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 |
Salesforce
CRM
|
$2.71B |
| 2 |
TE Connectivity
TEL
|
$1.59B |
| 3 |
Goldman Sachs
GS
|
$1.34B |
| 4 |
Philip Morris
PM
|
$1.18B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.09B |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.81B |
| 2 |
CVS Health
CVS
|
$1.78B |
| 3 |
Archer Daniels Midland
ADM
|
$1.72B |
| 4 |
JPMorgan Chase
JPM
|
$1.63B |
| 5 |
Broadcom
AVGO
|
$1.29B |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Healthcare | 18.94% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 11.44% |
| 5 | Industrials | 9.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Huntsman Corp
HUN
$1.94B
| – | – | -7,467,164 | Closed | -$205M |
|
527
Informatica
INFA
$7.6B
| – | – | -4,606,448 | Closed | -$75M |
|
528
Intel
INTC
$107B
| – | – | -25,897,363 | Closed | -$684M |
|
529
iShares Core S&P 500 ETF
IVV
$662B
| – | – | -647 | Closed | -$249K |
|
530
iShares Russell 1000 Value ETF
IWD
$63.5B
| – | – | -2,440 | Closed | -$371K |
|
531
Kellanova
K
$27.6B
| – | – | -4,268,392 | Closed | -$304M |
|
532
KeyCorp
KEY
$21.2B
| – | – | -7,620,000 | Closed | -$133M |
|
533
LPL Financial
LPLA
$29.2B
| – | – | -504,494 | Closed | -$109M |
|
534
M&T Bank
MTB
$31.5B
| – | – | -860,000 | Closed | -$125M |
|
535
Nomad Foods
NOMD
$2.33B
| – | – | -500,000 | Closed | -$8.62M |
|
536
Organon & Co
OGN
$2.45B
| – | – | -360,217 | Closed | -$10.1M |
|
537
Paycom
PAYC
$12.8B
| – | – | -101,400 | Closed | -$31.5M |
|
538
Permian Resources
PR
$10B
| – | – | -11,840,707 | Closed | -$111M |
|
539
Ryanair
RYAAY
$33.7B
| – | – | -3,910 | Closed | -$292K |
|
540
Truist Financial
TFC
$60.4B
| – | – | -2,316,849 | Closed | -$99.7M |
|
541
Interface
TILE
$1.56B
| – | – | -4,162,330 | Closed | -$41.1M |
|
542
Twist Bioscience
TWST
$1.63B
| – | – | -704,000 | Closed | -$16.8M |
|
543
Valero Energy
VLO
$47.2B
| – | – | -1,000,000 | Closed | -$127M |
|
544
Vanguard Total World Stock ETF
VT
$51.6B
| – | – | -10,338 | Closed | -$896K |
|
545
Walmart
WMT
$774B
| – | – | -976,298 | Closed | -$138M |
|
546
Wynn Resorts
WYNN
$13.2B
| – | – | -32,469 | Closed | -$2.68M |
|
|
NVRO
547
DELISTED
NEVRO CORP.
NVRO
| – | – | -253,000 | Closed | -$10M |
|
|
AFIB
548
DELISTED
Acutus Medical, Inc. Common Stock
AFIB
| – | – | -797,523 | Closed | -$917K |
|
|
PACW
549
DELISTED
PacWest Bancorp
PACW
| – | – | -1,220,000 | Closed | -$28M |
|
|
HLGN
550
DELISTED
Heliogen, Inc.
HLGN
| – | – | -5,800,000 | Closed | -$4.05M |
|