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
|
$17.8B |
| 2 |
Apple
AAPL
|
$2.1B |
| 3 |
Restaurant Brands International
QSR
|
$789M |
| 4 |
Halliburton
HAL
|
$716M |
| 5 |
Exact Sciences
EXAS
|
$657M |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.32B |
| 2 |
Amazon
AMZN
|
$2.27B |
| 3 |
Boston Scientific
BSX
|
$887M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$842M |
| 5 |
Intuitive Surgical
ISRG
|
$746M |
Sector Composition
| 1 | Technology | 20.28% |
| 2 | Healthcare | 16.49% |
| 3 | Consumer Discretionary | 15.03% |
| 4 | Financials | 12.76% |
| 5 | Communication Services | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Gossamer Bio
GOSS
$562M
| $3.87M | ﹤0.01% | 312,000 | – | – |
|
527
Scorpio Tankers
STNG
$2.57B
| $3.82M | ﹤0.01% | 345,000 | – | – |
|
528
iHeartMedia
IHRT
$320M
| $3.79M | ﹤0.01% | 466,239 | – | – |
|
|
WLL
529
DELISTED
Whiting Petroleum Corporation
WLL
| $3.78M | ﹤0.01% | +218,460 | New | +$3.78M |
|
530
Alibaba
BABA
$322B
| $2.38M | ﹤0.01% | 8,574 -1,417 | -14% | -$393K |
|
531
Atlassian
TEAM
$46.6B
| $2.36M | ﹤0.01% | 13,000 | – | – |
|
|
WTRU
532
DELISTED
Essential Utilities, Inc.6.00% Tangible Equity Units
WTRU
| $2.23M | ﹤0.01% | 41,600 -50,000 | -55% | -$2.68M |
|
|
NVCN
533
DELISTED
Neovasc Inc.
NVCN
| $1.95M | ﹤0.01% | 910,000 | – | – |
|
534
SAP
SAP
$317B
| $1.72M | ﹤0.01% | 10,981 +703 | +7% | +$110K |
|
535
ICICI Bank
IBN
$113B
| $1.45M | ﹤0.01% | 147,585 +33,156 | +29% | +$327K |
|
536
Novo Nordisk
NVO
$251B
| $1.4M | ﹤0.01% | 19,976 +1,119 | +6% | +$78.6K |
|
537
Lennar Class B
LEN.B
$32.9B
| $1.39M | ﹤0.01% | 21,169 | – | – |
|
538
Clear Channel Outdoor Holdings
CCO
$616M
| $1.04M | ﹤0.01% | 1,043,695 | – | – |
|
539
Philips
PHG
$26.2B
| $1.03M | ﹤0.01% | 21,877 +1,494 | +7% | +$70.5K |
|
540
Rio Tinto
RIO
$102B
| $889K | ﹤0.01% | 14,766 +1,209 | +9% | +$72.8K |
|
541
iShares Russell 1000 Value ETF
IWD
$63.5B
| $833K | ﹤0.01% | +7,102 | New | +$833K |
|
542
SPDR S&P 500 ETF Trust
SPY
$658B
| $629K | ﹤0.01% | +1,891 | New | +$629K |
|
543
Galapagos
GLPG
$2.07B
| $546K | ﹤0.01% | 3,854 +54 | +1% | +$7.65K |
|
|
SWN
544
DELISTED
Southwestern Energy Company
SWN
| $539K | ﹤0.01% | 229,524 | – | – |
|
545
InterContinental Hotels
IHG
$18.7B
| $531K | ﹤0.01% | 10,095 +3,472 | +52% | +$183K |
|
546
SPDR MSCI ACWI ex-US ETF
CWI
$1.96B
| $515K | ﹤0.01% | +21,459 | New | +$515K |
|
547
Nutrien
NTR
$28B
| $513K | ﹤0.01% | 13,092 | – | – |
|
548
Pembina Pipeline
PBA
$21.9B
| $463K | ﹤0.01% | 21,827 | – | – |
|
549
BCE
BCE
$23.3B
| $311K | ﹤0.01% | 7,500 -1,885 | -20% | -$78.2K |
|
550
Vanguard Total World Stock ETF
VT
$51.6B
| $305K | ﹤0.01% | +3,801 | New | +$305K |
|