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 |
Amazon
AMZN
|
+$3.88B |
| 2 |
IBM
IBM
|
+$2.12B |
| 3 |
Illumina
ILMN
|
+$1.94B |
| 4 |
Citigroup
C
|
+$1.81B |
| 5 |
Honeywell
HON
|
+$1.59B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$3.36B |
| 2 |
Apple
AAPL
|
+$2.8B |
| 3 |
UnitedHealth
UNH
|
+$2.39B |
| 4 |
Arista Networks
ANET
|
+$1.7B |
| 5 |
Home Depot
HD
|
+$1.61B |
Sector Composition
| 1 | Technology | 24.47% |
| 2 | Financials | 14.11% |
| 3 | Consumer Discretionary | 14.04% |
| 4 | Healthcare | 13.01% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Applovin
APP
$197B
| $421M | 0.06% |
+1,301,517
| New | +$421M |
|
202
Parker-Hannifin
PH
$96.1B
| $418M | 0.06% |
+657,475
| New | +$418M |
|
203
Caesars Entertainment
CZR
$5.22B
| $416M | 0.06% |
12,453,450
-898
| -0% | -$30K |
|
204
Warner Music
WMG
$17.5B
| $415M | 0.06% |
13,371,100
+82,149
| +0.6% | +$2.55M |
|
205
Copa Holdings
CPA
$4.86B
| $413M | 0.06% |
4,704,021
-19,995
| -0.4% | -$1.76M |
|
206
Roper Technologies
ROP
$55.2B
| $413M | 0.06% |
793,999
+422
| +0.1% | +$219K |
|
207
Toll Brothers
TOL
$13.8B
| $409M | 0.06% |
3,248,640
+1,584
| +0% | +$200K |
|
208
Iron Mountain
IRM
$28.6B
| $401M | 0.06% |
3,817,417
-298,552
| -7% | -$31.4M |
|
209
Ionis Pharmaceuticals
IONS
$10.1B
| $401M | 0.06% |
11,465,413
+3,637,041
| +46% | +$127M |
|
210
United Parcel Service
UPS
$71.5B
| $397M | 0.06% |
3,144,910
+680
| +0% | +$85.7K |
|
211
Charter Communications
CHTR
$36B
| $388M | 0.06% |
1,131,834
-9,046
| -0.8% | -$3.1M |
|
212
Paychex
PAYX
$48.6B
| $386M | 0.06% |
2,755,438
| – | – |
|
213
Southern Copper
SCCO
$86.2B
| $386M | 0.06% |
4,348,829
-1,335
| -0% | -$118K |
|
214
Cooper Companies
COO
$13.3B
| $385M | 0.06% |
4,188,577
-232,236
| -5% | -$21.3M |
|
215
Novo Nordisk
NVO
$244B
| $382M | 0.06% |
4,446,019
-7,997
| -0.2% | -$688K |
|
216
Norfolk Southern
NSC
$61.6B
| $382M | 0.06% |
1,627,067
+738
| +0% | +$173K |
|
217
ATI
ATI
$10.5B
| $378M | 0.06% |
6,875,576
+3,446,919
| +101% | +$190M |
|
218
DocuSign
DOCU
$16.1B
| $377M | 0.06% |
4,190,334
| – | – |
|
219
Packaging Corp of America
PKG
$19.4B
| $376M | 0.06% |
1,670,448
| – | – |
|
220
RingCentral
RNG
$2.75B
| $373M | 0.06% |
10,663,441
+591,398
| +6% | +$20.7M |
|
221
Crane Co
CR
$10.5B
| $373M | 0.06% |
2,455,854
+355,765
| +17% | +$54M |
|
222
HDFC Bank
HDB
$179B
| $369M | 0.06% |
5,771,588
+7,189
| +0.1% | +$459K |
|
|
B
223
Barrick Mining Corporation
B
$49.5B
| $366M | 0.06% |
23,610,625
+8,457
| +0% | +$131K |
|
224
T-Mobile US
TMUS
$272B
| $359M | 0.05% |
1,628,272
-272,110
| -14% | -$60.1M |
|
225
Nucor
NUE
$32.4B
| $358M | 0.05% |
3,064,332
-719,397
| -19% | -$84M |
|