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 |
NVIDIA
NVDA
|
+$1.24B |
| 2 |
Microsoft
MSFT
|
+$983M |
| 3 |
Qualcomm
QCOM
|
+$879M |
| 4 |
EOG Resources
EOG
|
+$790M |
| 5 |
Southwest Airlines
LUV
|
+$781M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.48B |
| 2 |
SGEN
Seagen Inc. Common Stock
SGEN
|
+$1.43B |
| 3 |
Morgan Stanley
MS
|
+$1.29B |
| 4 |
D.R. Horton
DHI
|
+$1.21B |
| 5 |
GTM
ZoomInfo Technologies
GTM
|
+$892M |
Sector Composition
| 1 | Technology | 21.47% |
| 2 | Healthcare | 17.17% |
| 3 | Consumer Discretionary | 11.91% |
| 4 | Financials | 10.96% |
| 5 | Industrials | 9.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Cheniere Energy
LNG
$51.9B
| $428M | 0.08% |
2,577,688
+701
| +0% | +$116K |
|
202
General Mills
GIS
$26.7B
| $421M | 0.08% |
6,573,167
+2,310
| +0% | +$148K |
|
203
NVR
NVR
$23.3B
| $418M | 0.08% |
70,055
+35
| +0% | +$209K |
|
204
Franco-Nevada
FNV
$38.6B
| $410M | 0.08% |
3,071,374
+489,250
| +19% | +$65.3M |
|
205
Moderna
MRNA
$9.15B
| $410M | 0.08% |
3,967,731
+26,859
| +0.7% | +$2.77M |
|
206
Snap
SNAP
$12.4B
| $406M | 0.08% |
45,612,906
+7,071,070
| +18% | +$63M |
|
207
CDW
CDW
$21.5B
| $401M | 0.08% |
1,987,759
+610
| +0% | +$123K |
|
208
Affirm
AFRM
$27.1B
| $400M | 0.08% |
18,783,301
+2,000,251
| +12% | +$42.5M |
|
209
Zillow
Z
$21.3B
| $399M | 0.08% |
8,637,039
+1,231,530
| +17% | +$56.8M |
|
210
XP
XP
$9.94B
| $398M | 0.08% |
17,271,673
-1,975,139
| -10% | -$45.5M |
|
211
CF Industries
CF
$13.9B
| $395M | 0.08% |
4,609,844
+138,700
| +3% | +$11.9M |
|
212
Agnico Eagle Mines
AEM
$77B
| $393M | 0.08% |
8,655,279
+4,280,080
| +98% | +$194M |
|
213
Align Technology
ALGN
$9.54B
| $392M | 0.08% |
1,285,019
-828,228
| -39% | -$253M |
|
214
Saia
SAIA
$8.33B
| $391M | 0.08% |
980,730
-125,144
| -11% | -$49.9M |
|
215
Moody's
MCO
$91.9B
| $389M | 0.08% |
1,230,640
+6,605
| +0.5% | +$2.09M |
|
216
Intuit
INTU
$180B
| $389M | 0.08% |
760,612
+51,228
| +7% | +$26.2M |
|
217
Nasdaq
NDAQ
$53.9B
| $386M | 0.08% |
7,945,593
-2,711,867
| -25% | -$132M |
|
218
Coterra Energy
CTRA
$18.6B
| $383M | 0.08% |
14,142,012
-1,029,685
| -7% | -$27.9M |
|
219
Freeport-McMoran
FCX
$64.2B
| $379M | 0.08% |
10,166,796
+28,974
| +0.3% | +$1.08M |
|
220
Insulet
PODD
$24.1B
| $379M | 0.08% |
2,373,383
-981,221
| -29% | -$157M |
|
221
Five Below
FIVE
$7.71B
| $377M | 0.07% |
2,344,251
+1,662,056
| +244% | +$267M |
|
222
DexCom
DXCM
$29.9B
| $375M | 0.07% |
4,022,593
+152,026
| +4% | +$14.2M |
|
223
Berkshire Hathaway Class B
BRK.B
$1.07T
| $369M | 0.07% |
1,053,950
-5,268
| -0.5% | -$1.85M |
|
224
Regency Centers
REG
$13B
| $366M | 0.07% |
6,150,325
-7,760
| -0.1% | -$461K |
|
225
Public Storage
PSA
$51.3B
| $363M | 0.07% |
1,377,700
| – | – |
|