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 |
Airbnb
ABNB
|
+$1.37B |
| 2 |
Visa
V
|
+$1.28B |
| 3 |
Keurig Dr Pepper
KDP
|
+$1.24B |
| 4 |
Halliburton
HAL
|
+$1.21B |
| 5 |
Apple
AAPL
|
+$1.04B |
Top Sells
| 1 |
Lennar Class A
LEN
|
+$1.67B |
| 2 |
Pfizer
PFE
|
+$1.19B |
| 3 |
Bank of America
BAC
|
+$1.02B |
| 4 |
D.R. Horton
DHI
|
+$1.01B |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$952M |
Sector Composition
| 1 | Technology | 22.08% |
| 2 | Healthcare | 17.21% |
| 3 | Consumer Discretionary | 12.51% |
| 4 | Financials | 10.77% |
| 5 | Industrials | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Emerson Electric
EMR
$76B
| $183M | 0.04% |
2,025,800
| – | – |
|
277
Grifois
GRFS
$6.72B
| $179M | 0.03% |
19,515,756
+103,445
| +0.5% | +$948K |
|
278
Cintas
CTAS
$81.6B
| $177M | 0.03% |
1,424,572
-360
| -0% | -$44.7K |
|
279
T Rowe Price
TROW
$23.2B
| $175M | 0.03% |
1,563,970
+754
| +0% | +$84.5K |
|
280
Cavco Industries
CVCO
$4.32B
| $174M | 0.03% |
588,800
+18,200
| +3% | +$5.37M |
|
281
Ferrari
RACE
$85.1B
| $172M | 0.03% |
+525,805
| New | +$172M |
|
282
Peloton Interactive
PTON
$3.09B
| $172M | 0.03% |
22,335,334
+12,922
| +0.1% | +$99.4K |
|
|
PARA
283
DELISTED
Paramount Global Class B
PARA
| $171M | 0.03% |
10,721,974
-7,889,471
| -42% | -$126M |
|
284
AbbVie
ABBV
$386B
| $169M | 0.03% |
1,252,874
| – | – |
|
285
Crane Co
CR
$10.5B
| $169M | 0.03% |
+1,891,465
| New | +$169M |
|
286
Kraft Heinz
KHC
$30.9B
| $169M | 0.03% |
4,747,842
| – | – |
|
|
SWAV
287
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $167M | 0.03% |
585,000
| – | – |
|
288
Citigroup
C
$183B
| $167M | 0.03% |
3,617,432
+64,178
| +2% | +$2.95M |
|
289
Legend Biotech
LEGN
$6.11B
| $165M | 0.03% |
2,387,975
-1,392
| -0.1% | -$96.1K |
|
290
Yeti Holdings
YETI
$2.88B
| $164M | 0.03% |
4,231,116
-171,740
| -4% | -$6.67M |
|
291
Stellantis
STLA
$26.9B
| $164M | 0.03% |
9,347,944
-447
| -0% | -$7.86K |
|
292
KE Holdings
BEKE
$23.7B
| $164M | 0.03% |
11,036,460
+10,141,296
| +1,133% | +$151M |
|
293
Tandem Diabetes Care
TNDM
$829M
| $159M | 0.03% |
6,486,027
+529,497
| +9% | +$13M |
|
294
Kenvue
KVUE
$36.4B
| $159M | 0.03% |
+6,000,000
| New | +$159M |
|
295
Hilton Worldwide
HLT
$64.6B
| $158M | 0.03% |
1,087,567
+194,898
| +22% | +$28.4M |
|
|
AZEK
296
DELISTED
The AZEK Co
AZEK
| $156M | 0.03% |
5,165,703
| – | – |
|
297
Cadence Design Systems
CDNS
$93.6B
| $156M | 0.03% |
+665,718
| New | +$156M |
|
|
KKR.PRC
298
DELISTED
KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock
KKR.PRC
| $156M | 0.03% |
2,353,124
| – | – |
|
299
Melco Resorts & Entertainment
MLCO
$3.75B
| $155M | 0.03% |
12,672,096
-445,434
| -3% | -$5.44M |
|
300
KB Home
KBH
$4.48B
| $153M | 0.03% |
2,957,918
| – | – |
|