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 |
Starbucks
SBUX
|
+$4.03B |
| 2 |
NVIDIA
NVDA
|
+$1.96B |
| 3 |
Amazon
AMZN
|
+$1.62B |
| 4 |
Nike
NKE
|
+$1.46B |
| 5 |
Citizens Financial Group
CFG
|
+$1.43B |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.49B |
| 2 |
Broadcom
AVGO
|
+$2.2B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.43B |
| 4 |
Eli Lilly
LLY
|
+$1.29B |
| 5 |
Schlumberger
SLB
|
+$1.23B |
Sector Composition
| 1 | Technology | 23.09% |
| 2 | Healthcare | 15.24% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
XYZ
251
Block, Inc.
XYZ
$44.4B
| $263M | 0.04% |
3,923,043
+3,524
| +0.1% | +$237K |
|
252
KE Holdings
BEKE
$23.7B
| $263M | 0.04% |
13,204,142
+37,833
| +0.3% | +$753K |
|
|
TLN
253
Talen Energy Corporation Common Stock
TLN
$18.4B
| $263M | 0.04% |
+1,474,323
| New | +$263M |
|
254
CRH
CRH
$76.1B
| $262M | 0.04% |
2,821,643
+351,792
| +14% | +$32.6M |
|
255
DocuSign
DOCU
$16.1B
| $260M | 0.04% |
4,190,334
+2,978
| +0.1% | +$185K |
|
256
MGM Resorts International
MGM
$9.4B
| $256M | 0.04% |
6,558,263
+3,686
| +0.1% | +$144K |
|
257
KB Home
KBH
$4.48B
| $253M | 0.04% |
2,957,918
| – | – |
|
258
LyondellBasell Industries
LYB
$17.8B
| $250M | 0.04% |
2,604,581
-71,476
| -3% | -$6.85M |
|
259
NetEase
NTES
$96.8B
| $248M | 0.04% |
2,650,228
+969,541
| +58% | +$90.7M |
|
260
Kenvue
KVUE
$36.4B
| $232M | 0.04% |
10,008,914
| – | – |
|
261
Adobe
ADBE
$148B
| $230M | 0.04% |
444,740
+13,381
| +3% | +$6.93M |
|
262
ATI
ATI
$10.5B
| $229M | 0.04% |
3,428,657
+559,779
| +20% | +$37.5M |
|
263
CSX Corp
CSX
$60.5B
| $224M | 0.03% |
6,493,505
-2,335,748
| -26% | -$80.7M |
|
264
Chart Industries
GTLS
$8.95B
| $223M | 0.03% |
1,794,704
-139,602
| -7% | -$17.3M |
|
265
Boot Barn
BOOT
$5.4B
| $222M | 0.03% |
1,328,986
-265,621
| -17% | -$44.4M |
|
266
Emerson Electric
EMR
$76B
| $222M | 0.03% |
2,025,800
| – | – |
|
267
Intel
INTC
$112B
| $221M | 0.03% |
9,436,605
-3,895,920
| -29% | -$91.4M |
|
268
Generac Holdings
GNRC
$10.8B
| $221M | 0.03% |
1,390,863
+1,804
| +0.1% | +$287K |
|
269
Global E Online
GLBE
$6.06B
| $220M | 0.03% |
5,732,666
+43,116
| +0.8% | +$1.66M |
|
270
Manulife Financial
MFC
$54.2B
| $220M | 0.03% |
7,446,810
+3,551
| +0% | +$105K |
|
|
CSW
271
CSW Industrials, Inc.
CSW
$4.2B
| $217M | 0.03% |
593,170
+216,597
| +58% | +$79.4M |
|
272
EQT Corp
EQT
$31.8B
| $213M | 0.03% |
5,815,216
-5,540,992
| -49% | -$203M |
|
273
NetApp
NTAP
$24.8B
| $211M | 0.03% |
1,709,196
+996
| +0.1% | +$123K |
|
274
Saia
SAIA
$8.33B
| $209M | 0.03% |
479,072
| – | – |
|
275
H.B. Fuller
FUL
$3.33B
| $206M | 0.03% |
2,590,469
+2,140
| +0.1% | +$170K |
|