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 |
Target
TGT
|
+$2.15B |
| 2 |
JPMorgan Chase
JPM
|
+$1.89B |
| 3 |
Goldman Sachs
GS
|
+$1.66B |
| 4 |
Philip Morris
PM
|
+$1.5B |
| 5 |
Blackstone
BX
|
+$1.01B |
Top Sells
| 1 |
Tesla
TSLA
|
+$5.14B |
| 2 |
CME Group
CME
|
+$2.62B |
| 3 |
Microsoft
MSFT
|
+$1.39B |
| 4 |
UnitedHealth
UNH
|
+$1.34B |
| 5 |
Verizon
VZ
|
+$1.33B |
Sector Composition
| 1 | Healthcare | 21.38% |
| 2 | Technology | 16.49% |
| 3 | Financials | 12.64% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
TransDigm Group
TDG
$71.6B
| $552M | 0.12% |
876,291
+9,224
| +1% | +$5.81M |
|
177
Mercado Libre
MELI
$119B
| $549M | 0.12% |
648,764
+10,274
| +2% | +$8.69M |
|
178
HEICO
HEI
$44.4B
| $526M | 0.11% |
3,422,555
-44,976
| -1% | -$6.91M |
|
|
ATVI
179
DELISTED
Activision Blizzard Inc.
ATVI
| $517M | 0.11% |
6,757,728
-16,021,629
| -70% | -$1.23B |
|
180
XP
XP
$9.94B
| $514M | 0.11% |
33,495,084
+19,049,443
| +132% | +$292M |
|
181
KKR & Co
KKR
$128B
| $494M | 0.11% |
10,636,142
+1,546
| +0% | +$71.8K |
|
182
AstraZeneca
AZN
$247B
| $490M | 0.1% |
7,233,921
+3,797,067
| +110% | +$257M |
|
183
Honeywell
HON
$134B
| $476M | 0.1% |
2,219,384
-307
| -0% | -$65.8K |
|
184
Kroger
KR
$45.2B
| $473M | 0.1% |
10,605,440
-347,986
| -3% | -$15.5M |
|
185
Old Dominion Freight Line
ODFL
$30.5B
| $469M | 0.1% |
3,306,336
+1,911,132
| +137% | +$271M |
|
186
Teva Pharmaceuticals
TEVA
$22.9B
| $461M | 0.1% |
50,563,987
+11,234,222
| +29% | +$102M |
|
187
Trane Technologies
TT
$89.2B
| $461M | 0.1% |
2,740,194
+69,925
| +3% | +$11.8M |
|
188
RingCentral
RNG
$2.75B
| $459M | 0.1% |
12,964,077
+3,068,611
| +31% | +$109M |
|
189
New Fortress Energy
NFE
$373M
| $458M | 0.1% |
10,788,975
-559,858
| -5% | -$23.7M |
|
190
Align Technology
ALGN
$9.54B
| $448M | 0.1% |
2,125,282
+1,006,760
| +90% | +$212M |
|
|
B
191
Barrick Mining Corporation
B
$49.5B
| $448M | 0.1% |
26,067,979
+657,698
| +3% | +$11.3M |
|
192
T-Mobile US
TMUS
$272B
| $439M | 0.09% |
3,137,427
+1,255
| +0% | +$176K |
|
193
Caesars Entertainment
CZR
$5.22B
| $437M | 0.09% |
10,500,308
-496,558
| -5% | -$20.7M |
|
194
DexCom
DXCM
$29.9B
| $434M | 0.09% |
3,835,402
+69,173
| +2% | +$7.83M |
|
195
Sea Limited
SE
$116B
| $426M | 0.09% |
8,189,841
+3,294,179
| +67% | +$171M |
|
196
Adient
ADNT
$1.95B
| $426M | 0.09% |
12,266,917
+1,412,353
| +13% | +$49M |
|
197
Wolfspeed
WOLF
$365M
| $419M | 0.09% |
6,075,699
+3,078,585
| +103% | +$213M |
|
198
lululemon athletica
LULU
$19B
| $417M | 0.09% |
1,300,557
+2,461
| +0.2% | +$788K |
|
199
Essent Group
ESNT
$6.29B
| $408M | 0.09% |
10,490,811
+10,000
| +0.1% | +$389K |
|
200
Idexx Laboratories
IDXX
$51.3B
| $406M | 0.09% |
994,857
+1,948
| +0.2% | +$795K |
|