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 | |
|---|---|---|---|---|---|---|
551
Magna International
MGA
$12.9B
| $807K | ﹤0.01% | +11,400 | New | +$807K |
|
|
SWN
552
DELISTED
Southwestern Energy Company
SWN
| $684K | ﹤0.01% | 229,524 | – | – |
|
553
Vanguard Total World Stock ETF
VT
$51.6B
| $550K | ﹤0.01% | 5,949 +2,148 | +57% | +$199K |
|
554
Pembina Pipeline
PBA
$21.9B
| $516K | ﹤0.01% | 21,827 | – | – |
|
555
Galapagos
GLPG
$2.07B
| $451K | ﹤0.01% | 4,520 +666 | +17% | +$66.5K |
|
556
iShares MSCI ACWI ETF
ACWI
$22B
| $352K | ﹤0.01% | +3,881 | New | +$352K |
|
557
BCE
BCE
$23.3B
| $321K | ﹤0.01% | 7,500 | – | – |
|
558
Nutrien
NTR
$28B
| $288K | ﹤0.01% | 5,992 -7,100 | -54% | -$341K |
|
559
STMicroelectronics
STM
$24.1B
| $251K | ﹤0.01% | +6,678 | New | +$251K |
|
560
Accenture
ACN
$162B
| – | – | -459,218 | Closed | -$104M |
|
561
AGNC Investment
AGNC
$10.2B
| – | – | -10,909,409 | Closed | -$152M |
|
562
ALX Oncology
ALXO
$62.7M
| – | – | -300,000 | Closed | -$11.3M |
|
563
Algonquin Power & Utilities
AQN
$4.45B
| – | – | -20,789 | Closed | -$302K |
|
564
Biogen
BIIB
$19.4B
| – | – | -317,974 | Closed | -$90.2M |
|
565
BellRing Brands
BRBR
$5.17B
| – | – | -1,000,000 | Closed | -$20.7M |
|
566
SPDR MSCI ACWI ex-US ETF
CWI
$1.96B
| – | – | -21,459 | Closed | -$515K |
|
567
DuPont de Nemours
DD
$32.2B
| – | – | -3,679,963 | Closed | -$204M |
|
568
GoodRx Holdings
GDRX
$1.51B
| – | – | -1,300,203 | Closed | -$72.3M |
|
569
IBM
IBM
$227B
| – | – | -4,456,791 | Closed | -$542M |
|
570
iShares Russell 1000 Value ETF
IWD
$63.5B
| – | – | -7,102 | Closed | -$833K |
|
571
NextEra Energy, Inc.
NEE
$148B
| – | – | -52,626 | Closed | -$14.6M |
|
572
RH
RH
$4.23B
| – | – | -108,000 | Closed | -$41.3M |
|
573
10x Genomics
TXG
$1.74B
| – | – | -1,276,870 | Closed | -$159M |
|
574
Veeco
VECO
$1.48B
| – | – | -1,027,109 | Closed | -$12M |
|
575
Vertiv
VRT
$48.7B
| – | – | -7,903,500 | Closed | -$137M |
|