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 |
Amgen
AMGN
|
+$3.18B |
| 2 |
Starbucks
SBUX
|
+$1.92B |
| 3 |
Apple
AAPL
|
+$1.74B |
| 4 |
Intel
INTC
|
+$1.25B |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$7.01B |
| 2 |
Caterpillar
CAT
|
+$2.75B |
| 3 |
Home Depot
HD
|
+$2.08B |
| 4 |
Gilead Sciences
GILD
|
+$2.03B |
| 5 |
Extra Space Storage
EXR
|
+$1.98B |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 14.79% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
General Motors
GM
$55.7B
| $785M | 0.13% |
16,684,423
-9,347,076
| -36% | -$440M |
|
152
Carlyle Group
CG
$24.2B
| $772M | 0.13% |
17,718,231
-2,060,127
| -10% | -$89.8M |
|
153
Exact Sciences
EXAS
$10.1B
| $772M | 0.13% |
17,835,277
+297,660
| +2% | +$12.9M |
|
154
Exxon Mobil
XOM
$489B
| $756M | 0.12% |
6,359,568
-4,055,019
| -39% | -$482M |
|
155
Monster Beverage
MNST
$62.8B
| $748M | 0.12% |
12,786,319
-7,371,029
| -37% | -$431M |
|
156
Comfort Systems
FIX
$27.6B
| $747M | 0.12% |
2,317,433
+170,348
| +8% | +$54.9M |
|
157
Snap
SNAP
$13.1B
| $741M | 0.12% |
85,027,401
+890,084
| +1% | +$7.75M |
|
158
Albemarle
ALB
$9.53B
| $718M | 0.12% |
9,966,044
-211,727
| -2% | -$15.2M |
|
159
Kroger
KR
$44.1B
| $712M | 0.12% |
10,522,475
-658,242
| -6% | -$44.6M |
|
160
Bunge Global
BG
$16.7B
| $702M | 0.11% |
9,188,812
+166,863
| +2% | +$12.8M |
|
161
Pfizer
PFE
$136B
| $690M | 0.11% |
27,228,477
-16,386,931
| -38% | -$415M |
|
162
Ametek
AME
$43.8B
| $689M | 0.11% |
4,004,117
-1,755,900
| -30% | -$302M |
|
163
Prologis
PLD
$106B
| $679M | 0.11% |
6,071,231
+6,178
| +0.1% | +$691K |
|
164
Johnson Controls International
JCI
$70.5B
| $677M | 0.11% |
8,446,244
-6,876,422
| -45% | -$551M |
|
165
Kimberly-Clark
KMB
$41.6B
| $659M | 0.11% |
4,636,362
+457,035
| +11% | +$65M |
|
166
Morgan Stanley
MS
$249B
| $656M | 0.11% |
5,619,396
-36,003
| -0.6% | -$4.2M |
|
167
Zoetis
ZTS
$64.8B
| $654M | 0.11% |
3,970,450
-2,592,319
| -40% | -$427M |
|
168
Cooper Companies
COO
$13B
| $653M | 0.11% |
7,746,566
+3,557,989
| +85% | +$300M |
|
169
RenaissanceRe
RNR
$11.5B
| $649M | 0.11% |
2,704,457
-178,378
| -6% | -$42.8M |
|
170
Capital One
COF
$144B
| $647M | 0.1% |
3,614,547
-657,717
| -15% | -$118M |
|
171
Regal Rexnord
RRX
$9.36B
| $610M | 0.1% |
5,357,656
-931,666
| -15% | -$106M |
|
172
Zillow
Z
$21.5B
| $592M | 0.1% |
8,628,108
+1,446,303
| +20% | +$99.2M |
|
173
Spotify
SPOT
$145B
| $591M | 0.1% |
1,075,172
+1,044,790
| +3,439% | +$575M |
|
174
Take-Two Interactive
TTWO
$45.6B
| $588M | 0.1% |
2,836,653
-1,564,780
| -36% | -$324M |
|
175
Kanzhun
BZ
$11.5B
| $583M | 0.09% |
30,394,273
+16,565,541
| +120% | +$318M |
|