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 | |
|---|---|---|---|---|---|---|
|
TSP
326
DELISTED
TuSimple Holdings Inc. Class A Common Stock
TSP
| $166M | 0.03% |
4,633,518
-40
| -0% | -$1.43K |
|
327
Match Group
MTCH
$9.08B
| $165M | 0.03% |
1,245,602
+477
| +0% | +$63.1K |
|
|
EPAY
328
DELISTED
Bottomline Technologies Inc
EPAY
| $165M | 0.03% |
2,917,001
-1,380,884
| -32% | -$78M |
|
329
Mettler-Toledo International
MTD
$25.9B
| $163M | 0.03% |
96,060
+1,224
| +1% | +$2.08M |
|
330
American Electric Power
AEP
$58.5B
| $162M | 0.03% |
1,818,925
-1,165,475
| -39% | -$104M |
|
331
Grocery Outlet
GO
$1.74B
| $161M | 0.03% |
5,693,839
+1,760,000
| +45% | +$49.8M |
|
332
Simon Property Group
SPG
$59.6B
| $160M | 0.03% |
1,000,016
| – | – |
|
333
Walmart
WMT
$825B
| $157M | 0.02% |
3,259,539
-2,372,562
| -42% | -$114M |
|
|
COUP
334
DELISTED
Coupa Software Incorporated
COUP
| $157M | 0.02% |
+992,864
| New | +$157M |
|
335
Newmont
NEM
$87.1B
| $157M | 0.02% |
2,523,800
+366,800
| +17% | +$22.7M |
|
336
Estee Lauder
EL
$30.1B
| $154M | 0.02% |
417,136
| – | – |
|
|
FTCH
337
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $153M | 0.02% |
4,588,809
+2,631,408
| +134% | +$88M |
|
|
RCM
338
DELISTED
R1 RCM Inc. Common Stock
RCM
| $152M | 0.02% |
5,948,862
-552
| -0% | -$14.1K |
|
|
HES
339
DELISTED
Hess
HES
| $150M | 0.02% |
2,023,447
-1,077
| -0.1% | -$79.7K |
|
|
SILK
340
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $148M | 0.02% |
3,476,630
-2,518
| -0.1% | -$107K |
|
341
Bumble
BMBL
$710M
| $147M | 0.02% |
4,348,503
-1,006,727
| -19% | -$34.1M |
|
342
Penumbra
PEN
$10.6B
| $146M | 0.02% |
508,744
| – | – |
|
343
Seacoast Banking Corp of Florida
SBCF
$2.71B
| $145M | 0.02% |
4,106,901
| – | – |
|
|
JOYY
344
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $143M | 0.02% |
3,149,581
| – | – |
|
345
Qualcomm
QCOM
$175B
| $137M | 0.02% |
747,000
| – | – |
|
|
ESGR
346
DELISTED
Enstar Group
ESGR
| $136M | 0.02% |
549,500
-70,000
| -11% | -$17.3M |
|
347
Chemed
CHE
$6.5B
| $134M | 0.02% |
253,575
| – | – |
|
348
CDW
CDW
$21.5B
| $133M | 0.02% |
650,000
| – | – |
|
349
KB Home
KBH
$4.48B
| $132M | 0.02% |
2,957,918
| – | – |
|
350
Baxter International
BAX
$12.3B
| $131M | 0.02% |
1,530,977
-1,099,415
| -42% | -$94.4M |
|