27.6B
| $889M | 0.14% |
2,277,814
-150,007
| -6% | -$58.6M |
|
147
Carlyle Group
CG
$24.2B
| $849M | 0.13% |
19,727,574
-317,247
| -2% | -$13.7M |
|
148
VICI Properties
VICI
$35.3B
| $847M | 0.13% |
25,413,953
+99,761
| +0.4% | +$3.32M |
|
149
Dayforce
DAY
$10.9B
| $828M | 0.13% |
13,525,755
+1,215,053
| +10% | +$74.4M |
|
150
Lennar Class A
LEN
$34.6B
| $823M | 0.13% |
4,533,651
+2,542
| +0.1% | +$461K |
|