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 |
Salesforce
CRM
|
+$2.71B |
| 2 |
TE Connectivity
TEL
|
+$1.59B |
| 3 |
Goldman Sachs
GS
|
+$1.34B |
| 4 |
Philip Morris
PM
|
+$1.18B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.09B |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$1.81B |
| 2 |
CVS Health
CVS
|
+$1.78B |
| 3 |
Archer Daniels Midland
ADM
|
+$1.72B |
| 4 |
JPMorgan Chase
JPM
|
+$1.63B |
| 5 |
Broadcom
AVGO
|
+$1.29B |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Healthcare | 18.94% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 11.44% |
| 5 | Industrials | 9.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Snap
SNAP
$12.4B
| $344M | 0.07% |
30,653,388
+126,576
| +0.4% | +$1.42M |
|
227
Waste Management
WM
$87.9B
| $339M | 0.07% |
2,075,939
+594
| +0% | +$96.9K |
|
228
Copa Holdings
CPA
$4.86B
| $338M | 0.07% |
3,658,213
+227,884
| +7% | +$21M |
|
229
XP
XP
$9.94B
| $338M | 0.07% |
28,437,381
-5,057,703
| -15% | -$60M |
|
230
Berkshire Hathaway Class B
BRK.B
$1.07T
| $332M | 0.07% |
1,074,172
-2,096
| -0.2% | -$647K |
|
231
T-Mobile US
TMUS
$272B
| $329M | 0.07% |
2,268,793
-868,634
| -28% | -$126M |
|
|
RVNC
232
DELISTED
Revance Therapeutics, Inc.
RVNC
| $325M | 0.07% |
10,076,101
+595,945
| +6% | +$19.2M |
|
233
Comfort Systems
FIX
$26.6B
| $321M | 0.07% |
2,198,489
+165,373
| +8% | +$24.1M |
|
234
New Fortress Energy
NFE
$373M
| $317M | 0.07% |
10,786,501
-2,474
| -0% | -$72.8K |
|
235
Intuit
INTU
$180B
| $316M | 0.07% |
709,179
+398,153
| +128% | +$178M |
|
|
FOCS
236
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $316M | 0.07% |
6,092,402
+641,100
| +12% | +$33.3M |
|
237
Steel Dynamics
STLD
$19.2B
| $314M | 0.06% |
2,773,474
-290,887
| -9% | -$32.9M |
|
238
Tradeweb Markets
TW
$25.2B
| $311M | 0.06% |
3,939,042
-254,659
| -6% | -$20.1M |
|
239
Five Below
FIVE
$7.71B
| $310M | 0.06% |
1,506,546
-206
| -0% | -$42.4K |
|
240
Zillow
Z
$21.3B
| $308M | 0.06% |
6,929,034
+6,404,034
| +1,220% | +$285M |
|
241
Charter Communications
CHTR
$36B
| $306M | 0.06% |
857,036
-234,706
| -21% | -$83.9M |
|
242
TopBuild
BLD
$11.7B
| $295M | 0.06% |
1,417,100
+27,300
| +2% | +$5.68M |
|
243
Interpublic Group of Companies
IPG
$9.67B
| $294M | 0.06% |
7,883,500
| – | – |
|
|
DHR.PRB
244
DELISTED
Danaher Corporation 5.00% Mandatory Convertible Preferred Stock, Series B
DHR.PRB
| $292M | 0.06% |
229,302
| – | – |
|
245
Saia
SAIA
$8.33B
| $290M | 0.06% |
1,064,074
+201,334
| +23% | +$54.8M |
|
246
Watsco
WSO
$15.5B
| $289M | 0.06% |
908,300
-166,500
| -15% | -$53M |
|
247
CF Industries
CF
$13.9B
| $289M | 0.06% |
3,983,046
+401,116
| +11% | +$29.1M |
|
248
Agnico Eagle Mines
AEM
$77B
| $286M | 0.06% |
5,604,760
+1,330,173
| +31% | +$67.8M |
|
249
Fifth Third Bancorp
FITB
$30.2B
| $285M | 0.06% |
10,682,437
-15,263,688
| -59% | -$407M |
|
|
BDXB
250
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
| $281M | 0.06% |
5,647,202
| – | – |
|