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 |
Gilead Sciences
GILD
|
$1.91B |
| 2 |
Johnson & Johnson
JNJ
|
$1.8B |
| 3 |
Philip Morris
PM
|
$1.28B |
| 4 |
Pfizer
PFE
|
$1.18B |
| 5 |
Dollar General
DG
|
$933M |
Top Sells
| 1 |
Microsoft
MSFT
|
$6.54B |
| 2 |
Merck
MRK
|
$1.81B |
| 3 |
Charter Communications
CHTR
|
$1.49B |
| 4 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$1.32B |
| 5 |
Home Depot
HD
|
$1.3B |
Sector Composition
| 1 | Technology | 19.98% |
| 2 | Healthcare | 18.26% |
| 3 | Financials | 15.73% |
| 4 | Consumer Discretionary | 10.14% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Cinemark Holdings
CNK
$2.97B
| – | – | -5,706,305 | Closed | -$193M |
|
527
CONMED
CNMD
$1.68B
| – | – | -250,000 | Closed | -$28M |
|
528
Datadog
DDOG
$47.7B
| – | – | -500,324 | Closed | -$18.9M |
|
529
Elastic
ESTC
$9.04B
| – | – | -761,346 | Closed | -$49M |
|
530
First Hawaiian
FHB
$3.23B
| – | – | -985,000 | Closed | -$28.4M |
|
531
Huazhu Hotels Group
HTHT
$11.3B
| – | – | -2,504,230 | Closed | -$100M |
|
532
Interpublic Group of Companies
IPG
$9.83B
| – | – | -8,993,000 | Closed | -$208M |
|
533
Kratos Defense & Security Solutions
KTOS
$11.1B
| – | – | -1,160,000 | Closed | -$20.9M |
|
534
LivaNova
LIVN
$3.08B
| – | – | -319,000 | Closed | -$24.1M |
|
535
Middleby
MIDD
$6.94B
| – | – | -1,610,758 | Closed | -$176M |
|
536
Micron Technology
MU
$133B
| – | – | -9,445,835 | Closed | -$508M |
|
537
Envista
NVST
$3.52B
| – | – | -1,960,000 | Closed | -$58.1M |
|
538
Ollie's Bargain Outlet
OLLI
$7.78B
| – | – | -1,330,905 | Closed | -$86.9M |
|
539
Planet Fitness
PLNT
$8.79B
| – | – | -275,700 | Closed | -$20.6M |
|
540
Permian Resources
PR
$10B
| – | – | -456,142 | Closed | -$2.11M |
|
541
PRA Group
PRAA
$668M
| – | – | -255,685 | Closed | -$9.28M |
|
542
Prudential
PUK
$34B
| $0 | ﹤0.01% | 8 -9,600 | -100% | – |
|
543
LiveRamp
RAMP
$1.83B
| – | – | -728,900 | Closed | -$35M |
|
544
Sun Life Financial
SLF
$32.8B
| – | – | -11,870 | Closed | -$541K |
|
545
StoneCo
STNE
$4.41B
| – | – | -408,000 | Closed | -$16.3M |
|
546
Sysco
SYY
$38.5B
| – | – | -4,810,337 | Closed | -$411M |
|
547
Teck Resources
TECK
$16.7B
| – | – | -16,799,687 | Closed | -$291M |
|
548
Trex
TREX
$6.61B
| – | – | -125,000 | Closed | -$11.2M |
|
549
10x Genomics
TXG
$1.74B
| – | – | -150,000 | Closed | -$11.4M |
|
550
United Airlines
UAL
$34B
| – | – | -160,000 | Closed | -$14.1M |
|