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 |
Apple
AAPL
|
+$4.84B |
| 2 |
Amazon
AMZN
|
+$1.92B |
| 3 |
ASML
ASML
|
+$1.28B |
| 4 |
Ingersoll Rand
IR
|
+$1.21B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$5.67B |
| 2 |
Home Depot
HD
|
+$4.32B |
| 3 |
Microsoft
MSFT
|
+$3.51B |
| 4 |
Caterpillar
CAT
|
+$2.96B |
| 5 |
Eli Lilly
LLY
|
+$2.46B |
Sector Composition
| 1 | Technology | 25.01% |
| 2 | Healthcare | 15.57% |
| 3 | Financials | 12.28% |
| 4 | Consumer Discretionary | 11.45% |
| 5 | Industrials | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CTLT
251
DELISTED
CATALENT, INC.
CTLT
| $276M | 0.05% |
4,911,723
-8,012,698
| -62% | -$451M |
|
252
Albemarle Corp Depositary Shares
ALB.PRA
$1.67B
| $272M | 0.04% |
5,837,200
| – | – |
|
253
LyondellBasell Industries
LYB
$17.8B
| $256M | 0.04% |
2,676,057
+356
| +0% | +$34.1K |
|
|
XYZ
254
Block, Inc.
XYZ
$44.4B
| $253M | 0.04% |
3,919,519
-9,177,095
| -70% | -$592M |
|
255
Transocean
RIG
$3.11B
| $253M | 0.04% |
47,205,467
+870,477
| +2% | +$4.66M |
|
256
Canadian Imperial Bank of Commerce
CM
$73.6B
| $251M | 0.04% |
5,284,840
-11,781
| -0.2% | -$560K |
|
257
Viper Energy
VNOM
$6.51B
| $241M | 0.04% |
6,412,870
+1,902
| +0% | +$71.4K |
|
258
Adobe
ADBE
$148B
| $240M | 0.04% |
431,359
+261,242
| +154% | +$145M |
|
259
Lamar Advertising Co
LAMR
$12.9B
| $239M | 0.04% |
2,003,322
| – | – |
|
260
Coupang
CPNG
$59.1B
| $235M | 0.04% |
11,221,042
-3,009,327
| -21% | -$63M |
|
261
Cadence Design Systems
CDNS
$93.6B
| $228M | 0.04% |
741,267
+77,446
| +12% | +$23.8M |
|
262
Saia
SAIA
$8.33B
| $227M | 0.04% |
479,072
-134,997
| -22% | -$64M |
|
263
DocuSign
DOCU
$16.1B
| $224M | 0.04% |
4,187,356
| – | – |
|
264
Emerson Electric
EMR
$76B
| $223M | 0.04% |
2,025,800
| – | – |
|
265
EPAM Systems
EPAM
$8.69B
| $222M | 0.04% |
1,181,322
+122,518
| +12% | +$23M |
|
266
NetApp
NTAP
$24.8B
| $220M | 0.04% |
+1,708,200
| New | +$220M |
|
267
Stellantis
STLA
$26.9B
| $219M | 0.04% |
11,154,441
-2,602,111
| -19% | -$51.2M |
|
268
Zillow
Z
$21.3B
| $218M | 0.04% |
4,708,947
-4,137,285
| -47% | -$192M |
|
269
Jazz Pharmaceuticals
JAZZ
$7.65B
| $216M | 0.04% |
2,019,569
+591,709
| +41% | +$63.2M |
|
270
Sherwin-Williams
SHW
$89.8B
| $210M | 0.03% |
704,440
-1,815,515
| -72% | -$542M |
|
271
Cavco Industries
CVCO
$4.32B
| $210M | 0.03% |
605,925
| – | – |
|
272
KB Home
KBH
$4.48B
| $208M | 0.03% |
2,957,918
| – | – |
|
273
Champion Homes, Inc.
SKY
$4.22B
| $207M | 0.03% |
3,049,806
-490,313
| -14% | -$33.2M |
|
274
Global E Online
GLBE
$6.06B
| $206M | 0.03% |
5,689,550
+706,065
| +14% | +$25.6M |
|
275
Boot Barn
BOOT
$5.4B
| $206M | 0.03% |
1,594,607
-192,593
| -11% | -$24.8M |
|