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 |
Amazon
AMZN
|
$3.06B |
| 2 |
Eli Lilly
LLY
|
$2.07B |
| 3 |
Cenovus Energy
CVE
|
$1.79B |
| 4 |
Pfizer
PFE
|
$1.59B |
| 5 |
Visa
V
|
$1.39B |
Top Sells
| 1 |
Tesla
TSLA
|
$4.13B |
| 2 |
Microsoft
MSFT
|
$1.51B |
| 3 |
Altria Group
MO
|
$1.11B |
| 4 |
Lockheed Martin
LMT
|
$1.04B |
| 5 |
Blackrock
BLK
|
$978M |
Sector Composition
| 1 | Healthcare | 19.6% |
| 2 | Technology | 17.14% |
| 3 | Consumer Discretionary | 13.22% |
| 4 | Financials | 12.49% |
| 5 | Industrials | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
BCE
BCE
$23.3B
| $369K | ﹤0.01% | 7,500 | – | – |
|
552
Royal Bank of Canada
RY
$205B
| $343K | ﹤0.01% | 3,538 +1,536 | +77% | +$149K |
|
|
SJR
553
DELISTED
Shaw Communications Inc.
SJR
| $338K | ﹤0.01% | +11,481 | New | +$338K |
|
554
SPDR MSCI ACWI ex-US ETF
CWI
$1.96B
| $310K | ﹤0.01% | 12,952 -9,495 | -42% | -$227K |
|
555
Fortis
FTS
$25B
| $310K | ﹤0.01% | +6,560 | New | +$310K |
|
556
Ryanair
RYAAY
$33.7B
| $263K | ﹤0.01% | 3,910 | – | – |
|
557
Suncor Energy
SU
$50.1B
| $228K | ﹤0.01% | +6,490 | New | +$228K |
|
558
Vistra
VST
$64.1B
| – | – | -141,346 | Closed | -$3.29M |
|
|
NBIS
559
Nebius Group N.V. Class A Ordinary Shares
NBIS
$16.3B
| $0 | ﹤0.01% | 9,045,583 | – | – |
|
|
RCM
560
DELISTED
R1 RCM Inc. Common Stock
RCM
| – | – | -910,152 | Closed | -$24.4M |
|
561
America Movil
AMX
$60.3B
| – | – | -242,346 | Closed | -$5.13M |
|
562
Amphenol
APH
$133B
| – | – | -941,657 | Closed | -$71M |
|
563
Altice USA
ATUS
$1.1B
| – | – | -1,023,700 | Closed | -$12.8M |
|
564
Best Buy
BBY
$15.6B
| – | – | -1,090,000 | Closed | -$99.1M |
|
565
Black Hills Corp
BKH
$4.36B
| – | – | -1,112,000 | Closed | -$85.6M |
|
566
Bumble
BMBL
$642M
| – | – | -47,243 | Closed | -$1.37M |
|
567
Coca-Cola Europacific Partners
CCEP
$40.4B
| – | – | -2,096,206 | Closed | -$102M |
|
568
Camden Property Trust
CPT
$12B
| – | – | -1,000,000 | Closed | -$166M |
|
|
CRON
569
Cronos Group
CRON
$996M
| – | – | -1,585,000 | Closed | -$6.15M |
|
570
Douglas Emmett
DEI
$2.71B
| – | – | -2,680,000 | Closed | -$89.6M |
|
571
DraftKings
DKNG
$23.8B
| – | – | -807,000 | Closed | -$15.7M |
|
|
DNB
572
DELISTED
Dun & Bradstreet
DNB
| – | – | -1,323,835 | Closed | -$23.2M |
|
573
FedEx
FDX
$54.5B
| – | – | -627,198 | Closed | -$145M |
|
574
Intuit
INTU
$186B
| – | – | -859,308 | Closed | -$413M |
|
575
Keysight
KEYS
$28.1B
| – | – | -171,685 | Closed | -$27.1M |
|