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 |
Tesla
TSLA
|
$17.8B |
| 2 |
Apple
AAPL
|
$2.1B |
| 3 |
Restaurant Brands International
QSR
|
$789M |
| 4 |
Halliburton
HAL
|
$716M |
| 5 |
Exact Sciences
EXAS
|
$657M |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.32B |
| 2 |
Amazon
AMZN
|
$2.27B |
| 3 |
Boston Scientific
BSX
|
$887M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$842M |
| 5 |
Intuitive Surgical
ISRG
|
$746M |
Sector Composition
| 1 | Technology | 20.28% |
| 2 | Healthcare | 16.49% |
| 3 | Consumer Discretionary | 15.03% |
| 4 | Financials | 12.76% |
| 5 | Communication Services | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AYX
176
DELISTED
Alteryx, Inc.
AYX
| $523M | 0.11% | 4,601,556 -274,424 | -6% | -$31.2M |
|
177
Canadian Natural Resources
CNQ
$65.9B
| $521M | 0.11% | 32,522,666 +25,170,486 | +342% | +$403M |
|
178
Copart
CPRT
$47.2B
| $520M | 0.11% | 4,941,355 +4,226,269 | +591% | +$444M |
|
179
DocuSign
DOCU
$15.5B
| $518M | 0.11% | 2,408,698 -175,131 | -7% | -$37.7M |
|
|
ZEN
180
DELISTED
ZENDESK INC
ZEN
| $511M | 0.11% | 4,964,624 +70,697 | +1% | +$7.28M |
|
181
Regions Financial
RF
$24.4B
| $510M | 0.11% | 44,234,540 +5,328,939 | +14% | +$61.4M |
|
182
Truist Financial
TFC
$60.4B
| $509M | 0.11% | 13,381,079 +278,715 | +2% | +$10.6M |
|
183
Apollo Global Management
APO
$77.9B
| $503M | 0.11% | 11,245,683 +827 | +0% | +$37K |
|
184
Arista Networks
ANET
$172B
| $497M | 0.11% | 2,402,295 +268,618 | +13% | +$55.6M |
|
185
Bright Horizons
BFAM
$6.71B
| $488M | 0.11% | 3,212,740 +206,207 | +7% | +$31.4M |
|
186
D.R. Horton
DHI
$50.5B
| $488M | 0.11% | 6,452,798 -2,547,142 | -28% | -$193M |
|
187
Moody's
MCO
$91.4B
| $486M | 0.11% | 1,676,336 -164,991 | -9% | -$47.8M |
|
188
KE Holdings
BEKE
$20.8B
| $479M | 0.1% | +7,821,189 | New | +$479M |
|
189
NVR
NVR
$22.4B
| $476M | 0.1% | 116,689 +12,715 | +12% | +$51.9M |
|
190
Teva Pharmaceuticals
TEVA
$21.1B
| $476M | 0.1% | 52,806,500 +9,375,273 | +22% | +$84.5M |
|
191
Logitech
LOGI
$15.3B
| $473M | 0.1% | 6,114,019 -885 | -0% | -$68.5K |
|
|
ALLK
192
DELISTED
Allakos
ALLK
| $472M | 0.1% | 5,794,660 +31,062 | +0.5% | +$2.53M |
|
193
Prologis
PLD
$106B
| $468M | 0.1% | 4,650,000 | – | – |
|
194
Jack Henry & Associates
JKHY
$11.9B
| $467M | 0.1% | 2,870,852 -1,080,812 | -27% | -$176M |
|
195
Five Below
FIVE
$8B
| $466M | 0.1% | 3,665,443 +1,623 | +0% | +$206K |
|
196
IDEX
IEX
$12.4B
| $464M | 0.1% | 2,545,975 +15,902 | +0.6% | +$2.9M |
|
197
Simon Property Group
SPG
$59B
| $463M | 0.1% | 7,159,727 -6,055,371 | -46% | -$392M |
|
198
Marriott International Class A Common Stock
MAR
$72.7B
| $459M | 0.1% | 4,956,805 -1,037,488 | -17% | -$96.1M |
|
199
Eli Lilly
LLY
$657B
| $456M | 0.1% | 3,078,369 +445 | +0% | +$65.9K |
|
200
Petrobras
PBR
$79.9B
| $453M | 0.1% | 63,679,105 +131,861 | +0.2% | +$939K |
|