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 |
Extra Space Storage
EXR
|
+$1.32B |
| 2 |
Synopsys
SNPS
|
+$1.16B |
| 3 |
Dollar Tree
DLTR
|
+$1.03B |
| 4 |
Lennar Class A
LEN
|
+$1.03B |
| 5 |
Morgan Stanley
MS
|
+$892M |
Top Sells
| 1 |
Micron Technology
MU
|
+$1.13B |
| 2 |
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
|
+$924M |
| 3 |
Meta Platforms (Facebook)
META
|
+$816M |
| 4 |
Dollar General
DG
|
+$717M |
| 5 |
Stellantis
STLA
|
+$698M |
Sector Composition
| 1 | Healthcare | 20.38% |
| 2 | Technology | 16.46% |
| 3 | Consumer Discretionary | 14.81% |
| 4 | Financials | 12.4% |
| 5 | Industrials | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Logitech
LOGI
$16B
| $238M | 0.05% |
5,210,837
-1,203
| -0% | -$54.9K |
|
252
Five Below
FIVE
$7.71B
| $234M | 0.05% |
1,702,625
-664
| -0% | -$91.4K |
|
253
Manulife Financial
MFC
$54.2B
| $233M | 0.05% |
14,850,766
-2,933,400
| -16% | -$46M |
|
254
Align Technology
ALGN
$9.54B
| $232M | 0.05% |
1,118,522
+85,911
| +8% | +$17.8M |
|
255
Tradeweb Markets
TW
$25.2B
| $229M | 0.05% |
4,061,190
-64,781
| -2% | -$3.65M |
|
256
Moderna
MRNA
$9.15B
| $225M | 0.05% |
1,900,940
+7,041
| +0.4% | +$833K |
|
257
W.P. Carey
WPC
$15B
| $221M | 0.05% |
3,239,018
+856
| +0% | +$58.5K |
|
258
BioNTech
BNTX
$23.3B
| $219M | 0.05% |
1,624,662
+880,179
| +118% | +$119M |
|
259
Tandem Diabetes Care
TNDM
$829M
| $218M | 0.05% |
4,555,603
+1,699,426
| +60% | +$81.3M |
|
260
Microchip Technology
MCHP
$34.9B
| $217M | 0.05% |
3,563,261
+1,113
| +0% | +$67.9K |
|
|
RVNC
261
DELISTED
Revance Therapeutics, Inc.
RVNC
| $217M | 0.05% |
8,048,838
+3,458,838
| +75% | +$93.4M |
|
262
Public Storage
PSA
$51.3B
| $216M | 0.05% |
738,000
| – | – |
|
263
Comfort Systems
FIX
$26.6B
| $216M | 0.05% |
2,219,939
-117,000
| -5% | -$11.4M |
|
264
TopBuild
BLD
$11.7B
| $216M | 0.05% |
1,309,450
| – | – |
|
265
RenaissanceRe
RNR
$11.6B
| $209M | 0.05% |
1,488,858
-1,062,801
| -42% | -$149M |
|
266
Schlumberger
SLB
$53.1B
| $207M | 0.05% |
5,774,983
+4,849,084
| +524% | +$174M |
|
267
Genuine Parts
GPC
$19.7B
| $206M | 0.05% |
1,377,500
| – | – |
|
268
Regions Financial
RF
$24.2B
| $202M | 0.05% |
10,069,900
| – | – |
|
269
Wayfair
W
$11.4B
| $196M | 0.04% |
6,031,642
+749
| +0% | +$24.4K |
|
270
Salesforce
CRM
$231B
| $195M | 0.04% |
1,353,347
-404,721
| -23% | -$58.2M |
|
271
Corpay
CPAY
$21.7B
| $194M | 0.04% |
1,100,298
-1,325,627
| -55% | -$234M |
|
272
Simply Good Foods
SMPL
$2.73B
| $193M | 0.04% |
6,034,300
| – | – |
|
273
T Rowe Price
TROW
$23.2B
| $190M | 0.04% |
1,811,239
-9
| -0% | -$945 |
|
274
AstraZeneca
AZN
$247B
| $188M | 0.04% |
3,436,854
+1,200,183
| +54% | +$65.8M |
|
275
MSCI
MSCI
$45.1B
| $187M | 0.04% |
443,150
+284,747
| +180% | +$120M |
|