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 |
Citigroup
C
|
$1.4B |
| 2 |
Bank of America
BAC
|
$1.17B |
| 3 |
JPMorgan Chase
JPM
|
$770M |
| 4 |
PayPal
PYPL
|
$767M |
| 5 |
LyondellBasell Industries
LYB
|
$764M |
Top Sells
| 1 |
Tesla
TSLA
|
$4.23B |
| 2 |
Boston Scientific
BSX
|
$1.94B |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.11B |
| 4 |
Digital Realty Trust
DLR
|
$1.07B |
| 5 |
Amazon
AMZN
|
$1.03B |
Sector Composition
| 1 | Technology | 19.97% |
| 2 | Consumer Discretionary | 16.41% |
| 3 | Healthcare | 15.45% |
| 4 | Financials | 13.74% |
| 5 | Communication Services | 8.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Five Below
FIVE
$8B
| $622M | 0.12% | 3,551,956 -113,487 | -3% | -$19.9M |
|
177
Petrobras
PBR
$79.9B
| $618M | 0.12% | 55,052,224 -8,626,881 | -14% | -$96.9M |
|
178
Alexandria Real Estate Equities
ARE
$14.1B
| $610M | 0.12% | 3,420,014 +1,188 | +0% | +$212K |
|
179
Caterpillar
CAT
$196B
| $598M | 0.12% | 3,286,527 +1,767,284 | +116% | +$322M |
|
180
Logitech
LOGI
$15.3B
| $593M | 0.11% | 6,113,466 -553 | -0% | -$53.6K |
|
181
Apollo Global Management
APO
$77.9B
| $584M | 0.11% | 11,921,674 +675,991 | +6% | +$33.1M |
|
182
Exxon Mobil
XOM
$487B
| $584M | 0.11% | 14,161,390 +4,680,391 | +49% | +$193M |
|
183
ConocoPhillips
COP
$124B
| $581M | 0.11% | 14,532,761 +5,252,101 | +57% | +$210M |
|
184
United Parcel Service
UPS
$74.1B
| $572M | 0.11% | 3,394,121 -3,486,447 | -51% | -$587M |
|
185
Huntsman Corp
HUN
$1.94B
| $567M | 0.11% | 22,550,824 +7,696,090 | +52% | +$193M |
|
|
CTLT
186
DELISTED
CATALENT, INC.
CTLT
| $563M | 0.11% | +5,407,323 | New | +$563M |
|
|
AYX
187
DELISTED
Alteryx, Inc.
AYX
| $562M | 0.11% | 4,616,549 +14,993 | +0.3% | +$1.83M |
|
188
Illumina
ILMN
$15.8B
| $561M | 0.11% | 1,515,087 -1,095,947 | -42% | -$406M |
|
189
Bright Horizons
BFAM
$6.71B
| $556M | 0.11% | 3,213,031 +291 | +0% | +$50.3K |
|
190
DocuSign
DOCU
$15.5B
| $553M | 0.11% | 2,487,029 +78,331 | +3% | +$17.4M |
|
191
Toll Brothers
TOL
$13.4B
| $545M | 0.11% | 12,542,404 +69,867 | +0.6% | +$3.04M |
|
192
Brookfield
BN
$98.3B
| $543M | 0.1% | 13,152,349 +668,855 | +5% | +$27.6M |
|
193
TransDigm Group
TDG
$78.8B
| $526M | 0.1% | 849,472 -95,789 | -10% | -$59.3M |
|
194
New York Times
NYT
$9.74B
| $520M | 0.1% | 10,052,497 +2,113,042 | +27% | +$109M |
|
195
Carrier Global
CARR
$55.5B
| $518M | 0.1% | +13,725,966 | New | +$518M |
|
196
Teva Pharmaceuticals
TEVA
$21.1B
| $510M | 0.1% | 52,879,377 +72,877 | +0.1% | +$703K |
|
197
Moody's
MCO
$91.4B
| $495M | 0.1% | 1,705,113 +28,777 | +2% | +$8.35M |
|
198
DexCom
DXCM
$29.5B
| $485M | 0.09% | 1,313,054 -445,112 | -25% | -$165M |
|
199
Idexx Laboratories
IDXX
$51.8B
| $483M | 0.09% | 965,676 +8,624 | +0.9% | +$4.31M |
|
200
Burlington
BURL
$18.3B
| $483M | 0.09% | 1,845,238 -848,842 | -32% | -$222M |
|