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 |
Canadian Natural Resources
CNQ
|
+$1.56B |
| 2 |
Caterpillar
CAT
|
+$1.53B |
| 3 |
Aon
AON
|
+$1.48B |
| 4 |
Intel
INTC
|
+$1.27B |
| 5 |
TC Energy
TRP
|
+$1.27B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$3.06B |
| 2 |
Amazon
AMZN
|
+$3.04B |
| 3 |
Broadcom
AVGO
|
+$2.88B |
| 4 |
JPMorgan Chase
JPM
|
+$2.87B |
| 5 |
Blackrock
BLK
|
+$2.56B |
Sector Composition
| 1 | Technology | 19.71% |
| 2 | Healthcare | 15.96% |
| 3 | Consumer Discretionary | 15.87% |
| 4 | Financials | 12.59% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Alexandria Real Estate Equities
ARE
$14.5B
| $647M | 0.11% |
3,214,931
-409,992
| -11% | -$82.5M |
|
177
HubSpot
HUBS
$25.9B
| $640M | 0.11% |
1,346,852
-4,494
| -0.3% | -$2.13M |
|
178
Marriott International Class A Common Stock
MAR
$72.3B
| $636M | 0.11% |
3,621,045
-1,914,784
| -35% | -$337M |
|
179
Robert Half
RHI
$3.61B
| $636M | 0.11% |
+5,570,682
| New | +$636M |
|
180
ManpowerGroup
MAN
$1.78B
| $624M | 0.11% |
6,639,515
-3,807
| -0.1% | -$358K |
|
181
Domino's
DPZ
$15.3B
| $618M | 0.11% |
1,518,970
-195,783
| -11% | -$79.7M |
|
182
DocuSign
DOCU
$16.1B
| $609M | 0.1% |
5,683,838
+3,193,727
| +128% | +$342M |
|
183
Copart
CPRT
$46.8B
| $607M | 0.1% |
19,361,188
+194,092
| +1% | +$6.09M |
|
184
Corteva
CTVA
$50.5B
| $607M | 0.1% |
10,565,466
-21,487
| -0.2% | -$1.24M |
|
185
Sun Communities
SUI
$16.3B
| $602M | 0.1% |
3,436,012
+1,402
| +0% | +$246K |
|
186
Honeywell
HON
$134B
| $600M | 0.1% |
3,083,886
-6,670,886
| -68% | -$1.3B |
|
187
Moody's
MCO
$91.9B
| $592M | 0.1% |
1,755,406
-7,777
| -0.4% | -$2.62M |
|
188
Mid-America Apartment Communities
MAA
$16.6B
| $578M | 0.1% |
2,757,719
-400,071
| -13% | -$83.8M |
|
189
Cisco
CSCO
$263B
| $576M | 0.1% |
10,334,547
+1,305
| +0% | +$72.8K |
|
|
AYX
190
DELISTED
Alteryx, Inc.
AYX
| $574M | 0.1% |
8,029,902
+806,018
| +11% | +$57.7M |
|
191
Idexx Laboratories
IDXX
$51.3B
| $547M | 0.09% |
999,102
+4,587
| +0.5% | +$2.51M |
|
192
Kellanova
K
$27.6B
| $545M | 0.09% |
9,005,741
-652,749
| -7% | -$39.5M |
|
193
Public Service Enterprise Group
PEG
$41.3B
| $536M | 0.09% |
7,660,406
-633,371
| -8% | -$44.3M |
|
194
TransDigm Group
TDG
$71.6B
| $535M | 0.09% |
820,913
-567
| -0.1% | -$369K |
|
195
HEICO
HEI
$44.4B
| $532M | 0.09% |
3,467,508
-13,673
| -0.4% | -$2.1M |
|
196
DTE Energy
DTE
$28.4B
| $526M | 0.09% |
3,976,763
| – | – |
|
197
Kraft Heinz
KHC
$30.9B
| $524M | 0.09% |
13,312,000
+6,537,000
| +96% | +$257M |
|
198
EPAM Systems
EPAM
$8.69B
| $523M | 0.09% |
1,764,856
+38,642
| +2% | +$11.5M |
|
|
SIVB
199
DELISTED
SVB Financial Group
SIVB
| $518M | 0.09% |
925,129
+54,341
| +6% | +$30.4M |
|
200
Blue Owl Capital
OWL
$12.2B
| $517M | 0.09% |
40,767,463
+1,349,425
| +3% | +$17.1M |
|