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 |
Salesforce
CRM
|
$2.71B |
| 2 |
TE Connectivity
TEL
|
$1.59B |
| 3 |
Goldman Sachs
GS
|
$1.34B |
| 4 |
Philip Morris
PM
|
$1.18B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.09B |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.81B |
| 2 |
CVS Health
CVS
|
$1.78B |
| 3 |
Archer Daniels Midland
ADM
|
$1.72B |
| 4 |
JPMorgan Chase
JPM
|
$1.63B |
| 5 |
Broadcom
AVGO
|
$1.29B |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Healthcare | 18.94% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 11.44% |
| 5 | Industrials | 9.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Jacobs Solutions
J
$17.5B
| $739M | 0.15% | 6,291,712 -1,428,766 | -19% | -$168M |
|
152
Copart
CPRT
$47.2B
| $725M | 0.15% | 9,642,841 +28,279 | +0.3% | +$2.13M |
|
153
Take-Two Interactive
TTWO
$43B
| $725M | 0.15% | 6,078,223 +2,251,580 | +59% | +$269M |
|
154
Align Technology
ALGN
$10.3B
| $722M | 0.15% | 2,160,222 +34,940 | +2% | +$11.7M |
|
155
Canadian Imperial Bank of Commerce
CM
$71.8B
| $707M | 0.15% | 16,682,185 -3,177,941 | -16% | -$135M |
|
|
SMAR
156
DELISTED
Smartsheet Inc.
SMAR
| $697M | 0.14% | 14,591,666 +135,656 | +0.9% | +$6.48M |
|
157
McDonald's
MCD
$224B
| $693M | 0.14% | 2,477,471 -954,974 | -28% | -$267M |
|
158
VICI Properties
VICI
$36B
| $690M | 0.14% | 21,162,383 | – | – |
|
159
Polaris
PII
$3.18B
| $684M | 0.14% | 6,182,062 +1,385 | +0% | +$153K |
|
|
WBA
160
DELISTED
Walgreens Boots Alliance
WBA
| $677M | 0.14% | 19,569,047 -1,318,762 | -6% | -$45.6M |
|
161
Coterra Energy
CTRA
$18.7B
| $667M | 0.14% | 27,170,633 -5,342,111 | -16% | -$131M |
|
162
RTX Corp
RTX
$212B
| $655M | 0.14% | 6,686,487 -2,294,216 | -26% | -$225M |
|
163
MongoDB
MDB
$25.7B
| $643M | 0.13% | 2,756,163 -211,384 | -7% | -$49.3M |
|
164
Chart Industries
GTLS
$8.96B
| $637M | 0.13% | 5,076,650 -555,135 | -10% | -$69.6M |
|
165
Brookfield
BN
$98.3B
| $626M | 0.13% | 19,213,735 +312,712 | +2% | +$10.2M |
|
166
General Mills
GIS
$26.4B
| $614M | 0.13% | 7,179,561 -248,737 | -3% | -$21.3M |
|
167
HF Sinclair
DINO
$9.52B
| $605M | 0.13% | 12,496,194 +5,198,579 | +71% | +$252M |
|
168
Nucor
NUE
$34.1B
| $604M | 0.12% | 3,907,134 -283,025 | -7% | -$43.7M |
|
169
Blue Owl Capital
OWL
$12.1B
| $602M | 0.12% | 54,335,253 +400,622 | +0.7% | +$4.44M |
|
170
Moderna
MRNA
$9.37B
| $602M | 0.12% | 3,919,590 +16,525 | +0.4% | +$2.54M |
|
171
American Tower
AMT
$95.5B
| $597M | 0.12% | 2,921,229 +211,448 | +8% | +$43.2M |
|
172
EQT Corp
EQT
$32.4B
| $592M | 0.12% | 18,564,766 +1,742,393 | +10% | +$55.6M |
|
173
Rio Tinto
RIO
$102B
| $585M | 0.12% | 8,524,402 +2,625 | +0% | +$180K |
|
174
Verizon
VZ
$186B
| $579M | 0.12% | 14,899,636 +6,381,861 | +75% | +$248M |
|
175
AstraZeneca
AZN
$248B
| $579M | 0.12% | 8,336,225 +1,102,304 | +15% | +$76.5M |
|