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 |
Capital One
COF
|
+$4.75B |
| 2 |
KLA
KLAC
|
+$2.94B |
| 3 |
Micron Technology
MU
|
+$2.04B |
| 4 |
Honeywell
HON
|
+$1.39B |
| 5 |
Cloudflare
NET
|
+$1.22B |
Top Sells
| 1 |
Apple
AAPL
|
+$3.78B |
| 2 |
Amazon
AMZN
|
+$3.59B |
| 3 |
DFS
Discover Financial Services
DFS
|
+$3.53B |
| 4 |
Broadcom
AVGO
|
+$1.87B |
| 5 |
AbbVie
ABBV
|
+$1.8B |
Sector Composition
| 1 | Technology | 25.43% |
| 2 | Financials | 14.34% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Healthcare | 11.88% |
| 5 | Communication Services | 10.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
NetEase
NTES
$96.8B
| $209M | 0.03% |
1,551,114
-2,181,884
| -58% | -$294M |
|
277
Emerson Electric
EMR
$76B
| $204M | 0.03% |
1,532,420
| – | – |
|
278
TE Connectivity
TEL
$62B
| $197M | 0.03% |
1,170,238
-165
| -0% | -$27.8K |
|
279
Grifois
GRFS
$6.72B
| $196M | 0.03% |
21,652,749
+130,513
| +0.6% | +$1.18M |
|
280
United Parcel Service
UPS
$71.5B
| $195M | 0.03% |
1,929,272
-1,235,149
| -39% | -$125M |
|
281
Veeva Systems
VEEV
$45.3B
| $189M | 0.03% |
656,407
+8,585
| +1% | +$2.47M |
|
282
Goosehead Insurance
GSHD
$2.05B
| $178M | 0.03% |
1,688,000
| – | – |
|
283
Five Below
FIVE
$7.71B
| $176M | 0.03% |
1,341,345
+20,841
| +2% | +$2.73M |
|
284
Marriott International Class A Common Stock
MAR
$72.3B
| $174M | 0.03% |
638,627
+3,605
| +0.6% | +$985K |
|
285
NextEra Energy, Inc.
NEE
$148B
| $171M | 0.02% |
2,460,803
| – | – |
|
286
Bright Horizons
BFAM
$6.45B
| $170M | 0.02% |
1,378,064
+17,966
| +1% | +$2.22M |
|
287
T-Mobile US
TMUS
$272B
| $169M | 0.02% |
708,949
-728,556
| -51% | -$174M |
|
|
CSW
288
CSW Industrials, Inc.
CSW
$4.2B
| $167M | 0.02% |
582,952
+26,113
| +5% | +$7.49M |
|
289
Rio Tinto
RIO
$101B
| $166M | 0.02% |
2,848,540
+9,642
| +0.3% | +$562K |
|
290
AES
AES
$9.17B
| $164M | 0.02% |
15,601,367
| – | – |
|
291
monday.com
MNDY
$9.9B
| $163M | 0.02% |
518,502
-19,076
| -4% | -$6M |
|
292
AvalonBay Communities
AVB
$27.8B
| $162M | 0.02% |
795,500
+2,930
| +0.4% | +$596K |
|
293
HDFC Bank
HDB
$179B
| $161M | 0.02% |
2,101,555
-1,687
| -0.1% | -$129K |
|
294
StepStone Group
STEP
$4.87B
| $159M | 0.02% |
2,859,391
+289,592
| +11% | +$16.1M |
|
295
KB Home
KBH
$4.48B
| $157M | 0.02% |
2,957,918
| – | – |
|
296
Kenvue
KVUE
$36.4B
| $156M | 0.02% |
+7,431,490
| New | +$156M |
|
297
Nova
NVMI
$8.69B
| $155M | 0.02% |
563,068
| – | – |
|
298
H.B. Fuller
FUL
$3.33B
| $155M | 0.02% |
2,570,493
+6,737
| +0.3% | +$405K |
|
299
CDW
CDW
$21.5B
| $154M | 0.02% |
864,250
+5,516
| +0.6% | +$985K |
|
300
NewAmsterdam Pharma
NAMS
$2.72B
| $152M | 0.02% |
8,387,725
+1,589,127
| +23% | +$28.8M |
|