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 |
Boeing
BA
|
+$2.65B |
| 2 |
Exxon Mobil
XOM
|
+$798M |
| 3 |
Domino's
DPZ
|
+$702M |
| 4 |
Autodesk
ADSK
|
+$648M |
| 5 |
Honeywell
HON
|
+$552M |
Top Sells
| 1 |
Intel
INTC
|
+$3.61B |
| 2 |
Enbridge
ENB
|
+$1.42B |
| 3 |
Target
TGT
|
+$1.36B |
| 4 |
Sysco
SYY
|
+$973M |
| 5 |
Nike
NKE
|
+$908M |
Sector Composition
| 1 | Technology | 18.91% |
| 2 | Financials | 16.6% |
| 3 | Healthcare | 14.12% |
| 4 | Consumer Discretionary | 12.14% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Intuit
INTU
$180B
| $133M | 0.03% |
500,274
+1
| +0% | +$266 |
|
277
Republic Services
RSG
$71.3B
| $130M | 0.03% |
1,500,759
| – | – |
|
|
JOYY
278
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $127M | 0.03% |
2,264,006
-2,271
| -0.1% | -$128K |
|
279
Zurn Elkay Water Solutions
ZWS
$7.82B
| $127M | 0.03% |
9,763,428
+207,600
| +2% | +$2.7M |
|
280
KB Home
KBH
$4.48B
| $119M | 0.03% |
3,492,873
-336,127
| -9% | -$11.4M |
|
281
Alarm.com
ALRM
$2.78B
| $118M | 0.03% |
2,520,700
| – | – |
|
282
Strategic Education
STRA
$1.98B
| $117M | 0.03% |
864,000
-367,095
| -30% | -$49.9M |
|
283
Credicorp
BAP
$21.1B
| $116M | 0.03% |
556,911
+337,088
| +153% | +$70.3M |
|
284
Amgen
AMGN
$149B
| $115M | 0.03% |
593,953
+9
| +0% | +$1.74K |
|
285
Vornado Realty Trust
VNO
$8.25B
| $114M | 0.03% |
1,795,000
| – | – |
|
286
Spotify
SPOT
$143B
| $111M | 0.03% |
969,315
-792,638
| -45% | -$90.4M |
|
|
GWPH
287
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
| $109M | 0.03% |
945,114
-1,767,062
| -65% | -$203M |
|
288
Gentex
GNTX
$6.25B
| $108M | 0.03% |
3,909,134
| – | – |
|
289
Cisco
CSCO
$263B
| $107M | 0.03% |
2,163,000
| – | – |
|
290
Pool Corp
POOL
$12.2B
| $107M | 0.03% |
529,000
| – | – |
|
291
Ultragenyx Pharmaceutical
RARE
$2.92B
| $101M | 0.02% |
2,371,430
+500,858
| +27% | +$21.4M |
|
|
RWT
292
Redwood Trust
RWT
$804M
| $96.5M | 0.02% |
5,883,159
| – | – |
|
293
Arista Networks
ANET
$175B
| $95.9M | 0.02% |
+6,419,248
| New | +$95.9M |
|
294
Pinterest
PINS
$23.8B
| $92.6M | 0.02% |
3,500,777
+1,401,883
| +67% | +$37.1M |
|
295
Tradeweb Markets
TW
$25.2B
| $91.5M | 0.02% |
2,473,365
-19
| -0% | -$703 |
|
296
Allogene Therapeutics
ALLO
$251M
| $89.3M | 0.02% |
3,275,685
+501,104
| +18% | +$13.7M |
|
|
AVLR
297
DELISTED
Avalara, Inc.
AVLR
| $88.6M | 0.02% |
1,316,000
-132,000
| -9% | -$8.88M |
|
298
Newmont
NEM
$87.1B
| $86.9M | 0.02% |
2,291,160
-3,370,000
| -60% | -$128M |
|
|
ESGR
299
DELISTED
Enstar Group
ESGR
| $82.6M | 0.02% |
435,000
+55,796
| +15% | +$10.6M |
|
300
Exelon
EXC
$43.8B
| $82.4M | 0.02% |
2,390,410
| – | – |
|