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 |
L3Harris
LHX
|
$1.18B |
| 2 |
Wells Fargo
WFC
|
$1.05B |
| 3 |
Micron Technology
MU
|
$877M |
| 4 |
NVIDIA
NVDA
|
$867M |
| 5 |
GTM
ZoomInfo Technologies
GTM
|
$788M |
Top Sells
| 1 |
Parker-Hannifin
PH
|
$1.48B |
| 2 |
PACCAR
PCAR
|
$861M |
| 3 |
Visa
V
|
$825M |
| 4 |
DTE Energy
DTE
|
$736M |
| 5 |
Vulcan Materials
VMC
|
$643M |
Sector Composition
| 1 | Technology | 19.82% |
| 2 | Consumer Discretionary | 16.72% |
| 3 | Healthcare | 14.89% |
| 4 | Financials | 14.28% |
| 5 | Communication Services | 9.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
IN8bio
INAB
$10M
| $5.52M | ﹤0.01% | +800,000 | New | +$5.52M |
|
577
Black Diamond Therapeutics
BDTX
$157M
| $4.44M | ﹤0.01% | 525,000 | – | – |
|
|
EXEEL
578
Expand Energy Corporation Class C Warrants
EXEEL
| $4.32M | ﹤0.01% | 147,889 | – | – |
|
579
SPDR S&P 500 ETF Trust
SPY
$658B
| $3.75M | ﹤0.01% | 8,634 +6,967 | +418% | +$3.03M |
|
580
908 Devices
MASS
$226M
| $3.66M | ﹤0.01% | 112,500 | – | – |
|
|
BNT
581
Brookfield Wealth Solutions Ltd.
BNT
$18.7B
| $3.57M | ﹤0.01% | 64,324 -51,340 | -44% | -$2.85M |
|
582
Novo Nordisk
NVO
$251B
| $2.97M | ﹤0.01% | 30,906 +845 | +3% | +$81.2K |
|
583
Clear Channel Outdoor Holdings
CCO
$616M
| $2.83M | ﹤0.01% | 1,043,695 | – | – |
|
584
STMicroelectronics
STM
$24.1B
| $2.65M | ﹤0.01% | 61,035 +17,375 | +40% | +$753K |
|
585
SAP
SAP
$317B
| $2.32M | ﹤0.01% | 17,027 +398 | +2% | +$54.3K |
|
586
Clearwater Analytics
CWAN
$6.04B
| $2.28M | ﹤0.01% | +88,920 | New | +$2.28M |
|
587
ICICI Bank
IBN
$113B
| $1.88M | ﹤0.01% | 97,913 -18,532 | -16% | -$356K |
|
588
Lennar Class B
LEN.B
$32.9B
| $1.64M | ﹤0.01% | 21,169 | – | – |
|
589
Telus
TU
$25.1B
| $1.56M | ﹤0.01% | 70,959 +2,056 | +3% | +$45.2K |
|
590
iShares MSCI ACWI ETF
ACWI
$22B
| $1.52M | ﹤0.01% | 15,116 +9,455 | +167% | +$951K |
|
591
OneWater Marine
ONEW
$276M
| $1.39M | ﹤0.01% | +34,641 | New | +$1.39M |
|
|
SWN
592
DELISTED
Southwestern Energy Company
SWN
| $1.27M | ﹤0.01% | 229,524 | – | – |
|
593
JD.com
JD
$44.1B
| $1.22M | ﹤0.01% | 17,043 +757 | +5% | +$54.2K |
|
594
Jackson Financial
JXN
$6.88B
| $1.15M | ﹤0.01% | +44,353 | New | +$1.15M |
|
595
Sun Life Financial
SLF
$32.8B
| $1.04M | ﹤0.01% | 20,286 +2,326 | +13% | +$120K |
|
596
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
| $901K | ﹤0.01% | 14,763 +3,285 | +29% | +$200K |
|
597
Pembina Pipeline
PBA
$21.9B
| $861K | ﹤0.01% | 27,155 +7,046 | +35% | +$223K |
|
598
Ryanair
RYAAY
$33.7B
| $430K | ﹤0.01% | 3,910 | – | – |
|
599
BCE
BCE
$23.3B
| $376K | ﹤0.01% | 7,500 | – | – |
|
600
Bilibili
BILI
$9.6B
| $331K | ﹤0.01% | 5,142 -809,636 | -99% | -$52.1M |
|