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 |
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
|
+$1.46B |
| 2 |
Micron Technology
MU
|
+$1.17B |
| 3 |
Cloudflare
NET
|
+$1.14B |
| 4 |
Regal Rexnord
RRX
|
+$704M |
| 5 |
Eli Lilly
LLY
|
+$642M |
Top Sells
| 1 |
PayPal
PYPL
|
+$2.57B |
| 2 |
Honeywell
HON
|
+$2.13B |
| 3 |
Mercado Libre
MELI
|
+$1.39B |
| 4 |
JPMorgan Chase
JPM
|
+$1.29B |
| 5 |
Emerson Electric
EMR
|
+$1.28B |
Sector Composition
| 1 | Technology | 21.31% |
| 2 | Consumer Discretionary | 17.23% |
| 3 | Healthcare | 15.38% |
| 4 | Financials | 12.72% |
| 5 | Communication Services | 8.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Intuit
INTU
$180B
| $230M | 0.04% |
+357,652
| New | +$230M |
|
|
ARVL
302
DELISTED
Arrival Ordinary Shares
ARVL
| $225M | 0.04% |
607,421
+296,727
| +96% | +$110M |
|
303
Melco Resorts & Entertainment
MLCO
$3.75B
| $225M | 0.04% |
22,089,735
+1,036,962
| +5% | +$10.6M |
|
|
IS
304
DELISTED
ironSource Ltd.
IS
| $225M | 0.04% |
29,015,512
+5,371,195
| +23% | +$41.6M |
|
305
Simply Good Foods
SMPL
$2.73B
| $221M | 0.04% |
5,324,500
+373,500
| +8% | +$15.5M |
|
306
Regions Financial
RF
$24.2B
| $220M | 0.03% |
10,069,900
| – | – |
|
307
Shoals Technologies Group
SHLS
$1.15B
| $216M | 0.03% |
8,893,426
| – | – |
|
308
Live Nation Entertainment
LYV
$40.3B
| $212M | 0.03% |
1,769,667
+657
| +0% | +$78.6K |
|
309
Aptiv
APTV
$18B
| $211M | 0.03% |
1,281,985
+1,608
| +0.1% | +$265K |
|
|
OSH
310
DELISTED
Oak Street Health, Inc.
OSH
| $198M | 0.03% |
5,966,260
+1,836,533
| +44% | +$60.9M |
|
311
Keysight
KEYS
$29.3B
| $197M | 0.03% |
954,881
+342
| +0% | +$70.6K |
|
312
New Fortress Energy
NFE
$373M
| $195M | 0.03% |
8,094,569
+3,663,806
| +83% | +$88.4M |
|
313
British American Tobacco
BTI
$123B
| $193M | 0.03% |
5,165,420
+5,881
| +0.1% | +$220K |
|
314
Pool Corp
POOL
$12.2B
| $191M | 0.03% |
337,600
-54,399
| -14% | -$30.8M |
|
315
Helen of Troy
HELE
$554M
| $191M | 0.03% |
781,000
+61,000
| +8% | +$14.9M |
|
316
Fate Therapeutics
FATE
$111M
| $191M | 0.03% |
+3,259,033
| New | +$191M |
|
317
Wolfspeed
WOLF
$365M
| $190M | 0.03% |
1,699,245
+679,892
| +67% | +$76M |
|
318
Douglas Emmett
DEI
$2.79B
| $184M | 0.03% |
5,507,000
| – | – |
|
319
Paycom
PAYC
$12.5B
| $184M | 0.03% |
444,000
| – | – |
|
320
Comfort Systems
FIX
$26.6B
| $175M | 0.03% |
1,766,379
+244,900
| +16% | +$24.2M |
|
321
WillScot Mobile Mini Holdings
WSC
$4.19B
| $174M | 0.03% |
4,261,988
| – | – |
|
322
Unity
U
$18.4B
| $170M | 0.03% |
+1,188,000
| New | +$170M |
|
323
Dominion Energy
D
$51.2B
| $169M | 0.03% |
2,157,449
+11,651
| +0.5% | +$915K |
|
324
Grifois
GRFS
$6.72B
| $167M | 0.03% |
14,907,138
+1,932,123
| +15% | +$21.7M |
|
|
BSX.PRA
325
DELISTED
Boston Scientific Corporation 5.50% Mandatory Convertible Preferred Stock, Series A
BSX.PRA
| $167M | 0.03% |
+1,457,300
| New | +$167M |
|