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 |
Amazon
AMZN
|
+$3.88B |
| 2 |
IBM
IBM
|
+$2.12B |
| 3 |
Illumina
ILMN
|
+$1.94B |
| 4 |
Citigroup
C
|
+$1.81B |
| 5 |
Honeywell
HON
|
+$1.59B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$3.36B |
| 2 |
Apple
AAPL
|
+$2.8B |
| 3 |
UnitedHealth
UNH
|
+$2.39B |
| 4 |
Arista Networks
ANET
|
+$1.7B |
| 5 |
Home Depot
HD
|
+$1.61B |
Sector Composition
| 1 | Technology | 24.47% |
| 2 | Financials | 14.11% |
| 3 | Consumer Discretionary | 14.04% |
| 4 | Healthcare | 13.01% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Humana
HUM
$33.2B
| $357M | 0.05% |
1,406,156
-322,867
| -19% | -$81.9M |
|
227
Crown Castle
CCI
$41.5B
| $357M | 0.05% |
3,930,619
-7,269,146
| -65% | -$660M |
|
228
TopBuild
BLD
$11.7B
| $357M | 0.05% |
1,145,365
-175
| -0% | -$54.5K |
|
229
Dollar General
DG
$23B
| $355M | 0.05% |
4,684,704
-4,373,220
| -48% | -$332M |
|
230
Polaris
PII
$3.22B
| $355M | 0.05% |
6,156,285
+388,050
| +7% | +$22.4M |
|
231
Insight Enterprises
NSIT
$3.9B
| $355M | 0.05% |
2,331,464
-367,950
| -14% | -$56M |
|
232
XP
XP
$9.94B
| $347M | 0.05% |
29,269,504
-1,336,778
| -4% | -$15.8M |
|
233
Cigna
CI
$80.8B
| $342M | 0.05% |
1,238,232
+30,906
| +3% | +$8.53M |
|
234
Canadian Imperial Bank of Commerce
CM
$73.6B
| $335M | 0.05% |
5,293,453
+4,181
| +0.1% | +$264K |
|
235
NetEase
NTES
$96.8B
| $332M | 0.05% |
3,725,046
+1,074,818
| +41% | +$95.9M |
|
236
NVR
NVR
$23.3B
| $330M | 0.05% |
40,355
+23
| +0.1% | +$188K |
|
237
Alexandria Real Estate Equities
ARE
$14.5B
| $327M | 0.05% |
+3,351,702
| New | +$327M |
|
238
Ferrari
RACE
$85.1B
| $323M | 0.05% |
752,294
-218,462
| -23% | -$93.7M |
|
239
Public Storage
PSA
$51.3B
| $322M | 0.05% |
1,073,948
-175,731
| -14% | -$52.6M |
|
240
Global E Online
GLBE
$6.06B
| $313M | 0.05% |
5,732,666
| – | – |
|
|
XYZ
241
Block, Inc.
XYZ
$44.4B
| $310M | 0.05% |
3,646,979
-276,064
| -7% | -$23.5M |
|
242
Watsco
WSO
$15.5B
| $303M | 0.05% |
639,019
| – | – |
|
243
Lumentum
LITE
$11.4B
| $302M | 0.05% |
3,600,132
+1,871,572
| +108% | +$157M |
|
244
New Fortress Energy
NFE
$373M
| $301M | 0.05% |
19,925,022
+9,319,985
| +88% | +$141M |
|
245
DexCom
DXCM
$29.9B
| $299M | 0.05% |
3,842,620
-3,785,016
| -50% | -$294M |
|
246
Viper Energy
VNOM
$6.51B
| $296M | 0.05% |
6,037,410
-388,688
| -6% | -$19.1M |
|
247
AES
AES
$9.17B
| $293M | 0.04% |
22,746,826
-2,503,142
| -10% | -$32.2M |
|
248
Cavco Industries
CVCO
$4.32B
| $285M | 0.04% |
638,957
-9
| -0% | -$4.02K |
|
249
Dow Inc
DOW
$17.7B
| $283M | 0.04% |
7,054,455
-675,060
| -9% | -$27.1M |
|
|
TLN
250
Talen Energy Corporation Common Stock
TLN
$18.4B
| $275M | 0.04% |
1,366,066
-108,257
| -7% | -$21.8M |
|