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 |
Eli Lilly
LLY
|
+$2.07B |
| 2 |
Cenovus Energy
CVE
|
+$1.79B |
| 3 |
Pfizer
PFE
|
+$1.59B |
| 4 |
Visa
V
|
+$1.39B |
| 5 |
Caterpillar
CAT
|
+$1.25B |
Top Sells
| 1 |
Tesla
TSLA
|
+$4.13B |
| 2 |
Microsoft
MSFT
|
+$1.51B |
| 3 |
Altria Group
MO
|
+$1.11B |
| 4 |
Lockheed Martin
LMT
|
+$1.04B |
| 5 |
Blackrock
BLK
|
+$978M |
Sector Composition
| 1 | Healthcare | 19.6% |
| 2 | Technology | 17.14% |
| 3 | Consumer Discretionary | 13.22% |
| 4 | Financials | 12.49% |
| 5 | Industrials | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Goldman Sachs
GS
$236B
| $259M | 0.06% |
872,472
+191,937
| +28% | +$57M |
|
252
PagSeguro Digital
PAGS
$2.78B
| $249M | 0.05% |
24,359,458
+4,067,750
| +20% | +$41.7M |
|
253
Extra Space Storage
EXR
$31.2B
| $246M | 0.05% |
1,446,839
+458,414
| +46% | +$78M |
|
254
Align Technology
ALGN
$9.54B
| $244M | 0.05% |
1,032,611
+610,156
| +144% | +$144M |
|
255
Lufax Holding
LU
$2.61B
| $238M | 0.05% |
9,924,970
-4,192,648
| -30% | -$101M |
|
256
Hubbell
HUBB
$23.2B
| $233M | 0.05% |
1,303,000
| – | – |
|
257
Exact Sciences
EXAS
$10.2B
| $232M | 0.05% |
5,892,378
+405,369
| +7% | +$16M |
|
258
XP
XP
$9.94B
| $231M | 0.05% |
+12,887,993
| New | +$231M |
|
259
Dayforce
DAY
$10.9B
| $231M | 0.05% |
4,911,747
+1,984
| +0% | +$93.4K |
|
260
Public Storage
PSA
$51.3B
| $231M | 0.05% |
738,000
| – | – |
|
261
The Mosaic Company
MOS
$10.7B
| $230M | 0.05% |
+4,875,115
| New | +$230M |
|
262
Lennar Class A
LEN
$35.6B
| $229M | 0.05% |
3,346,246
| – | – |
|
263
Copa Holdings
CPA
$4.86B
| $228M | 0.05% |
3,604,020
+305,901
| +9% | +$19.4M |
|
264
Simply Good Foods
SMPL
$2.73B
| $228M | 0.05% |
6,034,300
+263,800
| +5% | +$9.96M |
|
265
TopBuild
BLD
$11.7B
| $219M | 0.05% |
1,309,450
-31,750
| -2% | -$5.31M |
|
266
British American Tobacco
BTI
$123B
| $214M | 0.05% |
4,978,456
-199,504
| -4% | -$8.56M |
|
267
Cameco
CCJ
$34B
| $213M | 0.05% |
10,134,756
+2,959
| +0% | +$62.2K |
|
268
Huntsman Corp
HUN
$1.89B
| $212M | 0.05% |
7,467,164
-15,414
| -0.2% | -$437K |
|
269
Kimberly-Clark
KMB
$42.5B
| $211M | 0.04% |
1,562,601
-219,542
| -12% | -$29.7M |
|
270
Air Products & Chemicals
APD
$65.2B
| $209M | 0.04% |
868,056
-870,273
| -50% | -$209M |
|
271
Packaging Corp of America
PKG
$19.4B
| $207M | 0.04% |
1,506,630
-331,100
| -18% | -$45.5M |
|
272
Microchip Technology
MCHP
$34.9B
| $207M | 0.04% |
+3,562,148
| New | +$207M |
|
273
T Rowe Price
TROW
$23.2B
| $206M | 0.04% |
+1,811,248
| New | +$206M |
|
274
Fate Therapeutics
FATE
$111M
| $204M | 0.04% |
8,232,300
+3,672,627
| +81% | +$91M |
|
275
Grifois
GRFS
$6.72B
| $203M | 0.04% |
17,129,595
-42,548
| -0.2% | -$505K |
|