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 |
Canadian Natural Resources
CNQ
|
+$1.56B |
| 2 |
Caterpillar
CAT
|
+$1.53B |
| 3 |
Aon
AON
|
+$1.48B |
| 4 |
Intel
INTC
|
+$1.27B |
| 5 |
TC Energy
TRP
|
+$1.27B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$3.06B |
| 2 |
Amazon
AMZN
|
+$3.04B |
| 3 |
Broadcom
AVGO
|
+$2.88B |
| 4 |
JPMorgan Chase
JPM
|
+$2.87B |
| 5 |
Blackrock
BLK
|
+$2.56B |
Sector Composition
| 1 | Technology | 19.71% |
| 2 | Healthcare | 15.96% |
| 3 | Consumer Discretionary | 15.87% |
| 4 | Financials | 12.59% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Wayfair
W
$11.4B
| $408M | 0.07% |
3,681,729
+100,946
| +3% | +$11.2M |
|
227
PagSeguro Digital
PAGS
$2.78B
| $407M | 0.07% |
20,291,708
+2,666,516
| +15% | +$53.5M |
|
228
RenaissanceRe
RNR
$11.6B
| $404M | 0.07% |
2,550,441
+129,891
| +5% | +$20.6M |
|
229
American Tower
AMT
$91.3B
| $398M | 0.07% |
1,584,604
-2,143,101
| -57% | -$538M |
|
230
Tradeweb Markets
TW
$25.2B
| $397M | 0.07% |
4,522,911
+193,310
| +4% | +$17M |
|
231
Cheniere Energy
LNG
$51.9B
| $392M | 0.07% |
+2,824,751
| New | +$392M |
|
232
Polaris
PII
$3.22B
| $390M | 0.07% |
3,698,573
+922,101
| +33% | +$97.1M |
|
233
Logitech
LOGI
$16B
| $386M | 0.07% |
5,210,024
-7,933
| -0.2% | -$588K |
|
234
Abbott
ABT
$233B
| $385M | 0.07% |
3,249,211
-7,318
| -0.2% | -$866K |
|
235
Exact Sciences
EXAS
$10.2B
| $384M | 0.07% |
5,487,009
+804,159
| +17% | +$56.2M |
|
236
Trane Technologies
TT
$89.2B
| $378M | 0.07% |
2,475,871
+792,225
| +47% | +$121M |
|
237
Berkshire Hathaway Class B
BRK.B
$1.07T
| $373M | 0.06% |
1,055,950
+7,372
| +0.7% | +$2.6M |
|
|
DHR.PRB
238
DELISTED
Danaher Corporation 5.00% Mandatory Convertible Preferred Stock, Series B
DHR.PRB
| $362M | 0.06% |
229,277
-104,119
| -31% | -$164M |
|
239
Essent Group
ESNT
$6.29B
| $362M | 0.06% |
8,781,249
+815,259
| +10% | +$33.6M |
|
240
New Fortress Energy
NFE
$373M
| $357M | 0.06% |
8,380,111
+285,542
| +4% | +$12.2M |
|
241
AstraZeneca
AZN
$247B
| $344M | 0.06% |
5,186,484
-9,301
| -0.2% | -$617K |
|
242
Watsco
WSO
$15.5B
| $344M | 0.06% |
1,127,943
+3,540
| +0.3% | +$1.08M |
|
243
Newmont
NEM
$87.1B
| $342M | 0.06% |
4,305,094
+1,781,294
| +71% | +$142M |
|
244
Johnson Controls International
JCI
$70.4B
| $342M | 0.06% |
5,209,561
+187,923
| +4% | +$12.3M |
|
245
Dayforce
DAY
$10.9B
| $336M | 0.06% |
4,909,763
-2,216,086
| -31% | -$151M |
|
246
Tandem Diabetes Care
TNDM
$829M
| $331M | 0.06% |
2,846,252
-580,877
| -17% | -$67.6M |
|
247
Northrop Grumman
NOC
$82.5B
| $328M | 0.06% |
733,172
+78,742
| +12% | +$35.2M |
|
248
UDR
UDR
$12.7B
| $325M | 0.06% |
5,671,240
-702,659
| -11% | -$40.3M |
|
249
Moderna
MRNA
$9.15B
| $325M | 0.06% |
1,884,395
-103,594
| -5% | -$17.8M |
|
250
Lufax Holding
LU
$2.61B
| $315M | 0.05% |
14,117,618
+835,414
| +6% | +$18.6M |
|