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 |
Salesforce
CRM
|
+$2.71B |
| 2 |
TE Connectivity
TEL
|
+$1.59B |
| 3 |
Goldman Sachs
GS
|
+$1.34B |
| 4 |
Philip Morris
PM
|
+$1.18B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.09B |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$1.81B |
| 2 |
CVS Health
CVS
|
+$1.78B |
| 3 |
Archer Daniels Midland
ADM
|
+$1.72B |
| 4 |
JPMorgan Chase
JPM
|
+$1.63B |
| 5 |
Broadcom
AVGO
|
+$1.29B |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Healthcare | 18.94% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 11.44% |
| 5 | Industrials | 9.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Essent Group
ESNT
$6.29B
| $421M | 0.09% |
10,517,798
+26,987
| +0.3% | +$1.08M |
|
|
PARA
202
DELISTED
Paramount Global Class B
PARA
| $415M | 0.09% |
+18,611,445
| New | +$415M |
|
203
Freeport-McMoran
FCX
$64.2B
| $413M | 0.09% |
10,089,787
+4,162
| +0% | +$170K |
|
204
Arthur J. Gallagher & Co
AJG
$76.2B
| $407M | 0.08% |
2,126,630
+5,548
| +0.3% | +$1.06M |
|
205
Cheniere Energy
LNG
$51.9B
| $406M | 0.08% |
2,576,982
-333
| -0% | -$52.5K |
|
206
Franco-Nevada
FNV
$38.6B
| $402M | 0.08% |
2,757,259
-85,748
| -3% | -$12.5M |
|
207
RingCentral
RNG
$2.75B
| $400M | 0.08% |
13,056,590
+92,513
| +0.7% | +$2.84M |
|
208
Public Service Enterprise Group
PEG
$41.3B
| $398M | 0.08% |
6,378,162
+1,834
| +0% | +$115K |
|
209
Dayforce
DAY
$10.9B
| $398M | 0.08% |
5,438,789
+1,829
| +0% | +$134K |
|
210
Coupang
CPNG
$59.1B
| $396M | 0.08% |
24,778,728
+1,079,365
| +5% | +$17.3M |
|
211
Digital Realty Trust
DLR
$59.2B
| $395M | 0.08% |
4,015,407
+30,022
| +0.8% | +$2.95M |
|
212
argenx
ARGX
$46.3B
| $394M | 0.08% |
1,057,496
+316,562
| +43% | +$118M |
|
213
Carlyle Group
CG
$24.1B
| $393M | 0.08% |
12,661,344
+10,444,344
| +471% | +$324M |
|
214
DoorDash
DASH
$110B
| $392M | 0.08% |
6,166,876
+35,813
| +0.6% | +$2.28M |
|
215
Sun Communities
SUI
$16.3B
| $388M | 0.08% |
2,751,988
+1,425
| +0.1% | +$201K |
|
216
ManpowerGroup
MAN
$1.78B
| $383M | 0.08% |
4,645,099
+432
| +0% | +$35.7K |
|
217
Trane Technologies
TT
$89.2B
| $382M | 0.08% |
2,077,004
-663,190
| -24% | -$122M |
|
218
Honeywell
HON
$134B
| $377M | 0.08% |
1,972,155
-247,229
| -11% | -$47.3M |
|
219
Regency Centers
REG
$13B
| $377M | 0.08% |
6,158,049
+948
| +0% | +$58K |
|
220
Cameco
CCJ
$34B
| $374M | 0.08% |
14,279,795
-840
| -0% | -$22K |
|
221
Moody's
MCO
$91.9B
| $371M | 0.08% |
1,211,566
+1,769
| +0.1% | +$541K |
|
222
Wayfair
W
$11.4B
| $367M | 0.08% |
10,682,248
+151,949
| +1% | +$5.22M |
|
|
OSH
223
DELISTED
Oak Street Health, Inc.
OSH
| $362M | 0.07% |
9,360,676
+2,990
| +0% | +$116K |
|
224
Crown Holdings
CCK
$11.2B
| $361M | 0.07% |
4,362,967
+1,169,084
| +37% | +$96.7M |
|
225
Johnson Controls International
JCI
$70.4B
| $358M | 0.07% |
5,942,883
+9,277
| +0.2% | +$559K |
|