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 |
Restaurant Brands International
QSR
|
+$789M |
| 2 |
Halliburton
HAL
|
+$716M |
| 3 |
Exact Sciences
EXAS
|
+$657M |
| 4 |
Corpay
CPAY
|
+$650M |
| 5 |
Pfizer
PFE
|
+$541M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.32B |
| 2 |
Amazon
AMZN
|
+$2.27B |
| 3 |
Boston Scientific
BSX
|
+$887M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$842M |
| 5 |
Intuitive Surgical
ISRG
|
+$746M |
Sector Composition
| 1 | Technology | 20.28% |
| 2 | Healthcare | 16.49% |
| 3 | Consumer Discretionary | 15.03% |
| 4 | Financials | 12.76% |
| 5 | Communication Services | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Melco Resorts & Entertainment
MLCO
$3.75B
| $329M | 0.07% |
19,786,490
+52,711
| +0.3% | +$878K |
|
227
Exxon Mobil
XOM
$478B
| $325M | 0.07% |
9,480,999
-871,026
| -8% | -$29.9M |
|
228
Waste Management
WM
$87.9B
| $323M | 0.07% |
2,851,441
+132,202
| +5% | +$15M |
|
|
TWTR
229
DELISTED
Twitter, Inc.
TWTR
| $319M | 0.07% |
+7,157,745
| New | +$319M |
|
230
Carlyle Group
CG
$24.1B
| $311M | 0.07% |
12,617,110
+968
| +0% | +$23.9K |
|
231
Duke Energy
DUK
$94.8B
| $311M | 0.07% |
3,510,000
+500,000
| +17% | +$44.3M |
|
232
Westlake Corp
WLK
$11.3B
| $307M | 0.07% |
4,863,274
+1,793,046
| +58% | +$113M |
|
233
ConocoPhillips
COP
$115B
| $305M | 0.07% |
9,280,660
+4,410,401
| +91% | +$145M |
|
234
Zillow
Z
$21.3B
| $304M | 0.07% |
2,988,647
+23,559
| +0.8% | +$2.39M |
|
235
AstraZeneca
AZN
$247B
| $302M | 0.07% |
5,517,579
+7,672
| +0.1% | +$420K |
|
236
Abbott
ABT
$233B
| $301M | 0.07% |
2,761,775
+1,676
| +0.1% | +$182K |
|
237
Lennar Class A
LEN
$35.6B
| $300M | 0.07% |
3,797,747
+367
| +0% | +$29K |
|
238
Grand Canyon Education
LOPE
$5.89B
| $300M | 0.07% |
3,755,340
-972,000
| -21% | -$77.7M |
|
239
Las Vegas Sands
LVS
$36.7B
| $285M | 0.06% |
6,110,903
-17,925
| -0.3% | -$836K |
|
240
Morgan Stanley
MS
$250B
| $285M | 0.06% |
5,886,002
-391,458
| -6% | -$18.9M |
|
241
Enbridge
ENB
$107B
| $277M | 0.06% |
9,476,441
-1,149,552
| -11% | -$33.6M |
|
|
PXD
242
DELISTED
Pioneer Natural Resource Co.
PXD
| $274M | 0.06% |
3,186,099
+744
| +0% | +$64K |
|
|
GWPH
243
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
| $268M | 0.06% |
2,754,644
+889,473
| +48% | +$86.6M |
|
244
Ultragenyx Pharmaceutical
RARE
$2.92B
| $266M | 0.06% |
3,237,461
+48
| +0% | +$3.95K |
|
245
Yum! Brands
YUM
$41.5B
| $266M | 0.06% |
+2,913,930
| New | +$266M |
|
246
Corteva
CTVA
$50.5B
| $266M | 0.06% |
9,218,553
-1,495,062
| -14% | -$43.1M |
|
247
Tradeweb Markets
TW
$25.2B
| $253M | 0.06% |
4,356,088
+110,803
| +3% | +$6.43M |
|
|
JOYY
248
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $245M | 0.05% |
3,037,573
-24,239
| -0.8% | -$1.96M |
|
249
Watsco
WSO
$15.5B
| $240M | 0.05% |
1,030,641
-274
| -0% | -$63.8K |
|
|
SIVB
250
DELISTED
SVB Financial Group
SIVB
| $236M | 0.05% |
981,100
-8
| -0% | -$1.93K |
|