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 |
Extra Space Storage
EXR
|
+$1.32B |
| 2 |
Synopsys
SNPS
|
+$1.16B |
| 3 |
Dollar Tree
DLTR
|
+$1.03B |
| 4 |
Lennar Class A
LEN
|
+$1.03B |
| 5 |
Morgan Stanley
MS
|
+$892M |
Top Sells
| 1 |
Micron Technology
MU
|
+$1.13B |
| 2 |
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
|
+$924M |
| 3 |
Meta Platforms (Facebook)
META
|
+$816M |
| 4 |
Dollar General
DG
|
+$717M |
| 5 |
Stellantis
STLA
|
+$698M |
Sector Composition
| 1 | Healthcare | 20.38% |
| 2 | Technology | 16.46% |
| 3 | Consumer Discretionary | 14.81% |
| 4 | Financials | 12.4% |
| 5 | Industrials | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Cameco
CCJ
$34B
| $306M | 0.07% |
11,544,872
+1,410,116
| +14% | +$37.4M |
|
227
HubSpot
HUBS
$25.9B
| $304M | 0.07% |
1,125,201
-217,896
| -16% | -$58.9M |
|
228
Dayforce
DAY
$10.9B
| $304M | 0.07% |
5,436,072
+524,325
| +11% | +$29.3M |
|
229
DexCom
DXCM
$29.9B
| $303M | 0.07% |
3,766,229
+47,344
| +1% | +$3.81M |
|
230
Adient
ADNT
$1.95B
| $301M | 0.07% |
10,854,564
-708,342
| -6% | -$19.7M |
|
231
Johnson Controls International
JCI
$70.4B
| $292M | 0.07% |
5,942,302
-148
| -0% | -$7.29K |
|
232
Hubbell
HUBB
$23.2B
| $291M | 0.07% |
1,303,000
| – | – |
|
233
Berkshire Hathaway Class B
BRK.B
$1.07T
| $284M | 0.06% |
1,064,554
+786
| +0.1% | +$210K |
|
234
Watsco
WSO
$15.5B
| $277M | 0.06% |
1,074,800
-50,527
| -4% | -$13M |
|
235
XP
XP
$9.94B
| $275M | 0.06% |
14,445,641
+1,557,648
| +12% | +$29.6M |
|
236
Sea Limited
SE
$116B
| $274M | 0.06% |
4,895,662
-34,469
| -0.7% | -$1.93M |
|
237
STMicroelectronics
STM
$23.1B
| $272M | 0.06% |
8,803,153
+8,759,214
| +19,935% | +$271M |
|
238
TJX Companies
TJX
$155B
| $271M | 0.06% |
4,363,382
-1,146,705
| -21% | -$71.2M |
|
239
Freeport-McMoran
FCX
$64.2B
| $270M | 0.06% |
+9,863,815
| New | +$270M |
|
|
BDXB
240
DELISTED
Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6.00% Mandatory Convertible Preferred Stock, Series B
BDXB
| $266M | 0.06% |
5,647,202
| – | – |
|
241
argenx
ARGX
$46.3B
| $261M | 0.06% |
739,998
+606
| +0.1% | +$214K |
|
242
NVR
NVR
$23.3B
| $260M | 0.06% |
65,201
+5
| +0% | +$19.9K |
|
243
Goldman Sachs
GS
$236B
| $255M | 0.06% |
871,604
-868
| -0.1% | -$254K |
|
244
Walt Disney
DIS
$208B
| $255M | 0.06% |
2,701,010
-898,883
| -25% | -$84.8M |
|
245
Crown Holdings
CCK
$11.2B
| $249M | 0.06% |
+3,069,594
| New | +$249M |
|
246
Cisco
CSCO
$263B
| $246M | 0.06% |
6,146,662
-1,177,482
| -16% | -$47.1M |
|
247
Enbridge
ENB
$107B
| $243M | 0.05% |
6,551,153
+528
| +0% | +$19.6K |
|
|
248
Stellantis
STLA
$26.9B
| $243M | 0.05% |
20,527,988
-59,046,867
| -74% | -$698M |
|
249
Copa Holdings
CPA
$4.86B
| $241M | 0.05% |
3,597,246
-6,774
| -0.2% | -$454K |
|
250
Trupanion
TRUP
$1.87B
| $239M | 0.05% |
4,018,881
+1,235,860
| +44% | +$73.4M |
|