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 |
Vertex Pharmaceuticals
VRTX
|
+$1.56B |
| 2 |
EOG Resources
EOG
|
+$1.14B |
| 3 |
Amazon
AMZN
|
+$1.07B |
| 4 |
Blackrock
BLK
|
+$1.04B |
| 5 |
Brookfield
BN
|
+$1B |
Top Sells
| 1 |
Applied Materials
AMAT
|
+$1.68B |
| 2 |
Apple
AAPL
|
+$1.55B |
| 3 |
Corteva
CTVA
|
+$1.38B |
| 4 |
ConocoPhillips
COP
|
+$1.23B |
| 5 |
Iron Mountain
IRM
|
+$1.03B |
Sector Composition
| 1 | Technology | 23.5% |
| 2 | Healthcare | 16.36% |
| 3 | Consumer Discretionary | 11.93% |
| 4 | Financials | 11.75% |
| 5 | Industrials | 9.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
DTE Energy
DTE
$28.4B
| $263M | 0.05% |
2,388,096
| – | – |
|
252
Champion Homes, Inc.
SKY
$4.22B
| $263M | 0.05% |
3,537,865
+1,275
| +0% | +$94.7K |
|
253
Canadian Imperial Bank of Commerce
CM
$73.6B
| $255M | 0.05% |
5,295,346
-2,449,846
| -32% | -$118M |
|
|
EXE
254
Expand Energy Corporation Common Stock
EXE
$22.9B
| $255M | 0.05% |
3,311,714
-2,349,271
| -41% | -$181M |
|
255
Cintas
CTAS
$81.6B
| $254M | 0.05% |
1,684,180
+80
| +0% | +$12.1K |
|
256
Ryan Specialty Holdings
RYAN
$6.61B
| $253M | 0.05% |
5,890,472
| – | – |
|
257
DocuSign
DOCU
$16.1B
| $249M | 0.04% |
4,184,877
| – | – |
|
258
Transocean
RIG
$3.11B
| $248M | 0.04% |
39,014,318
+10,049,077
| +35% | +$63.8M |
|
259
Crane Co
CR
$10.5B
| $248M | 0.04% |
2,095,540
+79,710
| +4% | +$9.42M |
|
260
VICI Properties
VICI
$35.4B
| $246M | 0.04% |
7,706,006
-13,456,377
| -64% | -$429M |
|
261
Simply Good Foods
SMPL
$2.73B
| $244M | 0.04% |
6,161,645
| – | – |
|
262
Ferrari
RACE
$85.1B
| $242M | 0.04% |
716,711
+1,878
| +0.3% | +$633K |
|
263
ManpowerGroup
MAN
$1.78B
| $242M | 0.04% |
3,039,033
| – | – |
|
264
Qualcomm
QCOM
$175B
| $238M | 0.04% |
1,644,372
-7,019,147
| -81% | -$1.02B |
|
265
Kimberly-Clark
KMB
$42.5B
| $234M | 0.04% |
1,926,702
+370,094
| +24% | +$45M |
|
266
PagSeguro Digital
PAGS
$2.78B
| $232M | 0.04% |
18,570,759
-5,922,955
| -24% | -$73.9M |
|
267
Wolfspeed
WOLF
$365M
| $231M | 0.04% |
5,297,915
-97,464
| -2% | -$4.24M |
|
268
Grifois
GRFS
$6.72B
| $229M | 0.04% |
19,787,525
+158,474
| +0.8% | +$1.83M |
|
269
KE Holdings
BEKE
$23.7B
| $225M | 0.04% |
13,861,852
+2,763,209
| +25% | +$44.8M |
|
270
Yeti Holdings
YETI
$2.88B
| $219M | 0.04% |
4,233,516
| – | – |
|
271
Citigroup
C
$183B
| $215M | 0.04% |
4,187,362
+350,087
| +9% | +$18M |
|
272
Lamar Advertising Co
LAMR
$12.9B
| $213M | 0.04% |
2,003,322
| – | – |
|
273
Cavco Industries
CVCO
$4.32B
| $204M | 0.04% |
588,800
| – | – |
|
274
Stellantis
STLA
$26.9B
| $197M | 0.04% |
8,419,684
-2,636
| -0% | -$61.8K |
|
275
LyondellBasell Industries
LYB
$17.8B
| $197M | 0.04% |
+2,075,147
| New | +$197M |
|