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 |
Restaurant Brands International
QSR
|
+$789M |
| 2 |
Halliburton
HAL
|
+$716M |
| 3 |
Exact Sciences
EXAS
|
+$657M |
| 4 |
Corpay
CPAY
|
+$650M |
| 5 |
Pfizer
PFE
|
+$541M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.32B |
| 2 |
Amazon
AMZN
|
+$2.27B |
| 3 |
Boston Scientific
BSX
|
+$887M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$842M |
| 5 |
Intuitive Surgical
ISRG
|
+$746M |
Sector Composition
| 1 | Technology | 20.28% |
| 2 | Healthcare | 16.49% |
| 3 | Consumer Discretionary | 15.03% |
| 4 | Financials | 12.76% |
| 5 | Communication Services | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
CF Industries
CF
$13.9B
| $179M | 0.04% |
5,821,212
| – | – |
|
277
Tandem Diabetes Care
TNDM
$829M
| $176M | 0.04% |
1,554,889
+736,387
| +90% | +$83.6M |
|
278
argenx
ARGX
$46.3B
| $174M | 0.04% |
661,639
+33
| +0% | +$8.66K |
|
279
XPeng
XPEV
$19.9B
| $171M | 0.04% |
+8,517,268
| New | +$171M |
|
|
BSX.PRA
280
DELISTED
Boston Scientific Corporation 5.50% Mandatory Convertible Preferred Stock, Series A
BSX.PRA
| $167M | 0.04% |
1,491,091
+411,305
| +38% | +$46M |
|
281
Paychex
PAYX
$48.6B
| $167M | 0.04% |
2,088,405
+431,405
| +26% | +$34.4M |
|
|
DTP
282
DELISTED
DTE Energy Company 2019 Corporate Units
DTP
| $165M | 0.04% |
3,652,915
| – | – |
|
|
IPHI
283
DELISTED
INPHI CORPORATION
IPHI
| $165M | 0.04% |
1,469,229
+101,564
| +7% | +$11.4M |
|
284
Goldman Sachs
GS
$236B
| $163M | 0.04% |
810,488
+5,885
| +0.7% | +$1.18M |
|
|
NEE.PRP
285
DELISTED
NextEra Energy, Inc. 5.279% Corporate Units
NEE.PRP
| $160M | 0.03% |
3,420,300
| – | – |
|
286
10x Genomics
TXG
$1.57B
| $159M | 0.03% |
1,276,870
+1,132
| +0.1% | +$141K |
|
287
Dominion Energy
D
$51.2B
| $158M | 0.03% |
2,006,478
-140
| -0% | -$11.1K |
|
288
British American Tobacco
BTI
$123B
| $158M | 0.03% |
4,365,871
+22,462
| +0.5% | +$812K |
|
|
RDS.B
289
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $157M | 0.03% |
6,466,743
-25,746
| -0.4% | -$624K |
|
290
Lamar Advertising Co
LAMR
$12.9B
| $156M | 0.03% |
2,353,322
| – | – |
|
291
EOG Resources
EOG
$64.5B
| $154M | 0.03% |
4,296,910
-114,174
| -3% | -$4.1M |
|
292
AGNC Investment
AGNC
$10.7B
| $152M | 0.03% |
10,909,409
-8,806,065
| -45% | -$122M |
|
|
SILK
293
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $146M | 0.03% |
2,165,850
-730
| -0% | -$49.1K |
|
|
PARA
294
DELISTED
Paramount Global Class B
PARA
| $145M | 0.03% |
5,182,640
| – | – |
|
295
Penumbra
PEN
$10.6B
| $145M | 0.03% |
745,628
+9,654
| +1% | +$1.88M |
|
296
Aramark
ARMK
$10.1B
| $145M | 0.03% |
7,580,857
-2,393,672
| -24% | -$45.7M |
|
297
Zurn Elkay Water Solutions
ZWS
$7.82B
| $144M | 0.03% |
10,022,928
| – | – |
|
298
Strategic Education
STRA
$1.98B
| $141M | 0.03% |
1,543,000
+375,275
| +32% | +$34.3M |
|
299
Estee Lauder
EL
$30.1B
| $141M | 0.03% |
646,529
-915,393
| -59% | -$200M |
|
|
SJR
300
DELISTED
Shaw Communications Inc.
SJR
| $139M | 0.03% |
7,615,497
-1,712
| -0% | -$31.2K |
|