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 |
Flutter Entertainment
FLUT
|
+$2.88B |
| 2 |
GE Aerospace
GE
|
+$2.16B |
| 3 |
Amazon
AMZN
|
+$2.08B |
| 4 |
Schlumberger
SLB
|
+$2.05B |
| 5 |
Vertex Pharmaceuticals
VRTX
|
+$1.57B |
Top Sells
| 1 |
Microsoft
MSFT
|
+$3.34B |
| 2 |
Broadcom
AVGO
|
+$2.58B |
| 3 |
TE Connectivity
TEL
|
+$2.18B |
| 4 |
Eli Lilly
LLY
|
+$1.88B |
| 5 |
Applied Materials
AMAT
|
+$1.8B |
Sector Composition
| 1 | Technology | 23.91% |
| 2 | Healthcare | 15.8% |
| 3 | Consumer Discretionary | 12.28% |
| 4 | Financials | 11.9% |
| 5 | Industrials | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vulcan Materials
VMC
$39B
| $388M | 0.06% |
+1,421,762
| New | +$388M |
|
227
Public Service Enterprise Group
PEG
$41.3B
| $384M | 0.06% |
5,748,464
+1,521
| +0% | +$102K |
|
228
lululemon athletica
LULU
$19B
| $383M | 0.06% |
980,829
-566,964
| -37% | -$221M |
|
229
Illumina
ILMN
$14.6B
| $378M | 0.06% |
2,830,602
+824,265
| +41% | +$110M |
|
|
SMAR
230
DELISTED
Smartsheet Inc.
SMAR
| $370M | 0.06% |
9,613,696
-876,914
| -8% | -$33.8M |
|
231
Saia
SAIA
$8.33B
| $359M | 0.06% |
614,069
-216,241
| -26% | -$127M |
|
232
T-Mobile US
TMUS
$272B
| $356M | 0.06% |
2,179,836
-92,416
| -4% | -$15.1M |
|
233
Vale
VALE
$45.5B
| $350M | 0.06% |
28,711,282
-17,087,069
| -37% | -$208M |
|
234
Albemarle Corp Depositary Shares
ALB.PRA
$1.67B
| $344M | 0.06% |
+5,837,200
| New | +$344M |
|
235
Aptiv
APTV
$18B
| $344M | 0.06% |
+4,315,887
| New | +$344M |
|
236
Southern Copper
SCCO
$86.2B
| $340M | 0.06% |
+3,355,498
| New | +$340M |
|
237
Texas Instruments
TXN
$166B
| $338M | 0.06% |
1,938,907
+549
| +0% | +$95.6K |
|
238
Charter Communications
CHTR
$36B
| $335M | 0.06% |
1,152,294
-359,452
| -24% | -$104M |
|
239
Citigroup
C
$183B
| $334M | 0.06% |
5,280,342
+1,092,980
| +26% | +$69.1M |
|
240
Nasdaq
NDAQ
$53.9B
| $332M | 0.06% |
5,268,067
-2,678,044
| -34% | -$169M |
|
241
Iron Mountain
IRM
$28.6B
| $330M | 0.05% |
4,116,123
-956
| -0% | -$76.7K |
|
242
Ryan Specialty Holdings
RYAN
$6.61B
| $327M | 0.05% |
5,893,883
+3,411
| +0.1% | +$189K |
|
243
Kraft Heinz
KHC
$30.9B
| $321M | 0.05% |
8,709,714
+3,961,872
| +83% | +$146M |
|
244
Watsco
WSO
$15.5B
| $319M | 0.05% |
739,018
-169,282
| -19% | -$73.1M |
|
245
Packaging Corp of America
PKG
$19.4B
| $317M | 0.05% |
1,670,448
| – | – |
|
246
MGM Resorts International
MGM
$9.4B
| $309M | 0.05% |
6,554,577
+3,267
| +0% | +$154K |
|
247
Rio Tinto
RIO
$101B
| $305M | 0.05% |
4,788,186
+1,260
| +0% | +$80.3K |
|
248
Paychex
PAYX
$48.6B
| $304M | 0.05% |
2,478,325
+1,508,681
| +156% | +$185M |
|
249
Champion Homes, Inc.
SKY
$4.22B
| $301M | 0.05% |
3,540,119
+2,254
| +0.1% | +$192K |
|
250
CF Industries
CF
$13.9B
| $296M | 0.05% |
3,553,587
-951,547
| -21% | -$79.2M |
|