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 |
Target
TGT
|
+$2.15B |
| 2 |
JPMorgan Chase
JPM
|
+$1.89B |
| 3 |
Goldman Sachs
GS
|
+$1.66B |
| 4 |
Philip Morris
PM
|
+$1.5B |
| 5 |
Blackstone
BX
|
+$1.01B |
Top Sells
| 1 |
Tesla
TSLA
|
+$5.14B |
| 2 |
CME Group
CME
|
+$2.62B |
| 3 |
Microsoft
MSFT
|
+$1.39B |
| 4 |
UnitedHealth
UNH
|
+$1.34B |
| 5 |
Verizon
VZ
|
+$1.33B |
Sector Composition
| 1 | Healthcare | 21.38% |
| 2 | Technology | 16.49% |
| 3 | Financials | 12.64% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Quanta Services
PWR
$57B
| $348M | 0.07% |
2,441,145
+524
| +0% | +$74.7K |
|
227
TJX Companies
TJX
$155B
| $347M | 0.07% |
4,364,001
+619
| +0% | +$49.3K |
|
228
Wayfair
W
$11.4B
| $346M | 0.07% |
10,530,299
+4,498,657
| +75% | +$148M |
|
229
Cisco
CSCO
$263B
| $342M | 0.07% |
7,174,303
+1,027,641
| +17% | +$49M |
|
230
Citizens Financial Group
CFG
$22.4B
| $342M | 0.07% |
8,674,497
-2,217,250
| -20% | -$87.3M |
|
231
Moody's
MCO
$91.9B
| $337M | 0.07% |
1,209,797
-381,463
| -24% | -$106M |
|
|
232
Verizon
VZ
$185B
| $336M | 0.07% |
8,517,775
-33,629,891
| -80% | -$1.33B |
|
233
Oracle
ORCL
$830B
| $333M | 0.07% |
+4,078,040
| New | +$333M |
|
234
Berkshire Hathaway Class B
BRK.B
$1.07T
| $332M | 0.07% |
1,076,268
+11,714
| +1% | +$3.62M |
|
235
Waste Management
WM
$87.9B
| $326M | 0.07% |
2,075,345
+1,358
| +0.1% | +$213K |
|
236
Cameco
CCJ
$34B
| $324M | 0.07% |
14,280,635
+2,735,763
| +24% | +$62M |
|
237
Logitech
LOGI
$16B
| $318M | 0.07% |
5,121,710
-89,127
| -2% | -$5.53M |
|
|
DHR.PRB
238
DELISTED
Danaher Corporation 5.00% Mandatory Convertible Preferred Stock, Series B
DHR.PRB
| $311M | 0.07% |
229,302
| – | – |
|
239
BioNTech
BNTX
$23.3B
| $311M | 0.07% |
2,068,248
+443,586
| +27% | +$66.6M |
|
240
Hubbell
HUBB
$23.2B
| $306M | 0.07% |
1,303,000
| – | – |
|
241
CF Industries
CF
$13.9B
| $305M | 0.07% |
3,581,930
+99,278
| +3% | +$8.46M |
|
242
Kellanova
K
$27.6B
| $304M | 0.06% |
4,545,837
-2,082,458
| -31% | -$139M |
|
243
Steel Dynamics
STLD
$19.2B
| $299M | 0.06% |
3,064,361
+2,290,560
| +296% | +$224M |
|
244
DoorDash
DASH
$110B
| $299M | 0.06% |
6,131,063
+5,281,063
| +621% | +$258M |
|
245
Antero Resources
AR
$10.2B
| $291M | 0.06% |
9,374,497
+7,195,935
| +330% | +$223M |
|
246
Copa Holdings
CPA
$4.86B
| $285M | 0.06% |
3,430,329
-166,917
| -5% | -$13.9M |
|
|
BDXB
247
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
| $283M | 0.06% |
5,647,202
| – | – |
|
248
argenx
ARGX
$46.3B
| $281M | 0.06% |
740,934
+936
| +0.1% | +$355K |
|
249
Snap
SNAP
$12.4B
| $273M | 0.06% |
30,526,812
+13,536,664
| +80% | +$121M |
|
250
Tradeweb Markets
TW
$25.2B
| $272M | 0.06% |
4,193,701
+132,511
| +3% | +$8.6M |
|