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 |
Amazon
AMZN
|
+$3.88B |
| 2 |
IBM
IBM
|
+$2.12B |
| 3 |
Illumina
ILMN
|
+$1.94B |
| 4 |
Citigroup
C
|
+$1.81B |
| 5 |
Honeywell
HON
|
+$1.59B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$3.36B |
| 2 |
Apple
AAPL
|
+$2.8B |
| 3 |
UnitedHealth
UNH
|
+$2.39B |
| 4 |
Arista Networks
ANET
|
+$1.7B |
| 5 |
Home Depot
HD
|
+$1.61B |
Sector Composition
| 1 | Technology | 24.47% |
| 2 | Financials | 14.11% |
| 3 | Consumer Discretionary | 14.04% |
| 4 | Healthcare | 13.01% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Masco
MAS
$15.4B
| $118M | 0.02% |
1,625,000
| – | – |
|
327
Pembina Pipeline
PBA
$22.8B
| $117M | 0.02% |
3,164,904
+2,669
| +0.1% | +$98.6K |
|
328
IQVIA
IQV
$31.8B
| $116M | 0.02% |
587,870
-78,824
| -12% | -$15.5M |
|
329
Century Communities
CCS
$2B
| $111M | 0.02% |
1,512,000
| – | – |
|
330
Stellantis
STLA
$26.9B
| $111M | 0.02% |
8,443,806
-2,720,808
| -24% | -$35.6M |
|
331
Gaming and Leisure Properties
GLPI
$13.6B
| $110M | 0.02% |
2,290,433
| – | – |
|
332
Intapp
INTA
$3.71B
| $109M | 0.02% |
1,701,939
+395,804
| +30% | +$25.4M |
|
333
Enpro
NPO
$4.64B
| $109M | 0.02% |
+631,053
| New | +$109M |
|
334
Builders FirstSource
BLDR
$15.8B
| $109M | 0.02% |
760,228
-55,430
| -7% | -$7.92M |
|
335
Kadant
KAI
$3.69B
| $108M | 0.02% |
313,094
-255
| -0.1% | -$88K |
|
336
ATS Corp
ATS
$2.63B
| $105M | 0.02% |
3,449,762
+341,904
| +11% | +$10.4M |
|
337
T Rowe Price
TROW
$23.2B
| $105M | 0.02% |
924,427
| – | – |
|
338
Nu Holdings
NU
$75.8B
| $103M | 0.02% |
9,983,220
-15,129
| -0.2% | -$157K |
|
339
Kraft Heinz
KHC
$30.9B
| $103M | 0.02% |
3,351,000
-9,101,416
| -73% | -$280M |
|
340
Clearwater Analytics
CWAN
$5.73B
| $102M | 0.02% |
3,722,454
| – | – |
|
341
Bombardier Recreational Products
DOOO
$4.7B
| $100M | 0.02% |
1,971,033
+991,392
| +101% | +$50.5M |
|
342
Simply Good Foods
SMPL
$2.73B
| $99.6M | 0.02% |
2,554,690
-1,713,685
| -40% | -$66.8M |
|
343
First Advantage
FA
$2.75B
| $97.9M | 0.01% |
5,227,076
+3,718,096
| +246% | +$69.6M |
|
344
Weatherford International
WFRD
$4.48B
| $93M | 0.01% |
1,298,137
+121,153
| +10% | +$8.68M |
|
345
Waste Management
WM
$87.9B
| $92.9M | 0.01% |
460,397
-1,694,864
| -79% | -$342M |
|
346
CBIZ
CBZ
$3.01B
| $92.8M | 0.01% |
1,134,585
+309,785
| +38% | +$25.3M |
|
347
Adtalem Global Education
ATGE
$4.94B
| $92.3M | 0.01% |
1,016,441
+50,000
| +5% | +$4.54M |
|
348
Advance Auto Parts
AAP
$3.66B
| $92M | 0.01% |
1,944,740
-249,991
| -11% | -$11.8M |
|
349
Workday
WDAY
$59.6B
| $91.7M | 0.01% |
355,364
+4,394
| +1% | +$1.13M |
|
350
Doximity
DOCS
$13.3B
| $91.5M | 0.01% |
1,714,707
| – | – |
|