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 |
Canadian Natural Resources
CNQ
|
+$1.56B |
| 2 |
Caterpillar
CAT
|
+$1.53B |
| 3 |
Aon
AON
|
+$1.48B |
| 4 |
Intel
INTC
|
+$1.27B |
| 5 |
TC Energy
TRP
|
+$1.27B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$3.06B |
| 2 |
Amazon
AMZN
|
+$3.04B |
| 3 |
Broadcom
AVGO
|
+$2.88B |
| 4 |
JPMorgan Chase
JPM
|
+$2.87B |
| 5 |
Blackrock
BLK
|
+$2.56B |
Sector Composition
| 1 | Technology | 19.71% |
| 2 | Healthcare | 15.96% |
| 3 | Consumer Discretionary | 15.87% |
| 4 | Financials | 12.59% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FOCS
276
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $251M | 0.04% |
5,484,203
+14,664
| +0.3% | +$671K |
|
277
Lam Research
LRCX
$148B
| $248M | 0.04% |
4,622,150
-2,090
| -0% | -$112K |
|
278
TopBuild
BLD
$11.7B
| $243M | 0.04% |
1,341,200
-29,929
| -2% | -$5.43M |
|
279
Hubbell
HUBB
$23.2B
| $239M | 0.04% |
1,303,000
| – | – |
|
280
Twist Bioscience
TWST
$1.53B
| $237M | 0.04% |
4,795,848
+273,148
| +6% | +$13.5M |
|
281
Waste Connections
WCN
$45.3B
| $236M | 0.04% |
1,691,777
-4,807
| -0.3% | -$672K |
|
282
XPeng
XPEV
$19.9B
| $236M | 0.04% |
8,565,120
-7,741,789
| -47% | -$214M |
|
283
argenx
ARGX
$46.3B
| $233M | 0.04% |
739,392
+79,119
| +12% | +$24.9M |
|
284
Lamar Advertising Co
LAMR
$12.9B
| $233M | 0.04% |
2,003,322
| – | – |
|
285
Burlington
BURL
$16.8B
| $231M | 0.04% |
1,269,186
-733
| -0.1% | -$134K |
|
286
Royal Caribbean
RCL
$91.4B
| $231M | 0.04% |
+2,759,035
| New | +$231M |
|
287
Goldman Sachs
GS
$236B
| $225M | 0.04% |
680,535
-5,297
| -0.8% | -$1.75M |
|
288
Regions Financial
RF
$24.2B
| $224M | 0.04% |
10,069,900
| – | – |
|
289
Kimberly-Clark
KMB
$42.5B
| $219M | 0.04% |
1,782,143
-1,057
| -0.1% | -$130K |
|
290
Simply Good Foods
SMPL
$2.73B
| $219M | 0.04% |
5,770,500
+446,000
| +8% | +$16.9M |
|
291
British American Tobacco
BTI
$123B
| $218M | 0.04% |
5,177,960
+12,540
| +0.2% | +$529K |
|
|
HES
292
DELISTED
Hess
HES
| $217M | 0.04% |
2,024,679
+1,232
| +0.1% | +$132K |
|
293
Trupanion
TRUP
$1.87B
| $215M | 0.04% |
2,408,321
-464
| -0% | -$41.4K |
|
294
Walmart
WMT
$825B
| $210M | 0.04% |
4,226,445
+966,906
| +30% | +$48M |
|
295
Comfort Systems
FIX
$26.6B
| $208M | 0.04% |
2,336,939
+570,560
| +32% | +$50.8M |
|
296
Estee Lauder
EL
$30.1B
| $205M | 0.04% |
751,713
+334,577
| +80% | +$91.1M |
|
297
Extra Space Storage
EXR
$31.2B
| $203M | 0.04% |
988,425
-985,608
| -50% | -$203M |
|
298
Ultragenyx Pharmaceutical
RARE
$2.92B
| $201M | 0.03% |
2,765,793
-1,051
| -0% | -$76.3K |
|
299
Grifois
GRFS
$6.72B
| $201M | 0.03% |
17,172,143
+2,265,005
| +15% | +$26.5M |
|
300
Coupang
CPNG
$59.1B
| $200M | 0.03% |
11,317,578
-8,772,365
| -44% | -$155M |
|