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 |
Agilon Health
AGL
|
+$1.05B |
| 2 |
Rockwell Automation
ROK
|
+$1.03B |
| 3 |
Meta Platforms (Facebook)
META
|
+$974M |
| 4 |
AT&T
T
|
+$898M |
| 5 |
Boston Properties
BXP
|
+$895M |
Top Sells
| 1 |
Tesla
TSLA
|
+$2.48B |
| 2 |
Mastercard
MA
|
+$1.46B |
| 3 |
Shopify
SHOP
|
+$1.34B |
| 4 |
JPMorgan Chase
JPM
|
+$1.23B |
| 5 |
Honeywell
HON
|
+$1.19B |
Sector Composition
| 1 | Technology | 19.43% |
| 2 | Consumer Discretionary | 15.53% |
| 3 | Healthcare | 15.09% |
| 4 | Financials | 14.5% |
| 5 | Communication Services | 9.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Aon
AON
$80.2B
| $714M | 0.12% |
2,991,193
+1,057,909
| +55% | +$253M |
|
177
Marriott International Class A Common Stock
MAR
$72.3B
| $702M | 0.12% |
5,144,129
-392,384
| -7% | -$53.6M |
|
178
Exact Sciences
EXAS
$10.2B
| $694M | 0.12% |
5,585,663
-2,822,123
| -34% | -$351M |
|
179
Northrop Grumman
NOC
$82.5B
| $687M | 0.12% |
1,890,499
+36,001
| +2% | +$13.1M |
|
|
ZEN
180
DELISTED
ZENDESK INC
ZEN
| $685M | 0.12% |
4,742,975
-487,743
| -9% | -$70.4M |
|
181
Copart
CPRT
$46.8B
| $676M | 0.11% |
20,503,656
+480,840
| +2% | +$15.8M |
|
182
Alexandria Real Estate Equities
ARE
$14.5B
| $659M | 0.11% |
3,622,810
+202,110
| +6% | +$36.8M |
|
183
Ares Management
ARES
$40.1B
| $650M | 0.11% |
10,214,738
| – | – |
|
184
DexCom
DXCM
$29.9B
| $643M | 0.11% |
6,028,028
+775,804
| +15% | +$82.8M |
|
185
Walt Disney
DIS
$208B
| $642M | 0.11% |
3,653,648
+60,121
| +2% | +$10.6M |
|
186
Packaging Corp of America
PKG
$19.4B
| $637M | 0.11% |
4,703,699
-625,806
| -12% | -$84.7M |
|
187
Bristol-Myers Squibb
BMY
$94B
| $635M | 0.11% |
9,496,786
-1,255,224
| -12% | -$83.9M |
|
188
Moody's
MCO
$91.9B
| $634M | 0.11% |
1,749,825
+33,237
| +2% | +$12M |
|
|
NBIS
189
Nebius Group N.V. Class A Ordinary Shares
NBIS
$21.6B
| $632M | 0.11% |
8,926,758
-750,374
| -8% | -$53.1M |
|
190
ManpowerGroup
MAN
$1.78B
| $622M | 0.11% |
5,230,177
+432,161
| +9% | +$51.4M |
|
191
DocuSign
DOCU
$16.1B
| $622M | 0.11% |
2,223,324
-416,300
| -16% | -$116M |
|
192
Idexx Laboratories
IDXX
$51.3B
| $620M | 0.11% |
981,260
+7,260
| +0.7% | +$4.59M |
|
193
Twist Bioscience
TWST
$1.53B
| $603M | 0.1% |
4,522,692
+1,179,568
| +35% | +$157M |
|
194
Fiserv
FI
$73B
| $600M | 0.1% |
5,616,559
+14,985
| +0.3% | +$1.6M |
|
195
Logitech
LOGI
$16B
| $599M | 0.1% |
4,947,602
+17,675
| +0.4% | +$2.14M |
|
196
XPeng
XPEV
$19.9B
| $591M | 0.1% |
13,300,598
+3,279,081
| +33% | +$146M |
|
|
BHVN
197
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $588M | 0.1% |
6,061,627
+1,321,691
| +28% | +$128M |
|
|
EXE
198
Expand Energy Corporation Common Stock
EXE
$22.9B
| $577M | 0.1% |
11,120,904
+5,169,564
| +87% | +$268M |
|
199
lululemon athletica
LULU
$19B
| $568M | 0.1% |
1,555,411
+1,390,664
| +844% | +$508M |
|
200
KKR & Co
KKR
$128B
| $567M | 0.1% |
9,569,893
+3,603,282
| +60% | +$213M |
|