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 |
Tesla
TSLA
|
$15.9B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$5.43B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$3.6B |
| 4 |
Extra Space Storage
EXR
|
$1.32B |
| 5 |
Synopsys
SNPS
|
$1.16B |
Top Sells
| 1 |
Micron Technology
MU
|
$1.13B |
| 2 |
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
|
$924M |
| 3 |
Meta Platforms (Facebook)
META
|
$816M |
| 4 |
Dollar General
DG
|
$717M |
| 5 |
Stellantis
STLA
|
$698M |
Sector Composition
| 1 | Healthcare | 20.38% |
| 2 | Technology | 16.46% |
| 3 | Consumer Discretionary | 14.81% |
| 4 | Financials | 12.4% |
| 5 | Industrials | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Blue Owl Capital
OWL
$12.1B
| $487M | 0.11% | 52,767,950 +2,814,666 | +6% | +$26M |
|
177
Robert Half
RHI
$3.8B
| $486M | 0.11% | 6,352,953 +1,361,260 | +27% | +$104M |
|
178
Charter Communications
CHTR
$36.3B
| $485M | 0.11% | 1,599,832 -537,341 | -25% | -$163M |
|
179
Kroger
KR
$44.9B
| $479M | 0.11% | 10,953,426 +3,651 | +0% | +$160K |
|
180
Rio Tinto
RIO
$102B
| $470M | 0.11% | 8,529,541 -20,996 | -0.2% | -$1.16M |
|
181
United Rentals
URI
$61.5B
| $457M | 0.1% | 1,693,304 -542,717 | -24% | -$147M |
|
182
KKR & Co
KKR
$124B
| $457M | 0.1% | 10,634,596 -376 | -0% | -$16.2K |
|
183
TransDigm Group
TDG
$78.8B
| $455M | 0.1% | 867,067 +62,094 | +8% | +$32.6M |
|
184
Regency Centers
REG
$13.2B
| $450M | 0.1% | 8,353,765 -11,389,672 | -58% | -$613M |
|
185
Cloudflare
NET
$72.7B
| $446M | 0.1% | 8,069,187 -2,430,800 | -23% | -$134M |
|
186
Marriott International Class A Common Stock
MAR
$72.7B
| $439M | 0.1% | 3,133,505 +487 | +0% | +$68.2K |
|
|
AYX
187
DELISTED
Alteryx, Inc.
AYX
| $438M | 0.1% | 7,837,636 -53,261 | -0.7% | -$2.97M |
|
188
Kellanova
K
$27.6B
| $434M | 0.1% | 6,223,751 -2,233,428 | -26% | -$156M |
|
189
Sun Communities
SUI
$15.9B
| $424M | 0.1% | 3,134,934 -301,543 | -9% | -$40.8M |
|
190
T-Mobile US
TMUS
$284B
| $421M | 0.09% | 3,136,172 -209 | -0% | -$28K |
|
191
Carlyle Group
CG
$23.4B
| $414M | 0.09% | 16,036,206 -1,601,448 | -9% | -$41.4M |
|
192
Take-Two Interactive
TTWO
$43B
| $409M | 0.09% | 3,752,740 +976 | +0% | +$106K |
|
193
RingCentral
RNG
$2.76B
| $395M | 0.09% | 9,895,466 -565,994 | -5% | -$22.6M |
|
|
B
194
Barrick Mining Corporation
B
$45.4B
| $394M | 0.09% | 25,410,281 -33,028,688 | -57% | -$512M |
|
195
Moody's
MCO
$91.4B
| $387M | 0.09% | 1,591,260 -161,756 | -9% | -$39.3M |
|
196
Trane Technologies
TT
$92.5B
| $387M | 0.09% | 2,670,269 -879,992 | -25% | -$127M |
|
197
Citizens Financial Group
CFG
$22.6B
| $374M | 0.08% | 10,891,747 -6,213,639 | -36% | -$214M |
|
198
HF Sinclair
DINO
$9.52B
| $372M | 0.08% | 6,916,319 +2,708,410 | +64% | +$146M |
|
199
Honeywell
HON
$139B
| $371M | 0.08% | 2,219,691 -830 | -0% | -$139K |
|
200
Coupang
CPNG
$52.1B
| $369M | 0.08% | 22,151,993 +15,598,526 | +238% | +$260M |
|