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 |
L3Harris
LHX
|
+$1.18B |
| 2 |
Wells Fargo
WFC
|
+$1.05B |
| 3 |
Micron Technology
MU
|
+$877M |
| 4 |
NVIDIA
NVDA
|
+$867M |
| 5 |
GTM
ZoomInfo Technologies
GTM
|
+$788M |
Top Sells
| 1 |
Parker-Hannifin
PH
|
+$1.48B |
| 2 |
DTE Energy
DTE
|
+$1.07B |
| 3 |
PACCAR
PCAR
|
+$861M |
| 4 |
Visa
V
|
+$825M |
| 5 |
Vulcan Materials
VMC
|
+$643M |
Sector Composition
| 1 | Technology | 19.82% |
| 2 | Consumer Discretionary | 16.72% |
| 3 | Healthcare | 14.89% |
| 4 | Financials | 14.28% |
| 5 | Communication Services | 9.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SIVB
201
DELISTED
SVB Financial Group
SIVB
| $563M | 0.1% |
870,788
| – | – |
|
202
Airbnb
ABNB
$75B
| $563M | 0.1% |
3,356,770
-26,803
| -0.8% | -$4.5M |
|
203
Cisco
CSCO
$263B
| $552M | 0.09% |
10,133,242
+2,283,961
| +29% | +$124M |
|
204
Peloton Interactive
PTON
$3.09B
| $548M | 0.09% |
6,290,230
+384,550
| +7% | +$33.5M |
|
205
Bristol-Myers Squibb
BMY
$94B
| $542M | 0.09% |
9,167,454
-329,332
| -3% | -$19.5M |
|
206
Zurn Elkay Water Solutions
ZWS
$7.82B
| $536M | 0.09% |
17,309,065
+5,099,372
| +42% | +$158M |
|
207
Franco-Nevada
FNV
$38.6B
| $531M | 0.09% |
4,091,024
-1,480,798
| -27% | -$192M |
|
208
TransDigm Group
TDG
$71.6B
| $530M | 0.09% |
848,640
-6,847
| -0.8% | -$4.28M |
|
|
209
PACCAR
PCAR
$53.8B
| $530M | 0.09% |
10,070,196
-16,356,810
| -62% | -$861M |
|
210
Kroger
KR
$45.2B
| $508M | 0.09% |
12,554,295
+2,305,780
| +22% | +$93.2M |
|
211
Public Service Enterprise Group
PEG
$41.3B
| $505M | 0.09% |
8,292,949
-20,675
| -0.2% | -$1.26M |
|
212
Yum! Brands
YUM
$41.5B
| $504M | 0.09% |
4,122,697
+1,761,583
| +75% | +$215M |
|
213
Rio Tinto
RIO
$101B
| $503M | 0.09% |
7,531,138
+3,608,881
| +92% | +$241M |
|
214
Chart Industries
GTLS
$8.95B
| $503M | 0.09% |
2,631,676
+1,858,676
| +240% | +$355M |
|
215
Yeti Holdings
YETI
$2.88B
| $500M | 0.09% |
5,836,560
| – | – |
|
|
MGP
216
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
| $484M | 0.08% |
12,625,000
+335,000
| +3% | +$12.8M |
|
217
Morgan Stanley
MS
$250B
| $479M | 0.08% |
4,926,990
+11,243
| +0.2% | +$1.09M |
|
218
Tyler Technologies
TYL
$23.6B
| $474M | 0.08% |
1,033,667
+224
| +0% | +$103K |
|
|
AYX
219
DELISTED
Alteryx, Inc.
AYX
| $468M | 0.08% |
6,399,122
+933,897
| +17% | +$68.3M |
|
220
Xcel Energy
XEL
$43.4B
| $466M | 0.08% |
7,461,922
-6,212,491
| -45% | -$388M |
|
|
XEC
221
DELISTED
CIMAREX ENERGY CO
XEC
| $465M | 0.08% |
5,331,613
+882,334
| +20% | +$76.9M |
|
222
Twist Bioscience
TWST
$1.53B
| $464M | 0.08% |
4,340,016
-182,676
| -4% | -$19.5M |
|
223
Illumina
ILMN
$14.6B
| $460M | 0.08% |
1,166,559
-391,222
| -25% | -$154M |
|
224
eBay
EBAY
$41.5B
| $458M | 0.08% |
+6,571,859
| New | +$458M |
|
225
D.R. Horton
DHI
$53B
| $458M | 0.08% |
5,450,255
-437,216
| -7% | -$36.7M |
|