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 | |
|---|---|---|---|---|---|---|
301
W.R. Berkley
WRB
$28B
| $161M | 0.03% |
3,322,145
+881
| +0% | +$42.6K |
|
302
Salesforce
CRM
$231B
| $159M | 0.03% |
1,201,270
-152,077
| -11% | -$20.2M |
|
303
Domino's
DPZ
$15.3B
| $159M | 0.03% |
459,370
+3
| +0% | +$1.04K |
|
|
SILK
304
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $157M | 0.03% |
2,966,730
+175,100
| +6% | +$9.25M |
|
305
Melco Resorts & Entertainment
MLCO
$3.75B
| $155M | 0.03% |
13,513,922
+2,531,426
| +23% | +$29.1M |
|
306
HubSpot
HUBS
$25.9B
| $154M | 0.03% |
532,131
-593,070
| -53% | -$171M |
|
307
Silgan Holdings
SLGN
$4.71B
| $148M | 0.03% |
2,858,000
+23,000
| +0.8% | +$1.19M |
|
308
Walmart
WMT
$825B
| $138M | 0.03% |
2,928,894
| – | – |
|
309
Brookfield Asset Management
BAM
$91.3B
| $137M | 0.03% |
+4,761,418
| New | +$137M |
|
310
Seacoast Banking Corp of Florida
SBCF
$2.71B
| $135M | 0.03% |
4,323,901
+167,000
| +4% | +$5.21M |
|
|
KKR.PRC
311
DELISTED
KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock
KKR.PRC
| $135M | 0.03% |
2,353,124
| – | – |
|
312
KeyCorp
KEY
$20.9B
| $133M | 0.03% |
7,620,000
| – | – |
|
313
Dominion Energy
D
$51.2B
| $131M | 0.03% |
2,130,415
| – | – |
|
314
Ryan Specialty Holdings
RYAN
$6.61B
| $128M | 0.03% |
+3,078,810
| New | +$128M |
|
315
Clear Secure
YOU
$3.58B
| $127M | 0.03% |
4,628,299
+200,000
| +5% | +$5.49M |
|
316
Valero Energy
VLO
$48.7B
| $127M | 0.03% |
1,000,000
-4,492,973
| -82% | -$570M |
|
317
Penumbra
PEN
$10.6B
| $125M | 0.03% |
561,144
| – | – |
|
318
M&T Bank
MTB
$31.1B
| $125M | 0.03% |
860,000
-6,179,135
| -88% | -$896M |
|
319
Stellantis
STLA
$26.9B
| $123M | 0.03% |
8,682,103
-11,845,885
| -58% | -$168M |
|
320
H.B. Fuller
FUL
$3.33B
| $121M | 0.03% |
1,693,037
| – | – |
|
321
Intuit
INTU
$180B
| $121M | 0.03% |
311,026
+78,133
| +34% | +$30.4M |
|
|
SWAV
322
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $120M | 0.03% |
585,000
| – | – |
|
323
Genuine Parts
GPC
$19.7B
| $120M | 0.03% |
690,000
-687,500
| -50% | -$119M |
|
324
Legend Biotech
LEGN
$6.11B
| $119M | 0.03% |
2,389,647
+319
| +0% | +$15.9K |
|
|
AESC
325
DELISTED
The AES Corporation
AESC
| $117M | 0.02% |
1,144,900
| – | – |
|