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 |
Gilead Sciences
GILD
|
+$1.91B |
| 2 |
Johnson & Johnson
JNJ
|
+$1.8B |
| 3 |
Philip Morris
PM
|
+$1.28B |
| 4 |
Pfizer
PFE
|
+$1.18B |
| 5 |
Dollar General
DG
|
+$933M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$6.54B |
| 2 |
Merck
MRK
|
+$1.81B |
| 3 |
Charter Communications
CHTR
|
+$1.49B |
| 4 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
+$1.32B |
| 5 |
Home Depot
HD
|
+$1.3B |
Sector Composition
| 1 | Technology | 19.98% |
| 2 | Healthcare | 18.26% |
| 3 | Financials | 15.73% |
| 4 | Consumer Discretionary | 10.14% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Motorola Solutions
MSI
$80.3B
| $340M | 0.1% |
+2,559,949
| New | +$340M |
|
177
Petrobras
PBR
$81.4B
| $338M | 0.1% |
61,504,232
+419,039
| +0.7% | +$2.3M |
|
178
D.R. Horton
DHI
$53B
| $337M | 0.1% |
9,926,351
+2,763,163
| +39% | +$93.9M |
|
179
NovoCure
NVCR
$1.36B
| $332M | 0.1% |
4,935,348
-99,972
| -2% | -$6.73M |
|
180
DocuSign
DOCU
$16.1B
| $326M | 0.09% |
3,527,959
-1,654,031
| -32% | -$153M |
|
181
Walt Disney
DIS
$208B
| $326M | 0.09% |
3,371,307
-31,896
| -0.9% | -$3.08M |
|
182
Duke Energy
DUK
$94.8B
| $324M | 0.09% |
3,999,999
| – | – |
|
183
Public Storage
PSA
$51.3B
| $321M | 0.09% |
1,618,500
| – | – |
|
184
Alexandria Real Estate Equities
ARE
$14.5B
| $319M | 0.09% |
2,325,591
+773,710
| +50% | +$106M |
|
185
Ares Management
ARES
$40.1B
| $316M | 0.09% |
10,215,079
+28,575
| +0.3% | +$884K |
|
186
Snap
SNAP
$12.4B
| $316M | 0.09% |
26,552,185
+9,548,098
| +56% | +$114M |
|
187
Constellation Brands
STZ
$24.6B
| $311M | 0.09% |
2,172,079
-631,744
| -23% | -$90.6M |
|
|
WRK
188
DELISTED
WestRock Company
WRK
| $311M | 0.09% |
11,012,502
-1,196,832
| -10% | -$33.8M |
|
189
Bright Horizons
BFAM
$6.45B
| $307M | 0.09% |
3,006,540
+756,221
| +34% | +$77.1M |
|
|
ZEN
190
DELISTED
ZENDESK INC
ZEN
| $305M | 0.09% |
4,765,978
+4,231,978
| +793% | +$271M |
|
191
Zai Lab
ZLAB
$3.65B
| $303M | 0.09% |
+5,877,759
| New | +$303M |
|
192
Tyler Technologies
TYL
$23.6B
| $298M | 0.09% |
1,005,039
+463,774
| +86% | +$138M |
|
193
Teva Pharmaceuticals
TEVA
$22.9B
| $297M | 0.09% |
33,086,826
-2,626,236
| -7% | -$23.6M |
|
194
Dayforce
DAY
$10.9B
| $293M | 0.09% |
+5,849,893
| New | +$293M |
|
195
Lennox International
LII
$19.1B
| $291M | 0.08% |
+1,598,210
| New | +$291M |
|
196
Booking.com
BKNG
$177B
| $290M | 0.08% |
215,570
+185,959
| +628% | +$250M |
|
197
Regions Financial
RF
$24.2B
| $289M | 0.08% |
+32,211,894
| New | +$289M |
|
198
Guidewire Software
GWRE
$21.4B
| $287M | 0.08% |
3,617,888
+70,237
| +2% | +$5.57M |
|
199
Toll Brothers
TOL
$13.8B
| $287M | 0.08% |
14,892,171
+4,613,869
| +45% | +$88.8M |
|
200
RenaissanceRe
RNR
$11.6B
| $281M | 0.08% |
1,882,826
+70,961
| +4% | +$10.6M |
|