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 |
Amazon
AMZN
|
$3.06B |
| 2 |
Eli Lilly
LLY
|
$2.07B |
| 3 |
Cenovus Energy
CVE
|
$1.79B |
| 4 |
Pfizer
PFE
|
$1.59B |
| 5 |
Visa
V
|
$1.39B |
Top Sells
| 1 |
Tesla
TSLA
|
$4.13B |
| 2 |
Microsoft
MSFT
|
$1.51B |
| 3 |
Altria Group
MO
|
$1.11B |
| 4 |
Lockheed Martin
LMT
|
$1.04B |
| 5 |
Blackrock
BLK
|
$978M |
Sector Composition
| 1 | Healthcare | 19.6% |
| 2 | Technology | 17.14% |
| 3 | Consumer Discretionary | 13.22% |
| 4 | Financials | 12.49% |
| 5 | Industrials | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
RingCentral
RNG
$2.76B
| $547M | 0.12% | 10,461,460 -1,115,667 | -10% | -$58.3M |
|
177
United Rentals
URI
$61.5B
| $543M | 0.12% | 2,236,021 +1,390,903 | +165% | +$338M |
|
178
Rio Tinto
RIO
$102B
| $522M | 0.11% | 8,550,537 +65,545 | +0.8% | +$4M |
|
179
Kroger
KR
$44.9B
| $518M | 0.11% | 10,949,775 -6,072,295 | -36% | -$287M |
|
180
Corpay
CPAY
$23B
| $510M | 0.11% | 2,425,925 -1,072,625 | -31% | -$225M |
|
181
Copart
CPRT
$47.2B
| $509M | 0.11% | 4,680,515 -159,782 | -3% | -$17.4M |
|
182
Blue Owl Capital
OWL
$12.1B
| $501M | 0.11% | 49,953,284 +9,185,821 | +23% | +$92.1M |
|
183
KKR & Co
KKR
$124B
| $492M | 0.1% | 10,634,972 +1,993,894 | +23% | +$92.3M |
|
184
Domino's
DPZ
$15.6B
| $491M | 0.1% | 1,259,245 -259,725 | -17% | -$101M |
|
|
ZEN
185
DELISTED
ZENDESK INC
ZEN
| $490M | 0.1% | 6,614,062 -4,647,261 | -41% | -$344M |
|
186
Caesars Entertainment
CZR
$5.57B
| $489M | 0.1% | 12,756,279 +188 | +0% | +$7.2K |
|
187
ManpowerGroup
MAN
$1.96B
| $485M | 0.1% | 6,343,310 -296,205 | -4% | -$22.6M |
|
188
DocuSign
DOCU
$15.5B
| $485M | 0.1% | 8,446,365 +2,762,527 | +49% | +$159M |
|
189
Cheniere Energy
LNG
$53.1B
| $484M | 0.1% | 3,635,494 +810,743 | +29% | +$108M |
|
190
Mercado Libre
MELI
$125B
| $477M | 0.1% | 749,500 -45,201 | -6% | -$28.8M |
|
|
SMAR
191
DELISTED
Smartsheet Inc.
SMAR
| $477M | 0.1% | 15,180,175 -136,424 | -0.9% | -$4.29M |
|
192
Moody's
MCO
$91.4B
| $477M | 0.1% | 1,753,016 -2,390 | -0.1% | -$650K |
|
193
Boston Properties
BXP
$11.5B
| $467M | 0.1% | 5,247,291 -2,429,356 | -32% | -$216M |
|
194
Trane Technologies
TT
$92.5B
| $461M | 0.1% | 3,550,261 +1,074,390 | +43% | +$140M |
|
195
Take-Two Interactive
TTWO
$43B
| $460M | 0.1% | 3,751,764 +413,898 | +12% | +$50.7M |
|
196
Cloudflare
NET
$72.7B
| $459M | 0.1% | 10,499,987 -6,546,477 | -38% | -$286M |
|
197
HEICO
HEI
$43.4B
| $455M | 0.1% | 3,467,508 | – | – |
|
198
Fiserv
FI
$75.1B
| $453M | 0.1% | 5,088,577 +23,768 | +0.5% | +$2.11M |
|
199
Huntington Ingalls Industries
HII
$10.6B
| $442M | 0.09% | +2,030,338 | New | +$442M |
|
200
American Tower
AMT
$95.5B
| $436M | 0.09% | 1,706,202 +121,598 | +8% | +$31.1M |
|