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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$3.62B |
| 2 |
IBM
IBM
|
+$2.15B |
| 3 |
Illumina
ILMN
|
+$2.06B |
| 4 |
Amgen
AMGN
|
+$1.79B |
| 5 |
Citigroup
C
|
+$1.73B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$2.68B |
| 2 |
Broadcom
AVGO
|
+$2.68B |
| 3 |
Apple
AAPL
|
+$2.63B |
| 4 |
Constellation Energy
CEG
|
+$1.72B |
| 5 |
Home Depot
HD
|
+$1.7B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.3% |
| 2 | Financials | 14.27% |
| 3 | Consumer Discretionary | 14.04% |
| 4 | Healthcare | 13.01% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Prologis
PLD
$134B
| $641M | 0.1% |
6,065,053
+2,118
| +0% | +$243K |
|
177
Keysight
KEYS
$60.6B
| $609M | 0.09% |
3,790,432
+511,724
| +16% | +$82.5M |
|
178
Wayfair
W
$14.1B
| $599M | 0.09% |
13,506,200
+782,757
| +6% | +$36.9M |
|
179
Lennar Class A
LEN
$20.5B
| $599M | 0.09% |
4,534,240
+589
| +0% | +$95.7K |
|
180
Cheniere Energy
LNG
$55.4B
| $555M | 0.08% |
2,580,689
-320
| -0% | -$65K |
|
181
Estee Lauder
EL
$31.7B
| $555M | 0.08% |
+7,395,425
| New | +$584M |
|
182
Floor & Decor
FND
$6.32B
| $551M | 0.08% |
5,524,909
-698,482
| -11% | -$75M |
|
183
Kimberly-Clark
KMB
$36.2B
| $548M | 0.08% |
4,179,327
+656
| +0% | +$89.4K |
|
184
EPAM Systems
EPAM
$5.17B
| $539M | 0.08% |
2,304,243
+414,942
| +22% | +$92.3M |
|
185
Zillow
Z
$7.48B
| $532M | 0.08% |
7,181,805
-210,127
| -3% | -$15M |
|
186
Howmet Aerospace
HWM
$112B
| $531M | 0.08% |
4,855,273
+570,567
| +13% | +$62.5M |
|
187
Mondelez International
MDLZ
$79.4B
| $527M | 0.08% |
8,816,359
-1,380,300
| -14% | -$91.3M |
|
188
Coca-Cola
KO
$373B
| $519M | 0.08% |
8,333,967
| – | – |
|
189
Texas Instruments
TXN
$253B
| $516M | 0.08% |
2,750,094
+2,015
| +0.1% | +$403K |
|
190
Diebold Nixdorf
DBD
$2.44B
| $499M | 0.08% |
11,592,738
| – | – |
|
191
Nasdaq
NDAQ
$53.5B
| $479M | 0.07% |
6,194,165
+6,011
| +0.1% | +$465K |
|
192
TC Energy
TRP
$66.3B
| $474M | 0.07% |
10,190,119
+6,097
| +0.1% | +$288K |
|
193
General Mills
GIS
$20.4B
| $452M | 0.07% |
7,084,490
+3,036
| +0% | +$204K |
|
194
Old Dominion Freight Line
ODFL
$44.1B
| $443M | 0.07% |
2,510,101
+27,367
| +1% | +$5.58M |
|
195
Public Service Enterprise Group
PEG
$37.8B
| $442M | 0.07% |
5,236,757
-1,332,485
| -20% | -$118M |
|
196
Trane Technologies
TT
$105B
| $438M | 0.07% |
1,186,197
+77,173
| +7% | +$30.6M |
|
197
S&P Global
SPGI
$121B
| $431M | 0.07% |
865,471
-308,168
| -26% | -$156M |
|
198
Ulta Beauty
ULTA
$22.9B
| $431M | 0.07% |
+990,215
| New | +$384M |
|
199
Brown & Brown
BRO
$23.8B
| $428M | 0.07% |
4,195,681
+566,116
| +16% | +$60.5M |
|
200
Ryan Specialty Holdings
RYAN
$11B
| $423M | 0.06% |
6,591,400
+2,940
| +0% | +$205K |
|
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Capital World Investors's Q4 2024 Portfolio in Review
As of Q4 2024, Capital World Investors held 575 positions worth $659B, up 2.1% from $645B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Capital World Investors's Q4 2024 filing shows 41 new, 214 increased, 192 reduced and 32 closed positions. Its largest new stake was Honeywell: 7,487,995 shares worth $1.59B. The largest sale was UnitedHealth, an estimated $2.68B.
By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Consumer Discretionary.
- Capital World Investors's largest Q4 2024 buy was Honeywell: 7,487,995 shares worth $1.59B.
- Capital World Investors added most to Amazon in Q4 2024, an estimated $3.62B increase.
- Capital World Investors's biggest Q4 2024 reduction was UnitedHealth, cutting an estimated $2.68B.
- Capital World Investors fully exited Canadian Pacific Kansas City in Q4 2024, selling an estimated $1.11B.
- Capital World Investors's ten largest holdings make up 30% of its $659B portfolio in Q4 2024.
- Capital World Investors opened 41 new positions and closed 32 in Q4 2024.
- Capital World Investors's portfolio value rose 2.1% quarter-over-quarter to $659B.
Based on Capital World Investors's 13F filing for Q4 2024, filed 13 Feb 2025.