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 |
NVIDIA
NVDA
|
+$1.24B |
| 2 |
Microsoft
MSFT
|
+$983M |
| 3 |
Qualcomm
QCOM
|
+$879M |
| 4 |
EOG Resources
EOG
|
+$790M |
| 5 |
Southwest Airlines
LUV
|
+$781M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.48B |
| 2 |
SGEN
Seagen Inc. Common Stock
SGEN
|
+$1.43B |
| 3 |
Morgan Stanley
MS
|
+$1.29B |
| 4 |
D.R. Horton
DHI
|
+$1.21B |
| 5 |
GTM
ZoomInfo Technologies
GTM
|
+$892M |
Sector Composition
| 1 | Technology | 21.47% |
| 2 | Healthcare | 17.17% |
| 3 | Consumer Discretionary | 11.91% |
| 4 | Financials | 10.96% |
| 5 | Industrials | 9.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Novo Nordisk
NVO
$244B
| $361M | 0.07% |
3,966,358
+2,356
| +0.1% | +$214K |
|
227
Johnson & Johnson
JNJ
$429B
| $358M | 0.07% |
2,299,207
-3,721,326
| -62% | -$580M |
|
228
RingCentral
RNG
$2.75B
| $358M | 0.07% |
12,075,640
-304,665
| -2% | -$9.03M |
|
229
Kenvue
KVUE
$36.4B
| $348M | 0.07% |
17,311,729
+11,311,729
| +189% | +$227M |
|
230
TopBuild
BLD
$11.7B
| $345M | 0.07% |
1,369,521
-47,579
| -3% | -$12M |
|
231
Watsco
WSO
$15.5B
| $343M | 0.07% |
908,300
| – | – |
|
232
Copa Holdings
CPA
$4.86B
| $330M | 0.07% |
3,705,516
+48,033
| +1% | +$4.28M |
|
233
Public Service Enterprise Group
PEG
$41.3B
| $327M | 0.06% |
5,746,740
-7,421
| -0.1% | -$422K |
|
234
Tradeweb Markets
TW
$25.2B
| $326M | 0.06% |
4,065,188
+55,018
| +1% | +$4.41M |
|
235
T-Mobile US
TMUS
$272B
| $318M | 0.06% |
2,271,373
-110,315
| -5% | -$15.4M |
|
|
WBA
236
DELISTED
Walgreens Boots Alliance
WBA
| $318M | 0.06% |
14,285,331
-5,343,657
| -27% | -$119M |
|
237
Waste Management
WM
$87.9B
| $317M | 0.06% |
2,079,105
+2,555
| +0.1% | +$389K |
|
238
Verizon
VZ
$185B
| $310M | 0.06% |
9,580,290
-4,076,076
| -30% | -$132M |
|
239
Logitech
LOGI
$16B
| $302M | 0.06% |
4,384,165
+113
| +0% | +$7.79K |
|
240
Comfort Systems
FIX
$26.6B
| $301M | 0.06% |
1,765,601
-81,897
| -4% | -$14M |
|
241
MSCI
MSCI
$45.1B
| $300M | 0.06% |
585,038
+133
| +0% | +$68.2K |
|
242
Johnson Controls International
JCI
$70.4B
| $299M | 0.06% |
5,620,512
-1,238,618
| -18% | -$65.9M |
|
243
Canadian Imperial Bank of Commerce
CM
$73.6B
| $299M | 0.06% |
7,745,192
-6,986,865
| -47% | -$270M |
|
244
XPO
XPO
$15.3B
| $287M | 0.06% |
3,845,793
+3,165,302
| +465% | +$236M |
|
245
Ryan Specialty Holdings
RYAN
$6.61B
| $285M | 0.06% |
5,890,472
+2,289
| +0% | +$111K |
|
246
Hilton Worldwide
HLT
$64.6B
| $281M | 0.06% |
1,867,996
+780,429
| +72% | +$117M |
|
247
Marriott International Class A Common Stock
MAR
$72.3B
| $268M | 0.05% |
1,363,400
+113,303
| +9% | +$22.3M |
|
248
Packaging Corp of America
PKG
$19.4B
| $256M | 0.05% |
1,670,448
| – | – |
|
249
Adobe
ADBE
$148B
| $256M | 0.05% |
502,346
+37,586
| +8% | +$19.2M |
|
250
Adient
ADNT
$1.95B
| $247M | 0.05% |
6,729,969
-5,184,139
| -44% | -$190M |
|