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 | +$3.18B | |
| 2 | +$1.92B | |
| 3 | +$1.74B | |
| 4 |
Intel
INTC
|
+$1.25B |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$1.17B |
Top Sells
| 1 | +$7.01B | |
| 2 | +$2.75B | |
| 3 | +$2.08B | |
| 4 |
Gilead Sciences
GILD
|
+$2.03B |
| 5 |
Extra Space Storage
EXR
|
+$1.98B |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 14.79% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
Ulta Beauty
ULTA
$24.1B
| – | – |
-990,215
|
|
||
577
Vanguard FTSE Developed Markets ETF
VEA
$178B
| – | – |
-11,049
|
|
||
578
Vertiv
VRT
$68.9B
| – | – |
-11,438
|
|
||
|
WBA
579
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-1,946,930
|
|
||
580
Workday
WDAY
$62.7B
| – | – |
-355,364
|
|
||
581
Warner Music
WMG
$16.9B
| – | – |
-13,371,100
|
|
||
582
Waste Management
WM
$86.1B
| – | – |
-460,397
|
|