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
|
$3.06B |
| 2 |
Eli Lilly
LLY
|
$2.07B |
| 3 |
Cenovus Energy
CVE
|
$1.79B |
| 4 |
Pfizer
PFE
|
$1.59B |
| 5 |
Visa
V
|
$1.39B |
Top Sells
| 1 |
Tesla
TSLA
|
$4.13B |
| 2 |
Microsoft
MSFT
|
$1.51B |
| 3 |
Altria Group
MO
|
$1.11B |
| 4 |
Lockheed Martin
LMT
|
$1.04B |
| 5 |
Blackrock
BLK
|
$978M |
Sector Composition
| 1 | Healthcare | 19.6% |
| 2 | Technology | 17.14% |
| 3 | Consumer Discretionary | 13.22% |
| 4 | Financials | 12.49% |
| 5 | Industrials | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AUTL
526
Autolus Therapeutics
AUTL
$399M
| $1.77M | ﹤0.01% | 625,000 -435,579 | -41% | -$1.23M |
|
527
Wynn Resorts
WYNN
$13.2B
| $1.76M | ﹤0.01% | 30,915 -4,077 | -12% | -$232K |
|
528
Beyond Meat
BYND
$192M
| $1.76M | ﹤0.01% | 73,395 | – | – |
|
529
ICICI Bank
IBN
$113B
| $1.74M | ﹤0.01% | 97,909 -10,452 | -10% | -$186K |
|
530
iShares MSCI ACWI ETF
ACWI
$22B
| $1.56M | ﹤0.01% | 18,427 -8,775 | -32% | -$742K |
|
531
Allbirds
BIRD
$52.4M
| $1.47M | ﹤0.01% | 375,091 -824,909 | -69% | -$3.24M |
|
|
SWN
532
DELISTED
Southwestern Energy Company
SWN
| $1.44M | ﹤0.01% | 229,524 | – | – |
|
533
STMicroelectronics
STM
$24.1B
| $1.42M | ﹤0.01% | 43,939 -107 | -0.2% | -$3.45K |
|
|
BNT
534
Brookfield Wealth Solutions Ltd.
BNT
$18.7B
| $1.4M | ﹤0.01% | 31,479 -6,083 | -16% | -$271K |
|
535
Sun Life Financial
SLF
$32.8B
| $1.33M | ﹤0.01% | 28,969 +6,474 | +29% | +$297K |
|
536
JD.com
JD
$44.1B
| $1.31M | ﹤0.01% | 20,134 +251 | +1% | +$16.3K |
|
537
CRH
CRH
$75.9B
| $1.3M | ﹤0.01% | +37,775 | New | +$1.3M |
|
538
Lennar Class B
LEN.B
$32.9B
| $1.24M | ﹤0.01% | 21,169 | – | – |
|
539
Jackson Financial
JXN
$6.88B
| $1.19M | ﹤0.01% | 44,327 | – | – |
|
540
HDFC Bank
HDB
$182B
| $1.15M | ﹤0.01% | 20,665 -52,639 | -72% | -$2.92M |
|
541
Clear Channel Outdoor Holdings
CCO
$616M
| $1.12M | ﹤0.01% | 1,043,695 | – | – |
|
|
EXEEL
542
Expand Energy Corporation Class C Warrants
EXEEL
| $1.09M | ﹤0.01% | 20,833 | – | – |
|
543
Nutrien
NTR
$28B
| $1.03M | ﹤0.01% | 12,940 | – | – |
|
544
Woodside Energy
WDS
$32.6B
| $1M | ﹤0.01% | +45,281 | New | +$1M |
|
545
Vanguard Total World Stock ETF
VT
$51.6B
| $926K | ﹤0.01% | 10,766 +3,873 | +56% | +$333K |
|
546
Bank of Montreal
BMO
$86.7B
| $885K | ﹤0.01% | +9,200 | New | +$885K |
|
547
Pembina Pipeline
PBA
$21.9B
| $713K | ﹤0.01% | 20,160 +5,805 | +40% | +$205K |
|
|
CLLS
548
Cellectis
CLLS
$258M
| $708K | ﹤0.01% | 250,000 -371,065 | -60% | -$1.05M |
|
549
Canadian National Railway
CNI
$60.4B
| $670K | ﹤0.01% | 5,956 +3,281 | +123% | +$369K |
|
550
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
| $514K | ﹤0.01% | 10,252 +929 | +10% | +$46.6K |
|