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 |
Amgen
AMGN
|
+$3.18B |
| 2 |
Starbucks
SBUX
|
+$1.92B |
| 3 |
Apple
AAPL
|
+$1.74B |
| 4 |
Intel
INTC
|
+$1.25B |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$7.01B |
| 2 |
Caterpillar
CAT
|
+$2.75B |
| 3 |
Home Depot
HD
|
+$2.08B |
| 4 |
Gilead Sciences
GILD
|
+$2.03B |
| 5 |
Extra Space Storage
EXR
|
+$1.98B |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 14.79% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Clear Channel Outdoor Holdings
CCO
$666M
| $1.16M | ﹤0.01% |
1,043,695
| – | – |
|
527
Toronto Dominion Bank
TD
$133B
| $1.13M | ﹤0.01% |
18,905
+11,628
| +160% | +$697K |
|
528
Medpace
MEDP
$13.9B
| $1.1M | ﹤0.01% |
3,615
-434,736
| -99% | -$132M |
|
529
NNN REIT
NNN
$8.11B
| $998K | ﹤0.01% |
+23,411
| New | +$998K |
|
530
Viatris
VTRS
$11.2B
| $964K | ﹤0.01% |
110,678
| – | – |
|
531
Suncor Energy
SU
$51.2B
| $960K | ﹤0.01% |
+24,794
| New | +$960K |
|
532
Bank of Montreal
BMO
$91.5B
| $931K | ﹤0.01% |
9,749
| – | – |
|
533
Fortis
FTS
$24.9B
| $883K | ﹤0.01% |
19,381
+9,371
| +94% | +$427K |
|
534
Williams-Sonoma
WSM
$24.5B
| $874K | ﹤0.01% |
5,528
+4,241
| +330% | +$671K |
|
535
Vanguard Value ETF
VTV
$145B
| $787K | ﹤0.01% |
4,609
+1,208
| +36% | +$206K |
|
536
Pure Storage
PSTG
$28.4B
| $649K | ﹤0.01% |
14,649
+11,198
| +324% | +$496K |
|
537
iHeartMedia
IHRT
$429M
| $550K | ﹤0.01% |
333,235
| – | – |
|
538
Waste Connections
WCN
$45.1B
| $548K | ﹤0.01% |
2,814
| – | – |
|
539
Rogers Communications
RCI
$19.3B
| $495K | ﹤0.01% |
18,537
| – | – |
|
540
Aurora
AUR
$10.9B
| $411K | ﹤0.01% |
+61,058
| New | +$411K |
|
541
Brookfield Infrastructure
BIPC
$4.82B
| $404K | ﹤0.01% |
11,190
+2,340
| +26% | +$84.5K |
|
|
CMLS
542
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
| $344K | ﹤0.01% |
779,368
| – | – |
|
543
PG&E
PCG
$33.7B
| $323K | ﹤0.01% |
18,786
| – | – |
|
544
Vanguard Total International Stock ETF
VXUS
$105B
| $312K | ﹤0.01% |
4,997
-23,853
| -83% | -$1.49M |
|
545
Essex Property Trust
ESS
$17B
| $307K | ﹤0.01% |
+1,002
| New | +$307K |
|
546
Navient
NAVI
$1.3B
| $253K | ﹤0.01% |
20,000
| – | – |
|
547
iShares Global 100 ETF
IOO
$7.24B
| $212K | ﹤0.01% |
2,209
-2,314
| -51% | -$223K |
|
548
ManpowerGroup
MAN
$1.77B
| – | – |
-636,486
| Closed | -$36.7M |
|
549
Mondelez International
MDLZ
$79.7B
| – | – |
-8,816,359
| Closed | -$527M |
|
|
SOBO
550
South Bow Corporation
SOBO
$5.88B
| – | – |
-1,177,841
| Closed | -$27.8M |
|