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 |
Amgen
AMGN
|
+$3.18B |
| 2 |
Starbucks
SBUX
|
+$1.92B |
| 3 |
Apple
AAPL
|
+$1.74B |
| 4 |
Intel
INTC
|
+$1.25B |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$7.01B |
| 2 |
Caterpillar
CAT
|
+$2.75B |
| 3 |
Home Depot
HD
|
+$2.08B |
| 4 |
Gilead Sciences
GILD
|
+$2.03B |
| 5 |
Extra Space Storage
EXR
|
+$1.98B |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 14.79% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Dow Inc
DOW
$17.4B
| $247M | 0.04% |
7,068,195
+13,740
| +0.2% | +$480K |
|
252
Royal Bank of Canada
RY
$206B
| $247M | 0.04% |
2,191,050
-5,836,502
| -73% | -$657M |
|
253
Packaging Corp of America
PKG
$19B
| $243M | 0.04% |
1,229,648
-440,800
| -26% | -$87.3M |
|
254
RingCentral
RNG
$2.83B
| $240M | 0.04% |
9,686,018
-977,423
| -9% | -$24.2M |
|
255
Jazz Pharmaceuticals
JAZZ
$7.68B
| $239M | 0.04% |
1,927,794
+4,452
| +0.2% | +$553K |
|
256
Paychex
PAYX
$47.3B
| $239M | 0.04% |
1,550,514
-1,204,924
| -44% | -$186M |
|
257
Herc Holdings
HRI
$4.4B
| $232M | 0.04% |
1,730,171
+311,156
| +22% | +$41.8M |
|
258
Agilon Health
AGL
$464M
| $231M | 0.04% |
53,406,935
+7,098,699
| +15% | +$30.7M |
|
259
Cadence Design Systems
CDNS
$95.1B
| $230M | 0.04% |
905,631
+163,548
| +22% | +$41.6M |
|
260
Global E Online
GLBE
$6.09B
| $229M | 0.04% |
6,416,746
+684,080
| +12% | +$24.4M |
|
261
Enbridge
ENB
$107B
| $222M | 0.04% |
5,000,028
-339
| -0% | -$15K |
|
262
Albemarle Corp Depositary Shares
ALB.PRA
$1.76B
| $221M | 0.04% |
6,210,021
-517,204
| -8% | -$18.4M |
|
263
Zai Lab
ZLAB
$3.59B
| $217M | 0.04% |
6,008,419
-425,005
| -7% | -$15.4M |
|
264
LyondellBasell Industries
LYB
$16.9B
| $217M | 0.04% |
3,078,935
+187,326
| +6% | +$13.2M |
|
|
AZEK
265
DELISTED
The AZEK Co
AZEK
| $212M | 0.03% |
4,335,703
| – | – |
|
266
DexCom
DXCM
$30B
| $210M | 0.03% |
3,073,258
-769,362
| -20% | -$52.5M |
|
267
TechnipFMC
FTI
$16B
| $206M | 0.03% |
+6,503,056
| New | +$206M |
|
268
Tencent Music
TME
$39.3B
| $203M | 0.03% |
14,058,883
+9,356,530
| +199% | +$135M |
|
269
Goosehead Insurance
GSHD
$2.04B
| $199M | 0.03% |
1,688,000
| – | – |
|
270
Align Technology
ALGN
$9.56B
| $199M | 0.03% |
1,251,712
+131,928
| +12% | +$21M |
|
|
XYZ
271
Block, Inc.
XYZ
$46.2B
| $198M | 0.03% |
3,649,309
+2,330
| +0.1% | +$127K |
|
272
AES
AES
$9.04B
| $194M | 0.03% |
15,601,367
-7,145,459
| -31% | -$88.7M |
|
273
Victory Capital Holdings
VCTR
$4.56B
| $189M | 0.03% |
3,266,007
+34,998
| +1% | +$2.03M |
|
274
Strategy Inc Common Stock Class A
MSTR
$95B
| $188M | 0.03% |
652,804
+4,456
| +0.7% | +$1.28M |
|
275
Constellation Energy
CEG
$101B
| $184M | 0.03% |
909,786
-13,252
| -1% | -$2.67M |
|