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 |
Canadian Natural Resources
CNQ
|
+$1.56B |
| 2 |
Caterpillar
CAT
|
+$1.53B |
| 3 |
Aon
AON
|
+$1.48B |
| 4 |
Intel
INTC
|
+$1.27B |
| 5 |
TC Energy
TRP
|
+$1.27B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$3.06B |
| 2 |
Amazon
AMZN
|
+$3.04B |
| 3 |
Broadcom
AVGO
|
+$2.88B |
| 4 |
JPMorgan Chase
JPM
|
+$2.87B |
| 5 |
Blackrock
BLK
|
+$2.56B |
Sector Composition
| 1 | Technology | 19.71% |
| 2 | Healthcare | 15.96% |
| 3 | Consumer Discretionary | 15.87% |
| 4 | Financials | 12.59% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
VICI Properties
VICI
$35.4B
| $927M | 0.16% |
32,588,870
+857,690
| +3% | +$24.4M |
|
152
Agilon Health
AGL
$443M
| $921M | 0.16% |
36,322,390
+456,437
| +1% | +$11.6M |
|
153
Snap
SNAP
$12.4B
| $917M | 0.16% |
25,482,843
-3,837,539
| -13% | -$138M |
|
154
Emerson Electric
EMR
$76B
| $914M | 0.16% |
9,319,147
-1,652,078
| -15% | -$162M |
|
155
LyondellBasell Industries
LYB
$17.8B
| $911M | 0.16% |
8,863,950
-1,681,605
| -16% | -$173M |
|
|
EXE
156
Expand Energy Corporation Common Stock
EXE
$22.9B
| $905M | 0.16% |
10,404,090
-554,908
| -5% | -$48.3M |
|
157
RTX Corp
RTX
$209B
| $905M | 0.16% |
9,130,557
+2,256,475
| +33% | +$224M |
|
158
Floor & Decor
FND
$9.55B
| $892M | 0.15% |
11,016,100
-519,179
| -5% | -$42.1M |
|
159
Delta Air Lines
DAL
$39.1B
| $874M | 0.15% |
22,080,055
+48,905
| +0.2% | +$1.94M |
|
160
Corpay
CPAY
$21.7B
| $871M | 0.15% |
3,498,550
-207,361
| -6% | -$51.6M |
|
161
Citizens Financial Group
CFG
$22.4B
| $861M | 0.15% |
19,002,482
+8,203,831
| +76% | +$372M |
|
162
Boeing
BA
$163B
| $850M | 0.15% |
4,440,022
-102,634
| -2% | -$19.7M |
|
|
SMAR
163
DELISTED
Smartsheet Inc.
SMAR
| $839M | 0.14% |
15,316,599
+1,542,891
| +11% | +$84.5M |
|
164
Ares Management
ARES
$40.1B
| $817M | 0.14% |
10,061,738
-153,000
| -1% | -$12.4M |
|
165
Airbnb
ABNB
$75B
| $801M | 0.14% |
4,660,595
+1,305,791
| +39% | +$224M |
|
166
Regal Rexnord
RRX
$9.22B
| $794M | 0.14% |
5,336,570
+1,063,731
| +25% | +$158M |
|
|
BHVN
167
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $788M | 0.14% |
6,642,539
+464,530
| +8% | +$55.1M |
|
168
Uber
UBER
$200B
| $787M | 0.14% |
22,070,619
+3,443,554
| +18% | +$123M |
|
169
Gaming and Leisure Properties
GLPI
$13.6B
| $773M | 0.13% |
16,471,640
-3,114,732
| -16% | -$146M |
|
170
Chart Industries
GTLS
$8.95B
| $756M | 0.13% |
4,402,819
+609,148
| +16% | +$105M |
|
171
Humana
HUM
$33.2B
| $707M | 0.12% |
1,624,688
-340,762
| -17% | -$148M |
|
172
Rio Tinto
RIO
$101B
| $682M | 0.12% |
8,484,992
+344,145
| +4% | +$27.7M |
|
173
Coca-Cola
KO
$288B
| $667M | 0.11% |
10,764,084
+4,095,881
| +61% | +$254M |
|
174
Valero Energy
VLO
$48.7B
| $659M | 0.11% |
6,485,982
-5,171,327
| -44% | -$525M |
|
175
Yum! Brands
YUM
$41.5B
| $653M | 0.11% |
5,507,237
+901,181
| +20% | +$107M |
|