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 |
Citigroup
C
|
$1.4B |
| 2 |
Bank of America
BAC
|
$1.17B |
| 3 |
JPMorgan Chase
JPM
|
$770M |
| 4 |
PayPal
PYPL
|
$767M |
| 5 |
LyondellBasell Industries
LYB
|
$764M |
Top Sells
| 1 |
Tesla
TSLA
|
$4.23B |
| 2 |
Boston Scientific
BSX
|
$1.94B |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.11B |
| 4 |
Digital Realty Trust
DLR
|
$1.07B |
| 5 |
Amazon
AMZN
|
$1.03B |
Sector Composition
| 1 | Technology | 19.97% |
| 2 | Consumer Discretionary | 16.41% |
| 3 | Healthcare | 15.45% |
| 4 | Financials | 13.74% |
| 5 | Communication Services | 8.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Winnebago Industries
WGO
$1.01B
| $7.15M | ﹤0.01% | 119,320 -156,500 | -57% | -$9.38M |
|
|
CMLS
527
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
| $6.79M | ﹤0.01% | 779,084 | – | – |
|
528
Eaton
ETN
$136B
| $6.38M | ﹤0.01% | 53,100 | – | – |
|
|
RDS.B
529
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $6.08M | ﹤0.01% | 180,820 -6,285,923 | -97% | -$211M |
|
|
CMBT
530
CMB.TECH NV
CMBT
$2.5B
| $6M | ﹤0.01% | 750,000 | – | – |
|
531
Brookfield Infrastructure
BIPC
$4.79B
| $5.77M | ﹤0.01% | 79,616 -62,974 | -44% | -$4.56M |
|
|
WLL
532
DELISTED
Whiting Petroleum Corporation
WLL
| $5.46M | ﹤0.01% | 218,460 | – | – |
|
533
iHeartMedia
IHRT
$320M
| $5.21M | ﹤0.01% | 401,284 -64,955 | -14% | -$843K |
|
534
Chewy
CHWY
$16.9B
| $4.97M | ﹤0.01% | 55,270 -106,330 | -66% | -$9.56M |
|
535
C3.ai
AI
$2.33B
| $4.69M | ﹤0.01% | +33,800 | New | +$4.69M |
|
536
Light & Wonder
LNW
$7.76B
| $4.61M | ﹤0.01% | +111,000 | New | +$4.61M |
|
537
Atlassian
TEAM
$46.6B
| $4.49M | ﹤0.01% | 19,200 +6,200 | +48% | +$1.45M |
|
538
Scorpio Tankers
STNG
$2.57B
| $3.86M | ﹤0.01% | 345,000 | – | – |
|
539
iShares Core S&P 500 ETF
IVV
$662B
| $2.68M | ﹤0.01% | +7,183 | New | +$2.68M |
|
540
Alibaba
BABA
$322B
| $2.28M | ﹤0.01% | 9,551 +977 | +11% | +$233K |
|
|
WTRU
541
DELISTED
Essential Utilities, Inc.6.00% Tangible Equity Units
WTRU
| $2.21M | ﹤0.01% | 35,600 -6,000 | -14% | -$372K |
|
542
SPDR S&P 500 ETF Trust
SPY
$658B
| $2.08M | ﹤0.01% | 5,590 +3,699 | +196% | +$1.38M |
|
543
Clear Channel Outdoor Holdings
CCO
$616M
| $1.72M | ﹤0.01% | 1,043,695 | – | – |
|
544
SAP
SAP
$317B
| $1.64M | ﹤0.01% | 12,569 +1,588 | +14% | +$207K |
|
545
Novo Nordisk
NVO
$251B
| $1.63M | ﹤0.01% | 23,207 +3,231 | +16% | +$227K |
|
546
Philips
PHG
$26.2B
| $1.38M | ﹤0.01% | 25,328 +3,451 | +16% | +$188K |
|
547
ICICI Bank
IBN
$113B
| $1.3M | ﹤0.01% | 88,731 -58,854 | -40% | -$863K |
|
548
Lennar Class B
LEN.B
$32.9B
| $1.3M | ﹤0.01% | 21,169 | – | – |
|
549
Gossamer Bio
GOSS
$562M
| $966K | ﹤0.01% | 99,858 -212,142 | -68% | -$2.05M |
|
550
InterContinental Hotels
IHG
$18.7B
| $867K | ﹤0.01% | 13,479 +3,384 | +34% | +$218K |
|