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 |
Starbucks
SBUX
|
+$4.03B |
| 2 |
NVIDIA
NVDA
|
+$1.96B |
| 3 |
Amazon
AMZN
|
+$1.62B |
| 4 |
Nike
NKE
|
+$1.46B |
| 5 |
Citizens Financial Group
CFG
|
+$1.43B |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.49B |
| 2 |
Broadcom
AVGO
|
+$2.2B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.43B |
| 4 |
Eli Lilly
LLY
|
+$1.29B |
| 5 |
Schlumberger
SLB
|
+$1.23B |
Sector Composition
| 1 | Technology | 23.09% |
| 2 | Healthcare | 15.24% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CTLT
226
DELISTED
CATALENT, INC.
CTLT
| $388M | 0.06% |
6,398,483
+1,486,760
| +30% | +$90.1M |
|
227
EPAM Systems
EPAM
$8.69B
| $376M | 0.06% |
1,889,301
+707,979
| +60% | +$141M |
|
228
Brown & Brown
BRO
$30.9B
| $376M | 0.06% |
3,629,565
+2,203,685
| +155% | +$228M |
|
229
Paychex
PAYX
$48.6B
| $370M | 0.06% |
2,755,438
| – | – |
|
230
Charter Communications
CHTR
$36B
| $370M | 0.06% |
1,140,880
-52,437
| -4% | -$17M |
|
231
HDFC Bank
HDB
$179B
| $361M | 0.06% |
5,764,399
-339,839
| -6% | -$21.3M |
|
232
Packaging Corp of America
PKG
$19.4B
| $360M | 0.06% |
1,670,448
| – | – |
|
233
Citigroup
C
$183B
| $354M | 0.05% |
5,647,441
+217,540
| +4% | +$13.6M |
|
234
Rio Tinto
RIO
$101B
| $352M | 0.05% |
4,943,623
+3,901
| +0.1% | +$278K |
|
235
Aptiv
APTV
$18B
| $339M | 0.05% |
4,707,452
-1,270,667
| -21% | -$91.5M |
|
236
Crane Co
CR
$10.5B
| $332M | 0.05% |
2,100,089
+1,414
| +0.1% | +$224K |
|
237
Vale
VALE
$45.5B
| $325M | 0.05% |
27,796,397
+29,262
| +0.1% | +$342K |
|
238
Canadian Imperial Bank of Commerce
CM
$73.6B
| $324M | 0.05% |
5,289,272
+4,432
| +0.1% | +$272K |
|
239
RingCentral
RNG
$2.75B
| $319M | 0.05% |
10,072,043
+209,477
| +2% | +$6.63M |
|
240
Watsco
WSO
$15.5B
| $314M | 0.05% |
639,019
-100,000
| -14% | -$49.2M |
|
241
Ionis Pharmaceuticals
IONS
$10.1B
| $314M | 0.05% |
7,828,372
+5,576,283
| +248% | +$223M |
|
242
The Mosaic Company
MOS
$10.7B
| $309M | 0.05% |
11,536,367
-1,865,486
| -14% | -$50M |
|
243
Albemarle Corp Depositary Shares
ALB.PRA
$1.67B
| $291M | 0.05% |
6,457,083
+619,883
| +11% | +$27.9M |
|
244
Viper Energy
VNOM
$6.51B
| $290M | 0.04% |
6,426,098
+13,228
| +0.2% | +$597K |
|
245
Align Technology
ALGN
$9.54B
| $285M | 0.04% |
1,119,269
-138,768
| -11% | -$35.3M |
|
246
Coupang
CPNG
$59.1B
| $277M | 0.04% |
11,272,705
+51,663
| +0.5% | +$1.27M |
|
247
Sherwin-Williams
SHW
$89.8B
| $274M | 0.04% |
718,606
+14,166
| +2% | +$5.41M |
|
248
Cavco Industries
CVCO
$4.32B
| $274M | 0.04% |
638,966
+33,041
| +5% | +$14.1M |
|
249
Lamar Advertising Co
LAMR
$12.9B
| $268M | 0.04% |
2,005,033
+1,711
| +0.1% | +$229K |
|
250
TE Connectivity
TEL
$62B
| $265M | 0.04% |
1,756,912
-3,799,405
| -68% | -$574M |
|