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 |
PayPal
PYPL
|
+$1.7B |
| 2 |
Corteva
CTVA
|
+$1.48B |
| 3 |
Dow Inc
DOW
|
+$1.43B |
| 4 |
UnitedHealth
UNH
|
+$1.03B |
| 5 |
Applied Materials
AMAT
|
+$973M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
+$2.01B |
| 2 |
Nike
NKE
|
+$1.91B |
| 3 |
ConocoPhillips
COP
|
+$1.39B |
| 4 |
Enbridge
ENB
|
+$1.28B |
| 5 |
Linde
LIN
|
+$1.26B |
Sector Composition
| 1 | Technology | 18.66% |
| 2 | Financials | 16.16% |
| 3 | Healthcare | 14.78% |
| 4 | Consumer Discretionary | 11.69% |
| 5 | Communication Services | 8.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Ferrari
RACE
$85.1B
| $141M | 0.03% |
869,284
+77,761
| +10% | +$12.6M |
|
277
ATI
ATI
$10.5B
| $141M | 0.03% |
5,580,634
+347,634
| +7% | +$8.76M |
|
278
Zurn Elkay Water Solutions
ZWS
$7.82B
| $139M | 0.03% |
9,555,828
+207,600
| +2% | +$3.02M |
|
279
Alarm.com
ALRM
$2.78B
| $135M | 0.03% |
2,520,700
| – | – |
|
280
NetEase
NTES
$96.8B
| $132M | 0.03% |
2,578,840
+7,340
| +0.3% | +$375K |
|
281
Middleby
MIDD
$6.82B
| $132M | 0.03% |
969,858
+164,928
| +20% | +$22.4M |
|
282
Intuit
INTU
$180B
| $131M | 0.03% |
500,273
-2,862,122
| -85% | -$748M |
|
283
Republic Services
RSG
$71.3B
| $130M | 0.03% |
1,500,759
+759
| +0.1% | +$65.8K |
|
284
3M
MMM
$84.1B
| $121M | 0.03% |
837,621
-3,029,191
| -78% | -$439M |
|
285
Ultragenyx Pharmaceutical
RARE
$2.92B
| $119M | 0.03% |
1,870,572
+62,182
| +3% | +$3.95M |
|
286
Cisco
CSCO
$263B
| $118M | 0.03% |
2,163,000
| – | – |
|
287
Globant
GLOB
$2.47B
| $118M | 0.03% |
1,169,800
-306,800
| -21% | -$31M |
|
288
Vornado Realty Trust
VNO
$8.25B
| $115M | 0.03% |
1,795,000
| – | – |
|
|
NBL
289
DELISTED
Noble Energy, Inc.
NBL
| $112M | 0.03% |
4,990,000
| – | – |
|
290
Weyerhaeuser
WY
$18B
| $110M | 0.03% |
4,161,483
-15,229,836
| -79% | -$401M |
|
291
Amgen
AMGN
$149B
| $109M | 0.03% |
593,944
-684,937
| -54% | -$126M |
|
292
Pampa Energía
PAM
$3.23B
| $109M | 0.03% |
3,143,951
-2,700
| -0.1% | -$93.6K |
|
293
Tradeweb Markets
TW
$25.2B
| $108M | 0.03% |
+2,473,384
| New | +$108M |
|
294
Natera
NTRA
$23.1B
| $106M | 0.02% |
3,826,949
+1,111,369
| +41% | +$30.7M |
|
295
Exact Sciences
EXAS
$10.2B
| $105M | 0.02% |
890,000
| – | – |
|
|
AVLR
296
DELISTED
Avalara, Inc.
AVLR
| $105M | 0.02% |
1,448,000
| – | – |
|
297
Pool Corp
POOL
$12.2B
| $101M | 0.02% |
529,000
| – | – |
|
298
KB Home
KBH
$4.48B
| $98.5M | 0.02% |
3,829,000
+117,000
| +3% | +$3.01M |
|
|
RWT
299
Redwood Trust
RWT
$804M
| $97.2M | 0.02% |
5,883,159
| – | – |
|
|
ALLK
300
DELISTED
Allakos
ALLK
| $96.5M | 0.02% |
+2,227,447
| New | +$96.5M |
|