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 |
NVIDIA
NVDA
|
$13B |
| 2 |
Canadian Natural Resources
CNQ
|
$5.21B |
| 3 |
Apple
AAPL
|
$4.84B |
| 4 |
Chipotle Mexican Grill
CMG
|
$2.42B |
| 5 |
Amazon
AMZN
|
$1.92B |
Top Sells
| 1 |
Broadcom
AVGO
|
$5.67B |
| 2 |
Home Depot
HD
|
$4.32B |
| 3 |
Microsoft
MSFT
|
$3.51B |
| 4 |
Caterpillar
CAT
|
$2.96B |
| 5 |
Eli Lilly
LLY
|
$2.46B |
Sector Composition
| 1 | Technology | 25.01% |
| 2 | Healthcare | 15.57% |
| 3 | Financials | 12.28% |
| 4 | Consumer Discretionary | 11.45% |
| 5 | Industrials | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Qualcomm
QCOM
$173B
| – | – | -1,644,372 | Closed | -$278M |
|
552
Regency Centers
REG
$13.2B
| – | – | -2,421,398 | Closed | -$147M |
|
553
Robert Half
RHI
$3.8B
| – | – | -7,802,854 | Closed | -$619M |
|
554
SiTime
SITM
$6.28B
| – | – | -204,315 | Closed | -$19M |
|
555
Textron
TXT
$14.3B
| – | – | -35,000 | Closed | -$3.36M |
|
556
Woodside Energy
WDS
$32.6B
| – | – | -137,056 | Closed | -$2.74M |
|
557
Clear Secure
YOU
$3.48B
| – | – | -1,600,000 | Closed | -$34M |
|
|
SWAV
558
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| – | – | -585,000 | Closed | -$190M |
|
|
PXD
559
DELISTED
Pioneer Natural Resource Co.
PXD
| – | – | -3,205,171 | Closed | -$841M |
|
|
MDC
560
DELISTED
M.D.C. Holdings, Inc.
MDC
| – | – | -2,001,000 | Closed | -$126M |
|