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 |
Canadian Natural Resources
CNQ
|
+$1.56B |
| 2 |
Caterpillar
CAT
|
+$1.53B |
| 3 |
Aon
AON
|
+$1.48B |
| 4 |
Intel
INTC
|
+$1.27B |
| 5 |
TC Energy
TRP
|
+$1.27B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$3.06B |
| 2 |
Amazon
AMZN
|
+$3.04B |
| 3 |
Broadcom
AVGO
|
+$2.88B |
| 4 |
JPMorgan Chase
JPM
|
+$2.87B |
| 5 |
Blackrock
BLK
|
+$2.56B |
Sector Composition
| 1 | Technology | 19.71% |
| 2 | Healthcare | 15.96% |
| 3 | Consumer Discretionary | 15.87% |
| 4 | Financials | 12.59% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Guidewire Software
GWRE
$20.7B
| $15.7M | ﹤0.01% |
166,309
-235
| -0.1% | -$22.2K |
|
502
DraftKings
DKNG
$21.2B
| $15.7M | ﹤0.01% |
807,000
| – | – |
|
503
Quince Therapeutics
QNCX
$87M
| $15.4M | ﹤0.01% |
2,494,010
-7,872
| -0.3% | -$48.7K |
|
|
VNTR
504
DELISTED
Venator Materials PLC
VNTR
| $15.2M | ﹤0.01% |
8,519,540
| – | – |
|
|
RUBY
505
DELISTED
Rubius Therapeutics, Inc
RUBY
| $15.2M | ﹤0.01% |
2,751,000
| – | – |
|
506
Oshkosh
OSK
$8.67B
| $15.1M | ﹤0.01% |
150,000
| – | – |
|
507
Natera
NTRA
$24B
| $14.8M | ﹤0.01% |
363,000
-280,000
| -44% | -$11.4M |
|
|
MGI
508
DELISTED
MoneyGram International, Inc. New
MGI
| $14.3M | ﹤0.01% |
1,352,286
| – | – |
|
509
California Resources
CRC
$4.7B
| $13.6M | ﹤0.01% |
305,059
| – | – |
|
510
Concentrix
CNXC
$3.42B
| $13.4M | ﹤0.01% |
+80,210
| New | +$13.4M |
|
511
Precision BioSciences
DTIL
$54.9M
| $13.1M | ﹤0.01% |
142,300
| – | – |
|
512
Altice USA
ATUS
$1.12B
| $12.8M | ﹤0.01% |
1,023,700
| – | – |
|
513
Organon & Co
OGN
$2.7B
| $12.3M | ﹤0.01% |
351,019
-147,179
| -30% | -$5.14M |
|
514
Nomad Foods
NOMD
$2.06B
| $11.3M | ﹤0.01% |
500,000
| – | – |
|
|
HLTH
515
DELISTED
Cue Health Inc. Common Stock
HLTH
| $11.3M | ﹤0.01% |
1,750,000
-625,000
| -26% | -$4.03M |
|
516
Ross Stores
ROST
$48B
| $11.1M | ﹤0.01% |
122,500
| – | – |
|
517
Levi Strauss
LEVI
$8.92B
| $10.4M | ﹤0.01% |
526,210
-6,504
| -1% | -$129K |
|
518
Viatris
VTRS
$11.1B
| $10.3M | ﹤0.01% |
948,028
-8,625,724
| -90% | -$93.9M |
|
519
Navient
NAVI
$1.29B
| $9.5M | ﹤0.01% |
557,500
-237,500
| -30% | -$4.05M |
|
520
Shell
SHEL
$210B
| $8.33M | ﹤0.01% |
+151,581
| New | +$8.33M |
|
521
Goodyear
GT
$2.44B
| $7.98M | ﹤0.01% |
558,712
| – | – |
|
|
TRQ
522
DELISTED
Turquoise Hill Resources Ltd
TRQ
| $7.97M | ﹤0.01% |
+265,235
| New | +$7.97M |
|
523
Informatica
INFA
$7.55B
| $7.85M | ﹤0.01% |
+397,717
| New | +$7.85M |
|
|
LILM
524
DELISTED
Lilium N.V. Class A Ordinary Shares
LILM
| $7.8M | ﹤0.01% |
1,960,000
-3,252,059
| -62% | -$12.9M |
|
|
CMLS
525
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
| $7.75M | ﹤0.01% |
779,084
| – | – |
|