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 |
Citigroup
C
|
$1.4B |
| 2 |
Bank of America
BAC
|
$1.17B |
| 3 |
JPMorgan Chase
JPM
|
$770M |
| 4 |
PayPal
PYPL
|
$767M |
| 5 |
LyondellBasell Industries
LYB
|
$764M |
Top Sells
| 1 |
Tesla
TSLA
|
$4.23B |
| 2 |
Boston Scientific
BSX
|
$1.94B |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.11B |
| 4 |
Digital Realty Trust
DLR
|
$1.07B |
| 5 |
Amazon
AMZN
|
$1.03B |
Sector Composition
| 1 | Technology | 19.97% |
| 2 | Consumer Discretionary | 16.41% |
| 3 | Healthcare | 15.45% |
| 4 | Financials | 13.74% |
| 5 | Communication Services | 8.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Progressive
PGR
$145B
| $794M | 0.15% | 8,033,024 +976 | +0% | +$96.5K |
|
152
HubSpot
HUBS
$25.5B
| $790M | 0.15% | 1,993,804 +705,660 | +55% | +$280M |
|
153
Automatic Data Processing
ADP
$123B
| $766M | 0.15% | 4,344,541 +4,180,148 | +2,543% | +$737M |
|
|
DFS
154
DELISTED
Discover Financial Services
DFS
| $764M | 0.15% | 8,434,930 +1,751,993 | +26% | +$159M |
|
155
L3Harris
LHX
$51.9B
| $761M | 0.15% | 4,024,547 +316,662 | +9% | +$59.9M |
|
156
Baxter International
BAX
$12.7B
| $748M | 0.14% | 9,316,035 +4,070,392 | +78% | +$327M |
|
157
Dell
DELL
$82.6B
| $744M | 0.14% | 10,145,200 -141,652 | -1% | -$10.4M |
|
158
Sun Communities
SUI
$15.9B
| $742M | 0.14% | 4,883,141 +1,192 | +0% | +$181K |
|
|
NBIS
159
Nebius Group N.V. Class A Ordinary Shares
NBIS
$16.3B
| $733M | 0.14% | 10,537,243 -91,648 | -0.9% | -$6.38M |
|
160
Marriott International Class A Common Stock
MAR
$72.7B
| $730M | 0.14% | 5,531,888 +575,083 | +12% | +$75.9M |
|
161
TC Energy
TRP
$54.1B
| $725M | 0.14% | 17,822,296 +1,786,951 | +11% | +$72.7M |
|
|
ZEN
162
DELISTED
ZENDESK INC
ZEN
| $714M | 0.14% | 4,990,112 +25,488 | +0.5% | +$3.65M |
|
163
Qualcomm
QCOM
$173B
| $690M | 0.13% | 4,529,400 -5,745,945 | -56% | -$875M |
|
164
Arch Capital
ACGL
$34.2B
| $683M | 0.13% | 18,929,088 -82,198 | -0.4% | -$2.96M |
|
|
WBA
165
DELISTED
Walgreens Boots Alliance
WBA
| $677M | 0.13% | 16,969,393 +1,494,907 | +10% | +$59.6M |
|
166
Danaher
DHR
$147B
| $656M | 0.13% | 2,954,517 -111,109 | -4% | -$24.7M |
|
167
Walt Disney
DIS
$213B
| $648M | 0.12% | 3,576,937 +305,766 | +9% | +$55.4M |
|
168
Wheaton Precious Metals
WPM
$45.6B
| $643M | 0.12% | 15,415,932 +729,245 | +5% | +$30.4M |
|
169
Jacobs Solutions
J
$17.5B
| $641M | 0.12% | 5,882,943 +1,022 | +0% | +$111K |
|
|
PXD
170
DELISTED
Pioneer Natural Resource Co.
PXD
| $638M | 0.12% | 5,604,174 +2,418,075 | +76% | +$275M |
|
171
Copart
CPRT
$47.2B
| $633M | 0.12% | 4,975,140 +33,785 | +0.7% | +$4.3M |
|
172
Fiserv
FI
$75.1B
| $629M | 0.12% | 5,528,026 -140,583 | -2% | -$16M |
|
|
TWTR
173
DELISTED
Twitter, Inc.
TWTR
| $627M | 0.12% | 11,578,740 +4,420,995 | +62% | +$239M |
|
174
Bristol-Myers Squibb
BMY
$96B
| $626M | 0.12% | 10,097,496 -862,655 | -8% | -$53.5M |
|
175
Viatris
VTRS
$12.3B
| $623M | 0.12% | +33,267,251 | New | +$623M |
|