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 |
Pfizer
PFE
|
+$2.08B |
| 2 |
CSX Corp
CSX
|
+$2.02B |
| 3 |
Micron Technology
MU
|
+$1.14B |
| 4 |
AbbVie
ABBV
|
+$1.03B |
| 5 |
Amgen
AMGN
|
+$953M |
Top Sells
| 1 |
Amazon
AMZN
|
+$9.28B |
| 2 |
Microsoft
MSFT
|
+$7.62B |
| 3 |
Wells Fargo
WFC
|
+$5.75B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.85B |
| 5 |
Intel
INTC
|
+$3.74B |
Sector Composition
| 1 | Technology | 17.1% |
| 2 | Financials | 14.75% |
| 3 | Healthcare | 13.91% |
| 4 | Consumer Discretionary | 13% |
| 5 | Energy | 8.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
B
351
Barrick Mining Corporation
B
$49.5B
| $67.4M | 0.02% |
+6,084,569
| New | +$67.4M |
|
352
SPS Commerce
SPSC
$4B
| $66M | 0.02% |
1,330,000
-988,000
| -43% | -$49M |
|
353
Trimble
TRMB
$19.2B
| $65.2M | 0.02% |
+1,500,197
| New | +$65.2M |
|
|
WWE
354
DELISTED
World Wrestling Entertainment
WWE
| $65M | 0.02% |
672,000
| – | – |
|
355
Editas Medicine
EDIT
$242M
| $64.7M | 0.02% |
2,032,000
-152,000
| -7% | -$4.84M |
|
356
Floor & Decor
FND
$9.55B
| $63.8M | 0.02% |
+2,115,000
| New | +$63.8M |
|
357
Tenable Holdings
TENB
$3.62B
| $63.6M | 0.02% |
+1,635,000
| New | +$63.6M |
|
|
GTHX
358
DELISTED
G1 Therapeutics, Inc. Common Stock
GTHX
| $63.5M | 0.02% |
1,215,000
+202,000
| +20% | +$10.6M |
|
359
Dillards
DDS
$8.97B
| $62.9M | 0.02% |
823,500
-1,080,000
| -57% | -$82.4M |
|
360
Viavi Solutions
VIAV
$2.69B
| $62.4M | 0.02% |
5,500,000
-513,403
| -9% | -$5.82M |
|
361
Monster Beverage
MNST
$63.2B
| $62.1M | 0.02% |
+2,130,000
| New | +$62.1M |
|
|
RDS.A
362
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $61.5M | 0.02% |
901,907
-882,271
| -49% | -$60.1M |
|
363
Magnolia Oil & Gas
MGY
$4.41B
| $60M | 0.01% |
4,000,000
| – | – |
|
|
TIF
364
DELISTED
Tiffany & Co.
TIF
| $59M | 0.01% |
457,693
+154,643
| +51% | +$19.9M |
|
365
Williams Companies
WMB
$71.8B
| $58.8M | 0.01% |
+2,162,600
| New | +$58.8M |
|
|
ZEN
366
DELISTED
ZENDESK INC
ZEN
| $58.1M | 0.01% |
818,500
+453,500
| +124% | +$32.2M |
|
367
Mondelez International
MDLZ
$80.2B
| $57.4M | 0.01% |
1,336,600
+311,600
| +30% | +$13.4M |
|
368
Douglas Dynamics
PLOW
$752M
| $57.1M | 0.01% |
1,300,000
| – | – |
|
369
Dolby
DLB
$6.85B
| $56M | 0.01% |
800,000
| – | – |
|
|
DTV
370
DELISTED
DTE Energy Company 2016 Corporate Units
DTV
| $54.6M | 0.01% |
1,055,000
| – | – |
|
371
Etsy
ETSY
$5.84B
| $54.5M | 0.01% |
+1,060,000
| New | +$54.5M |
|
|
NUVA
372
DELISTED
NuVasive, Inc.
NUVA
| $54.4M | 0.01% |
766,000
| – | – |
|
373
SiteOne Landscape Supply
SITE
$6.23B
| $53.2M | 0.01% |
+706,500
| New | +$53.2M |
|
374
Globant
GLOB
$2.47B
| $53.2M | 0.01% |
901,800
+35,072
| +4% | +$2.07M |
|
|
GG
375
DELISTED
Goldcorp Inc
GG
| $52M | 0.01% |
5,095,000
| – | – |
|