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 | |
|---|---|---|---|---|---|---|
501
Guidewire Software
GWRE
$18.3B
| – | – | -47,711 | Closed | -$3.91M |
|
502
Addus HomeCare
ADUS
$2.12B
| – | – | -689,350 | Closed | -$73.6M |
|
503
Alignment Healthcare
ALHC
$3.24B
| – | – | -1,750,000 | Closed | -$11.1M |
|
504
Citizens Financial Group
CFG
$22.6B
| – | – | -6,218,885 | Closed | -$189M |
|
505
CI&T Inc
CINT
$732M
| – | – | -541,127 | Closed | -$2.98M |
|
506
Dominion Energy
D
$51.1B
| – | – | -2,131,442 | Closed | -$119M |
|
507
DigitalOcean
DOCN
$2.97B
| – | – | -851,000 | Closed | -$33.3M |
|
508
Fidelity National Information Services
FIS
$36.5B
| – | – | -280,484 | Closed | -$15.2M |
|
509
Honeywell
HON
$139B
| – | – | -1,972,155 | Closed | -$377M |
|
510
Helmerich & Payne
HP
$2.08B
| – | – | -203,000 | Closed | -$7.26M |
|
511
HubSpot
HUBS
$25.5B
| – | – | -532,399 | Closed | -$228M |
|
512
IO Biotech
IOBT
$104M
| – | – | -418,499 | Closed | -$783K |
|
513
Louisiana-Pacific
LPX
$6.62B
| – | – | -485,000 | Closed | -$26.3M |
|
514
Middleby
MIDD
$6.94B
| – | – | -449,500 | Closed | -$65.9M |
|
515
Bank of N.T. Butterfield & Son
NTB
$1.88B
| – | – | -2,144,384 | Closed | -$57.9M |
|
516
Nutrien
NTR
$28B
| – | – | -12,940 | Closed | -$956K |
|
517
PNC Financial Services
PNC
$81.7B
| – | – | -4,345,431 | Closed | -$552M |
|
518
Qiagen
QGEN
$10.1B
| – | – | -2,557,053 | Closed | -$117M |
|
519
Roblox
RBLX
$86.4B
| – | – | -624,805 | Closed | -$28.1M |
|
520
Regions Financial
RF
$24.4B
| – | – | -1,500,000 | Closed | -$27.8M |
|
521
Seacoast Banking Corp of Florida
SBCF
$2.73B
| – | – | -3,150,000 | Closed | -$74.7M |
|
522
SLM Corp
SLM
$6.52B
| – | – | -137,384 | Closed | -$1.7M |
|
523
Steel Dynamics
STLD
$19.3B
| – | – | -2,773,474 | Closed | -$314M |
|
524
AT&T
T
$209B
| – | – | -7,772,209 | Closed | -$150M |
|
525
Unity
U
$16.7B
| – | – | -1,775,760 | Closed | -$57.6M |
|