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 |
Target
TGT
|
+$2.15B |
| 2 |
JPMorgan Chase
JPM
|
+$1.89B |
| 3 |
Goldman Sachs
GS
|
+$1.66B |
| 4 |
Philip Morris
PM
|
+$1.5B |
| 5 |
Blackstone
BX
|
+$1.01B |
Top Sells
| 1 |
Tesla
TSLA
|
+$5.14B |
| 2 |
CME Group
CME
|
+$2.62B |
| 3 |
Microsoft
MSFT
|
+$1.39B |
| 4 |
UnitedHealth
UNH
|
+$1.34B |
| 5 |
Verizon
VZ
|
+$1.33B |
Sector Composition
| 1 | Healthcare | 21.38% |
| 2 | Technology | 16.49% |
| 3 | Financials | 12.64% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
AbbVie
ABBV
$386B
| $405M | 0.09% |
2,505,020
+1,434,596
| +134% | +$232M |
|
202
Arthur J. Gallagher & Co
AJG
$76.2B
| $400M | 0.09% |
2,121,082
+1,498,377
| +241% | +$283M |
|
203
Digital Realty Trust
DLR
$59.2B
| $400M | 0.09% |
3,985,385
-1,757,125
| -31% | -$176M |
|
204
Take-Two Interactive
TTWO
$45.4B
| $398M | 0.08% |
3,826,643
+73,903
| +2% | +$7.7M |
|
205
CDW
CDW
$21.5B
| $395M | 0.08% |
2,210,022
| – | – |
|
206
Duke Energy
DUK
$94.8B
| $394M | 0.08% |
3,830,000
| – | – |
|
207
Sun Communities
SUI
$16.3B
| $393M | 0.08% |
2,750,563
-384,371
| -12% | -$55M |
|
208
Public Service Enterprise Group
PEG
$41.3B
| $391M | 0.08% |
6,376,328
| – | – |
|
209
Franco-Nevada
FNV
$38.6B
| $388M | 0.08% |
2,843,007
+604
| +0% | +$82.3K |
|
210
Cheniere Energy
LNG
$51.9B
| $386M | 0.08% |
2,577,315
-1,056,090
| -29% | -$158M |
|
211
ManpowerGroup
MAN
$1.78B
| $386M | 0.08% |
4,644,667
-688,031
| -13% | -$57.3M |
|
212
Regency Centers
REG
$13B
| $385M | 0.08% |
6,157,101
-2,196,664
| -26% | -$137M |
|
213
Freeport-McMoran
FCX
$64.2B
| $383M | 0.08% |
10,085,625
+221,810
| +2% | +$8.43M |
|
214
AT&T
T
$211B
| $382M | 0.08% |
20,772,412
+1,616
| +0% | +$29.8K |
|
215
Johnson Controls International
JCI
$70.4B
| $380M | 0.08% |
5,933,606
-8,696
| -0.1% | -$557K |
|
216
HF Sinclair
DINO
$9.56B
| $379M | 0.08% |
7,297,615
+381,296
| +6% | +$19.8M |
|
217
Charter Communications
CHTR
$36B
| $370M | 0.08% |
1,091,742
-508,090
| -32% | -$172M |
|
218
RenaissanceRe
RNR
$11.6B
| $366M | 0.08% |
1,983,968
+495,110
| +33% | +$91.2M |
|
219
NVR
NVR
$23.3B
| $362M | 0.08% |
78,486
+13,285
| +20% | +$61.3M |
|
220
Kraft Heinz
KHC
$30.9B
| $360M | 0.08% |
8,835,000
-1,740,000
| -16% | -$70.8M |
|
221
DTE Energy
DTE
$28.4B
| $359M | 0.08% |
3,052,196
-1,348,667
| -31% | -$159M |
|
222
Abbott
ABT
$233B
| $356M | 0.08% |
3,245,993
+489
| +0% | +$53.7K |
|
223
Marriott International Class A Common Stock
MAR
$72.3B
| $355M | 0.08% |
2,382,350
-751,155
| -24% | -$112M |
|
224
Dayforce
DAY
$10.9B
| $349M | 0.07% |
5,436,960
+888
| +0% | +$57K |
|
225
Coupang
CPNG
$59.1B
| $349M | 0.07% |
23,699,363
+1,547,370
| +7% | +$22.8M |
|