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 |
Starbucks
SBUX
|
+$4.03B |
| 2 |
NVIDIA
NVDA
|
+$1.96B |
| 3 |
Amazon
AMZN
|
+$1.62B |
| 4 |
Nike
NKE
|
+$1.46B |
| 5 |
Citizens Financial Group
CFG
|
+$1.43B |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.49B |
| 2 |
Broadcom
AVGO
|
+$2.2B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.43B |
| 4 |
Eli Lilly
LLY
|
+$1.29B |
| 5 |
Schlumberger
SLB
|
+$1.23B |
Sector Composition
| 1 | Technology | 23.09% |
| 2 | Healthcare | 15.24% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Ametek
AME
$43.9B
| $582M | 0.09% |
3,388,955
+14,764
| +0.4% | +$2.54M |
|
177
Insight Enterprises
NSIT
$3.9B
| $581M | 0.09% |
2,699,414
+4,350
| +0.2% | +$937K |
|
178
Nucor
NUE
$32.4B
| $569M | 0.09% |
3,783,729
+16,127
| +0.4% | +$2.42M |
|
179
Walt Disney
DIS
$208B
| $569M | 0.09% |
5,911,668
+5,628
| +0.1% | +$541K |
|
180
Texas Instruments
TXN
$166B
| $568M | 0.09% |
2,748,079
-98,246
| -3% | -$20.3M |
|
181
XP
XP
$9.94B
| $549M | 0.09% |
30,606,282
+1,859,389
| +6% | +$33.4M |
|
182
Humana
HUM
$33.2B
| $548M | 0.08% |
1,729,023
-238,669
| -12% | -$75.6M |
|
183
Novo Nordisk
NVO
$244B
| $531M | 0.08% |
4,454,016
-9,869
| -0.2% | -$1.18M |
|
184
General Mills
GIS
$26.7B
| $523M | 0.08% |
7,081,454
+692
| +0% | +$51.1K |
|
185
Keysight
KEYS
$29.3B
| $521M | 0.08% |
3,278,708
+229,414
| +8% | +$36.5M |
|
186
Caesars Entertainment
CZR
$5.22B
| $520M | 0.08% |
12,454,348
+1,957,601
| +19% | +$81.7M |
|
187
Diebold Nixdorf
DBD
$2.17B
| $518M | 0.08% |
11,592,738
| – | – |
|
188
IBM
IBM
$236B
| $516M | 0.08% |
2,334,075
+14,315
| +0.6% | +$3.16M |
|
189
DexCom
DXCM
$29.9B
| $511M | 0.08% |
7,627,636
-682,371
| -8% | -$45.7M |
|
190
AES
AES
$9.17B
| $507M | 0.08% |
25,249,968
-61,990
| -0.2% | -$1.24M |
|
191
Toll Brothers
TOL
$13.8B
| $502M | 0.08% |
3,247,056
| – | – |
|
192
Old Dominion Freight Line
ODFL
$30.5B
| $493M | 0.08% |
2,482,734
+130,057
| +6% | +$25.8M |
|
193
Iron Mountain
IRM
$28.6B
| $489M | 0.08% |
4,115,969
-177
| -0% | -$21K |
|
194
Cooper Companies
COO
$13.3B
| $488M | 0.08% |
4,420,813
-393,045
| -8% | -$43.4M |
|
195
AstraZeneca
AZN
$247B
| $487M | 0.08% |
6,254,682
+2,343
| +0% | +$183K |
|
196
Southern Copper
SCCO
$86.2B
| $487M | 0.08% |
4,350,164
+946
| +0% | +$106K |
|
197
TC Energy
TRP
$54.4B
| $484M | 0.08% |
10,184,022
-220,995
| -2% | -$10.5M |
|
198
Polaris
PII
$3.22B
| $480M | 0.07% |
5,768,235
-920,459
| -14% | -$76.6M |
|
199
Zillow
Z
$21.3B
| $472M | 0.07% |
7,391,932
+2,682,985
| +57% | +$171M |
|
|
B
200
Barrick Mining Corporation
B
$49.5B
| $469M | 0.07% |
23,602,168
| – | – |
|