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 | |
|---|---|---|---|---|---|---|
201
Regions Financial
RF
$24.4B
| $482M | 0.09% | 29,916,013 -14,318,527 | -32% | -$231M |
|
202
Eli Lilly
LLY
$657B
| $482M | 0.09% | 2,853,951 -224,418 | -7% | -$37.9M |
|
203
Ares Management
ARES
$39.3B
| $481M | 0.09% | 10,214,738 -341 | -0% | -$16K |
|
204
Paycom
PAYC
$12.8B
| $480M | 0.09% | 1,061,819 | – | – |
|
205
Simon Property Group
SPG
$59B
| $479M | 0.09% | 5,616,508 -1,543,219 | -22% | -$132M |
|
206
Public Service Enterprise Group
PEG
$41.1B
| $478M | 0.09% | 8,198,192 -6,264,144 | -43% | -$365M |
|
207
Guidewire Software
GWRE
$18.3B
| $457M | 0.09% | 3,548,782 -54,769 | -2% | -$7.05M |
|
208
Tyler Technologies
TYL
$24.4B
| $451M | 0.09% | 1,033,428 +13,917 | +1% | +$6.08M |
|
209
Westlake Corp
WLK
$11.3B
| $450M | 0.09% | 5,520,640 +657,366 | +14% | +$53.6M |
|
210
Coterra Energy
CTRA
$18.7B
| $450M | 0.09% | 27,617,280 +15,676,062 | +131% | +$255M |
|
211
KE Holdings
BEKE
$20.8B
| $446M | 0.09% | 7,252,537 -568,652 | -7% | -$35M |
|
212
D.R. Horton
DHI
$50.5B
| $445M | 0.09% | 6,453,727 +929 | +0% | +$64K |
|
213
CMS Energy
CMS
$21.4B
| $441M | 0.08% | 7,223,147 +119,132 | +2% | +$7.27M |
|
214
Ultragenyx Pharmaceutical
RARE
$2.89B
| $433M | 0.08% | 3,129,724 -107,737 | -3% | -$14.9M |
|
215
ManpowerGroup
MAN
$1.96B
| $428M | 0.08% | 4,750,272 +3,282,330 | +224% | +$296M |
|
216
Willis Towers Watson
WTW
$31.9B
| $424M | 0.08% | 2,014,026 +53,572 | +3% | +$11.3M |
|
217
Lennox International
LII
$19.6B
| $422M | 0.08% | 1,539,388 -54,008 | -3% | -$14.8M |
|
218
Twist Bioscience
TWST
$1.63B
| $417M | 0.08% | 2,949,272 +1,339,320 | +83% | +$189M |
|
219
IDEX
IEX
$12.4B
| $406M | 0.08% | 2,036,875 -509,100 | -20% | -$101M |
|
220
Morgan Stanley
MS
$240B
| $404M | 0.08% | 5,897,798 +11,796 | +0.2% | +$808K |
|
221
RenaissanceRe
RNR
$11.4B
| $400M | 0.08% | 2,414,728 -1,850 | -0.1% | -$307K |
|
|
BHVN
222
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $399M | 0.08% | 4,649,448 +1,340,473 | +41% | +$115M |
|
223
Melco Resorts & Entertainment
MLCO
$3.88B
| $393M | 0.08% | 21,189,225 +1,402,735 | +7% | +$26M |
|
224
Zillow
Z
$20.4B
| $391M | 0.08% | 3,008,653 +20,006 | +0.7% | +$2.6M |
|
225
Corteva
CTVA
$50.4B
| $384M | 0.07% | 9,924,439 +705,886 | +8% | +$27.3M |
|