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 |
Citigroup
C
|
+$1.4B |
| 2 |
Bank of America
BAC
|
+$1.17B |
| 3 |
JPMorgan Chase
JPM
|
+$770M |
| 4 |
PayPal
PYPL
|
+$767M |
| 5 |
LyondellBasell Industries
LYB
|
+$764M |
Top Sells
| 1 |
Tesla
TSLA
|
+$4.23B |
| 2 |
Boston Scientific
BSX
|
+$1.94B |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$1.11B |
| 4 |
Digital Realty Trust
DLR
|
+$1.07B |
| 5 |
Amazon
AMZN
|
+$1.03B |
Sector Composition
| 1 | Technology | 19.97% |
| 2 | Consumer Discretionary | 16.41% |
| 3 | Healthcare | 15.45% |
| 4 | Financials | 13.74% |
| 5 | Communication Services | 8.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Grifois
GRFS
$6.72B
| $214M | 0.04% |
11,593,149
+918,025
| +9% | +$16.9M |
|
|
JOYY
277
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $213M | 0.04% |
2,668,699
-368,874
| -12% | -$29.5M |
|
278
Cintas
CTAS
$81.6B
| $213M | 0.04% |
2,409,740
+63,892
| +3% | +$5.65M |
|
|
HES
279
DELISTED
Hess
HES
| $212M | 0.04% |
4,006,572
+1,503,131
| +60% | +$79.4M |
|
280
Paychex
PAYX
$48.6B
| $209M | 0.04% |
2,247,413
+159,008
| +8% | +$14.8M |
|
281
British American Tobacco
BTI
$123B
| $205M | 0.04% |
5,473,375
+1,107,504
| +25% | +$41.5M |
|
282
Trupanion
TRUP
$1.87B
| $204M | 0.04% |
1,703,000
-1,092,507
| -39% | -$131M |
|
|
XEC
283
DELISTED
CIMAREX ENERGY CO
XEC
| $202M | 0.04% |
5,388,122
+4,503,122
| +509% | +$169M |
|
284
New Fortress Energy
NFE
$373M
| $198M | 0.04% |
3,690,306
+1,034,306
| +39% | +$55.4M |
|
285
Manulife Financial
MFC
$54.2B
| $197M | 0.04% |
11,082,459
+7,588,699
| +217% | +$135M |
|
286
Aramark
ARMK
$10.1B
| $197M | 0.04% |
7,089,624
-491,233
| -6% | -$13.6M |
|
287
Wynn Resorts
WYNN
$12.6B
| $197M | 0.04% |
1,745,493
+78,112
| +5% | +$8.81M |
|
288
Lamar Advertising Co
LAMR
$12.9B
| $196M | 0.04% |
2,353,322
| – | – |
|
289
argenx
ARGX
$46.3B
| $195M | 0.04% |
661,639
| – | – |
|
|
PARA
290
DELISTED
Paramount Global Class B
PARA
| $193M | 0.04% |
5,183,657
+1,017
| +0% | +$37.9K |
|
|
291
Berkshire Hathaway Class A
BRK.A
$1.06T
| $190M | 0.04% |
547
-118
| -18% | -$41M |
|
292
Grand Canyon Education
LOPE
$5.89B
| $181M | 0.04% |
1,948,333
-1,807,007
| -48% | -$168M |
|
293
Coca-Cola Europacific Partners
CCEP
$40.7B
| $178M | 0.03% |
3,578,549
+1,363
| +0% | +$67.9K |
|
294
Zillow
ZG
$20.4B
| $177M | 0.03% |
1,303,357
-36,720
| -3% | -$4.99M |
|
|
DTP
295
DELISTED
DTE Energy Company 2019 Corporate Units
DTP
| $176M | 0.03% |
3,652,915
| – | – |
|
|
CD
296
DELISTED
Chindata Group Holdings Limited American Depositary Shares
CD
| $173M | 0.03% |
7,215,310
+18,928
| +0.3% | +$454K |
|
297
United Rentals
URI
$60.4B
| $172M | 0.03% |
741,217
+178,983
| +32% | +$41.5M |
|
298
Public Storage
PSA
$51.3B
| $170M | 0.03% |
738,000
-880,500
| -54% | -$203M |
|
299
Wayfair
W
$11.4B
| $163M | 0.03% |
723,253
+117
| +0% | +$26.4K |
|
300
Extra Space Storage
EXR
$31.2B
| $162M | 0.03% |
1,400,895
-1,817,788
| -56% | -$211M |
|