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
|
$2.06B |
| 2 |
Philip Morris
PM
|
$1.27B |
| 3 |
Honeywell
HON
|
$1.24B |
| 4 |
Boeing
BA
|
$1.24B |
| 5 |
Shopify
SHOP
|
$1.15B |
Top Sells
| 1 |
Home Depot
HD
|
$4.11B |
| 2 |
Alibaba
BABA
|
$3.9B |
| 3 |
Intel
INTC
|
$1.7B |
| 4 |
Merck
MRK
|
$1.7B |
| 5 |
Micron Technology
MU
|
$1.37B |
Sector Composition
| 1 | Technology | 19.56% |
| 2 | Financials | 17.24% |
| 3 | Healthcare | 15.33% |
| 4 | Consumer Discretionary | 9.92% |
| 5 | Industrials | 9.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Air Products & Chemicals
APD
$65.5B
| $600M | 0.13% | 2,554,732 +269 | +0% | +$63.2K |
|
|
AYX
152
DELISTED
Alteryx, Inc.
AYX
| $598M | 0.13% | 5,974,776 +3,322,545 | +125% | +$332M |
|
153
Workday
WDAY
$61.6B
| $592M | 0.13% | 3,597,360 -2,072,796 | -37% | -$341M |
|
|
FRC
154
DELISTED
First Republic Bank
FRC
| $574M | 0.13% | 4,888,791 -3,443 | -0.1% | -$404K |
|
155
Itaú Unibanco
ITUB
$77B
| $572M | 0.13% | 62,523,863 -35,903,126 | -36% | -$329M |
|
156
Apollo Global Management
APO
$77.9B
| $563M | 0.13% | 11,791,587 +1,149,536 | +11% | +$54.8M |
|
157
Deere & Co
DE
$129B
| $557M | 0.12% | 3,216,562 -498,597 | -13% | -$86.4M |
|
158
Darden Restaurants
DRI
$24.1B
| $553M | 0.12% | 5,075,944 -2,167,938 | -30% | -$236M |
|
159
Cenovus Energy
CVE
$29.9B
| $551M | 0.12% | 54,237,071 +42,654 | +0.1% | +$434K |
|
160
Sun Communities
SUI
$15.9B
| $546M | 0.12% | 3,635,823 +1,274,104 | +54% | +$191M |
|
161
EPAM Systems
EPAM
$9.82B
| $546M | 0.12% | 2,572,041 +635,549 | +33% | +$135M |
|
162
Biogen
BIIB
$19.4B
| $542M | 0.12% | 1,828,246 -1,423,225 | -44% | -$422M |
|
163
Sabre
SABR
$706M
| $537M | 0.12% | 23,917,241 +329,974 | +1% | +$7.4M |
|
164
Constellation Brands
STZ
$28.5B
| $532M | 0.12% | 2,803,823 -1,892,321 | -40% | -$359M |
|
165
Vale
VALE
$43.9B
| $532M | 0.12% | 40,285,925 -10,710,002 | -21% | -$141M |
|
166
Occidental Petroleum
OXY
$46.9B
| $531M | 0.12% | 12,882,955 +313,691 | +2% | +$12.9M |
|
167
Analog Devices
ADI
$124B
| $530M | 0.12% | 4,460,897 +1,457 | +0% | +$173K |
|
168
Illinois Tool Works
ITW
$77.1B
| $529M | 0.12% | 2,944,246 +200,246 | +7% | +$36M |
|
|
WRK
169
DELISTED
WestRock Company
WRK
| $524M | 0.12% | 12,209,334 -5,663,283 | -32% | -$243M |
|
170
Floor & Decor
FND
$8.82B
| $523M | 0.12% | 10,287,375 +2,962,643 | +40% | +$151M |
|
171
T Rowe Price
TROW
$23.6B
| $513M | 0.11% | 4,211,312 -1,447,697 | -26% | -$176M |
|
172
Walmart
WMT
$774B
| $511M | 0.11% | 4,304,020 +2,100 | +0% | +$250K |
|
173
Packaging Corp of America
PKG
$19.6B
| $509M | 0.11% | 4,549,141 +149,367 | +3% | +$16.7M |
|
|
174
Micron Technology
MU
$133B
| $508M | 0.11% | 9,445,835 -25,389,670 | -73% | -$1.37B |
|
175
Hubbell
HUBB
$22.9B
| $507M | 0.11% | 3,430,000 | – | – |
|