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 |
Capital One
COF
|
$4.75B |
| 2 |
KLA
KLAC
|
$2.94B |
| 3 |
Micron Technology
MU
|
$2.04B |
| 4 |
Honeywell
HON
|
$1.39B |
| 5 |
Cloudflare
NET
|
$1.22B |
Top Sells
| 1 |
Apple
AAPL
|
$3.78B |
| 2 |
Amazon
AMZN
|
$3.59B |
| 3 |
DFS
Discover Financial Services
DFS
|
$3.53B |
| 4 |
Broadcom
AVGO
|
$1.87B |
| 5 |
AbbVie
ABBV
|
$1.8B |
Sector Composition
| 1 | Technology | 25.43% |
| 2 | Financials | 14.34% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Healthcare | 11.88% |
| 5 | Communication Services | 10.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Medtronic
MDT
$119B
| $481M | 0.07% | 5,517,779 +528,584 | +11% | +$46.1M |
|
202
Southern Copper
SCCO
$78B
| $478M | 0.07% | 4,728,915 +59,641 | +1% | +$6.03M |
|
203
Rocket Lab Corporation Common Stock
RKLB
$23.4B
| $473M | 0.07% | +13,219,556 | New | +$473M |
|
204
Charter Communications
CHTR
$36.3B
| $471M | 0.07% | 1,152,880 +8,734 | +0.8% | +$3.57M |
|
205
EPAM Systems
EPAM
$9.82B
| $453M | 0.07% | 2,561,451 +138,764 | +6% | +$24.5M |
|
206
Target
TGT
$43.6B
| $452M | 0.07% | 4,578,899 -877,650 | -16% | -$86.6M |
|
207
Ryan Specialty Holdings
RYAN
$7.24B
| $449M | 0.07% | 6,609,815 +9,436 | +0.1% | +$642K |
|
208
Coca-Cola
KO
$297B
| $448M | 0.07% | 6,326,967 -1,585,711 | -20% | -$112M |
|
209
Delta Air Lines
DAL
$40.3B
| $448M | 0.07% | 9,099,603 -9,212,662 | -50% | -$453M |
|
210
McDonald's
MCD
$224B
| $447M | 0.06% | 1,529,176 -1,217,994 | -44% | -$356M |
|
211
Trane Technologies
TT
$92.5B
| $443M | 0.06% | 1,013,976 -156,425 | -13% | -$68.4M |
|
212
Public Service Enterprise Group
PEG
$41.1B
| $442M | 0.06% | 5,255,702 +15,244 | +0.3% | +$1.28M |
|
213
S&P Global
SPGI
$167B
| $438M | 0.06% | 831,489 +79,389 | +11% | +$41.9M |
|
214
Procore
PCOR
$10.4B
| $438M | 0.06% | 6,397,128 +740,311 | +13% | +$50.7M |
|
215
Diamondback Energy
FANG
$43.1B
| $431M | 0.06% | 3,133,436 +96,731 | +3% | +$13.3M |
|
216
Cigna
CI
$80.3B
| $427M | 0.06% | 1,291,668 +26,261 | +2% | +$8.68M |
|
217
Strategy Inc Common Stock Class A
MSTR
$94.8B
| $426M | 0.06% | 1,054,359 +401,555 | +62% | +$162M |
|
218
Norfolk Southern
NSC
$62.8B
| $418M | 0.06% | 1,633,924 +2,759 | +0.2% | +$706K |
|
219
Old Dominion Freight Line
ODFL
$31.7B
| $417M | 0.06% | 2,567,680 +28,106 | +1% | +$4.56M |
|
220
Verizon
VZ
$186B
| $416M | 0.06% | 9,607,127 -12,670,524 | -57% | -$548M |
|
221
TC Energy
TRP
$54.1B
| $414M | 0.06% | 8,472,825 +26,168 | +0.3% | +$1.28M |
|
222
Sanofi
SNY
$121B
| $404M | 0.06% | 8,354,084 +30,137 | +0.4% | +$1.46M |
|
223
Viper Energy
VNOM
$6.72B
| $399M | 0.06% | 10,465,937 +2,853,273 | +37% | +$109M |
|
224
Tradeweb Markets
TW
$26.3B
| $395M | 0.06% | 2,698,340 +399,737 | +17% | +$58.5M |
|
225
Toll Brothers
TOL
$13.4B
| $391M | 0.06% | 3,424,462 +173,974 | +5% | +$19.9M |
|