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 |
NVIDIA
NVDA
|
$13B |
| 2 |
Canadian Natural Resources
CNQ
|
$5.21B |
| 3 |
Apple
AAPL
|
$4.84B |
| 4 |
Chipotle Mexican Grill
CMG
|
$2.42B |
| 5 |
Amazon
AMZN
|
$1.92B |
Top Sells
| 1 |
Broadcom
AVGO
|
$5.67B |
| 2 |
Home Depot
HD
|
$4.32B |
| 3 |
Microsoft
MSFT
|
$3.51B |
| 4 |
Caterpillar
CAT
|
$2.96B |
| 5 |
Eli Lilly
LLY
|
$2.46B |
Sector Composition
| 1 | Technology | 25.01% |
| 2 | Healthcare | 15.57% |
| 3 | Financials | 12.28% |
| 4 | Consumer Discretionary | 11.45% |
| 5 | Industrials | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
United Airlines
UAL
$34B
| $551M | 0.09% | 11,321,242 -629 | -0% | -$30.6K |
|
177
Morgan Stanley
MS
$240B
| $545M | 0.09% | 5,609,171 +7 | +0% | +$680 |
|
178
Insight Enterprises
NSIT
$4.1B
| $535M | 0.09% | 2,695,064 +545,972 | +25% | +$108M |
|
179
Coca-Cola
KO
$297B
| $530M | 0.09% | 8,333,968 +2 | +0% | +$127 |
|
180
Polaris
PII
$3.18B
| $524M | 0.09% | 6,688,694 -70,829 | -1% | -$5.55M |
|
181
S&P Global
SPGI
$167B
| $523M | 0.09% | 1,173,704 -725,496 | -38% | -$324M |
|
182
XP
XP
$9.56B
| $506M | 0.08% | 28,746,893 +1,512,384 | +6% | +$26.6M |
|
183
3M
MMM
$82.8B
| $502M | 0.08% | 4,908,302 +3,343,432 | +214% | +$342M |
|
184
AstraZeneca
AZN
$248B
| $488M | 0.08% | 6,252,339 -3,113,337 | -33% | -$243M |
|
185
XPO
XPO
$15.3B
| $487M | 0.08% | 4,588,370 +96,281 | +2% | +$10.2M |
|
186
Public Service Enterprise Group
PEG
$41.1B
| $484M | 0.08% | 6,566,167 +817,703 | +14% | +$60.3M |
|
187
Waste Management
WM
$91.2B
| $460M | 0.07% | 2,153,881 -2,072,988 | -49% | -$442M |
|
188
Cheniere Energy
LNG
$53.1B
| $451M | 0.07% | 2,580,201 +3,263 | +0.1% | +$570K |
|
189
Southern Copper
SCCO
$78B
| $451M | 0.07% | 4,183,117 +987,723 | +31% | +$106M |
|
190
Copa Holdings
CPA
$4.83B
| $450M | 0.07% | 4,724,169 +655,611 | +16% | +$62.4M |
|
191
General Mills
GIS
$26.4B
| $448M | 0.07% | 7,080,762 +3,297 | +0% | +$209K |
|
192
Roper Technologies
ROP
$56.6B
| $447M | 0.07% | +792,435 | New | +$447M |
|
193
Diebold Nixdorf
DBD
$2.24B
| $446M | 0.07% | 11,592,738 -125,371 | -1% | -$4.82M |
|
194
AES
AES
$9.64B
| $445M | 0.07% | 25,311,958 -15,039 | -0.1% | -$264K |
|
195
TopBuild
BLD
$11.8B
| $441M | 0.07% | 1,145,517 +670 | +0.1% | +$258K |
|
196
lululemon athletica
LULU
$24.2B
| $437M | 0.07% | 1,461,371 +480,542 | +49% | +$144M |
|
197
Moderna
MRNA
$9.37B
| $435M | 0.07% | 3,667,171 +19,054 | +0.5% | +$2.26M |
|
198
Nike
NKE
$114B
| $432M | 0.07% | 5,728,556 +543,124 | +10% | +$40.9M |
|
199
Kimberly-Clark
KMB
$42.8B
| $424M | 0.07% | 3,065,352 +795,860 | +35% | +$110M |
|
200
Aptiv
APTV
$17.3B
| $421M | 0.07% | 5,978,119 +1,662,232 | +39% | +$117M |
|