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 |
Amazon
AMZN
|
$3.06B |
| 2 |
Eli Lilly
LLY
|
$2.07B |
| 3 |
Cenovus Energy
CVE
|
$1.79B |
| 4 |
Pfizer
PFE
|
$1.59B |
| 5 |
Visa
V
|
$1.39B |
Top Sells
| 1 |
Tesla
TSLA
|
$4.13B |
| 2 |
Microsoft
MSFT
|
$1.51B |
| 3 |
Altria Group
MO
|
$1.11B |
| 4 |
Lockheed Martin
LMT
|
$1.04B |
| 5 |
Blackrock
BLK
|
$978M |
Sector Composition
| 1 | Healthcare | 19.6% |
| 2 | Technology | 17.14% |
| 3 | Consumer Discretionary | 13.22% |
| 4 | Financials | 12.49% |
| 5 | Industrials | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Goodyear
GT
$2.43B
| $5.98M | ﹤0.01% | 558,712 | – | – |
|
|
PCGU
502
DELISTED
PG&E Corporation
PCGU
| $5.77M | ﹤0.01% | 60,350 | – | – |
|
503
IO Biotech
IOBT
$104M
| $5.77M | ﹤0.01% | 1,235,000 | – | – |
|
504
Pulmonx
LUNG
$69.7M
| $4.94M | ﹤0.01% | 335,500 -2,611,000 | -89% | -$38.4M |
|
|
LILM
505
DELISTED
Lilium N.V. Class A Ordinary Shares
LILM
| $4.63M | ﹤0.01% | 1,960,000 | – | – |
|
|
GTH
506
DELISTED
Genetron Holdings Limited ADS
GTH
| $4.12M | ﹤0.01% | 2,423,471 | – | – |
|
507
Brilliant Earth
BRLT
$43.2M
| $4.09M | ﹤0.01% | +860,000 | New | +$4.09M |
|
508
Novo Nordisk
NVO
$251B
| $4.03M | ﹤0.01% | 36,611 +650 | +2% | +$71.6K |
|
509
Traeger
COOK
$171M
| $3.53M | ﹤0.01% | 831,551 -3,871,089 | -82% | -$16.5M |
|
510
iHeartMedia
IHRT
$320M
| $3.17M | ﹤0.01% | 401,284 | – | – |
|
511
SPDR S&P 500 ETF Trust
SPY
$658B
| $3.02M | ﹤0.01% | 7,949 +4,189 | +111% | +$1.59M |
|
512
Grove Collaborative
GROV
$62.3M
| $3.02M | ﹤0.01% | +750,000 | New | +$3.02M |
|
513
Civitas Resources
CIVI
$3.41B
| $3.02M | ﹤0.01% | 57,659 | – | – |
|
514
TotalEnergies
TTE
$137B
| $2.74M | ﹤0.01% | 51,670 +25,547 | +98% | +$1.35M |
|
515
Scholar Rock
SRRK
$3.14B
| $2.61M | ﹤0.01% | 475,000 | – | – |
|
|
CZOO
516
DELISTED
Cazoo Group Ltd
CZOO
| $2.51M | ﹤0.01% | 3,481,573 -3,008,229 | -46% | -$2.17M |
|
|
TDCX
517
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
| $2.51M | ﹤0.01% | +270,873 | New | +$2.51M |
|
518
Telus
TU
$25.1B
| $2.2M | ﹤0.01% | 98,528 +22,252 | +29% | +$496K |
|
519
Equinor
EQNR
$62.1B
| $1.97M | ﹤0.01% | +56,500 | New | +$1.97M |
|
520
SAP
SAP
$317B
| $1.89M | ﹤0.01% | 20,136 +153 | +0.8% | +$14.4K |
|
|
RUBY
521
DELISTED
Rubius Therapeutics, Inc
RUBY
| $1.88M | ﹤0.01% | 2,214,200 -536,800 | -20% | -$457K |
|
522
IN8bio
INAB
$10M
| $1.88M | ﹤0.01% | 774,742 -25,258 | -3% | -$61.4K |
|
|
EXEEW
523
Expand Energy Corporation Class A Warrants
EXEEW
| $1.82M | ﹤0.01% | 27,308 | – | – |
|
|
AFIB
524
DELISTED
Acutus Medical, Inc. Common Stock
AFIB
| $1.79M | ﹤0.01% | 1,600,000 | – | – |
|
|
EXEEZ
525
Expand Energy Corporation Class B Warrants
EXEEZ
| $1.79M | ﹤0.01% | 31,609 | – | – |
|