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 |
Tesla
TSLA
|
$15.9B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$5.43B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$3.6B |
| 4 |
Extra Space Storage
EXR
|
$1.32B |
| 5 |
Synopsys
SNPS
|
$1.16B |
Top Sells
| 1 |
Micron Technology
MU
|
$1.13B |
| 2 |
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
|
$924M |
| 3 |
Meta Platforms (Facebook)
META
|
$816M |
| 4 |
Dollar General
DG
|
$717M |
| 5 |
Stellantis
STLA
|
$698M |
Sector Composition
| 1 | Healthcare | 20.38% |
| 2 | Technology | 16.46% |
| 3 | Consumer Discretionary | 14.81% |
| 4 | Financials | 12.4% |
| 5 | Industrials | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AVYA
501
DELISTED
Avaya Holdings Corp. Common Stock
AVYA
| $5.35M | ﹤0.01% | 3,363,700 -5,005,341 | -60% | -$7.96M |
|
502
CI&T Inc
CINT
$732M
| $5.08M | ﹤0.01% | 541,127 -100,873 | -16% | -$947K |
|
503
Brilliant Earth
BRLT
$43.2M
| $4.97M | ﹤0.01% | 866,800 +6,800 | +0.8% | +$39K |
|
504
Novartis
NVS
$245B
| $4.63M | ﹤0.01% | 60,463 -888,490 | -94% | -$68M |
|
505
IO Biotech
IOBT
$104M
| $3.35M | ﹤0.01% | 1,235,000 | – | – |
|
506
Civitas Resources
CIVI
$3.41B
| $3.31M | ﹤0.01% | 57,659 | – | – |
|
507
iHeartMedia
IHRT
$320M
| $2.94M | ﹤0.01% | 401,284 | – | – |
|
508
SPDR S&P 500 ETF Trust
SPY
$658B
| $2.86M | ﹤0.01% | 7,882 -67 | -0.8% | -$24.3K |
|
|
EXEEZ
509
Expand Energy Corporation Class B Warrants
EXEEZ
| $2.5M | ﹤0.01% | 31,609 | – | – |
|
510
TotalEnergies
TTE
$137B
| $2.44M | ﹤0.01% | 52,292 +622 | +1% | +$29K |
|
|
EXEEW
511
Expand Energy Corporation Class A Warrants
EXEEW
| $2.19M | ﹤0.01% | 27,308 | – | – |
|
512
Telus
TU
$25.1B
| $2.11M | ﹤0.01% | 106,462 +7,934 | +8% | +$158K |
|
513
Wynn Resorts
WYNN
$13.2B
| $1.96M | ﹤0.01% | 31,041 +126 | +0.4% | +$7.94K |
|
514
Equinor
EQNR
$62.1B
| $1.89M | ﹤0.01% | 57,148 +648 | +1% | +$21.4K |
|
515
ICICI Bank
IBN
$113B
| $1.86M | ﹤0.01% | 89,716 -8,193 | -8% | -$170K |
|
|
AMTI
516
DELISTED
Applied Molecular Transport Inc. Common Stock
AMTI
| $1.81M | ﹤0.01% | 1,861,107 -2,327,255 | -56% | -$2.26M |
|
517
iShares MSCI ACWI ETF
ACWI
$22B
| $1.77M | ﹤0.01% | 22,510 +4,083 | +22% | +$321K |
|
518
SAP
SAP
$317B
| $1.63M | ﹤0.01% | 20,297 +161 | +0.8% | +$13K |
|
|
EXEEL
519
Expand Energy Corporation Class C Warrants
EXEEL
| $1.49M | ﹤0.01% | 20,833 | – | – |
|
520
Clear Channel Outdoor Holdings
CCO
$616M
| $1.43M | ﹤0.01% | 1,043,695 | – | – |
|
|
SWN
521
DELISTED
Southwestern Energy Company
SWN
| $1.41M | ﹤0.01% | 229,524 | – | – |
|
|
AUTL
522
Autolus Therapeutics
AUTL
$399M
| $1.34M | ﹤0.01% | 625,000 | – | – |
|
523
Lennar Class B
LEN.B
$32.9B
| $1.26M | ﹤0.01% | 21,169 | – | – |
|
524
Jackson Financial
JXN
$6.88B
| $1.23M | ﹤0.01% | 44,327 | – | – |
|
525
CRH
CRH
$75.9B
| $1.22M | ﹤0.01% | 37,888 +113 | +0.3% | +$3.63K |
|