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 |
Airbnb
ABNB
|
+$1.37B |
| 2 |
Visa
V
|
+$1.28B |
| 3 |
Keurig Dr Pepper
KDP
|
+$1.24B |
| 4 |
Halliburton
HAL
|
+$1.21B |
| 5 |
Apple
AAPL
|
+$1.04B |
Top Sells
| 1 |
Lennar Class A
LEN
|
+$1.67B |
| 2 |
Pfizer
PFE
|
+$1.19B |
| 3 |
Bank of America
BAC
|
+$1.02B |
| 4 |
D.R. Horton
DHI
|
+$1.01B |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$952M |
Sector Composition
| 1 | Technology | 22.08% |
| 2 | Healthcare | 17.21% |
| 3 | Consumer Discretionary | 12.51% |
| 4 | Financials | 10.77% |
| 5 | Industrials | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Novartis
NVS
$239B
| $2.98M | ﹤0.01% |
30,032
+278
| +0.9% | +$27.6K |
|
477
SAP
SAP
$294B
| $2.73M | ﹤0.01% |
20,341
+283
| +1% | +$38K |
|
478
Perimeter Solutions
PRM
$3.28B
| $2.67M | ﹤0.01% |
433,942
-4,079,058
| -90% | -$25.1M |
|
|
479
Lennar Class B
LEN.B
$33.1B
| $2.39M | ﹤0.01% |
22,270
| – | – |
|
480
Telus
TU
$24.4B
| $2.18M | ﹤0.01% |
112,106
+2,864
| +3% | +$55.7K |
|
481
CRH
CRH
$76B
| $2.06M | ﹤0.01% |
37,467
+311
| +0.8% | +$17.1K |
|
482
ICICI Bank
IBN
$114B
| $2.03M | ﹤0.01% |
87,887
+615
| +0.7% | +$14.2K |
|
483
Imperial Oil
IMO
$47.3B
| $1.92M | ﹤0.01% |
37,537
+8,237
| +28% | +$421K |
|
484
Equinor
EQNR
$61.6B
| $1.64M | ﹤0.01% |
56,604
+928
| +2% | +$26.9K |
|
485
STMicroelectronics
STM
$24.1B
| $1.48M | ﹤0.01% |
30,462
+465
| +2% | +$22.6K |
|
486
iHeartMedia
IHRT
$429M
| $1.46M | ﹤0.01% |
401,284
| – | – |
|
487
Clear Channel Outdoor Holdings
CCO
$666M
| $1.43M | ﹤0.01% |
1,043,695
| – | – |
|
488
Rogers Communications
RCI
$19.3B
| $1.41M | ﹤0.01% |
+30,986
| New | +$1.41M |
|
|
SWN
489
DELISTED
Southwestern Energy Company
SWN
| $1.38M | ﹤0.01% |
229,524
| – | – |
|
490
Jackson Financial
JXN
$6.74B
| $1.36M | ﹤0.01% |
44,327
| – | – |
|
491
iShares MSCI ACWI ETF
ACWI
$22.7B
| $1.12M | ﹤0.01% |
11,804
-23,462
| -67% | -$2.23M |
|
492
Woodside Energy
WDS
$30.6B
| $1.02M | ﹤0.01% |
44,722
+1,037
| +2% | +$23.7K |
|
493
Beyond Meat
BYND
$215M
| $953K | ﹤0.01% |
73,395
| – | – |
|
494
Teva Pharmaceuticals
TEVA
$21.7B
| $904K | ﹤0.01% |
119,417
-50,519,746
| -100% | -$382M |
|
495
Sun Life Financial
SLF
$33.5B
| $885K | ﹤0.01% |
16,974
| – | – |
|
496
Bank of Montreal
BMO
$91.5B
| $869K | ﹤0.01% |
9,621
+119
| +1% | +$10.7K |
|
497
Canadian National Railway
CNI
$59.5B
| $721K | ﹤0.01% |
5,956
| – | – |
|
498
JD.com
JD
$47.7B
| $688K | ﹤0.01% |
20,219
+230
| +1% | +$7.83K |
|
499
Navient
NAVI
$1.3B
| $372K | ﹤0.01% |
20,000
-537,500
| -96% | -$9.99M |
|
500
Fortis
FTS
$24.9B
| $291K | ﹤0.01% |
6,760
| – | – |
|