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 |
Western Digital
WDC
|
+$1.02B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$706M |
| 3 |
Simon Property Group
SPG
|
+$681M |
| 4 |
Altria Group
MO
|
+$664M |
| 5 |
Baidu
BIDU
|
+$612M |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.89B |
| 2 |
JPMorgan Chase
JPM
|
+$1.42B |
| 3 |
Broadcom
AVGO
|
+$1.29B |
| 4 |
Texas Instruments
TXN
|
+$943M |
| 5 |
Boeing
BA
|
+$884M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Financials | 13.22% |
| 3 | Consumer Discretionary | 12.3% |
| 4 | Healthcare | 10.85% |
| 5 | Communication Services | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
WFT
176
DELISTED
Weatherford International plc
WFT
| $378M | 0.09% |
97,782,203
+7,693,920
| +9% | +$29.8M |
|
177
Illumina
ILMN
$14.6B
| $370M | 0.09% |
2,194,780
+421,480
| +24% | +$71.1M |
|
178
Teva Pharmaceuticals
TEVA
$22.9B
| $368M | 0.09% |
11,068,200
+3,268,200
| +42% | +$109M |
|
|
XYZ
179
Block, Inc.
XYZ
$44.4B
| $366M | 0.09% |
15,597,830
+3,853,000
| +33% | +$90.4M |
|
180
Marsh & McLennan
MMC
$99.8B
| $366M | 0.09% |
4,690,003
| – | – |
|
|
NBIS
181
Nebius Group N.V. Class A Ordinary Shares
NBIS
$21.6B
| $365M | 0.09% |
13,928,534
-326,369
| -2% | -$8.56M |
|
182
Nucor
NUE
$32.4B
| $347M | 0.08% |
6,000,000
-600,000
| -9% | -$34.7M |
|
183
Berkshire Hathaway Class B
BRK.B
$1.07T
| $343M | 0.08% |
2,027,183
+972
| +0% | +$165K |
|
184
Murphy Oil
MUR
$3.68B
| $331M | 0.08% |
12,899,680
-1,000,000
| -7% | -$25.6M |
|
185
PayPal
PYPL
$63.9B
| $330M | 0.08% |
6,151,049
+4,663,337
| +313% | +$250M |
|
|
POT
186
DELISTED
Potash Corp Of Saskatchewan
POT
| $328M | 0.08% |
20,149,500
-500,000
| -2% | -$8.15M |
|
187
Molina Healthcare
MOH
$9.8B
| $326M | 0.08% |
4,716,000
-703,000
| -13% | -$48.6M |
|
188
Masco
MAS
$15.4B
| $325M | 0.08% |
8,516,000
-1,787,530
| -17% | -$68.3M |
|
189
Royal Gold
RGLD
$12.5B
| $325M | 0.08% |
4,158,000
+849,900
| +26% | +$66.4M |
|
190
Hologic
HOLX
$14.3B
| $312M | 0.07% |
+6,885,000
| New | +$312M |
|
191
Petrobras
PBR
$81.4B
| $309M | 0.07% |
38,675,358
-1,074,851
| -3% | -$8.59M |
|
|
WCG
192
DELISTED
Wellcare Health Plans, Inc.
WCG
| $308M | 0.07% |
1,713,000
-147,000
| -8% | -$26.4M |
|
193
CSX Corp
CSX
$60.5B
| $300M | 0.07% |
16,500,000
+1,500,000
| +10% | +$27.3M |
|
|
HES
194
DELISTED
Hess
HES
| $299M | 0.07% |
6,811,400
+119,241
| +2% | +$5.23M |
|
195
MarketAxess Holdings
MKTX
$6.91B
| $295M | 0.07% |
1,466,000
| – | – |
|
196
Galicia Financial Group
GGAL
$4.81B
| $292M | 0.07% |
6,850,359
+2,898,597
| +73% | +$124M |
|
|
RTN
197
DELISTED
Raytheon Company
RTN
| $285M | 0.07% |
1,763,495
+174,495
| +11% | +$28.2M |
|
|
UMPQ
198
DELISTED
Umpqua Holdings Corp
UMPQ
| $280M | 0.07% |
15,273,300
+944,594
| +7% | +$17.3M |
|
199
Hasbro
HAS
$11B
| $280M | 0.07% |
2,511,000
-255,647
| -9% | -$28.5M |
|
|
KITE
200
DELISTED
Kite Pharma, Inc.
KITE
| $266M | 0.06% |
2,570,400
+153,400
| +6% | +$15.9M |
|