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
|
$15.9B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$5.43B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$3.6B |
| 4 |
Extra Space Storage
EXR
|
$1.32B |
| 5 |
Synopsys
SNPS
|
$1.16B |
Top Sells
| 1 |
Micron Technology
MU
|
$1.13B |
| 2 |
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
|
$924M |
| 3 |
Meta Platforms (Facebook)
META
|
$816M |
| 4 |
Dollar General
DG
|
$717M |
| 5 |
Stellantis
STLA
|
$698M |
Sector Composition
| 1 | Healthcare | 20.38% |
| 2 | Technology | 16.46% |
| 3 | Consumer Discretionary | 14.81% |
| 4 | Financials | 12.4% |
| 5 | Industrials | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Grove Collaborative
GROV
$62.3M
| $1.16M | ﹤0.01% | 519,604 -230,396 | -31% | -$516K |
|
527
Nutrien
NTR
$28B
| $1.08M | ﹤0.01% | 12,940 | – | – |
|
528
JD.com
JD
$44.1B
| $1.06M | ﹤0.01% | 20,670 +536 | +3% | +$27.5K |
|
529
Beyond Meat
BYND
$192M
| $1.04M | ﹤0.01% | 73,395 | – | – |
|
530
HDFC Bank
HDB
$182B
| $998K | ﹤0.01% | 17,553 -3,112 | -15% | -$177K |
|
531
Woodside Energy
WDS
$32.6B
| $936K | ﹤0.01% | 45,320 +39 | +0.1% | +$805 |
|
532
Bank of Montreal
BMO
$86.7B
| $815K | ﹤0.01% | 9,299 +99 | +1% | +$8.68K |
|
|
AFIB
533
DELISTED
Acutus Medical, Inc. Common Stock
AFIB
| $702K | ﹤0.01% | 797,523 -802,477 | -50% | -$706K |
|
534
Canadian National Railway
CNI
$60.4B
| $643K | ﹤0.01% | 5,956 | – | – |
|
|
CLLS
535
Cellectis
CLLS
$258M
| $573K | ﹤0.01% | 250,000 | – | – |
|
536
Imperial Oil
IMO
$46.2B
| $554K | ﹤0.01% | +12,800 | New | +$554K |
|
537
Sun Life Financial
SLF
$32.8B
| $547K | ﹤0.01% | 13,749 -15,220 | -53% | -$606K |
|
|
ESTE
538
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
| $399K | ﹤0.01% | +32,349 | New | +$399K |
|
539
Vanguard Total World Stock ETF
VT
$51.6B
| $387K | ﹤0.01% | 4,854 -5,912 | -55% | -$471K |
|
540
SPDR MSCI ACWI ex-US ETF
CWI
$1.96B
| $289K | ﹤0.01% | 13,562 +610 | +5% | +$13K |
|
|
SJR
541
DELISTED
Shaw Communications Inc.
SJR
| $279K | ﹤0.01% | 11,481 | – | – |
|
542
Fortis
FTS
$25B
| $252K | ﹤0.01% | 6,620 +60 | +0.9% | +$2.28K |
|
543
Ryanair
RYAAY
$33.7B
| $228K | ﹤0.01% | 3,910 | – | – |
|
|
CZOO
544
DELISTED
Cazoo Group Ltd
CZOO
| – | – | -3,481,573 | Closed | -$2.51M |
|
|
GTH
545
DELISTED
Genetron Holdings Limited ADS
GTH
| – | – | -2,423,471 | Closed | -$4.12M |
|
546
Air Products & Chemicals
APD
$65.5B
| – | – | -868,056 | Closed | -$209M |
|
547
Alexandria Real Estate Equities
ARE
$14.1B
| – | – | -632,138 | Closed | -$91.7M |
|
548
Ball Corp
BALL
$14.3B
| – | – | -2,192,458 | Closed | -$151M |
|
549
Baxter International
BAX
$12.7B
| – | – | -1,530,430 | Closed | -$98.3M |
|
550
Allbirds
BIRD
$52.4M
| – | – | -375,091 | Closed | -$1.47M |
|