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
|
$13B |
| 2 |
Canadian Natural Resources
CNQ
|
$5.21B |
| 3 |
Apple
AAPL
|
$4.84B |
| 4 |
Chipotle Mexican Grill
CMG
|
$2.42B |
| 5 |
Amazon
AMZN
|
$1.92B |
Top Sells
| 1 |
Broadcom
AVGO
|
$5.67B |
| 2 |
Home Depot
HD
|
$4.32B |
| 3 |
Microsoft
MSFT
|
$3.51B |
| 4 |
Caterpillar
CAT
|
$2.96B |
| 5 |
Eli Lilly
LLY
|
$2.46B |
Sector Composition
| 1 | Technology | 25.01% |
| 2 | Healthcare | 15.57% |
| 3 | Financials | 12.28% |
| 4 | Consumer Discretionary | 11.45% |
| 5 | Industrials | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Cooper Companies
COO
$13.4B
| $420M | 0.07% | 4,813,858 -840,165 | -15% | -$73.3M |
|
202
EQT Corp
EQT
$32.4B
| $420M | 0.07% | 11,356,208 -5,089,455 | -31% | -$188M |
|
203
Caesars Entertainment
CZR
$5.57B
| $417M | 0.07% | 10,496,747 -533,940 | -5% | -$21.2M |
|
204
Keysight
KEYS
$28.1B
| $417M | 0.07% | 3,049,294 +1,450,001 | +91% | +$198M |
|
205
Old Dominion Freight Line
ODFL
$31.7B
| $415M | 0.07% | 2,352,677 -91,093 | -4% | -$16.1M |
|
206
Intel
INTC
$107B
| $413M | 0.07% | 13,332,525 -2,124,917 | -14% | -$65.8M |
|
207
United Parcel Service
UPS
$74.1B
| $412M | 0.07% | 3,010,785 -514 | -0% | -$70.3K |
|
208
Dow Inc
DOW
$17.5B
| $410M | 0.07% | 7,725,530 +3,789 | +0% | +$201K |
|
209
Warner Music
WMG
$17.4B
| $407M | 0.07% | 13,274,291 +73,097 | +0.6% | +$2.24M |
|
210
IBM
IBM
$227B
| $401M | 0.07% | 2,319,760 +1,995,794 | +616% | +$345M |
|
211
Ferrari
RACE
$85B
| $395M | 0.06% | 966,371 +3,788 | +0.4% | +$1.55M |
|
212
TC Energy
TRP
$54.1B
| $394M | 0.06% | 10,405,017 -26,484,407 | -72% | -$1B |
|
213
Cigna
CI
$80.3B
| $394M | 0.06% | 1,192,650 +5,668 | +0.5% | +$1.87M |
|
|
B
214
Barrick Mining Corporation
B
$45.4B
| $394M | 0.06% | 23,602,168 -668,309 | -3% | -$11.1M |
|
215
HDFC Bank
HDB
$182B
| $393M | 0.06% | 6,104,238 +1,979,487 | +48% | +$127M |
|
216
American Tower
AMT
$95.5B
| $391M | 0.06% | 2,012,867 +1,055,726 | +110% | +$205M |
|
217
New Fortress Energy
NFE
$675M
| $391M | 0.06% | 17,797,388 +2,615,069 | +17% | +$57.5M |
|
218
The Mosaic Company
MOS
$10.6B
| $387M | 0.06% | 13,401,853 +2,547 | +0% | +$73.6K |
|
219
Ryan Specialty Holdings
RYAN
$7.24B
| $381M | 0.06% | 6,585,969 +692,086 | +12% | +$40.1M |
|
220
Toll Brothers
TOL
$13.4B
| $374M | 0.06% | 3,247,056 +133 | +0% | +$15.3K |
|
221
Nasdaq
NDAQ
$54.4B
| $373M | 0.06% | 6,194,191 +926,124 | +18% | +$55.8M |
|
222
Iron Mountain
IRM
$27.3B
| $369M | 0.06% | 4,116,146 +23 | +0% | +$2.06K |
|
223
Charter Communications
CHTR
$36.3B
| $357M | 0.06% | 1,193,317 +41,023 | +4% | +$12.3M |
|
|
WBA
224
DELISTED
Walgreens Boots Alliance
WBA
| $354M | 0.06% | 29,288,035 +227,014 | +0.8% | +$2.75M |
|
225
Vulcan Materials
VMC
$38.5B
| $354M | 0.06% | 1,422,054 +292 | +0% | +$72.6K |
|