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
|
$3.88B |
| 2 |
IBM
IBM
|
$2.12B |
| 3 |
Illumina
ILMN
|
$1.94B |
| 4 |
Citigroup
C
|
$1.81B |
| 5 |
Honeywell
HON
|
$1.59B |
Top Sells
| 1 |
Broadcom
AVGO
|
$3.36B |
| 2 |
Apple
AAPL
|
$2.8B |
| 3 |
UnitedHealth
UNH
|
$2.39B |
| 4 |
Home Depot
HD
|
$1.61B |
| 5 |
Constellation Energy
CEG
|
$1.55B |
Sector Composition
| 1 | Technology | 24.47% |
| 2 | Financials | 14.11% |
| 3 | Consumer Discretionary | 14.04% |
| 4 | Healthcare | 13.01% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Lennar Class B
LEN.B
$32.9B
| $2.8M | ﹤0.01% | 21,169 | – | – |
|
502
iShares Russell 1000 Value ETF
IWD
$63.5B
| $2.77M | ﹤0.01% | 14,984 +10,500 | +234% | +$1.94M |
|
503
Civitas Resources
CIVI
$3.41B
| $2.64M | ﹤0.01% | 57,659 | – | – |
|
504
British American Tobacco
BTI
$124B
| $2.41M | ﹤0.01% | 66,788 +853 | +1% | +$30.8K |
|
505
KB Financial Group
KB
$28.6B
| $2.37M | ﹤0.01% | 41,621 -364 | -0.9% | -$20.7K |
|
506
Banco Bilbao Vizcaya Argentaria
BBVA
$104B
| $2.32M | ﹤0.01% | 237,219 -347 | -0.1% | -$3.39K |
|
507
Rentokil
RTO
$12.4B
| $2.25M | ﹤0.01% | 89,967 -1,746 | -2% | -$43.7K |
|
508
Brilliant Earth
BRLT
$43.2M
| $1.95M | ﹤0.01% | 929,849 | – | – |
|
509
Vanguard Total International Stock ETF
VXUS
$102B
| $1.7M | ﹤0.01% | +28,850 | New | +$1.7M |
|
510
Clear Channel Outdoor Holdings
CCO
$616M
| $1.43M | ﹤0.01% | 1,043,695 | – | – |
|
511
Viatris
VTRS
$12.3B
| $1.38M | ﹤0.01% | 110,678 | – | – |
|
512
Sun Life Financial
SLF
$32.8B
| $1.37M | ﹤0.01% | 23,043 +817 | +4% | +$48.5K |
|
513
Vertiv
VRT
$48.7B
| $1.3M | ﹤0.01% | 11,438 +774 | +7% | +$87.9K |
|
514
Imperial Oil
IMO
$46.2B
| $992K | ﹤0.01% | 16,104 | – | – |
|
515
Bank of Montreal
BMO
$86.7B
| $946K | ﹤0.01% | 9,749 | – | – |
|
516
US Foods
USFD
$17.5B
| $772K | ﹤0.01% | 11,447 +7,091 | +163% | +$478K |
|
517
Telus
TU
$25.1B
| $755K | ﹤0.01% | 55,658 | – | – |
|
518
iHeartMedia
IHRT
$320M
| $660K | ﹤0.01% | 333,235 | – | – |
|
519
Vanguard Value ETF
VTV
$144B
| $574K | ﹤0.01% | 3,401 -9 | -0.3% | -$1.52K |
|
520
Rogers Communications
RCI
$19.4B
| $570K | ﹤0.01% | 18,537 | – | – |
|
521
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $528K | ﹤0.01% | 11,049 +4,439 | +67% | +$212K |
|
|
CMLS
522
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
| $509K | ﹤0.01% | 779,368 | – | – |
|
|
SMAR
523
DELISTED
Smartsheet Inc.
SMAR
| $494K | ﹤0.01% | 8,825 -2,153,108 | -100% | -$121M |
|
524
Waste Connections
WCN
$47.5B
| $483K | ﹤0.01% | 2,814 | – | – |
|
525
iShares Global 100 ETF
IOO
$7.01B
| $459K | ﹤0.01% | +4,523 | New | +$459K |
|