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 |
PayPal
PYPL
|
+$1.7B |
| 2 |
Corteva
CTVA
|
+$1.48B |
| 3 |
Dow Inc
DOW
|
+$1.43B |
| 4 |
UnitedHealth
UNH
|
+$1.03B |
| 5 |
Applied Materials
AMAT
|
+$973M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
+$2.01B |
| 2 |
Nike
NKE
|
+$1.91B |
| 3 |
ConocoPhillips
COP
|
+$1.39B |
| 4 |
Enbridge
ENB
|
+$1.28B |
| 5 |
Linde
LIN
|
+$1.26B |
Sector Composition
| 1 | Technology | 18.66% |
| 2 | Financials | 16.16% |
| 3 | Healthcare | 14.78% |
| 4 | Consumer Discretionary | 11.69% |
| 5 | Communication Services | 8.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Camden Property Trust
CPT
$11.7B
| $194M | 0.05% |
1,855,785
| – | – |
|
|
DCUE
252
DELISTED
Dominion Energy, Inc. 2019 Series A Corporate Units
DCUE
| $191M | 0.04% |
+1,845,239
| New | +$191M |
|
253
Nexstar Media Group
NXST
$6.27B
| $190M | 0.04% |
1,885,535
-312,382
| -14% | -$31.6M |
|
254
Lamar Advertising Co
LAMR
$12.9B
| $190M | 0.04% |
2,353,322
| – | – |
|
255
Kontoor Brands
KTB
$4.5B
| $186M | 0.04% |
+6,654,887
| New | +$186M |
|
256
Guidewire Software
GWRE
$21.4B
| $179M | 0.04% |
+1,770,411
| New | +$179M |
|
|
XYZ
257
Block, Inc.
XYZ
$44.4B
| $177M | 0.04% |
2,434,730
-40,000
| -2% | -$2.9M |
|
258
Morgan Stanley
MS
$250B
| $175M | 0.04% |
3,993,174
+74
| +0% | +$3.24K |
|
|
SMAR
259
DELISTED
Smartsheet Inc.
SMAR
| $172M | 0.04% |
3,562,584
+84
| +0% | +$4.07K |
|
260
Yext
YEXT
$1.07B
| $172M | 0.04% |
8,580,435
+1,484,561
| +21% | +$29.8M |
|
261
Ventas
VTR
$31.7B
| $168M | 0.04% |
2,464,400
| – | – |
|
262
Kosmos Energy
KOS
$799M
| $164M | 0.04% |
26,207,162
-96,334
| -0.4% | -$604K |
|
263
Eli Lilly
LLY
$677B
| $163M | 0.04% |
1,470,047
+58,247
| +4% | +$6.45M |
|
264
Viper Energy
VNOM
$6.51B
| $162M | 0.04% |
5,266,394
+1,010,905
| +24% | +$31.2M |
|
265
Waste Management
WM
$87.9B
| $158M | 0.04% |
1,369,863
+563
| +0% | +$65K |
|
|
JOYY
266
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $158M | 0.04% |
2,266,277
-88,841
| -4% | -$6.19M |
|
|
HUYA
267
Huya Inc
HUYA
$780M
| $157M | 0.04% |
6,355,219
+2,153,802
| +51% | +$53.2M |
|
268
VeriSign
VRSN
$26.7B
| $156M | 0.04% |
748,160
-902,672
| -55% | -$189M |
|
|
EPAY
269
DELISTED
Bottomline Technologies Inc
EPAY
| $156M | 0.04% |
3,535,730
-199,394
| -5% | -$8.82M |
|
270
Lennar Class A
LEN
$35.6B
| $155M | 0.04% |
3,313,743
+439
| +0% | +$20.6K |
|
271
Five Below
FIVE
$7.71B
| $150M | 0.04% |
1,253,124
+124
| +0% | +$14.9K |
|
272
WIX.com
WIX
$9.56B
| $147M | 0.03% |
1,036,000
| – | – |
|
273
Insulet
PODD
$24.1B
| $146M | 0.03% |
1,220,719
| – | – |
|
274
Valero Energy
VLO
$48.7B
| $146M | 0.03% |
1,700,863
+863
| +0.1% | +$73.9K |
|
|
ACIA
275
DELISTED
Acacia Communications, Inc. Common Stock
ACIA
| $144M | 0.03% |
3,057,019
+519
| +0% | +$24.5K |
|