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 |
Amazon
AMZN
|
$3.06B |
| 2 |
Eli Lilly
LLY
|
$2.07B |
| 3 |
Cenovus Energy
CVE
|
$1.79B |
| 4 |
Pfizer
PFE
|
$1.59B |
| 5 |
Visa
V
|
$1.39B |
Top Sells
| 1 |
Tesla
TSLA
|
$4.13B |
| 2 |
Microsoft
MSFT
|
$1.51B |
| 3 |
Altria Group
MO
|
$1.11B |
| 4 |
Lockheed Martin
LMT
|
$1.04B |
| 5 |
Blackrock
BLK
|
$978M |
Sector Composition
| 1 | Healthcare | 19.6% |
| 2 | Technology | 17.14% |
| 3 | Consumer Discretionary | 13.22% |
| 4 | Financials | 12.49% |
| 5 | Industrials | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Arista Networks
ANET
$172B
| $712M | 0.15% | 7,598,018 +1,455 | +0% | +$136K |
|
152
EQT Corp
EQT
$32.4B
| $693M | 0.15% | 20,143,471 +5,695,462 | +39% | +$196M |
|
153
Airbnb
ABNB
$79.9B
| $689M | 0.15% | 7,734,279 +3,073,684 | +66% | +$274M |
|
154
Regal Rexnord
RRX
$9.91B
| $679M | 0.14% | 5,983,532 +646,962 | +12% | +$73.4M |
|
155
Coca-Cola
KO
$297B
| $677M | 0.14% | 10,764,083 -1 | -0% | -$63 |
|
156
Emerson Electric
EMR
$74.3B
| $664M | 0.14% | 8,343,329 -975,818 | -10% | -$77.6M |
|
157
Delta Air Lines
DAL
$40.3B
| $642M | 0.14% | 22,144,052 +63,997 | +0.3% | +$1.85M |
|
158
Citigroup
C
$178B
| $637M | 0.14% | 13,841,263 -4,292,923 | -24% | -$197M |
|
159
Gaming and Leisure Properties
GLPI
$13.6B
| $631M | 0.13% | 13,757,217 -2,714,423 | -16% | -$124M |
|
|
SGEN
160
DELISTED
Seagen Inc. Common Stock
SGEN
| $627M | 0.13% | +3,545,061 | New | +$627M |
|
161
Royal Gold
RGLD
$11.8B
| $620M | 0.13% | 5,804,232 -2,164,665 | -27% | -$231M |
|
162
Citizens Financial Group
CFG
$22.6B
| $610M | 0.13% | 17,105,386 -1,897,096 | -10% | -$67.7M |
|
163
Nucor
NUE
$34.1B
| $604M | 0.13% | 5,779,589 -2,703,908 | -32% | -$282M |
|
164
Kellanova
K
$27.6B
| $603M | 0.13% | 8,457,179 +1,084 | +0% | +$77.3K |
|
165
Kraft Heinz
KHC
$33.1B
| $595M | 0.13% | 15,605,000 +2,293,000 | +17% | +$87.5M |
|
166
Polaris
PII
$3.18B
| $594M | 0.13% | 5,980,373 +2,281,800 | +62% | +$227M |
|
167
Valero Energy
VLO
$47.2B
| $584M | 0.12% | 5,493,451 -992,531 | -15% | -$105M |
|
168
Scotiabank
BNS
$77.6B
| $577M | 0.12% | 9,741,656 -7,808,669 | -44% | -$462M |
|
169
Uber
UBER
$196B
| $575M | 0.12% | 28,088,676 +6,018,057 | +27% | +$123M |
|
170
Ares Management
ARES
$39.3B
| $572M | 0.12% | 10,060,782 -956 | -0% | -$54.4K |
|
|
HES
171
DELISTED
Hess
HES
| $565M | 0.12% | 5,337,351 +3,312,672 | +164% | +$351M |
|
172
New Fortress Energy
NFE
$675M
| $560M | 0.12% | 14,155,123 +5,775,012 | +69% | +$229M |
|
173
Carlyle Group
CG
$23.4B
| $558M | 0.12% | 17,637,654 -1,646,943 | -9% | -$52.1M |
|
174
DTE Energy
DTE
$28.4B
| $558M | 0.12% | 4,400,863 +424,100 | +11% | +$53.8M |
|
175
Sun Communities
SUI
$15.9B
| $548M | 0.12% | 3,436,477 +465 | +0% | +$74.1K |
|