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 |
Starbucks
SBUX
|
+$4.03B |
| 2 |
NVIDIA
NVDA
|
+$1.96B |
| 3 |
Amazon
AMZN
|
+$1.62B |
| 4 |
Nike
NKE
|
+$1.46B |
| 5 |
Citizens Financial Group
CFG
|
+$1.43B |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.49B |
| 2 |
Broadcom
AVGO
|
+$2.2B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.43B |
| 4 |
Eli Lilly
LLY
|
+$1.29B |
| 5 |
Schlumberger
SLB
|
+$1.23B |
Sector Composition
| 1 | Technology | 23.09% |
| 2 | Healthcare | 15.24% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
TopBuild
BLD
$11.7B
| $466M | 0.07% |
1,145,540
+23
| +0% | +$9.36K |
|
202
Cheniere Energy
LNG
$51.9B
| $464M | 0.07% |
2,581,009
+808
| +0% | +$145K |
|
203
Illumina
ILMN
$14.6B
| $462M | 0.07% |
3,544,069
+162,228
| +5% | +$21.2M |
|
204
United Airlines
UAL
$34.5B
| $456M | 0.07% |
7,996,751
-3,324,491
| -29% | -$190M |
|
205
Ferrari
RACE
$85.1B
| $455M | 0.07% |
970,756
+4,385
| +0.5% | +$2.05M |
|
206
Public Storage
PSA
$51.3B
| $455M | 0.07% |
1,249,679
+706,228
| +130% | +$257M |
|
207
Nasdaq
NDAQ
$53.9B
| $452M | 0.07% |
6,188,154
-6,037
| -0.1% | -$441K |
|
208
Waste Management
WM
$87.9B
| $447M | 0.07% |
2,155,261
+1,380
| +0.1% | +$286K |
|
209
Copa Holdings
CPA
$4.86B
| $443M | 0.07% |
4,724,016
-153
| -0% | -$14.4K |
|
210
Roper Technologies
ROP
$55.2B
| $442M | 0.07% |
793,577
+1,142
| +0.1% | +$635K |
|
211
American Tower
AMT
$91.3B
| $439M | 0.07% |
1,888,095
-124,772
| -6% | -$29M |
|
212
Ryan Specialty Holdings
RYAN
$6.61B
| $437M | 0.07% |
6,588,460
+2,491
| +0% | +$165K |
|
213
Kraft Heinz
KHC
$30.9B
| $437M | 0.07% |
12,452,416
+2,671,163
| +27% | +$93.8M |
|
214
lululemon athletica
LULU
$19B
| $436M | 0.07% |
1,607,078
+145,707
| +10% | +$39.5M |
|
215
Trane Technologies
TT
$89.2B
| $431M | 0.07% |
1,109,024
+36,076
| +3% | +$14M |
|
216
Howmet Aerospace
HWM
$74.9B
| $430M | 0.07% |
4,284,706
+207,146
| +5% | +$20.8M |
|
217
United Parcel Service
UPS
$71.5B
| $429M | 0.07% |
3,144,230
+133,445
| +4% | +$18.2M |
|
218
Dow Inc
DOW
$17.7B
| $422M | 0.07% |
7,729,515
+3,985
| +0.1% | +$218K |
|
219
Cigna
CI
$80.8B
| $418M | 0.06% |
1,207,326
+14,676
| +1% | +$5.08M |
|
220
Warner Music
WMG
$17.5B
| $416M | 0.06% |
13,288,951
+14,660
| +0.1% | +$459K |
|
221
Norfolk Southern
NSC
$61.6B
| $404M | 0.06% |
1,626,329
+940
| +0.1% | +$234K |
|
222
NVR
NVR
$23.3B
| $396M | 0.06% |
40,332
+20
| +0% | +$196K |
|
223
DTE Energy
DTE
$28.4B
| $393M | 0.06% |
3,057,010
+230,914
| +8% | +$29.7M |
|
224
T-Mobile US
TMUS
$272B
| $392M | 0.06% |
1,900,382
+3,470
| +0.2% | +$716K |
|
225
Axon Enterprise
AXON
$59.4B
| $389M | 0.06% |
+973,993
| New | +$389M |
|