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 |
Airbnb
ABNB
|
+$1.37B |
| 2 |
Visa
V
|
+$1.28B |
| 3 |
Keurig Dr Pepper
KDP
|
+$1.24B |
| 4 |
Halliburton
HAL
|
+$1.21B |
| 5 |
Apple
AAPL
|
+$1.04B |
Top Sells
| 1 |
Lennar Class A
LEN
|
+$1.67B |
| 2 |
Pfizer
PFE
|
+$1.19B |
| 3 |
Bank of America
BAC
|
+$1.02B |
| 4 |
D.R. Horton
DHI
|
+$1.01B |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$952M |
Sector Composition
| 1 | Technology | 22.08% |
| 2 | Healthcare | 17.21% |
| 3 | Consumer Discretionary | 12.51% |
| 4 | Financials | 10.77% |
| 5 | Industrials | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Berkshire Hathaway Class B
BRK.B
$1.07T
| $361M | 0.07% |
1,059,218
-14,954
| -1% | -$5.1M |
|
227
Public Service Enterprise Group
PEG
$41.3B
| $360M | 0.07% |
5,754,161
-624,001
| -10% | -$39.1M |
|
228
Waste Management
WM
$87.9B
| $360M | 0.07% |
2,076,550
+611
| +0% | +$106K |
|
229
Watsco
WSO
$15.5B
| $346M | 0.07% |
908,300
| – | – |
|
230
Charter Communications
CHTR
$36B
| $332M | 0.06% |
904,412
+47,376
| +6% | +$17.4M |
|
231
T-Mobile US
TMUS
$272B
| $331M | 0.06% |
2,381,688
+112,895
| +5% | +$15.7M |
|
232
Intuit
INTU
$180B
| $325M | 0.06% |
709,384
+205
| +0% | +$93.9K |
|
233
Novo Nordisk
NVO
$244B
| $320M | 0.06% |
3,964,002
+458,288
| +13% | +$37M |
|
234
ManpowerGroup
MAN
$1.78B
| $315M | 0.06% |
3,965,269
-679,830
| -15% | -$54M |
|
235
CF Industries
CF
$13.9B
| $310M | 0.06% |
4,471,144
+488,098
| +12% | +$33.9M |
|
236
Interpublic Group of Companies
IPG
$9.67B
| $304M | 0.06% |
7,883,500
| – | – |
|
237
Comfort Systems
FIX
$26.6B
| $303M | 0.06% |
1,847,498
-350,991
| -16% | -$57.6M |
|
238
Wolfspeed
WOLF
$365M
| $300M | 0.06% |
5,396,019
-1,902,632
| -26% | -$106M |
|
239
New Fortress Energy
NFE
$373M
| $289M | 0.06% |
10,782,553
-3,948
| -0% | -$106K |
|
240
Ryanair
RYAAY
$31.1B
| $279M | 0.05% |
+6,311,533
| New | +$279M |
|
241
Tradeweb Markets
TW
$25.2B
| $275M | 0.05% |
4,010,170
+71,128
| +2% | +$4.87M |
|
242
MSCI
MSCI
$45.1B
| $274M | 0.05% |
584,905
-302,976
| -34% | -$142M |
|
243
Royal Caribbean
RCL
$91.4B
| $273M | 0.05% |
+2,627,666
| New | +$273M |
|
244
Ryan Specialty Holdings
RYAN
$6.61B
| $264M | 0.05% |
5,888,183
+2,124
| +0% | +$95.3K |
|
245
Fifth Third Bancorp
FITB
$30.2B
| $263M | 0.05% |
10,046,201
-636,236
| -6% | -$16.7M |
|
246
DTE Energy
DTE
$28.4B
| $263M | 0.05% |
2,388,096
| – | – |
|
247
BCE
BCE
$22.5B
| $263M | 0.05% |
5,762,500
| – | – |
|
248
Logitech
LOGI
$16B
| $261M | 0.05% |
4,384,052
-73,886
| -2% | -$4.39M |
|
249
Affirm
AFRM
$27.1B
| $257M | 0.05% |
16,783,050
+1,453,822
| +9% | +$22.3M |
|
250
Toll Brothers
TOL
$13.8B
| $257M | 0.05% |
3,244,217
| – | – |
|