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 | |
|---|---|---|---|---|---|---|
301
Ball Corp
BALL
$13.9B
| $197M | 0.03% |
2,192,458
+1,059,379
| +93% | +$95.3M |
|
302
Elevance Health
ELV
$70.2B
| $191M | 0.03% |
+388,111
| New | +$191M |
|
303
Grocery Outlet
GO
$1.74B
| $187M | 0.03% |
5,691,054
-2,785
| -0% | -$91.3K |
|
304
Align Technology
ALGN
$9.54B
| $184M | 0.03% |
422,455
+60,712
| +17% | +$26.5M |
|
305
Saia
SAIA
$8.33B
| $183M | 0.03% |
752,600
| – | – |
|
306
Starbucks
SBUX
$93.1B
| $183M | 0.03% |
2,012,274
+1,080,222
| +116% | +$98.3M |
|
307
Dominion Energy
D
$51.2B
| $182M | 0.03% |
2,137,431
-20,018
| -0.9% | -$1.7M |
|
308
Match Group
MTCH
$9.08B
| $182M | 0.03% |
1,670,113
+424,511
| +34% | +$46.2M |
|
309
New York Times
NYT
$9.59B
| $180M | 0.03% |
3,916,188
-1,912,292
| -33% | -$87.7M |
|
310
AbCellera Biologics
ABCL
$1.34B
| $178M | 0.03% |
18,267,775
-3,783,928
| -17% | -$36.9M |
|
311
Fate Therapeutics
FATE
$111M
| $177M | 0.03% |
4,559,673
+1,300,640
| +40% | +$50.4M |
|
312
Carvana
CVNA
$50B
| $173M | 0.03% |
1,454,319
-1,093
| -0.1% | -$130K |
|
313
Helen of Troy
HELE
$554M
| $173M | 0.03% |
881,000
+100,000
| +13% | +$19.6M |
|
314
Globant
GLOB
$2.47B
| $171M | 0.03% |
653,894
-122,823
| -16% | -$32.2M |
|
315
Northern Oil and Gas
NOG
$2.48B
| $171M | 0.03% |
6,054,000
| – | – |
|
316
KeyCorp
KEY
$20.9B
| $171M | 0.03% |
7,620,000
-6,600,000
| -46% | -$148M |
|
|
BSX.PRA
317
DELISTED
Boston Scientific Corporation 5.50% Mandatory Convertible Preferred Stock, Series A
BSX.PRA
| $170M | 0.03% |
1,457,300
| – | – |
|
318
WillScot Mobile Mini Holdings
WSC
$4.19B
| $167M | 0.03% |
4,261,988
| – | – |
|
319
Camden Property Trust
CPT
$11.7B
| $166M | 0.03% |
1,000,000
-1,580,285
| -61% | -$263M |
|
320
Unity
U
$18.4B
| $165M | 0.03% |
1,666,605
+478,605
| +40% | +$47.5M |
|
321
Melco Resorts & Entertainment
MLCO
$3.75B
| $160M | 0.03% |
20,907,587
-1,182,148
| -5% | -$9.03M |
|
322
Salesforce
CRM
$231B
| $157M | 0.03% |
+741,732
| New | +$157M |
|
323
Truist Financial
TFC
$58.3B
| $154M | 0.03% |
2,712,800
+2,316,800
| +585% | +$131M |
|
324
Zurn Elkay Water Solutions
ZWS
$7.82B
| $153M | 0.03% |
4,328,500
-2,892,568
| -40% | -$102M |
|
325
VF Corp
VFC
$5.8B
| $153M | 0.03% |
2,684,596
-5,607,143
| -68% | -$319M |
|