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 |
Gilead Sciences
GILD
|
$1.91B |
| 2 |
Johnson & Johnson
JNJ
|
$1.8B |
| 3 |
Philip Morris
PM
|
$1.28B |
| 4 |
Pfizer
PFE
|
$1.18B |
| 5 |
Dollar General
DG
|
$933M |
Top Sells
| 1 |
Microsoft
MSFT
|
$6.54B |
| 2 |
Merck
MRK
|
$1.81B |
| 3 |
Charter Communications
CHTR
|
$1.49B |
| 4 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$1.32B |
| 5 |
Home Depot
HD
|
$1.3B |
Sector Composition
| 1 | Technology | 19.98% |
| 2 | Healthcare | 18.26% |
| 3 | Financials | 15.73% |
| 4 | Consumer Discretionary | 10.14% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Arista Networks
ANET
$172B
| $409M | 0.12% | 2,020,071 +1,363,694 | +208% | +$276M |
|
152
Analog Devices
ADI
$124B
| $402M | 0.12% | 4,480,927 +20,030 | +0.4% | +$1.8M |
|
153
Hubbell
HUBB
$22.9B
| $394M | 0.11% | 3,430,000 | – | – |
|
154
Moody's
MCO
$91.4B
| $393M | 0.11% | 1,857,789 +48,396 | +3% | +$10.2M |
|
155
Exxon Mobil
XOM
$487B
| $392M | 0.11% | 10,330,023 -17,921,024 | -63% | -$680M |
|
156
Illumina
ILMN
$15.8B
| $391M | 0.11% | 1,430,103 +55,941 | +4% | +$15.3M |
|
|
CCI.PRA
157
DELISTED
Crown Castle International Corp. 6.875% Mandatory Convertible Preferred Stock, Series A
CCI.PRA
| $389M | 0.11% | 311,540 +5,500 | +2% | +$6.88M |
|
158
Deere & Co
DE
$129B
| $387M | 0.11% | 2,803,674 -412,888 | -13% | -$57M |
|
159
Truist Financial
TFC
$60.4B
| $386M | 0.11% | 12,509,325 -1,297,856 | -9% | -$40M |
|
160
Brookfield
BN
$98.3B
| $384M | 0.11% | 8,680,517 -4,111,376 | -32% | -$182M |
|
|
NBIS
161
Nebius Group N.V. Class A Ordinary Shares
NBIS
$16.3B
| $384M | 0.11% | 11,269,961 +664,502 | +6% | +$22.6M |
|
162
Wynn Resorts
WYNN
$13.2B
| $378M | 0.11% | 6,274,887 +87,720 | +1% | +$5.28M |
|
163
Gaming and Leisure Properties
GLPI
$13.6B
| $378M | 0.11% | 13,628,220 -559,000 | -4% | -$15.5M |
|
164
Prologis
PLD
$106B
| $374M | 0.11% | 4,650,000 -545,000 | -10% | -$43.8M |
|
165
Wells Fargo
WFC
$263B
| $363M | 0.11% | 12,664,854 -860,757 | -6% | -$24.7M |
|
166
Estee Lauder
EL
$33B
| $362M | 0.11% | 2,272,530 +1,271,544 | +127% | +$203M |
|
167
Vulcan Materials
VMC
$38.5B
| $362M | 0.11% | +3,349,515 | New | +$362M |
|
168
IDEX
IEX
$12.4B
| $360M | 0.1% | 2,607,751 -3,104,702 | -54% | -$429M |
|
169
Darden Restaurants
DRI
$24.1B
| $357M | 0.1% | 6,550,761 +1,474,817 | +29% | +$80.3M |
|
170
Apollo Global Management
APO
$77.9B
| $354M | 0.1% | 10,564,173 -1,227,414 | -10% | -$41.1M |
|
|
TSG
171
DELISTED
The Stars Group Inc.
TSG
| $351M | 0.1% | 17,202,654 +8,411,125 | +96% | +$172M |
|
172
Grand Canyon Education
LOPE
$5.66B
| $349M | 0.1% | 4,574,299 -137,100 | -3% | -$10.5M |
|
173
Floor & Decor
FND
$8.82B
| $347M | 0.1% | 10,815,510 +528,135 | +5% | +$16.9M |
|
|
VMW
174
DELISTED
VMware, Inc
VMW
| $342M | 0.1% | 2,823,860 -378,929 | -12% | -$45.9M |
|
175
Walmart
WMT
$774B
| $341M | 0.1% | 3,003,930 -1,300,090 | -30% | -$148M |
|