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
|
+$3.88B |
| 2 |
IBM
IBM
|
+$2.12B |
| 3 |
Illumina
ILMN
|
+$1.94B |
| 4 |
Citigroup
C
|
+$1.81B |
| 5 |
Honeywell
HON
|
+$1.59B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$3.36B |
| 2 |
Apple
AAPL
|
+$2.8B |
| 3 |
UnitedHealth
UNH
|
+$2.39B |
| 4 |
Arista Networks
ANET
|
+$1.7B |
| 5 |
Home Depot
HD
|
+$1.61B |
Sector Composition
| 1 | Technology | 24.47% |
| 2 | Financials | 14.11% |
| 3 | Consumer Discretionary | 14.04% |
| 4 | Healthcare | 13.01% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Prologis
PLD
$107B
| $641M | 0.1% |
6,065,053
+2,118
| +0% | +$224K |
|
177
Keysight
KEYS
$29.3B
| $609M | 0.09% |
3,790,432
+511,724
| +16% | +$82.2M |
|
178
Wayfair
W
$11.4B
| $599M | 0.09% |
13,506,200
+782,757
| +6% | +$34.7M |
|
179
Lennar Class A
LEN
$35.6B
| $599M | 0.09% |
4,534,240
+589
| +0% | +$77.8K |
|
180
Cheniere Energy
LNG
$51.9B
| $555M | 0.08% |
2,580,689
-320
| -0% | -$68.8K |
|
181
Estee Lauder
EL
$30.1B
| $555M | 0.08% |
+7,395,425
| New | +$555M |
|
182
Floor & Decor
FND
$9.55B
| $551M | 0.08% |
5,524,909
-698,482
| -11% | -$69.6M |
|
183
Kimberly-Clark
KMB
$42.5B
| $548M | 0.08% |
4,179,327
+656
| +0% | +$86K |
|
184
EPAM Systems
EPAM
$8.69B
| $539M | 0.08% |
2,304,243
+414,942
| +22% | +$97M |
|
185
Zillow
Z
$21.3B
| $532M | 0.08% |
7,181,805
-210,127
| -3% | -$15.6M |
|
186
Howmet Aerospace
HWM
$74.9B
| $531M | 0.08% |
4,855,273
+570,567
| +13% | +$62.4M |
|
187
Mondelez International
MDLZ
$80.2B
| $527M | 0.08% |
8,816,359
-1,380,300
| -14% | -$82.4M |
|
188
Coca-Cola
KO
$288B
| $519M | 0.08% |
8,333,967
| – | – |
|
189
Texas Instruments
TXN
$166B
| $516M | 0.08% |
2,750,094
+2,015
| +0.1% | +$378K |
|
190
Diebold Nixdorf
DBD
$2.17B
| $499M | 0.08% |
11,592,738
| – | – |
|
191
Nasdaq
NDAQ
$53.9B
| $479M | 0.07% |
6,194,165
+6,011
| +0.1% | +$465K |
|
192
TC Energy
TRP
$54.4B
| $474M | 0.07% |
10,190,119
+6,097
| +0.1% | +$284K |
|
193
General Mills
GIS
$26.7B
| $452M | 0.07% |
7,084,490
+3,036
| +0% | +$194K |
|
194
Old Dominion Freight Line
ODFL
$30.5B
| $443M | 0.07% |
2,510,101
+27,367
| +1% | +$4.83M |
|
195
Public Service Enterprise Group
PEG
$41.3B
| $442M | 0.07% |
5,236,757
-1,332,485
| -20% | -$113M |
|
196
Trane Technologies
TT
$89.2B
| $438M | 0.07% |
1,186,197
+77,173
| +7% | +$28.5M |
|
197
S&P Global
SPGI
$166B
| $431M | 0.07% |
865,471
-308,168
| -26% | -$153M |
|
198
Ulta Beauty
ULTA
$23.1B
| $431M | 0.07% |
+990,215
| New | +$431M |
|
199
Brown & Brown
BRO
$30.9B
| $428M | 0.07% |
4,195,681
+566,116
| +16% | +$57.8M |
|
200
Ryan Specialty Holdings
RYAN
$6.61B
| $423M | 0.06% |
6,591,400
+2,940
| +0% | +$189K |
|