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 |
Canadian Natural Resources
CNQ
|
+$1.56B |
| 2 |
Caterpillar
CAT
|
+$1.53B |
| 3 |
Aon
AON
|
+$1.48B |
| 4 |
Intel
INTC
|
+$1.27B |
| 5 |
TC Energy
TRP
|
+$1.27B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$3.06B |
| 2 |
Amazon
AMZN
|
+$3.04B |
| 3 |
Broadcom
AVGO
|
+$2.88B |
| 4 |
JPMorgan Chase
JPM
|
+$2.87B |
| 5 |
Blackrock
BLK
|
+$2.56B |
Sector Composition
| 1 | Technology | 19.71% |
| 2 | Healthcare | 15.96% |
| 3 | Consumer Discretionary | 15.87% |
| 4 | Financials | 12.59% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Republic Services
RSG
$71.3B
| $312M | 0.05% |
2,351,427
-12,899
| -0.5% | -$1.71M |
|
252
Diamondback Energy
FANG
$39.6B
| $306M | 0.05% |
2,234,904
-101,804
| -4% | -$14M |
|
253
TJX Companies
TJX
$155B
| $305M | 0.05% |
5,030,874
+504,893
| +11% | +$30.6M |
|
254
Strategy Inc Common Stock Class A
MSTR
$94B
| $303M | 0.05% |
6,229,410
+349,450
| +6% | +$17M |
|
255
Enbridge
ENB
$107B
| $302M | 0.05% |
6,542,739
-4,600
| -0.1% | -$212K |
|
256
United Rentals
URI
$60.4B
| $300M | 0.05% |
845,118
+2,648
| +0.3% | +$941K |
|
257
Waste Management
WM
$87.9B
| $299M | 0.05% |
1,885,852
-248,246
| -12% | -$39.3M |
|
|
BDXB
258
DELISTED
Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6.00% Mandatory Convertible Preferred Stock, Series B
BDXB
| $298M | 0.05% |
5,647,202
| – | – |
|
259
Cameco
CCJ
$34B
| $295M | 0.05% |
10,131,797
+8,113,385
| +402% | +$236M |
|
260
NVR
NVR
$23.3B
| $291M | 0.05% |
65,196
-74
| -0.1% | -$331K |
|
261
Public Storage
PSA
$51.3B
| $288M | 0.05% |
738,000
| – | – |
|
262
Packaging Corp of America
PKG
$19.4B
| $287M | 0.05% |
1,837,730
-1,315,832
| -42% | -$205M |
|
|
EDR
263
DELISTED
Endeavor Group Holdings, Inc.
EDR
| $286M | 0.05% |
9,679,180
+19,799
| +0.2% | +$584K |
|
|
264
Advanced Micro Devices
AMD
$257B
| $282M | 0.05% |
2,581,471
-27,961,437
| -92% | -$3.06B |
|
265
Huntsman Corp
HUN
$1.89B
| $281M | 0.05% |
7,482,578
-29,864
| -0.4% | -$1.12M |
|
266
Qiagen
QGEN
$9.82B
| $276M | 0.05% |
5,315,672
-784,734
| -13% | -$40.8M |
|
267
Copa Holdings
CPA
$4.86B
| $276M | 0.05% |
3,298,119
+297,595
| +10% | +$24.9M |
|
|
TWTR
268
DELISTED
Twitter, Inc.
TWTR
| $273M | 0.05% |
7,043,151
-5,904
| -0.1% | -$228K |
|
269
Wolfspeed
WOLF
$365M
| $271M | 0.05% |
2,379,167
+679,922
| +40% | +$77.4M |
|
270
Five Below
FIVE
$7.71B
| $270M | 0.05% |
1,702,700
-750
| -0% | -$119K |
|
271
Cintas
CTAS
$81.6B
| $268M | 0.05% |
2,517,828
+1,048
| +0% | +$111K |
|
272
Peloton Interactive
PTON
$3.09B
| $267M | 0.05% |
10,124,402
+1,411,171
| +16% | +$37.3M |
|
273
Lennar Class A
LEN
$35.6B
| $263M | 0.05% |
3,346,246
-2,633
| -0.1% | -$207K |
|
|
KKR.PRC
274
DELISTED
KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock
KKR.PRC
| $253M | 0.04% |
3,406,265
-1,167,205
| -26% | -$86.7M |
|
|
DHR.PRA
275
DELISTED
Danaher Corporation 4.75% Mandatory Convertible Preferred Stock, Series A
DHR.PRA
| $252M | 0.04% |
124,400
-25,600
| -17% | -$51.8M |
|