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 |
Amgen
AMGN
|
+$3.18B |
| 2 |
Starbucks
SBUX
|
+$1.92B |
| 3 |
Apple
AAPL
|
+$1.74B |
| 4 |
Intel
INTC
|
+$1.25B |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$7.01B |
| 2 |
Caterpillar
CAT
|
+$2.75B |
| 3 |
Home Depot
HD
|
+$2.08B |
| 4 |
Gilead Sciences
GILD
|
+$2.03B |
| 5 |
Extra Space Storage
EXR
|
+$1.98B |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 14.79% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Howmet Aerospace
HWM
$75.6B
| $578M | 0.09% |
4,456,191
-399,082
| -8% | -$51.8M |
|
177
Target
TGT
$40.8B
| $569M | 0.09% |
5,456,549
-16,474,020
| -75% | -$1.72B |
|
178
Coca-Cola
KO
$285B
| $567M | 0.09% |
7,912,678
-421,289
| -5% | -$30.2M |
|
179
Roblox
RBLX
$94.2B
| $557M | 0.09% |
9,551,103
+9,544,141
| +137,089% | +$556M |
|
180
Live Nation Entertainment
LYV
$39.5B
| $552M | 0.09% |
4,224,921
+2,517,637
| +147% | +$329M |
|
181
Cameco
CCJ
$34.9B
| $548M | 0.09% |
13,301,751
+41,206
| +0.3% | +$1.7M |
|
182
XP
XP
$10.1B
| $546M | 0.09% |
39,691,272
+10,421,768
| +36% | +$143M |
|
183
Palantir
PLTR
$404B
| $542M | 0.09% |
6,424,446
+3,068,425
| +91% | +$259M |
|
184
Keysight
KEYS
$29.6B
| $539M | 0.09% |
3,598,887
-191,545
| -5% | -$28.7M |
|
185
Arm
ARM
$163B
| $527M | 0.09% |
+4,932,888
| New | +$527M |
|
186
United Airlines
UAL
$33.7B
| $527M | 0.09% |
7,628,329
-2,160,076
| -22% | -$149M |
|
187
Nasdaq
NDAQ
$53.1B
| $514M | 0.08% |
6,776,094
+581,929
| +9% | +$44.1M |
|
188
Shell
SHEL
$210B
| $512M | 0.08% |
+6,990,978
| New | +$512M |
|
189
Diebold Nixdorf
DBD
$2.19B
| $506M | 0.08% |
11,578,841
-13,897
| -0.1% | -$608K |
|
190
Lennar Class A
LEN
$34.7B
| $505M | 0.08% |
4,396,586
-137,654
| -3% | -$15.8M |
|
191
Ferrari
RACE
$85.5B
| $500M | 0.08% |
1,172,629
+420,335
| +56% | +$179M |
|
192
Ryan Specialty Holdings
RYAN
$6.73B
| $488M | 0.08% |
6,600,379
+8,979
| +0.1% | +$663K |
|
193
Diamondback Energy
FANG
$40.1B
| $486M | 0.08% |
3,036,705
+2,989,808
| +6,375% | +$478M |
|
194
lululemon athletica
LULU
$19.3B
| $475M | 0.08% |
1,677,071
-486,413
| -22% | -$138M |
|
195
Sanofi
SNY
$114B
| $462M | 0.07% |
+8,323,947
| New | +$462M |
|
|
B
196
Barrick Mining Corporation
B
$49.2B
| $459M | 0.07% |
23,620,993
+10,368
| +0% | +$202K |
|
197
KLA
KLAC
$131B
| $459M | 0.07% |
+675,430
| New | +$459M |
|
198
Crane Co
CR
$10.5B
| $455M | 0.07% |
2,971,581
+515,727
| +21% | +$79M |
|
199
Hilton Worldwide
HLT
$64.4B
| $455M | 0.07% |
2,000,255
-931,603
| -32% | -$212M |
|
200
US Foods
USFD
$17.5B
| $454M | 0.07% |
6,937,945
+6,926,498
| +60,509% | +$453M |
|