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 |
Citigroup
C
|
+$1.4B |
| 2 |
Bank of America
BAC
|
+$1.17B |
| 3 |
JPMorgan Chase
JPM
|
+$770M |
| 4 |
PayPal
PYPL
|
+$767M |
| 5 |
LyondellBasell Industries
LYB
|
+$764M |
Top Sells
| 1 |
Tesla
TSLA
|
+$4.23B |
| 2 |
Boston Scientific
BSX
|
+$1.94B |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$1.11B |
| 4 |
Digital Realty Trust
DLR
|
+$1.07B |
| 5 |
Amazon
AMZN
|
+$1.03B |
Sector Composition
| 1 | Technology | 19.97% |
| 2 | Consumer Discretionary | 16.41% |
| 3 | Healthcare | 15.45% |
| 4 | Financials | 13.74% |
| 5 | Communication Services | 8.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SIVB
226
DELISTED
SVB Financial Group
SIVB
| $381M | 0.07% |
981,205
+105
| +0% | +$40.7K |
|
227
XPeng
XPEV
$19.9B
| $379M | 0.07% |
8,853,662
+336,394
| +4% | +$14.4M |
|
228
Mettler-Toledo International
MTD
$25.9B
| $379M | 0.07% |
332,316
-24,911
| -7% | -$28.4M |
|
229
HEICO
HEI
$44.4B
| $377M | 0.07% |
2,843,885
+981,528
| +53% | +$130M |
|
230
Lufax Holding
LU
$2.61B
| $376M | 0.07% |
+6,617,663
| New | +$376M |
|
231
Chipotle Mexican Grill
CMG
$51.8B
| $374M | 0.07% |
13,471,650
-2,094,950
| -13% | -$58.1M |
|
232
Airbnb
ABNB
$75B
| $369M | 0.07% |
+2,514,628
| New | +$369M |
|
233
KeyCorp
KEY
$20.9B
| $362M | 0.07% |
22,086,000
-23,624,423
| -52% | -$388M |
|
234
Analog Devices
ADI
$121B
| $349M | 0.07% |
2,362,347
-2,680,195
| -53% | -$396M |
|
235
Illinois Tool Works
ITW
$76.8B
| $346M | 0.07% |
1,698,744
-1,291,501
| -43% | -$263M |
|
|
DNB
236
DELISTED
Dun & Bradstreet
DNB
| $343M | 0.07% |
13,776,184
-582,026
| -4% | -$14.5M |
|
237
Walmart
WMT
$825B
| $342M | 0.07% |
7,122,342
+3,060
| +0% | +$147K |
|
238
Yum! Brands
YUM
$41.5B
| $341M | 0.07% |
3,137,402
+223,472
| +8% | +$24.3M |
|
239
Petrobras Class A
PBR.A
$75.2B
| $340M | 0.07% |
30,722,806
+5,151,389
| +20% | +$57M |
|
|
GWPH
240
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
| $318M | 0.06% |
2,757,013
+2,369
| +0.1% | +$273K |
|
241
Waste Management
WM
$87.9B
| $315M | 0.06% |
2,671,491
-179,950
| -6% | -$21.2M |
|
242
Match Group
MTCH
$9.08B
| $313M | 0.06% |
2,069,001
+1,221
| +0.1% | +$185K |
|
243
Abbott
ABT
$233B
| $307M | 0.06% |
2,799,876
+38,101
| +1% | +$4.17M |
|
244
Tandem Diabetes Care
TNDM
$829M
| $294M | 0.06% |
3,072,964
+1,518,075
| +98% | +$145M |
|
245
Cannae Holdings
CNNE
$1.11B
| $293M | 0.06% |
6,618,574
+1,213,334
| +22% | +$53.7M |
|
|
GTM
246
ZoomInfo Technologies
GTM
$3.72B
| $289M | 0.06% |
5,982,269
+1,077,537
| +22% | +$52M |
|
247
Hubbell
HUBB
$23.2B
| $288M | 0.06% |
1,835,000
-745,000
| -29% | -$117M |
|
248
Air Products & Chemicals
APD
$65.2B
| $287M | 0.06% |
1,051,710
-2,641,363
| -72% | -$722M |
|
249
Carlyle Group
CG
$24.1B
| $286M | 0.06% |
9,088,274
-3,528,836
| -28% | -$111M |
|
250
Lennar Class A
LEN
$35.6B
| $280M | 0.05% |
3,798,176
+429
| +0% | +$31.7K |
|