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 |
Capital One
COF
|
$4.75B |
| 2 |
KLA
KLAC
|
$2.94B |
| 3 |
Micron Technology
MU
|
$2.04B |
| 4 |
Honeywell
HON
|
$1.39B |
| 5 |
Cloudflare
NET
|
$1.22B |
Top Sells
| 1 |
Apple
AAPL
|
$3.78B |
| 2 |
Amazon
AMZN
|
$3.59B |
| 3 |
DFS
Discover Financial Services
DFS
|
$3.53B |
| 4 |
Broadcom
AVGO
|
$1.87B |
| 5 |
AbbVie
ABBV
|
$1.8B |
Sector Composition
| 1 | Technology | 25.43% |
| 2 | Financials | 14.34% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Healthcare | 11.88% |
| 5 | Communication Services | 10.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
iShares MSCI ACWI ETF
ACWI
$22B
| $3.37M | ﹤0.01% | 26,340 -17,131 | -39% | -$2.19M |
|
527
InterContinental Hotels
IHG
$18.7B
| $3.01M | ﹤0.01% | 25,920 +2,179 | +9% | +$253K |
|
528
NNN REIT
NNN
$8.1B
| $3M | ﹤0.01% | 69,491 +46,080 | +197% | +$1.99M |
|
529
Williams-Sonoma
WSM
$23.1B
| $2.81M | ﹤0.01% | 17,209 +11,681 | +211% | +$1.91M |
|
530
Pembina Pipeline
PBA
$21.9B
| $2.77M | ﹤0.01% | 73,891 -3,095,078 | -98% | -$116M |
|
531
Trade Desk
TTD
$26.7B
| $2.69M | ﹤0.01% | +37,365 | New | +$2.69M |
|
532
Advanced Drainage Systems
WMS
$11.2B
| $2.58M | ﹤0.01% | +22,429 | New | +$2.58M |
|
533
Rentokil
RTO
$12.4B
| $2.33M | ﹤0.01% | 95,315 +5,909 | +7% | +$144K |
|
534
Canadian National Railway
CNI
$60.4B
| $2.3M | ﹤0.01% | 22,085 +9,891 | +81% | +$1.03M |
|
535
Lennar Class B
LEN.B
$32.9B
| $2.23M | ﹤0.01% | 21,169 | – | – |
|
536
Pure Storage
PSTG
$25.4B
| $2.18M | ﹤0.01% | 37,863 +23,214 | +158% | +$1.34M |
|
537
KB Financial Group
KB
$28.6B
| $2.12M | ﹤0.01% | 26,060 -2,756 | -10% | -$225K |
|
538
FTI Consulting
FCN
$5.46B
| $2.01M | ﹤0.01% | 12,421 -66,449 | -84% | -$10.7M |
|
539
Toronto Dominion Bank
TD
$129B
| $1.94M | ﹤0.01% | 26,426 +7,521 | +40% | +$553K |
|
540
Telus
TU
$25.1B
| $1.91M | ﹤0.01% | 118,735 +2,355 | +2% | +$37.8K |
|
541
Chewy
CHWY
$16.9B
| $1.77M | ﹤0.01% | +41,583 | New | +$1.77M |
|
542
Grupo Aeroportuario del Pacifico
PAC
$12.2B
| $1.72M | ﹤0.01% | 7,552 +69 | +0.9% | +$15.7K |
|
543
Sun Life Financial
SLF
$32.8B
| $1.65M | ﹤0.01% | 24,728 | – | – |
|
544
Civitas Resources
CIVI
$3.41B
| $1.59M | ﹤0.01% | 57,659 | – | – |
|
545
iShares Russell 1000 Value ETF
IWD
$63.5B
| $1.32M | ﹤0.01% | 6,831 -3,337 | -33% | -$645K |
|
546
Brilliant Earth
BRLT
$43.2M
| $1.27M | ﹤0.01% | 929,849 | – | – |
|
547
Suncor Energy
SU
$50.1B
| $1.25M | ﹤0.01% | 33,442 +8,648 | +35% | +$324K |
|
548
Clear Channel Outdoor Holdings
CCO
$616M
| $1.22M | ﹤0.01% | 1,043,695 | – | – |
|
549
Imperial Oil
IMO
$46.2B
| $1.1M | ﹤0.01% | 13,900 -9,656 | -41% | -$767K |
|
550
TFI International
TFII
$7.87B
| $1.09M | ﹤0.01% | 12,170 -193,936 | -94% | -$17.4M |
|