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 |
NVIDIA
NVDA
|
$1.24B |
| 2 |
Microsoft
MSFT
|
$983M |
| 3 |
Qualcomm
QCOM
|
$879M |
| 4 |
EOG Resources
EOG
|
$790M |
| 5 |
Southwest Airlines
LUV
|
$781M |
Top Sells
| 1 |
Apple
AAPL
|
$1.48B |
| 2 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$1.43B |
| 3 |
Morgan Stanley
MS
|
$1.29B |
| 4 |
D.R. Horton
DHI
|
$1.21B |
| 5 |
GTM
ZoomInfo Technologies
GTM
|
$892M |
Sector Composition
| 1 | Technology | 21.47% |
| 2 | Healthcare | 17.17% |
| 3 | Consumer Discretionary | 11.91% |
| 4 | Financials | 10.96% |
| 5 | Industrials | 9.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Old Dominion Freight Line
ODFL
$31.7B
| $698M | 0.14% | 1,705,811 +4,471 | +0.3% | +$1.83M |
|
152
EQT Corp
EQT
$32.4B
| $696M | 0.14% | 17,160,414 +189,879 | +1% | +$7.71M |
|
153
Nike
NKE
$114B
| $692M | 0.14% | 7,241,409 -2,706,780 | -27% | -$259M |
|
154
Polaris
PII
$3.18B
| $687M | 0.14% | 6,596,993 +414,051 | +7% | +$43.1M |
|
155
Vale
VALE
$43.9B
| $685M | 0.14% | 51,143,139 -30,505,630 | -37% | -$409M |
|
156
Wayfair
W
$9.67B
| $671M | 0.13% | 11,079,903 +395,714 | +4% | +$24M |
|
157
McDonald's
MCD
$224B
| $668M | 0.13% | 2,535,864 +2,590 | +0.1% | +$682K |
|
158
Charter Communications
CHTR
$36.3B
| $664M | 0.13% | 1,510,746 +606,334 | +67% | +$267M |
|
159
Waste Connections
WCN
$47.5B
| $646M | 0.13% | 4,807,878 -439,783 | -8% | -$59.1M |
|
160
Kroger
KR
$44.9B
| $637M | 0.13% | 14,238,290 +254,789 | +2% | +$11.4M |
|
161
AstraZeneca
AZN
$248B
| $632M | 0.13% | 9,335,762 +189,758 | +2% | +$12.8M |
|
162
VICI Properties
VICI
$36B
| $616M | 0.12% | 21,162,383 | – | – |
|
163
AES
AES
$9.64B
| $613M | 0.12% | 40,338,848 -6,236,933 | -13% | -$94.8M |
|
164
Union Pacific
UNP
$133B
| $610M | 0.12% | 2,997,369 +2,758,705 | +1,156% | +$562M |
|
165
Carlyle Group
CG
$23.4B
| $602M | 0.12% | 19,970,001 +1,315,461 | +7% | +$39.7M |
|
166
lululemon athletica
LULU
$24.2B
| $591M | 0.12% | 1,533,681 +219,992 | +17% | +$84.8M |
|
167
Nucor
NUE
$34.1B
| $587M | 0.12% | 3,755,254 -30 | -0% | -$4.69K |
|
|
168
Morgan Stanley
MS
$240B
| $586M | 0.12% | 7,175,172 -15,809,297 | -69% | -$1.29B |
|
169
EPAM Systems
EPAM
$9.82B
| $583M | 0.12% | 2,279,323 -27,249 | -1% | -$6.97M |
|
170
United Parcel Service
UPS
$74.1B
| $576M | 0.11% | 3,698,089 -925,171 | -20% | -$144M |
|
|
B
171
Barrick Mining Corporation
B
$45.4B
| $568M | 0.11% | 39,061,985 -6,178,785 | -14% | -$89.9M |
|
172
Cameco
CCJ
$33.7B
| $567M | 0.11% | 14,287,625 +6,012 | +0% | +$238K |
|
173
Delta Air Lines
DAL
$40.3B
| $551M | 0.11% | 14,901,306 -11,662,121 | -44% | -$431M |
|
|
XYZ
174
Block, Inc.
XYZ
$48.5B
| $544M | 0.11% | 12,301,570 +932,957 | +8% | +$41.3M |
|
175
Celanese
CE
$5.22B
| $538M | 0.11% | +4,285,589 | New | +$538M |
|