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 | |
|---|---|---|---|---|---|---|
626
Tronox
TROX
$678M
| – | – | -2,068,000 | Closed | -$51M |
|
627
Vulcan Materials
VMC
$38.5B
| – | – | -603,887 | Closed | -$102M |
|
628
Vroom, Inc. Common Stock
VRM
$148M
| – | – | -539,000 | Closed | -$11.9M |
|
629
Xcel Energy
XEL
$42.8B
| – | – | -7,461,922 | Closed | -$466M |
|
630
Zillow
ZG
$19.7B
| – | – | -1,222,462 | Closed | -$108M |
|
|
STER
631
DELISTED
Sterling Check Corp. Common Stock
STER
| – | – | -1,085,000 | Closed | -$28.2M |
|
|
DCPH
632
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| – | – | -270,000 | Closed | -$9.18M |
|
|
CD
633
DELISTED
Chindata Group Holdings Limited American Depositary Shares
CD
| – | – | -1,111,000 | Closed | -$9.34M |
|
|
DCUE
634
DELISTED
Dominion Energy, Inc. 2019 Series A Corporate Units
DCUE
| – | – | -1,722,889 | Closed | -$167M |
|
|
VEI
635
DELISTED
Vine Energy Inc.
VEI
| – | – | -3,282,000 | Closed | -$54.1M |
|
|
XOG
636
DELISTED
Extraction Oil & Gas, Inc. Common Stock
XOG
| – | – | -1,285,745 | Closed | -$72.6M |
|
|
XEC
637
DELISTED
CIMAREX ENERGY CO
XEC
| – | – | -5,331,613 | Closed | -$465M |
|