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 |
Canadian Natural Resources
CNQ
|
$1.56B |
| 2 |
Caterpillar
CAT
|
$1.53B |
| 3 |
Aon
AON
|
$1.48B |
| 4 |
Intel
INTC
|
$1.27B |
| 5 |
TC Energy
TRP
|
$1.27B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$3.06B |
| 2 |
Amazon
AMZN
|
$3.04B |
| 3 |
Broadcom
AVGO
|
$2.88B |
| 4 |
JPMorgan Chase
JPM
|
$2.87B |
| 5 |
Blackrock
BLK
|
$2.56B |
Sector Composition
| 1 | Technology | 19.71% |
| 2 | Healthcare | 15.96% |
| 3 | Consumer Discretionary | 15.87% |
| 4 | Financials | 12.59% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
ICICI Bank
IBN
$113B
| $2.06M | ﹤0.01% | 108,361 +861 | +0.8% | +$16.4K |
|
552
Telus
TU
$25.1B
| $1.99M | ﹤0.01% | 76,276 +4,794 | +7% | +$125K |
|
553
STMicroelectronics
STM
$24.1B
| $1.98M | ﹤0.01% | 44,046 -23,034 | -34% | -$1.03M |
|
554
Jackson Financial
JXN
$6.88B
| $1.96M | ﹤0.01% | 44,327 | – | – |
|
|
EXEEZ
555
Expand Energy Corporation Class B Warrants
EXEEZ
| $1.88M | ﹤0.01% | 31,609 -204,082 | -87% | -$12.2M |
|
|
EXEEW
556
Expand Energy Corporation Class A Warrants
EXEEW
| $1.75M | ﹤0.01% | 27,308 -104,925 | -79% | -$6.72M |
|
557
SPDR S&P 500 ETF Trust
SPY
$658B
| $1.73M | ﹤0.01% | 3,760 -6,835 | -65% | -$3.14M |
|
|
SWN
558
DELISTED
Southwestern Energy Company
SWN
| $1.65M | ﹤0.01% | 229,524 | – | – |
|
559
Lennar Class B
LEN.B
$32.9B
| $1.45M | ﹤0.01% | 21,169 | – | – |
|
560
Bumble
BMBL
$642M
| $1.37M | ﹤0.01% | 47,243 -4,301,260 | -99% | -$125M |
|
561
TotalEnergies
TTE
$137B
| $1.36M | ﹤0.01% | +26,123 | New | +$1.36M |
|
562
Nutrien
NTR
$28B
| $1.34M | ﹤0.01% | 12,940 +9,725 | +302% | +$1.01M |
|
563
Sun Life Financial
SLF
$32.8B
| $1.26M | ﹤0.01% | 22,495 +889 | +4% | +$49.6K |
|
564
JD.com
JD
$44.1B
| $1.22M | ﹤0.01% | 19,883 +2,458 | +14% | +$151K |
|
|
EXEEL
565
Expand Energy Corporation Class C Warrants
EXEEL
| $1.16M | ﹤0.01% | 20,833 -78,841 | -79% | -$4.39M |
|
566
Vanguard Total World Stock ETF
VT
$51.6B
| $709K | ﹤0.01% | 6,893 -15,687 | -69% | -$1.61M |
|
567
SPDR MSCI ACWI ex-US ETF
CWI
$1.96B
| $627K | ﹤0.01% | 22,447 -46,149 | -67% | -$1.29M |
|
568
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
| $545K | ﹤0.01% | 9,323 +530 | +6% | +$31K |
|
569
Pembina Pipeline
PBA
$21.9B
| $539K | ﹤0.01% | 14,355 -12,800 | -47% | -$481K |
|
570
BCE
BCE
$23.3B
| $416K | ﹤0.01% | 7,500 | – | – |
|
571
Canadian National Railway
CNI
$60.4B
| $359K | ﹤0.01% | 2,675 | – | – |
|
572
Ryanair
RYAAY
$33.7B
| $341K | ﹤0.01% | 3,910 | – | – |
|
573
Royal Bank of Canada
RY
$205B
| $220K | ﹤0.01% | 2,002 | – | – |
|
574
Bausch Health
BHC
$2.74B
| – | – | -200,000 | Closed | -$5.52M |
|
575
Bilibili
BILI
$9.6B
| – | – | -5,197 | Closed | -$248K |
|