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 |
Altria Group
MO
|
+$2.75B |
| 2 |
CSX Corp
CSX
|
+$1.69B |
| 3 |
Exxon Mobil
XOM
|
+$1.24B |
| 4 |
Pfizer
PFE
|
+$973M |
| 5 |
T-Mobile US
TMUS
|
+$965M |
Top Sells
| 1 |
McDonald's
MCD
|
+$2.04B |
| 2 |
Coca-Cola
KO
|
+$1.97B |
| 3 |
ConocoPhillips
COP
|
+$1.8B |
| 4 |
Broadcom
AVGO
|
+$1.41B |
| 5 |
EOG Resources
EOG
|
+$1.02B |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Healthcare | 14.83% |
| 3 | Financials | 14.5% |
| 4 | Consumer Discretionary | 11.95% |
| 5 | Communication Services | 8.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Lowe's Companies
LOW
$152B
| $48.2M | 0.01% |
440,000
| – | – |
|
352
Magnolia Oil & Gas
MGY
$4.41B
| $48M | 0.01% |
4,000,000
| – | – |
|
353
MakeMyTrip
MMYT
$9.31B
| $47.9M | 0.01% |
1,736,551
-639,369
| -27% | -$17.6M |
|
354
ABM Industries
ABM
$2.8B
| $47.3M | 0.01% |
1,300,000
+150,000
| +13% | +$5.45M |
|
355
Graco
GGG
$14B
| $47.2M | 0.01% |
954,000
| – | – |
|
356
Editas Medicine
EDIT
$242M
| $47.2M | 0.01% |
1,930,000
| – | – |
|
357
Hudbay
HBM
$5.35B
| $47.2M | 0.01% |
6,602,000
| – | – |
|
358
CoStar Group
CSGP
$36.8B
| $46.6M | 0.01% |
1,000,000
| – | – |
|
359
Barrett Business Services
BBSI
$1.2B
| $45.3M | 0.01% |
2,343,144
+1,183,144
| +102% | +$22.9M |
|
360
TopBuild
BLD
$11.7B
| $45.1M | 0.01% |
695,000
| – | – |
|
|
CISN
361
DELISTED
Cision Ltd. Ordinary Share
CISN
| $44.7M | 0.01% |
3,247,000
| – | – |
|
|
NUVA
362
DELISTED
NuVasive, Inc.
NUVA
| $43.5M | 0.01% |
766,000
| – | – |
|
363
Shopify
SHOP
$186B
| $43M | 0.01% |
2,080,000
| – | – |
|
|
PRTY
364
DELISTED
Party City Holdco Inc.
PRTY
| $42.3M | 0.01% |
5,332,459
+1,064,909
| +25% | +$8.46M |
|
365
British American Tobacco
BTI
$123B
| $41.5M | 0.01% |
995,141
-2,365,010
| -70% | -$98.7M |
|
366
Okta
OKTA
$15.9B
| $41.4M | 0.01% |
500,000
| – | – |
|
367
Nine Energy Service
NINE
$30.5M
| $40.9M | 0.01% |
1,804,000
| – | – |
|
368
Blackbaud
BLKB
$3.38B
| $40.1M | 0.01% |
503,000
-10,000
| -2% | -$797K |
|
369
Penumbra
PEN
$10.6B
| $39M | 0.01% |
265,244
| – | – |
|
370
Cleveland-Cliffs
CLF
$5.78B
| $39M | 0.01% |
+3,900,000
| New | +$39M |
|
371
Fifth Third Bancorp
FITB
$30.2B
| $38.8M | 0.01% |
1,539,300
| – | – |
|
|
CSFL
372
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $37.4M | 0.01% |
1,568,697
-608,093
| -28% | -$14.5M |
|
373
Sempra
SRE
$54.8B
| $36.8M | 0.01% |
585,454
-10
| -0% | -$629 |
|
|
FOCS
374
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $35.1M | 0.01% |
985,700
+265,700
| +37% | +$9.47M |
|
|
GOOS
375
Canada Goose Holdings
GOOS
$1.36B
| $34.7M | 0.01% |
722,000
+344,000
| +91% | +$16.5M |
|