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 | |
|---|---|---|---|---|---|---|
201
TransDigm Group
TDG
$78.8B
| $449M | 0.1% | 945,261 -1,084,849 | -53% | -$515M |
|
202
CMS Energy
CMS
$21.4B
| $436M | 0.1% | 7,104,015 -8,357,067 | -54% | -$513M |
|
203
Lennox International
LII
$19.6B
| $434M | 0.1% | 1,593,396 +387,362 | +32% | +$106M |
|
204
Baxter International
BAX
$12.7B
| $422M | 0.09% | +5,245,643 | New | +$422M |
|
205
Ares Management
ARES
$39.3B
| $413M | 0.09% | 10,215,079 | – | – |
|
206
Brookfield
BN
$98.3B
| $413M | 0.09% | 12,483,494 -549,580 | -4% | -$18.2M |
|
207
RenaissanceRe
RNR
$11.4B
| $410M | 0.09% | 2,416,578 +34,218 | +1% | +$5.81M |
|
208
Willis Towers Watson
WTW
$31.9B
| $409M | 0.09% | 1,960,454 -1,571,662 | -44% | -$328M |
|
209
Walt Disney
DIS
$213B
| $406M | 0.09% | 3,271,171 -45 | -0% | -$5.58K |
|
|
VMW
210
DELISTED
VMware, Inc
VMW
| $397M | 0.09% | 2,763,749 +485 | +0% | +$69.7K |
|
211
Chipotle Mexican Grill
CMG
$56.5B
| $387M | 0.08% | 311,332 +23,651 | +8% | +$29.4M |
|
|
DFS
212
DELISTED
Discover Financial Services
DFS
| $386M | 0.08% | 6,682,937 -2,495,916 | -27% | -$144M |
|
213
HubSpot
HUBS
$25.5B
| $376M | 0.08% | 1,288,144 +954 | +0.1% | +$279K |
|
214
Idexx Laboratories
IDXX
$51.8B
| $376M | 0.08% | 957,052 -134,316 | -12% | -$52.8M |
|
215
Guidewire Software
GWRE
$18.3B
| $376M | 0.08% | 3,603,551 +830 | +0% | +$86.5K |
|
|
DNB
216
DELISTED
Dun & Bradstreet
DNB
| $368M | 0.08% | +14,358,210 | New | +$368M |
|
217
Public Storage
PSA
$51.7B
| $360M | 0.08% | 1,618,500 | – | – |
|
218
Tyler Technologies
TYL
$24.4B
| $355M | 0.08% | 1,019,511 +14,474 | +1% | +$5.05M |
|
219
Hubbell
HUBB
$22.9B
| $353M | 0.08% | 2,580,000 | – | – |
|
220
Mettler-Toledo International
MTD
$26.8B
| $345M | 0.08% | 357,227 -36,718 | -9% | -$35.5M |
|
221
Extra Space Storage
EXR
$30.5B
| $344M | 0.08% | 3,218,683 +1,053,866 | +49% | +$113M |
|
222
New York Times
NYT
$9.74B
| $340M | 0.07% | 7,939,455 +1,524,361 | +24% | +$65.2M |
|
223
Walmart
WMT
$774B
| $332M | 0.07% | 2,373,094 -54 | -0% | -$7.56K |
|
224
Paycom
PAYC
$12.8B
| $331M | 0.07% | 1,061,819 -35,600 | -3% | -$11.1M |
|
225
Huntsman Corp
HUN
$1.94B
| $330M | 0.07% | 14,854,734 +10,541,734 | +244% | +$234M |
|