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 |
Boeing
BA
|
$2.65B |
| 2 |
Exxon Mobil
XOM
|
$798M |
| 3 |
Domino's
DPZ
|
$702M |
| 4 |
Autodesk
ADSK
|
$648M |
| 5 |
Honeywell
HON
|
$552M |
Top Sells
| 1 |
Intel
INTC
|
$3.61B |
| 2 |
Enbridge
ENB
|
$1.42B |
| 3 |
Target
TGT
|
$1.36B |
| 4 |
Sysco
SYY
|
$973M |
| 5 |
Nike
NKE
|
$908M |
Sector Composition
| 1 | Technology | 18.91% |
| 2 | Financials | 16.6% |
| 3 | Healthcare | 14.12% |
| 4 | Consumer Discretionary | 12.14% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Nucor
NUE
$34.1B
| $331M | 0.08% | 6,503,856 +1,611 | +0% | +$82K |
|
202
Alcoa
AA
$8.33B
| $321M | 0.08% | 15,987,269 -2,343,063 | -13% | -$47M |
|
|
NBIS
203
Nebius Group N.V. Class A Ordinary Shares
NBIS
$16.3B
| $307M | 0.07% | 8,777,845 -3,135,406 | -26% | -$110M |
|
204
Suncor Energy
SU
$50.1B
| $300M | 0.07% | 9,501,699 +1,531 | +0% | +$48.3K |
|
205
Melco Resorts & Entertainment
MLCO
$3.88B
| $299M | 0.07% | 15,382,221 +19,491 | +0.1% | +$378K |
|
206
Rockwell Automation
ROK
$38.6B
| $297M | 0.07% | 1,800,926 +11 | +0% | +$1.81K |
|
207
Idexx Laboratories
IDXX
$51.8B
| $296M | 0.07% | 1,089,927 +3,468 | +0.3% | +$943K |
|
208
Masco
MAS
$15.4B
| $295M | 0.07% | 7,084,373 -44 | -0% | -$1.83K |
|
209
Moody's
MCO
$91.4B
| $291M | 0.07% | 1,420,866 -285,006 | -17% | -$58.4M |
|
210
Estee Lauder
EL
$33B
| $289M | 0.07% | 1,450,675 -300,138 | -17% | -$59.7M |
|
211
CF Industries
CF
$14B
| $286M | 0.07% | 5,820,178 +7,718 | +0.1% | +$380K |
|
|
AYX
212
DELISTED
Alteryx, Inc.
AYX
| $285M | 0.07% | 2,652,231 -1,453,967 | -35% | -$156M |
|
213
MarketAxess Holdings
MKTX
$6.87B
| $282M | 0.07% | 859,641 -15,612 | -2% | -$5.11M |
|
|
ALLK
214
DELISTED
Allakos
ALLK
| $275M | 0.07% | 3,494,852 +1,267,405 | +57% | +$99.7M |
|
215
Delta Air Lines
DAL
$40.3B
| $275M | 0.07% | 4,767,870 +23 | +0% | +$1.33K |
|
216
Ares Management
ARES
$39.3B
| $273M | 0.07% | 10,186,092 +1,601,061 | +19% | +$42.9M |
|
217
Snap
SNAP
$12.1B
| $269M | 0.06% | 17,001,859 +41 | +0% | +$648 |
|
218
Agnico Eagle Mines
AEM
$72.4B
| $268M | 0.06% | 5,007,393 +3,194 | +0.1% | +$171K |
|
219
Morgan Stanley
MS
$240B
| $268M | 0.06% | 6,275,034 +2,281,860 | +57% | +$97.4M |
|
220
Mettler-Toledo International
MTD
$26.8B
| $266M | 0.06% | 377,401 -3,098 | -0.8% | -$2.18M |
|
|
VMW
221
DELISTED
VMware, Inc
VMW
| $265M | 0.06% | +1,768,893 | New | +$265M |
|
222
Trip.com Group
TCOM
$48.2B
| $257M | 0.06% | 8,759,013 +1,403,506 | +19% | +$41.1M |
|
|
DCUE
223
DELISTED
Dominion Energy, Inc. 2019 Series A Corporate Units
DCUE
| $249M | 0.06% | 2,358,010 +512,771 | +28% | +$54.2M |
|
|
SIVB
224
DELISTED
SVB Financial Group
SIVB
| $248M | 0.06% | 1,187,464 -55,205 | -4% | -$11.5M |
|
225
IBM
IBM
$227B
| $247M | 0.06% | +1,700,000 | New | +$247M |
|