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 |
Citigroup
C
|
+$1.4B |
| 2 |
Bank of America
BAC
|
+$1.17B |
| 3 |
JPMorgan Chase
JPM
|
+$770M |
| 4 |
PayPal
PYPL
|
+$767M |
| 5 |
LyondellBasell Industries
LYB
|
+$764M |
Top Sells
| 1 |
Tesla
TSLA
|
+$4.23B |
| 2 |
Boston Scientific
BSX
|
+$1.94B |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$1.11B |
| 4 |
Digital Realty Trust
DLR
|
+$1.07B |
| 5 |
Amazon
AMZN
|
+$1.03B |
Sector Composition
| 1 | Technology | 19.97% |
| 2 | Consumer Discretionary | 16.41% |
| 3 | Healthcare | 15.45% |
| 4 | Financials | 13.74% |
| 5 | Communication Services | 8.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NUVA
426
DELISTED
NuVasive, Inc.
NUVA
| $43.1M | 0.01% |
766,000
| – | – |
|
|
ADAP
427
Adaptimmune Therapeutics
ADAP
$14.8M
| $43.1M | 0.01% |
8,002,700
| – | – |
|
428
Barrett Business Services
BBSI
$1.2B
| $41.7M | 0.01% |
2,443,060
+791,060
| +48% | +$13.5M |
|
|
BPY
429
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $41.5M | 0.01% |
2,871,366
+503,212
| +21% | +$7.28M |
|
|
IPHI
430
DELISTED
INPHI CORPORATION
IPHI
| $41.4M | 0.01% |
258,000
-1,211,229
| -82% | -$194M |
|
431
Century Communities
CCS
$2B
| $39.9M | 0.01% |
911,000
| – | – |
|
|
INBX
432
DELISTED
Inhibrx, Inc. Common Stock
INBX
| $39.6M | 0.01% |
1,200,000
+194,954
| +19% | +$6.43M |
|
433
Janus Henderson
JHG
$7.01B
| $39M | 0.01% |
1,200,041
| – | – |
|
434
Altice USA
ATUS
$1.12B
| $38.8M | 0.01% |
1,023,700
-2,208,272
| -68% | -$83.6M |
|
435
eHealth
EHTH
$122M
| $37.9M | 0.01% |
536,600
+333,000
| +164% | +$23.5M |
|
436
Textron
TXT
$14.5B
| $37.7M | 0.01% |
780,000
| – | – |
|
437
American Well
AMWL
$107M
| $36.2M | 0.01% |
71,445
-16,055
| -18% | -$8.13M |
|
|
AFIB
438
DELISTED
Acutus Medical, Inc. Common Stock
AFIB
| $36.1M | 0.01% |
1,253,167
+217,232
| +21% | +$6.26M |
|
|
TRQ
439
DELISTED
Turquoise Hill Resources Ltd
TRQ
| $35.8M | 0.01% |
2,881,983
+2,745
| +0.1% | +$34.1K |
|
440
Adient
ADNT
$1.95B
| $35.6M | 0.01% |
+1,025,000
| New | +$35.6M |
|
441
Artisan Partners
APAM
$3.27B
| $35.5M | 0.01% |
705,000
| – | – |
|
442
BP
BP
$87.3B
| $35.2M | 0.01% |
1,715,969
-300,012
| -15% | -$6.16M |
|
443
APA Corp
APA
$8.17B
| $35.2M | 0.01% |
2,478,500
| – | – |
|
|
GTH
444
DELISTED
Genetron Holdings Limited ADS
GTH
| $34.6M | 0.01% |
824,064
| – | – |
|
445
Incyte
INCY
$16.2B
| $34.4M | 0.01% |
396,000
| – | – |
|
|
TMX
446
DELISTED
Terminix Global Holdings, Inc.
TMX
| $34.2M | 0.01% |
670,000
| – | – |
|
447
SouthState Bank Corporation
SSB
$10.2B
| $34M | 0.01% |
470,765
| – | – |
|
448
Precision BioSciences
DTIL
$54.3M
| $33.9M | 0.01% |
135,400
| – | – |
|
449
Moelis & Co
MC
$5.54B
| $33.6M | 0.01% |
719,000
| – | – |
|
450
Legend Biotech
LEGN
$6.11B
| $33.6M | 0.01% |
1,193,479
+176,860
| +17% | +$4.98M |
|