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 |
Intuitive Surgical
ISRG
|
$2.16B |
| 2 |
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
|
$1.46B |
| 3 |
Micron Technology
MU
|
$1.17B |
| 4 |
Cloudflare
NET
|
$1.14B |
| 5 |
Arista Networks
ANET
|
$928M |
Top Sells
| 1 |
PayPal
PYPL
|
$2.57B |
| 2 |
Honeywell
HON
|
$2.13B |
| 3 |
Mercado Libre
MELI
|
$1.39B |
| 4 |
JPMorgan Chase
JPM
|
$1.29B |
| 5 |
Emerson Electric
EMR
|
$1.28B |
Sector Composition
| 1 | Technology | 21.31% |
| 2 | Consumer Discretionary | 17.23% |
| 3 | Healthcare | 15.38% |
| 4 | Financials | 12.72% |
| 5 | Communication Services | 8.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Marriott International Class A Common Stock
MAR
$72.7B
| $915M | 0.14% | 5,535,829 +32,934 | +0.6% | +$5.44M |
|
152
Boeing
BA
$177B
| $915M | 0.14% | 4,542,656 -103,255 | -2% | -$20.8M |
|
153
Humana
HUM
$36.5B
| $912M | 0.14% | 1,965,450 -566,364 | -22% | -$263M |
|
154
Arch Capital
ACGL
$34.2B
| $905M | 0.14% | 20,352,227 -32,190 | -0.2% | -$1.43M |
|
155
Apollo Global Management
APO
$77.9B
| $893M | 0.14% | 12,324,773 +58 | +0% | +$4.2K |
|
156
HubSpot
HUBS
$25.5B
| $891M | 0.14% | 1,351,346 -127,127 | -9% | -$83.8M |
|
157
Valero Energy
VLO
$47.2B
| $876M | 0.14% | 11,657,309 -6,370,903 | -35% | -$479M |
|
158
Delta Air Lines
DAL
$40.3B
| $861M | 0.14% | 22,031,150 +17,308 | +0.1% | +$676K |
|
159
Boston Properties
BXP
$11.5B
| $854M | 0.14% | 7,415,692 -435,481 | -6% | -$50.2M |
|
|
BHVN
160
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $851M | 0.13% | 6,178,009 +115,628 | +2% | +$15.9M |
|
161
Wheaton Precious Metals
WPM
$45.6B
| $850M | 0.13% | 19,809,732 +71 | +0% | +$3.05K |
|
162
Toll Brothers
TOL
$13.4B
| $850M | 0.13% | 11,740,763 -1,492,664 | -11% | -$108M |
|
163
Ares Management
ARES
$39.3B
| $830M | 0.13% | 10,214,738 | – | – |
|
164
Corpay
CPAY
$23B
| $830M | 0.13% | 3,705,911 +317,514 | +9% | +$71.1M |
|
165
Royal Gold
RGLD
$11.8B
| $824M | 0.13% | 7,834,436 +91 | +0% | +$9.57K |
|
166
XPeng
XPEV
$20B
| $821M | 0.13% | 16,306,909 +6,157 | +0% | +$310K |
|
167
Alexandria Real Estate Equities
ARE
$14.1B
| $808M | 0.13% | 3,624,923 +9,123 | +0.3% | +$2.03M |
|
168
Air Products & Chemicals
APD
$65.5B
| $801M | 0.13% | 2,633,053 +870,582 | +49% | +$265M |
|
169
Uber
UBER
$196B
| $781M | 0.12% | 18,627,065 -2,160,465 | -10% | -$90.6M |
|
|
XYZ
170
Block, Inc.
XYZ
$48.5B
| $773M | 0.12% | 4,785,085 +41,728 | +0.9% | +$6.74M |
|
171
DexCom
DXCM
$29.5B
| $745M | 0.12% | 1,386,943 -119,866 | -8% | -$64.4M |
|
172
Dayforce
DAY
$11B
| $744M | 0.12% | 7,125,849 -360,418 | -5% | -$37.6M |
|
173
KKR & Co
KKR
$124B
| $736M | 0.12% | 9,882,310 +1,807 | +0% | +$135K |
|
174
Regal Rexnord
RRX
$9.91B
| $727M | 0.12% | 4,272,839 +4,138,839 | +3,089% | +$704M |
|
175
Copart
CPRT
$47.2B
| $727M | 0.11% | 4,791,774 -124,419 | -3% | -$18.9M |
|