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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$3.62B |
| 2 |
IBM
IBM
|
+$2.15B |
| 3 |
Illumina
ILMN
|
+$2.06B |
| 4 |
Amgen
AMGN
|
+$1.79B |
| 5 |
Citigroup
C
|
+$1.73B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$2.68B |
| 2 |
Broadcom
AVGO
|
+$2.68B |
| 3 |
Apple
AAPL
|
+$2.63B |
| 4 |
Constellation Energy
CEG
|
+$1.72B |
| 5 |
Home Depot
HD
|
+$1.7B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.3% |
| 2 | Financials | 14.27% |
| 3 | Consumer Discretionary | 14.04% |
| 4 | Healthcare | 13.01% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Modine Manufacturing
MOD
$10.8B
| $68.5M | 0.01% |
591,174
+44,796
| +8% | +$5.76M |
|
|
INGM
377
Ingram Micro Holding
INGM
$6.54B
| $68.3M | 0.01% |
+3,522,195
| New | +$79.1M |
|
378
Peloton Interactive
PTON
$2.38B
| $67.4M | 0.01% |
7,742,528
| – | – |
|
379
Jack in the Box
JACK
$361M
| $66.9M | 0.01% |
1,606,607
| – | – |
|
380
Twilio
TWLO
$38.7B
| $63.1M | 0.01% |
583,373
+4,491
| +0.8% | +$410K |
|
381
Natera
NTRA
$45B
| $62.8M | 0.01% |
396,421
| – | – |
|
382
SouthState Bank Corp
SSB
$10.8B
| $61.7M | 0.01% |
620,510
| – | – |
|
383
Malibu Boats
MBUU
$575M
| $61M | 0.01% |
1,622,920
| – | – |
|
384
Kontoor Brands
KTB
$4.68B
| $60.5M | 0.01% |
708,372
-729,312
| -51% | -$62.5M |
|
385
TFI International
TFII
$12.1B
| $60.3M | 0.01% |
446,627
+551
| +0.1% | +$78.4K |
|
386
Texas Roadhouse
TXRH
$13.9B
| $58.9M | 0.01% |
326,700
+61,663
| +23% | +$11.6M |
|
387
HEICO Corp Class A
HEI.A
$37.6B
| $57.4M | 0.01% |
+308,461
| New | +$62.2M |
|
388
New York Times
NYT
$10.3B
| $55.3M | 0.01% |
1,062,981
+6,889
| +0.7% | +$376K |
|
389
SPX Corp
SPXC
$11B
| $55.2M | 0.01% |
379,569
| – | – |
|
390
Artisan Partners
APAM
$2.97B
| $55.2M | 0.01% |
1,281,561
-1,539
| -0.1% | -$70.3K |
|
391
Meritage Homes
MTH
$4.81B
| $54.4M | 0.01% |
706,800
| – | – |
|
392
MongoDB
MDB
$36.6B
| $53.7M | 0.01% |
230,606
-120,885
| -34% | -$34.1M |
|
393
Tencent Music
TME
$14B
| $53.4M | 0.01% |
4,702,353
-10,665
| -0.2% | -$127K |
|
394
Moelis & Co
MC
$4.9B
| $53.1M | 0.01% |
719,000
| – | – |
|
395
e.l.f. Beauty
ELF
$5.43B
| $52.6M | 0.01% |
418,852
+312,776
| +295% | +$37.5M |
|
396
XPEL
XPEL
$1.37B
| $52.5M | 0.01% |
1,314,345
| – | – |
|
397
VF Corp
VFC
$5.74B
| $51.1M | 0.01% |
2,380,695
-1,302,324
| -35% | -$26.5M |
|
|
JHG
398
DELISTED
Janus Henderson
JHG
| $51M | 0.01% |
1,200,041
| – | – |
|
399
Itaú Unibanco
ITUB
$81.1B
| $50.4M | 0.01% |
11,505,080
-28,305
| -0.2% | -$146K |
|
400
WillScot Mobile Mini Holdings
WSC
$4.06B
| $50.2M | 0.01% |
1,500,000
-1,791,298
| -54% | -$65.8M |
|
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Capital World Investors's Q4 2024 Portfolio in Review
As of Q4 2024, Capital World Investors held 575 positions worth $659B, up 2.1% from $645B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Capital World Investors's Q4 2024 filing shows 41 new, 214 increased, 192 reduced and 32 closed positions. Its largest new stake was Honeywell: 7,487,995 shares worth $1.59B. The largest sale was UnitedHealth, an estimated $2.68B.
By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Consumer Discretionary.
- Capital World Investors's largest Q4 2024 buy was Honeywell: 7,487,995 shares worth $1.59B.
- Capital World Investors added most to Amazon in Q4 2024, an estimated $3.62B increase.
- Capital World Investors's biggest Q4 2024 reduction was UnitedHealth, cutting an estimated $2.68B.
- Capital World Investors fully exited Canadian Pacific Kansas City in Q4 2024, selling an estimated $1.11B.
- Capital World Investors's ten largest holdings make up 30% of its $659B portfolio in Q4 2024.
- Capital World Investors opened 41 new positions and closed 32 in Q4 2024.
- Capital World Investors's portfolio value rose 2.1% quarter-over-quarter to $659B.
Based on Capital World Investors's 13F filing for Q4 2024, filed 13 Feb 2025.