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 |
Amgen
AMGN
|
+$3.18B |
| 2 |
Starbucks
SBUX
|
+$1.92B |
| 3 |
Apple
AAPL
|
+$1.74B |
| 4 |
Intel
INTC
|
+$1.25B |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$7.01B |
| 2 |
Caterpillar
CAT
|
+$2.75B |
| 3 |
Home Depot
HD
|
+$2.08B |
| 4 |
Gilead Sciences
GILD
|
+$2.03B |
| 5 |
Extra Space Storage
EXR
|
+$1.98B |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 14.79% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Wynn Resorts
WYNN
$12.5B
| $450M | 0.07% |
+5,391,378
| New | +$450M |
|
202
Medtronic
MDT
$121B
| $448M | 0.07% |
+4,989,195
| New | +$448M |
|
203
Southern Copper
SCCO
$88.1B
| $436M | 0.07% |
4,763,126
+414,297
| +10% | +$38M |
|
204
Public Service Enterprise Group
PEG
$40.5B
| $431M | 0.07% |
5,240,458
+3,701
| +0.1% | +$305K |
|
205
Walt Disney
DIS
$207B
| $428M | 0.07% |
4,336,919
-1,578,557
| -27% | -$156M |
|
206
Cheniere Energy
LNG
$51.6B
| $424M | 0.07% |
1,833,042
-747,647
| -29% | -$173M |
|
207
Charter Communications
CHTR
$35.7B
| $422M | 0.07% |
1,144,146
+12,312
| +1% | +$4.54M |
|
208
Duolingo
DUOL
$12.9B
| $421M | 0.07% |
+1,355,796
| New | +$421M |
|
209
Old Dominion Freight Line
ODFL
$30.9B
| $420M | 0.07% |
2,539,574
+29,473
| +1% | +$4.88M |
|
210
Cigna
CI
$78.5B
| $416M | 0.07% |
1,265,407
+27,175
| +2% | +$8.94M |
|
211
Copa Holdings
CPA
$4.78B
| $411M | 0.07% |
4,441,163
-262,858
| -6% | -$24.3M |
|
212
EPAM Systems
EPAM
$8.61B
| $409M | 0.07% |
2,422,687
+118,444
| +5% | +$20M |
|
213
Floor & Decor
FND
$9.66B
| $405M | 0.07% |
5,038,579
-486,330
| -9% | -$39.1M |
|
214
TC Energy
TRP
$54.2B
| $399M | 0.06% |
8,446,657
-1,743,462
| -17% | -$82.3M |
|
215
Trane Technologies
TT
$89B
| $394M | 0.06% |
1,170,401
-15,796
| -1% | -$5.32M |
|
216
Norfolk Southern
NSC
$62.4B
| $386M | 0.06% |
1,631,165
+4,098
| +0.3% | +$971K |
|
217
General Mills
GIS
$26.5B
| $384M | 0.06% |
6,426,673
-657,817
| -9% | -$39.3M |
|
218
NetEase
NTES
$99.5B
| $384M | 0.06% |
3,732,998
+7,952
| +0.2% | +$818K |
|
219
T-Mobile US
TMUS
$267B
| $383M | 0.06% |
1,437,505
-190,767
| -12% | -$50.9M |
|
220
Applovin
APP
$204B
| $383M | 0.06% |
1,444,348
+142,831
| +11% | +$37.8M |
|
221
S&P Global
SPGI
$165B
| $382M | 0.06% |
752,100
-113,371
| -13% | -$57.6M |
|
222
Estee Lauder
EL
$31.9B
| $377M | 0.06% |
5,711,602
-1,683,823
| -23% | -$111M |
|
223
Wayfair
W
$11.3B
| $376M | 0.06% |
11,727,008
-1,779,192
| -13% | -$57M |
|
224
Procore
PCOR
$10.8B
| $373M | 0.06% |
5,656,817
+2,537,855
| +81% | +$168M |
|
225
Ionis Pharmaceuticals
IONS
$9.77B
| $373M | 0.06% |
12,361,994
+896,581
| +8% | +$27M |
|