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 |
Intuitive Surgical
ISRG
|
$2.16B |
| 2 |
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
|
$1.46B |
| 3 |
Micron Technology
MU
|
$1.17B |
| 4 |
Cloudflare
NET
|
$1.14B |
| 5 |
Arista Networks
ANET
|
$928M |
Top Sells
| 1 |
PayPal
PYPL
|
$2.57B |
| 2 |
Honeywell
HON
|
$2.13B |
| 3 |
Mercado Libre
MELI
|
$1.39B |
| 4 |
JPMorgan Chase
JPM
|
$1.29B |
| 5 |
Emerson Electric
EMR
|
$1.28B |
Sector Composition
| 1 | Technology | 21.31% |
| 2 | Consumer Discretionary | 17.23% |
| 3 | Healthcare | 15.38% |
| 4 | Financials | 12.72% |
| 5 | Communication Services | 8.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
IN8bio
INAB
$10M
| $3.51M | ﹤0.01% | 800,000 | – | – |
|
577
Clear Channel Outdoor Holdings
CCO
$616M
| $3.46M | ﹤0.01% | 1,043,695 | – | – |
|
578
STMicroelectronics
STM
$24.1B
| $3.3M | ﹤0.01% | 67,080 +6,045 | +10% | +$297K |
|
|
EXEEL
579
Expand Energy Corporation Class C Warrants
EXEEL
| $3.23M | ﹤0.01% | 99,674 -48,215 | -33% | -$1.56M |
|
580
908 Devices
MASS
$226M
| $2.91M | ﹤0.01% | 112,500 | – | – |
|
581
SAP
SAP
$317B
| $2.58M | ﹤0.01% | 18,375 +1,348 | +8% | +$189K |
|
|
BNT
582
Brookfield Wealth Solutions Ltd.
BNT
$18.7B
| $2.49M | ﹤0.01% | 39,683 -24,641 | -38% | -$1.54M |
|
583
Vanguard Total World Stock ETF
VT
$51.6B
| $2.43M | ﹤0.01% | +22,580 | New | +$2.43M |
|
584
ICICI Bank
IBN
$113B
| $2.11M | ﹤0.01% | 107,500 +9,587 | +10% | +$188K |
|
585
Lennar Class B
LEN.B
$32.9B
| $2.02M | ﹤0.01% | 21,169 | – | – |
|
586
SPDR MSCI ACWI ex-US ETF
CWI
$1.96B
| $2.01M | ﹤0.01% | 68,596 +59,903 | +689% | +$1.76M |
|
587
Jackson Financial
JXN
$6.88B
| $1.85M | ﹤0.01% | 44,327 -26 | -0.1% | -$1.09K |
|
588
Telus
TU
$25.1B
| $1.68M | ﹤0.01% | 71,482 +523 | +0.7% | +$12.3K |
|
589
JD.com
JD
$44.1B
| $1.23M | ﹤0.01% | 17,425 +382 | +2% | +$26.9K |
|
590
Sun Life Financial
SLF
$32.8B
| $1.2M | ﹤0.01% | 21,606 +1,320 | +7% | +$73.5K |
|
591
Canadian Pacific Kansas City
CP
$69.9B
| $1.13M | ﹤0.01% | +15,745 | New | +$1.13M |
|
|
SWN
592
DELISTED
Southwestern Energy Company
SWN
| $1.07M | ﹤0.01% | 229,524 | – | – |
|
593
iShares Russell 1000 Value ETF
IWD
$63.5B
| $844K | ﹤0.01% | +5,027 | New | +$844K |
|
594
Pembina Pipeline
PBA
$21.9B
| $824K | ﹤0.01% | 27,155 | – | – |
|
595
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $790K | ﹤0.01% | +15,462 | New | +$790K |
|
596
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
| $540K | ﹤0.01% | 8,793 -5,970 | -40% | -$367K |
|
597
Ryanair
RYAAY
$33.7B
| $400K | ﹤0.01% | 3,910 | – | – |
|
598
BCE
BCE
$23.3B
| $390K | ﹤0.01% | 7,500 | – | – |
|
599
Canadian National Railway
CNI
$60.4B
| $329K | ﹤0.01% | 2,675 -4 | -0.1% | -$492 |
|
600
Spotify
SPOT
$140B
| $275K | ﹤0.01% | 1,176 | – | – |
|