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 |
Target
TGT
|
+$2.15B |
| 2 |
JPMorgan Chase
JPM
|
+$1.89B |
| 3 |
Goldman Sachs
GS
|
+$1.66B |
| 4 |
Philip Morris
PM
|
+$1.5B |
| 5 |
Blackstone
BX
|
+$1.01B |
Top Sells
| 1 |
Tesla
TSLA
|
+$5.14B |
| 2 |
CME Group
CME
|
+$2.62B |
| 3 |
Microsoft
MSFT
|
+$1.39B |
| 4 |
UnitedHealth
UNH
|
+$1.34B |
| 5 |
Verizon
VZ
|
+$1.33B |
Sector Composition
| 1 | Healthcare | 21.38% |
| 2 | Technology | 16.49% |
| 3 | Financials | 12.64% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Watsco
WSO
$15.5B
| $268M | 0.06% |
1,074,800
| – | – |
|
252
Five Below
FIVE
$7.71B
| $266M | 0.06% |
1,506,752
-195,873
| -12% | -$34.6M |
|
253
Interpublic Group of Companies
IPG
$9.67B
| $263M | 0.06% |
+7,883,500
| New | +$263M |
|
254
Crown Holdings
CCK
$11.2B
| $263M | 0.06% |
3,193,883
+124,289
| +4% | +$10.2M |
|
255
Exact Sciences
EXAS
$10.2B
| $257M | 0.05% |
5,191,387
+197,698
| +4% | +$9.79M |
|
256
Enbridge
ENB
$107B
| $256M | 0.05% |
6,551,143
-10
| -0% | -$391 |
|
257
W.P. Carey
WPC
$15B
| $248M | 0.05% |
3,238,372
-646
| -0% | -$49.4K |
|
|
AYX
258
DELISTED
Alteryx, Inc.
AYX
| $242M | 0.05% |
4,783,159
-3,054,477
| -39% | -$155M |
|
259
British American Tobacco
BTI
$123B
| $237M | 0.05% |
5,930,689
+1,006,419
| +20% | +$40.2M |
|
260
Comfort Systems
FIX
$26.6B
| $234M | 0.05% |
2,033,116
-186,823
| -8% | -$21.5M |
|
261
DocuSign
DOCU
$16.1B
| $234M | 0.05% |
4,213,492
-2,152,592
| -34% | -$119M |
|
262
Simply Good Foods
SMPL
$2.73B
| $233M | 0.05% |
6,134,300
+100,000
| +2% | +$3.8M |
|
263
Agnico Eagle Mines
AEM
$77B
| $222M | 0.05% |
4,274,587
+1,025,683
| +32% | +$53.3M |
|
264
Walt Disney
DIS
$208B
| $219M | 0.05% |
2,523,704
-177,306
| -7% | -$15.4M |
|
265
Tandem Diabetes Care
TNDM
$829M
| $218M | 0.05% |
4,850,184
+294,581
| +6% | +$13.2M |
|
266
TopBuild
BLD
$11.7B
| $217M | 0.05% |
1,389,800
+80,350
| +6% | +$12.6M |
|
267
Regions Financial
RF
$24.2B
| $217M | 0.05% |
10,069,900
| – | – |
|
268
BCE
BCE
$22.5B
| $215M | 0.05% |
4,894,500
+565,200
| +13% | +$24.8M |
|
269
PagSeguro Digital
PAGS
$2.78B
| $214M | 0.05% |
24,528,462
+50,188
| +0.2% | +$439K |
|
|
SIVB
270
DELISTED
SVB Financial Group
SIVB
| $213M | 0.05% |
925,165
-3
| -0% | -$690 |
|
271
Kimberly-Clark
KMB
$42.5B
| $211M | 0.05% |
1,555,582
-3,899
| -0.3% | -$529K |
|
272
Conagra Brands
CAG
$9.18B
| $210M | 0.04% |
5,431,667
-5,867,885
| -52% | -$227M |
|
273
Public Storage
PSA
$51.3B
| $207M | 0.04% |
738,000
| – | – |
|
274
MSCI
MSCI
$45.1B
| $206M | 0.04% |
443,259
+109
| +0% | +$50.7K |
|
275
Huntsman Corp
HUN
$1.89B
| $205M | 0.04% |
7,467,164
| – | – |
|