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 | |
|---|---|---|---|---|---|---|
326
Permian Resources
PR
$9.63B
| $111M | 0.02% |
11,840,707
+3,917,879
| +49% | +$36.8M |
|
327
DoubleVerify
DV
$2.13B
| $109M | 0.02% |
4,978,618
-602,951
| -11% | -$13.2M |
|
328
Fabrinet
FN
$12.8B
| $109M | 0.02% |
850,800
-144,926
| -15% | -$18.6M |
|
329
LPL Financial
LPLA
$28.1B
| $109M | 0.02% |
504,494
| – | – |
|
330
Hilton Worldwide
HLT
$64.6B
| $108M | 0.02% |
854,310
| – | – |
|
331
Paychex
PAYX
$48.6B
| $108M | 0.02% |
934,062
+305,053
| +48% | +$35.3M |
|
332
Insight Enterprises
NSIT
$3.9B
| $107M | 0.02% |
1,068,091
+549,851
| +106% | +$55.1M |
|
|
AZEK
333
DELISTED
The AZEK Co
AZEK
| $105M | 0.02% |
5,165,703
+1,323,703
| +34% | +$26.9M |
|
334
Arcosa
ACA
$4.67B
| $103M | 0.02% |
1,900,470
+5,000
| +0.3% | +$272K |
|
335
PACCAR
PCAR
$53.8B
| $100M | 0.02% |
1,519,013
-379,456
| -20% | -$25M |
|
336
Truist Financial
TFC
$58.3B
| $99.7M | 0.02% |
2,316,849
+49
| +0% | +$2.11K |
|
337
New York Times
NYT
$9.59B
| $97M | 0.02% |
2,989,616
-735
| -0% | -$23.9K |
|
338
Pool Corp
POOL
$12.2B
| $96.1M | 0.02% |
317,700
| – | – |
|
339
Cavco Industries
CVCO
$4.32B
| $94.9M | 0.02% |
419,300
+248,430
| +145% | +$56.2M |
|
340
AbCellera Biologics
ABCL
$1.34B
| $94.5M | 0.02% |
9,327,493
-253,266
| -3% | -$2.57M |
|
341
KB Home
KBH
$4.48B
| $94.2M | 0.02% |
2,957,918
| – | – |
|
342
Helen of Troy
HELE
$554M
| $92.1M | 0.02% |
830,500
-50,500
| -6% | -$5.6M |
|
343
Bristol-Myers Squibb
BMY
$94B
| $92.1M | 0.02% |
1,280,000
| – | – |
|
344
Xenon Pharmaceuticals
XENE
$2.79B
| $89.7M | 0.02% |
2,274,974
| – | – |
|
345
Kontoor Brands
KTB
$4.5B
| $89.5M | 0.02% |
2,237,342
+15,565
| +0.7% | +$622K |
|
346
Illinois Tool Works
ITW
$76.8B
| $87.9M | 0.02% |
+399,000
| New | +$87.9M |
|
347
Bank of N.T. Butterfield & Son
NTB
$1.89B
| $85.8M | 0.02% |
2,876,843
+251,572
| +10% | +$7.5M |
|
348
Jack in the Box
JACK
$350M
| $85.7M | 0.02% |
1,256,700
| – | – |
|
349
Fox Factory Holding Corp
FOXF
$1.14B
| $83.5M | 0.02% |
915,190
+309,500
| +51% | +$28.2M |
|
350
Qualcomm
QCOM
$175B
| $82.1M | 0.02% |
747,000
| – | – |
|