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 |
Target
TGT
|
+$2.15B |
| 2 |
JPMorgan Chase
JPM
|
+$1.89B |
| 3 |
Goldman Sachs
GS
|
+$1.66B |
| 4 |
Philip Morris
PM
|
+$1.5B |
| 5 |
Blackstone
BX
|
+$1.01B |
Top Sells
| 1 |
Tesla
TSLA
|
+$5.14B |
| 2 |
CME Group
CME
|
+$2.62B |
| 3 |
Microsoft
MSFT
|
+$1.39B |
| 4 |
UnitedHealth
UNH
|
+$1.34B |
| 5 |
Verizon
VZ
|
+$1.33B |
Sector Composition
| 1 | Healthcare | 21.38% |
| 2 | Technology | 16.49% |
| 3 | Financials | 12.64% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
FirstEnergy
FE
$25.3B
| $204M | 0.04% |
+4,853,831
| New | +$204M |
|
|
FOCS
277
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $203M | 0.04% |
5,451,302
+1,119
| +0% | +$41.7K |
|
278
Manulife Financial
MFC
$54.2B
| $202M | 0.04% |
11,350,766
-3,500,000
| -24% | -$62.4M |
|
|
OSH
279
DELISTED
Oak Street Health, Inc.
OSH
| $201M | 0.04% |
9,357,686
+4,126,350
| +79% | +$88.8M |
|
280
Peloton Interactive
PTON
$3.09B
| $194M | 0.04% |
+24,473,268
| New | +$194M |
|
281
Trupanion
TRUP
$1.87B
| $191M | 0.04% |
4,018,881
| – | – |
|
282
Novo Nordisk
NVO
$244B
| $189M | 0.04% |
2,798,174
+1,339,910
| +92% | +$90.7M |
|
283
Lamar Advertising Co
LAMR
$12.9B
| $189M | 0.04% |
2,003,322
| – | – |
|
284
Estee Lauder
EL
$30.1B
| $187M | 0.04% |
752,114
-13
| -0% | -$3.23K |
|
285
Northern Oil and Gas
NOG
$2.48B
| $187M | 0.04% |
6,054,000
| – | – |
|
286
Qiagen
QGEN
$9.82B
| $183M | 0.04% |
3,465,564
| – | – |
|
287
Yeti Holdings
YETI
$2.88B
| $183M | 0.04% |
4,435,256
| – | – |
|
288
Etsy
ETSY
$5.84B
| $182M | 0.04% |
1,522,776
+219,976
| +17% | +$26.3M |
|
289
Saia
SAIA
$8.33B
| $181M | 0.04% |
862,740
+96,000
| +13% | +$20.1M |
|
290
WillScot Mobile Mini Holdings
WSC
$4.19B
| $180M | 0.04% |
3,981,988
| – | – |
|
|
RVNC
291
DELISTED
Revance Therapeutics, Inc.
RVNC
| $175M | 0.04% |
9,480,156
+1,431,318
| +18% | +$26.4M |
|
292
Range Resources
RRC
$8.41B
| $174M | 0.04% |
6,946,171
+6,039,171
| +666% | +$151M |
|
293
Republic Services
RSG
$71.3B
| $172M | 0.04% |
1,337,031
| – | – |
|
294
Ciena
CIEN
$18.6B
| $171M | 0.04% |
3,344,878
-455
| -0% | -$23.2K |
|
295
Warner Music
WMG
$17.5B
| $169M | 0.04% |
4,814,650
+2,671
| +0.1% | +$93.5K |
|
|
BSX.PRA
296
DELISTED
Boston Scientific Corporation 5.50% Mandatory Convertible Preferred Stock, Series A
BSX.PRA
| $167M | 0.04% |
1,458,000
+400
| +0% | +$45.9K |
|
297
Packaging Corp of America
PKG
$19.4B
| $166M | 0.04% |
1,294,900
-211,730
| -14% | -$27.1M |
|
298
Grifois
GRFS
$6.72B
| $165M | 0.04% |
19,399,105
+1,530,078
| +9% | +$13M |
|
299
Toll Brothers
TOL
$13.8B
| $162M | 0.03% |
3,244,217
| – | – |
|
300
Cintas
CTAS
$81.6B
| $161M | 0.03% |
1,424,096
+428
| +0% | +$48.3K |
|