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 | |
|---|---|---|---|---|---|---|
326
Bristol-Myers Squibb
BMY
$94B
| $152M | 0.03% |
2,080,000
| – | – |
|
|
JOYY
327
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $149M | 0.03% |
4,056,481
+906,900
| +29% | +$33.3M |
|
328
Seacoast Banking Corp of Florida
SBCF
$2.71B
| $146M | 0.03% |
4,156,901
+50,000
| +1% | +$1.75M |
|
329
FedEx
FDX
$54.2B
| $145M | 0.03% |
627,198
-556,368
| -47% | -$129M |
|
|
ESGR
330
DELISTED
Enstar Group
ESGR
| $143M | 0.02% |
547,049
-2,451
| -0.4% | -$640K |
|
331
PepsiCo
PEP
$197B
| $142M | 0.02% |
850,000
-1,210,000
| -59% | -$203M |
|
332
W.R. Berkley
WRB
$28B
| $141M | 0.02% |
3,168,836
-21
| -0% | -$932 |
|
333
Pool Corp
POOL
$12.2B
| $134M | 0.02% |
317,700
-19,900
| -6% | -$8.41M |
|
334
Mettler-Toledo International
MTD
$25.9B
| $134M | 0.02% |
97,388
+1,328
| +1% | +$1.82M |
|
335
Simon Property Group
SPG
$59.6B
| $132M | 0.02% |
1,000,012
-4
| -0% | -$526 |
|
336
BioNTech
BNTX
$23.3B
| $127M | 0.02% |
744,322
-1,152,076
| -61% | -$197M |
|
337
Genuine Parts
GPC
$19.7B
| $124M | 0.02% |
+985,000
| New | +$124M |
|
|
SWAV
338
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $121M | 0.02% |
585,000
| – | – |
|
339
Baxter International
BAX
$12.3B
| $119M | 0.02% |
1,529,448
-1,529
| -0.1% | -$119K |
|
340
CDW
CDW
$21.5B
| $116M | 0.02% |
650,000
| – | – |
|
341
Hilton Worldwide
HLT
$64.6B
| $116M | 0.02% |
763,960
| – | – |
|
|
SILK
342
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $115M | 0.02% |
2,791,630
-685,000
| -20% | -$28.3M |
|
343
Qualcomm
QCOM
$175B
| $114M | 0.02% |
747,000
| – | – |
|
|
AESC
344
DELISTED
The AES Corporation
AESC
| $114M | 0.02% |
1,152,500
| – | – |
|
345
Endava
DAVA
$537M
| $114M | 0.02% |
857,000
+459,000
| +115% | +$61.1M |
|
|
ARVL
346
DELISTED
Arrival Ordinary Shares
ARVL
| $113M | 0.02% |
607,138
-283
| -0% | -$52.8K |
|
347
Penumbra
PEN
$10.6B
| $113M | 0.02% |
508,744
| – | – |
|
348
Viavi Solutions
VIAV
$2.69B
| $110M | 0.02% |
6,830,000
+598,000
| +10% | +$9.62M |
|
349
Ciena
CIEN
$18.6B
| $109M | 0.02% |
+1,790,595
| New | +$109M |
|
350
Arcosa
ACA
$4.67B
| $108M | 0.02% |
1,881,470
+300,000
| +19% | +$17.2M |
|