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 |
Target
TGT
|
+$2.15B |
| 2 |
JPMorgan Chase
JPM
|
+$1.89B |
| 3 |
Goldman Sachs
GS
|
+$1.66B |
| 4 |
Philip Morris
PM
|
+$1.5B |
| 5 |
Blackstone
BX
|
+$1.01B |
Top Sells
| 1 |
Tesla
TSLA
|
+$5.14B |
| 2 |
CME Group
CME
|
+$2.62B |
| 3 |
Microsoft
MSFT
|
+$1.39B |
| 4 |
UnitedHealth
UNH
|
+$1.34B |
| 5 |
Verizon
VZ
|
+$1.33B |
Sector Composition
| 1 | Healthcare | 21.38% |
| 2 | Technology | 16.49% |
| 3 | Financials | 12.64% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Airbnb
ABNB
$75B
| $687M | 0.15% |
8,039,100
+318,792
| +4% | +$27.3M |
|
152
VICI Properties
VICI
$35.4B
| $686M | 0.15% |
21,162,383
-16,408,540
| -44% | -$532M |
|
153
Coca-Cola
KO
$288B
| $685M | 0.15% |
10,764,084
+1
| +0% | +$64 |
|
154
Intel
INTC
$112B
| $684M | 0.15% |
25,897,363
+1,473
| +0% | +$38.9K |
|
155
Chart Industries
GTLS
$8.95B
| $649M | 0.14% |
5,631,785
+1,214,564
| +27% | +$140M |
|
156
Polaris
PII
$3.22B
| $624M | 0.13% |
6,180,677
+100,770
| +2% | +$10.2M |
|
157
General Mills
GIS
$26.7B
| $623M | 0.13% |
7,428,298
-1,878,312
| -20% | -$157M |
|
|
CTLT
158
DELISTED
CATALENT, INC.
CTLT
| $622M | 0.13% |
13,817,203
+2,407,795
| +21% | +$108M |
|
159
Automatic Data Processing
ADP
$119B
| $622M | 0.13% |
2,602,390
-2,186
| -0.1% | -$522K |
|
160
Agilon Health
AGL
$443M
| $612M | 0.13% |
37,918,473
+3,484,913
| +10% | +$56.2M |
|
161
Rio Tinto
RIO
$101B
| $607M | 0.13% |
8,521,777
-7,764
| -0.1% | -$553K |
|
162
United Rentals
URI
$60.4B
| $606M | 0.13% |
1,706,127
+12,823
| +0.8% | +$4.56M |
|
163
Brookfield
BN
$101B
| $595M | 0.13% |
18,901,023
-4,304,298
| -19% | -$135M |
|
|
XYZ
164
Block, Inc.
XYZ
$44.4B
| $590M | 0.13% |
9,382,321
+1,309
| +0% | +$82.3K |
|
165
Copart
CPRT
$46.8B
| $585M | 0.12% |
19,229,124
+532,332
| +3% | +$16.2M |
|
166
MongoDB
MDB
$26.9B
| $584M | 0.12% |
2,967,547
-2,838,333
| -49% | -$559M |
|
167
Citigroup
C
$183B
| $578M | 0.12% |
12,779,580
+468,760
| +4% | +$21.2M |
|
168
Gaming and Leisure Properties
GLPI
$13.6B
| $577M | 0.12% |
11,081,603
-2,679,313
| -19% | -$140M |
|
169
American Tower
AMT
$91.3B
| $574M | 0.12% |
2,709,781
+1,004,089
| +59% | +$213M |
|
170
Blue Owl Capital
OWL
$12.2B
| $572M | 0.12% |
53,934,631
+1,166,681
| +2% | +$12.4M |
|
171
EQT Corp
EQT
$31.8B
| $569M | 0.12% |
16,822,373
-2,749,824
| -14% | -$93M |
|
|
SMAR
172
DELISTED
Smartsheet Inc.
SMAR
| $569M | 0.12% |
14,456,010
-807,961
| -5% | -$31.8M |
|
173
Performance Food Group
PFGC
$16.6B
| $566M | 0.12% |
9,694,569
+6,140,789
| +173% | +$359M |
|
174
Huntington Ingalls Industries
HII
$10.8B
| $554M | 0.12% |
2,403,461
+117,900
| +5% | +$27.2M |
|
175
Nucor
NUE
$32.4B
| $552M | 0.12% |
4,190,159
-1,151,609
| -22% | -$152M |
|