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 |
Tesla
TSLA
|
$17.8B |
| 2 |
Apple
AAPL
|
$2.1B |
| 3 |
Restaurant Brands International
QSR
|
$789M |
| 4 |
Halliburton
HAL
|
$716M |
| 5 |
Exact Sciences
EXAS
|
$657M |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.32B |
| 2 |
Amazon
AMZN
|
$2.27B |
| 3 |
Boston Scientific
BSX
|
$887M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$842M |
| 5 |
Intuitive Surgical
ISRG
|
$746M |
Sector Composition
| 1 | Technology | 20.28% |
| 2 | Healthcare | 16.49% |
| 3 | Consumer Discretionary | 15.03% |
| 4 | Financials | 12.76% |
| 5 | Communication Services | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Caesars Entertainment
CZR
$5.57B
| $632M | 0.14% | 11,281,200 +2,679,596 | +31% | +$150M |
|
152
Uber
UBER
$196B
| $632M | 0.14% | 17,325,257 +8,032,035 | +86% | +$293M |
|
153
L3Harris
LHX
$51.9B
| $630M | 0.14% | 3,707,885 +673 | +0% | +$114K |
|
154
Peloton Interactive
PTON
$3.1B
| $612M | 0.13% | 6,163,882 +156,439 | +3% | +$15.5M |
|
155
Toll Brothers
TOL
$13.4B
| $607M | 0.13% | 12,472,537 -515,472 | -4% | -$25.1M |
|
156
Teladoc Health
TDOC
$1.37B
| $589M | 0.13% | 2,686,127 +171,716 | +7% | +$37.6M |
|
157
Analog Devices
ADI
$124B
| $589M | 0.13% | 5,042,542 +1,232 | +0% | +$144K |
|
158
Scotiabank
BNS
$77.6B
| $588M | 0.13% | 14,157,884 +1,604,658 | +13% | +$66.6M |
|
159
Fiserv
FI
$75.1B
| $584M | 0.13% | 5,668,609 -1,240,331 | -18% | -$128M |
|
160
Parker-Hannifin
PH
$96.2B
| $580M | 0.13% | 2,866,394 -1,243,445 | -30% | -$252M |
|
161
Zai Lab
ZLAB
$3.68B
| $578M | 0.13% | 6,946,604 +1,023,276 | +17% | +$85.1M |
|
162
Illinois Tool Works
ITW
$77.1B
| $578M | 0.13% | 2,990,245 -1 | -0% | -$193 |
|
163
Booking.com
BKNG
$181B
| $559M | 0.12% | 326,665 +10,566 | +3% | +$18.1M |
|
164
Eastman Chemical
EMN
$8.08B
| $557M | 0.12% | 7,132,814 +2,372,754 | +50% | +$185M |
|
165
Arch Capital
ACGL
$34.2B
| $556M | 0.12% | 19,011,286 +58,117 | +0.3% | +$1.7M |
|
|
WBA
166
DELISTED
Walgreens Boots Alliance
WBA
| $556M | 0.12% | 15,474,486 +11,249,654 | +266% | +$404M |
|
167
Burlington
BURL
$18.3B
| $555M | 0.12% | 2,694,080 -510,014 | -16% | -$105M |
|
|
FRC
168
DELISTED
First Republic Bank
FRC
| $551M | 0.12% | 5,052,972 -71 | -0% | -$7.74K |
|
169
Alexandria Real Estate Equities
ARE
$14.1B
| $547M | 0.12% | 3,418,826 +606,783 | +22% | +$97.1M |
|
170
Valero Energy
VLO
$47.2B
| $547M | 0.12% | 12,616,549 +8,176,396 | +184% | +$354M |
|
171
Jacobs Solutions
J
$17.5B
| $546M | 0.12% | 5,881,921 +3,314,086 | +129% | +$307M |
|
172
KeyCorp
KEY
$21.2B
| $545M | 0.12% | 45,710,423 +3,814,027 | +9% | +$45.5M |
|
173
Constellation Brands
STZ
$28.5B
| $543M | 0.12% | 2,866,870 +2,367,100 | +474% | +$449M |
|
174
IBM
IBM
$227B
| $542M | 0.12% | 4,456,791 | – | – |
|
175
Deere & Co
DE
$129B
| $535M | 0.12% | 2,413,177 -22 | -0% | -$4.88K |
|