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 |
Airbnb
ABNB
|
+$1.37B |
| 2 |
Visa
V
|
+$1.28B |
| 3 |
Keurig Dr Pepper
KDP
|
+$1.24B |
| 4 |
Halliburton
HAL
|
+$1.21B |
| 5 |
Apple
AAPL
|
+$1.04B |
Top Sells
| 1 |
Lennar Class A
LEN
|
+$1.67B |
| 2 |
Pfizer
PFE
|
+$1.19B |
| 3 |
Bank of America
BAC
|
+$1.02B |
| 4 |
D.R. Horton
DHI
|
+$1.01B |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$952M |
Sector Composition
| 1 | Technology | 22.08% |
| 2 | Healthcare | 17.21% |
| 3 | Consumer Discretionary | 12.51% |
| 4 | Financials | 10.77% |
| 5 | Industrials | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Carlyle Group
CG
$24.1B
| $596M | 0.11% |
18,654,540
+5,993,196
| +47% | +$191M |
|
177
Brookfield Asset Management
BAM
$91.3B
| $596M | 0.11% |
18,250,067
+2,625,505
| +17% | +$85.7M |
|
178
Rio Tinto
RIO
$101B
| $588M | 0.11% |
9,207,412
+683,010
| +8% | +$43.6M |
|
|
ATVI
179
DELISTED
Activision Blizzard Inc.
ATVI
| $566M | 0.11% |
6,718,877
-39,128
| -0.6% | -$3.3M |
|
|
WBA
180
DELISTED
Walgreens Boots Alliance
WBA
| $559M | 0.11% |
19,628,988
+59,941
| +0.3% | +$1.71M |
|
181
Huntington Ingalls Industries
HII
$10.8B
| $553M | 0.11% |
2,428,109
+23
| +0% | +$5.24K |
|
182
Southwest Airlines
LUV
$16.6B
| $549M | 0.11% |
15,168,998
+11,843,216
| +356% | +$429M |
|
183
Gaming and Leisure Properties
GLPI
$13.6B
| $536M | 0.1% |
11,052,381
-32,563
| -0.3% | -$1.58M |
|
184
Nasdaq
NDAQ
$53.9B
| $531M | 0.1% |
10,657,460
-5,541,827
| -34% | -$276M |
|
185
HEICO
HEI
$44.4B
| $529M | 0.1% |
2,987,318
-24,208
| -0.8% | -$4.28M |
|
186
EPAM Systems
EPAM
$8.69B
| $518M | 0.1% |
2,306,572
-224,540
| -9% | -$50.5M |
|
187
ResMed
RMD
$39.6B
| $515M | 0.1% |
2,357,117
-1,892,426
| -45% | -$413M |
|
188
Caesars Entertainment
CZR
$5.22B
| $515M | 0.1% |
10,104,402
-278,019
| -3% | -$14.2M |
|
189
Texas Instruments
TXN
$166B
| $512M | 0.1% |
2,841,405
+221,768
| +8% | +$39.9M |
|
190
Verizon
VZ
$185B
| $508M | 0.1% |
13,656,366
-1,243,270
| -8% | -$46.2M |
|
191
Idexx Laboratories
IDXX
$51.3B
| $506M | 0.1% |
1,007,073
+8,310
| +0.8% | +$4.17M |
|
192
General Mills
GIS
$26.7B
| $504M | 0.1% |
6,570,857
-608,704
| -8% | -$46.7M |
|
193
Coca-Cola
KO
$288B
| $502M | 0.1% |
8,333,966
-1
| -0% | -$60 |
|
194
DexCom
DXCM
$29.9B
| $497M | 0.1% |
3,870,567
+124,197
| +3% | +$16M |
|
195
lululemon athletica
LULU
$19B
| $497M | 0.1% |
1,313,689
+8,109
| +0.6% | +$3.07M |
|
196
Essent Group
ESNT
$6.29B
| $492M | 0.09% |
10,517,798
| – | – |
|
197
American Tower
AMT
$91.3B
| $480M | 0.09% |
2,473,266
-447,963
| -15% | -$86.9M |
|
198
Moderna
MRNA
$9.15B
| $479M | 0.09% |
3,940,872
+21,282
| +0.5% | +$2.59M |
|
199
NovoCure
NVCR
$1.36B
| $473M | 0.09% |
11,390,545
-2,634,512
| -19% | -$109M |
|
200
Arthur J. Gallagher & Co
AJG
$76.2B
| $469M | 0.09% |
2,135,566
+8,936
| +0.4% | +$1.96M |
|