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 |
Starbucks
SBUX
|
+$4.03B |
| 2 |
NVIDIA
NVDA
|
+$1.96B |
| 3 |
Amazon
AMZN
|
+$1.62B |
| 4 |
Nike
NKE
|
+$1.46B |
| 5 |
Citizens Financial Group
CFG
|
+$1.43B |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.49B |
| 2 |
Broadcom
AVGO
|
+$2.2B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.43B |
| 4 |
Eli Lilly
LLY
|
+$1.29B |
| 5 |
Schlumberger
SLB
|
+$1.23B |
Sector Composition
| 1 | Technology | 23.09% |
| 2 | Healthcare | 15.24% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Agnico Eagle Mines
AEM
$77B
| $792M | 0.12% |
9,830,897
| – | – |
|
152
Wells Fargo
WFC
$261B
| $782M | 0.12% |
13,851,999
+18,852
| +0.1% | +$1.06M |
|
153
Floor & Decor
FND
$9.55B
| $773M | 0.12% |
6,223,391
-4,334,560
| -41% | -$538M |
|
154
Delta Air Lines
DAL
$39.1B
| $769M | 0.12% |
15,134,366
+55,672
| +0.4% | +$2.83M |
|
155
Dollar General
DG
$23B
| $766M | 0.12% |
9,057,924
-2,492,766
| -22% | -$211M |
|
156
Prologis
PLD
$107B
| $766M | 0.12% |
6,062,935
+3,447
| +0.1% | +$435K |
|
157
Mondelez International
MDLZ
$80.2B
| $751M | 0.12% |
10,196,659
-7,433,869
| -42% | -$548M |
|
158
Affirm
AFRM
$27.1B
| $746M | 0.12% |
18,266,583
-541,209
| -3% | -$22.1M |
|
159
Take-Two Interactive
TTWO
$45.4B
| $732M | 0.11% |
4,764,614
-2,567,376
| -35% | -$395M |
|
160
Mid-America Apartment Communities
MAA
$16.6B
| $723M | 0.11% |
+4,548,772
| New | +$723M |
|
161
RenaissanceRe
RNR
$11.6B
| $722M | 0.11% |
2,649,127
+172,700
| +7% | +$47M |
|
162
Wayfair
W
$11.4B
| $715M | 0.11% |
12,723,443
+574,667
| +5% | +$32.3M |
|
163
Hilton Worldwide
HLT
$64.6B
| $710M | 0.11% |
3,080,445
-235,403
| -7% | -$54.3M |
|
164
Essent Group
ESNT
$6.29B
| $676M | 0.1% |
10,517,798
| – | – |
|
165
3M
MMM
$84.1B
| $671M | 0.1% |
4,905,831
-2,471
| -0.1% | -$338K |
|
166
XPO
XPO
$15.3B
| $661M | 0.1% |
6,148,882
+1,560,512
| +34% | +$168M |
|
167
Snap
SNAP
$12.4B
| $648M | 0.1% |
60,567,795
+13,994,418
| +30% | +$150M |
|
168
Cameco
CCJ
$34B
| $645M | 0.1% |
13,509,474
-201,455
| -1% | -$9.62M |
|
169
Kroger
KR
$45.2B
| $640M | 0.1% |
11,177,892
-500,180
| -4% | -$28.7M |
|
170
S&P Global
SPGI
$166B
| $606M | 0.09% |
1,173,639
-65
| -0% | -$33.6K |
|
171
Albemarle
ALB
$8.94B
| $606M | 0.09% |
6,397,749
+6,023,133
| +1,608% | +$570M |
|
172
Coca-Cola
KO
$288B
| $599M | 0.09% |
8,333,967
-1
| -0% | -$72 |
|
173
Kimberly-Clark
KMB
$42.5B
| $595M | 0.09% |
4,178,671
+1,113,319
| +36% | +$158M |
|
174
Morgan Stanley
MS
$250B
| $587M | 0.09% |
5,628,444
+19,273
| +0.3% | +$2.01M |
|
175
Public Service Enterprise Group
PEG
$41.3B
| $586M | 0.09% |
6,569,242
+3,075
| +0% | +$274K |
|