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 |
Eli Lilly
LLY
|
$2.2B |
| 2 |
Caterpillar
CAT
|
$2.06B |
| 3 |
Home Depot
HD
|
$1.58B |
| 4 |
Stellantis
STLA
|
$1.48B |
| 5 |
Toronto Dominion Bank
TD
|
$1.15B |
Top Sells
| 1 |
Tesla
TSLA
|
$3.56B |
| 2 |
Johnson & Johnson
JNJ
|
$1.89B |
| 3 |
Colgate-Palmolive
CL
|
$1.8B |
| 4 |
Mastercard
MA
|
$1.34B |
| 5 |
Pfizer
PFE
|
$1.32B |
Sector Composition
| 1 | Technology | 19.18% |
| 2 | Consumer Discretionary | 15.92% |
| 3 | Financials | 14.63% |
| 4 | Healthcare | 14.55% |
| 5 | Communication Services | 8.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
ACV Auctions
ACVA
$2.01B
| $7.06M | ﹤0.01% | +204,100 | New | +$7.06M |
|
|
PCGU
552
DELISTED
PG&E Corporation
PCGU
| $6.89M | ﹤0.01% | 60,350 | – | – |
|
|
CMBT
553
CMB.TECH NV
CMBT
$2.5B
| $6.86M | ﹤0.01% | 750,000 | – | – |
|
554
Vistra
VST
$64.1B
| $6.59M | ﹤0.01% | 372,765 +3,340 | +0.9% | +$59K |
|
555
Scorpio Tankers
STNG
$2.57B
| $6.37M | ﹤0.01% | 345,000 | – | – |
|
|
RDS.B
556
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $6.1M | ﹤0.01% | 165,680 -15,140 | -8% | -$558K |
|
557
Gentex
GNTX
$6.15B
| $5.92M | ﹤0.01% | 166,000 -1,253,000 | -88% | -$44.7M |
|
558
908 Devices
MASS
$226M
| $5.46M | ﹤0.01% | 112,500 -312,500 | -74% | -$15.2M |
|
559
Lemonade
LMND
$3.91B
| $4.66M | ﹤0.01% | 50,000 -202,000 | -80% | -$18.8M |
|
560
Boston Properties
BXP
$11.5B
| $4.09M | ﹤0.01% | +40,000 | New | +$4.09M |
|
561
Atlassian
TEAM
$46.6B
| $4.05M | ﹤0.01% | 19,200 | – | – |
|
562
Brookfield Infrastructure
BIPC
$4.79B
| $3.99M | ﹤0.01% | 52,162 -27,454 | -34% | -$2.1M |
|
563
iShares Core S&P 500 ETF
IVV
$662B
| $3.76M | ﹤0.01% | 9,478 +2,295 | +32% | +$909K |
|
|
EXEEL
564
Expand Energy Corporation Class C Warrants
EXEEL
| $3.04M | ﹤0.01% | +180,691 | New | +$3.04M |
|
565
Alibaba
BABA
$322B
| $2.6M | ﹤0.01% | 11,349 +1,798 | +19% | +$412K |
|
|
WTRU
566
DELISTED
Essential Utilities, Inc.6.00% Tangible Equity Units
WTRU
| $2.04M | ﹤0.01% | 35,600 | – | – |
|
567
Novo Nordisk
NVO
$251B
| $1.89M | ﹤0.01% | 27,801 +4,594 | +20% | +$312K |
|
568
Clear Channel Outdoor Holdings
CCO
$616M
| $1.88M | ﹤0.01% | 1,043,695 | – | – |
|
569
SAP
SAP
$317B
| $1.85M | ﹤0.01% | 15,224 +2,655 | +21% | +$323K |
|
|
AEPPL
570
DELISTED
American Electric Power Company, Inc. Corporate Unit
AEPPL
| $1.83M | ﹤0.01% | 38,000 -2,397,904 | -98% | -$116M |
|
571
Lennar Class B
LEN.B
$32.9B
| $1.74M | ﹤0.01% | 21,169 | – | – |
|
572
ICICI Bank
IBN
$113B
| $1.74M | ﹤0.01% | 107,555 +18,824 | +21% | +$305K |
|
573
Philips
PHG
$26.2B
| $1.72M | ﹤0.01% | 30,227 +4,899 | +19% | +$278K |
|
574
SPDR S&P 500 ETF Trust
SPY
$658B
| $1.63M | ﹤0.01% | 4,138 -1,452 | -26% | -$573K |
|
|
DADA
575
DELISTED
Dada Nexus
DADA
| $1.54M | ﹤0.01% | 56,900 -293,100 | -84% | -$7.95M |
|