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 |
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
|
+$1.46B |
| 2 |
Micron Technology
MU
|
+$1.17B |
| 3 |
Cloudflare
NET
|
+$1.14B |
| 4 |
Regal Rexnord
RRX
|
+$704M |
| 5 |
Eli Lilly
LLY
|
+$642M |
Top Sells
| 1 |
PayPal
PYPL
|
+$2.57B |
| 2 |
Honeywell
HON
|
+$2.13B |
| 3 |
Mercado Libre
MELI
|
+$1.39B |
| 4 |
JPMorgan Chase
JPM
|
+$1.29B |
| 5 |
Emerson Electric
EMR
|
+$1.28B |
Sector Composition
| 1 | Technology | 21.31% |
| 2 | Consumer Discretionary | 17.23% |
| 3 | Healthcare | 15.38% |
| 4 | Financials | 12.72% |
| 5 | Communication Services | 8.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Mid-America Apartment Communities
MAA
$16.6B
| $725M | 0.11% |
3,157,790
+1,779
| +0.1% | +$408K |
|
177
Sun Communities
SUI
$16.3B
| $721M | 0.11% |
3,434,610
-743,584
| -18% | -$156M |
|
178
Kroger
KR
$45.2B
| $709M | 0.11% |
15,666,470
+3,112,175
| +25% | +$141M |
|
|
EXE
179
Expand Energy Corporation Common Stock
EXE
$22.9B
| $707M | 0.11% |
10,958,998
+861,997
| +9% | +$55.6M |
|
180
D.R. Horton
DHI
$53B
| $700M | 0.11% |
6,450,586
+1,000,331
| +18% | +$108M |
|
181
Moody's
MCO
$91.9B
| $689M | 0.11% |
1,763,183
+6,376
| +0.4% | +$2.49M |
|
182
Wayfair
W
$11.4B
| $680M | 0.11% |
3,580,783
+289,798
| +9% | +$55.1M |
|
183
United Parcel Service
UPS
$71.5B
| $678M | 0.11% |
3,161,820
+697,955
| +28% | +$150M |
|
184
Etsy
ETSY
$5.84B
| $667M | 0.11% |
3,047,729
+5,336
| +0.2% | +$1.17M |
|
185
Intel
INTC
$112B
| $656M | 0.1% |
12,734,481
-4,969,700
| -28% | -$256M |
|
186
Idexx Laboratories
IDXX
$51.3B
| $655M | 0.1% |
994,515
+3,673
| +0.4% | +$2.42M |
|
187
Cisco
CSCO
$263B
| $655M | 0.1% |
10,333,242
+200,000
| +2% | +$12.7M |
|
188
lululemon athletica
LULU
$19B
| $653M | 0.1% |
1,667,957
-13,857
| -0.8% | -$5.42M |
|
189
ManpowerGroup
MAN
$1.78B
| $647M | 0.1% |
6,643,322
+118
| +0% | +$11.5K |
|
190
Yum! Brands
YUM
$41.5B
| $640M | 0.1% |
4,606,056
+483,359
| +12% | +$67.1M |
|
191
McDonald's
MCD
$218B
| $626M | 0.1% |
2,336,148
+572,507
| +32% | +$153M |
|
192
VF Corp
VFC
$5.8B
| $607M | 0.1% |
8,291,739
-726,476
| -8% | -$53.2M |
|
193
Chart Industries
GTLS
$8.95B
| $605M | 0.1% |
3,793,671
+1,161,995
| +44% | +$185M |
|
194
RTX Corp
RTX
$209B
| $592M | 0.09% |
6,874,082
+2,244,470
| +48% | +$193M |
|
|
SIVB
195
DELISTED
SVB Financial Group
SIVB
| $591M | 0.09% |
870,788
| – | – |
|
196
Coupang
CPNG
$59.1B
| $590M | 0.09% |
20,089,943
+13,614,268
| +210% | +$400M |
|
197
Blue Owl Capital
OWL
$12.2B
| $588M | 0.09% |
+39,418,038
| New | +$588M |
|
198
Kellanova
K
$27.6B
| $584M | 0.09% |
9,658,490
-4,434,999
| -31% | -$268M |
|
199
T-Mobile US
TMUS
$272B
| $582M | 0.09% |
5,021,907
-463,910
| -8% | -$53.8M |
|
|
DHR.PRB
200
DELISTED
Danaher Corporation 5.00% Mandatory Convertible Preferred Stock, Series B
DHR.PRB
| $579M | 0.09% |
+333,396
| New | +$579M |
|