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 |
CSX Corp
CSX
|
$3.69B |
| 2 |
Agilon Health
AGL
|
$1.05B |
| 3 |
Rockwell Automation
ROK
|
$1.03B |
| 4 |
Meta Platforms (Facebook)
META
|
$974M |
| 5 |
AT&T
T
|
$898M |
Top Sells
| 1 |
Tesla
TSLA
|
$2.48B |
| 2 |
Mastercard
MA
|
$1.46B |
| 3 |
Shopify
SHOP
|
$1.34B |
| 4 |
JPMorgan Chase
JPM
|
$1.23B |
| 5 |
Honeywell
HON
|
$1.19B |
Sector Composition
| 1 | Technology | 19.43% |
| 2 | Consumer Discretionary | 15.53% |
| 3 | Healthcare | 15.09% |
| 4 | Financials | 14.5% |
| 5 | Communication Services | 9.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Caesars Entertainment
CZR
$5.57B
| $917M | 0.16% | 8,841,888 +4,232,773 | +92% | +$439M |
|
152
Equinix
EQIX
$76.9B
| $915M | 0.16% | 1,140,486 -726,659 | -39% | -$583M |
|
153
Gaming and Leisure Properties
GLPI
$13.6B
| $907M | 0.15% | 19,586,203 +10,470 | +0.1% | +$485K |
|
154
ResMed
RMD
$40.2B
| $906M | 0.15% | 3,673,857 +605 | +0% | +$149K |
|
155
Danaher
DHR
$147B
| $904M | 0.15% | 3,367,046 +323,472 | +11% | +$86.8M |
|
156
Xcel Energy
XEL
$42.8B
| $901M | 0.15% | 13,674,413 +169,644 | +1% | +$11.2M |
|
157
Boston Properties
BXP
$11.5B
| $900M | 0.15% | 7,852,855 +7,812,855 | +19,532% | +$895M |
|
158
Royal Gold
RGLD
$11.8B
| $894M | 0.15% | 7,833,395 +153,335 | +2% | +$17.5M |
|
159
Fifth Third Bancorp
FITB
$30.3B
| $893M | 0.15% | 23,370,600 +4,791,782 | +26% | +$183M |
|
160
Carlyle Group
CG
$23.4B
| $870M | 0.15% | 18,717,049 +1,327,838 | +8% | +$61.7M |
|
161
Jacobs Solutions
J
$17.5B
| $838M | 0.14% | 6,283,276 -106,387 | -2% | -$14.2M |
|
162
Wheaton Precious Metals
WPM
$45.6B
| $830M | 0.14% | 18,835,522 +486,027 | +3% | +$21.4M |
|
163
Baxter International
BAX
$12.7B
| $813M | 0.14% | 10,102,239 +458,426 | +5% | +$36.9M |
|
164
Coterra Energy
CTRA
$18.7B
| $813M | 0.14% | 46,555,418 +18,930,470 | +69% | +$331M |
|
165
Franco-Nevada
FNV
$36.3B
| $809M | 0.14% | 5,571,822 -573,541 | -9% | -$83.2M |
|
166
Dell
DELL
$82.6B
| $803M | 0.14% | 8,057,988 -1,569,086 | -16% | -$156M |
|
167
Sun Communities
SUI
$15.9B
| $800M | 0.14% | 4,667,627 -217,839 | -4% | -$37.3M |
|
168
VF Corp
VFC
$5.91B
| $779M | 0.13% | 9,500,463 +872,003 | +10% | +$71.5M |
|
169
Vulcan Materials
VMC
$38.5B
| $767M | 0.13% | 4,404,838 -2,115,777 | -32% | -$368M |
|
170
Apollo Global Management
APO
$77.9B
| $767M | 0.13% | 12,323,963 +26,657 | +0.2% | +$1.66M |
|
171
Toll Brothers
TOL
$13.4B
| $765M | 0.13% | 13,232,292 -256,378 | -2% | -$14.8M |
|
172
BioNTech
BNTX
$24B
| $763M | 0.13% | 3,406,350 +2,973,468 | +687% | +$666M |
|
173
Arch Capital
ACGL
$34.2B
| $735M | 0.12% | 18,865,119 -86,903 | -0.5% | -$3.38M |
|
174
Peloton Interactive
PTON
$3.1B
| $732M | 0.12% | 5,905,680 -3,125,342 | -35% | -$388M |
|
175
Illumina
ILMN
$15.8B
| $717M | 0.12% | 1,515,351 -24 | -0% | -$11.4K |
|