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 |
Eli Lilly
LLY
|
+$2.07B |
| 2 |
Cenovus Energy
CVE
|
+$1.79B |
| 3 |
Pfizer
PFE
|
+$1.59B |
| 4 |
Visa
V
|
+$1.39B |
| 5 |
Caterpillar
CAT
|
+$1.25B |
Top Sells
| 1 |
Tesla
TSLA
|
+$4.13B |
| 2 |
Microsoft
MSFT
|
+$1.51B |
| 3 |
Altria Group
MO
|
+$1.11B |
| 4 |
Lockheed Martin
LMT
|
+$1.04B |
| 5 |
Blackrock
BLK
|
+$978M |
Sector Composition
| 1 | Healthcare | 19.6% |
| 2 | Technology | 17.14% |
| 3 | Consumer Discretionary | 13.22% |
| 4 | Financials | 12.49% |
| 5 | Industrials | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Comfort Systems
FIX
$26.6B
| $194M | 0.04% |
2,336,939
| – | – |
|
277
Five Below
FIVE
$7.71B
| $193M | 0.04% |
1,703,289
+589
| +0% | +$66.8K |
|
278
Elevance Health
ELV
$70.2B
| $192M | 0.04% |
398,211
+10,100
| +3% | +$4.87M |
|
279
Yeti Holdings
YETI
$2.88B
| $192M | 0.04% |
4,433,649
-2,833,187
| -39% | -$123M |
|
280
Estee Lauder
EL
$30.1B
| $192M | 0.04% |
752,067
+354
| +0% | +$90.2K |
|
281
HF Sinclair
DINO
$9.56B
| $190M | 0.04% |
+4,207,909
| New | +$190M |
|
282
Regions Financial
RF
$24.2B
| $189M | 0.04% |
10,069,900
| – | – |
|
|
FOCS
283
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $186M | 0.04% |
5,450,117
-34,086
| -0.6% | -$1.16M |
|
284
Genuine Parts
GPC
$19.7B
| $183M | 0.04% |
1,377,500
+392,500
| +40% | +$52.2M |
|
285
Newmont
NEM
$87.1B
| $182M | 0.04% |
3,058,294
-1,246,800
| -29% | -$74.4M |
|
286
Wolfspeed
WOLF
$365M
| $176M | 0.04% |
2,781,649
+402,482
| +17% | +$25.5M |
|
287
Lamar Advertising Co
LAMR
$12.9B
| $176M | 0.04% |
2,003,322
| – | – |
|
288
Republic Services
RSG
$71.3B
| $175M | 0.04% |
1,337,031
-1,014,396
| -43% | -$133M |
|
289
Qiagen
QGEN
$9.82B
| $173M | 0.04% |
3,465,477
-1,850,195
| -35% | -$92.6M |
|
290
Walmart
WMT
$825B
| $171M | 0.04% |
4,226,274
-171
| -0% | -$6.93K |
|
291
Dominion Energy
D
$51.2B
| $170M | 0.04% |
2,130,876
-6,555
| -0.3% | -$523K |
|
292
Tandem Diabetes Care
TNDM
$829M
| $169M | 0.04% |
2,856,177
+9,925
| +0.3% | +$587K |
|
293
Trupanion
TRUP
$1.87B
| $168M | 0.04% |
2,783,021
+374,700
| +16% | +$22.6M |
|
294
Diamondback Energy
FANG
$39.6B
| $167M | 0.04% |
1,379,904
-855,000
| -38% | -$104M |
|
295
Bristol-Myers Squibb
BMY
$94B
| $160M | 0.03% |
2,080,000
| – | – |
|
296
Northern Oil and Gas
NOG
$2.48B
| $153M | 0.03% |
6,054,000
| – | – |
|
297
Ball Corp
BALL
$13.9B
| $151M | 0.03% |
2,192,458
| – | – |
|
298
Royal Caribbean
RCL
$91.4B
| $148M | 0.03% |
4,240,326
+1,481,291
| +54% | +$51.7M |
|
299
AstraZeneca
AZN
$247B
| $148M | 0.03% |
2,236,671
-2,949,813
| -57% | -$195M |
|
300
Cintas
CTAS
$81.6B
| $148M | 0.03% |
1,583,432
-934,396
| -37% | -$87.3M |
|