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 | |
|---|---|---|---|---|---|---|
401
Alight
ALIT
$384M
| $48.8M | 0.01% |
352,482
-474
| -0.1% | -$69.6K |
|
402
Oscar Health
OSCR
$9.21B
| $48.7M | 0.01% |
3,622,586
| – | – |
|
403
Globus Medical
GMED
$11.4B
| $47.5M | 0.01% |
574,500
| – | – |
|
404
Alibaba
BABA
$295B
| $47.5M | 0.01% |
559,851
-222
| -0% | -$21K |
|
405
Grocery Outlet
GO
$1.05B
| $46.4M | 0.01% |
2,973,738
-1,404,867
| -32% | -$24.4M |
|
406
Beazer Homes USA
BZH
$874M
| $45.6M | 0.01% |
1,659,813
| – | – |
|
407
Booz Allen Hamilton
BAH
$9.39B
| $45M | 0.01% |
349,917
+299,283
| +591% | +$46.5M |
|
408
Loar Holdings
LOAR
$6.76B
| $44.3M | 0.01% |
600,000
| – | – |
|
409
Insulet
PODD
$10B
| $43.9M | 0.01% |
168,004
| – | – |
|
|
CMA
410
DELISTED
Comerica
CMA
| $43.8M | 0.01% |
708,698
-701
| -0.1% | -$45.6K |
|
|
CCC
411
CCC Intelligent Solutions
CCC
$4.08B
| $43.3M | 0.01% |
3,695,000
| – | – |
|
412
Ollie's Bargain Outlet
OLLI
$4.72B
| $43.2M | 0.01% |
394,132
| – | – |
|
413
Cedar Fair
FUN
$1.76B
| $42.3M | 0.01% |
878,120
| – | – |
|
414
NMI Holdings
NMIH
$3.39B
| $42.3M | 0.01% |
1,150,000
+200,000
| +21% | +$7.77M |
|
415
IDEX
IEX
$17.6B
| $41.9M | 0.01% |
200,000
| – | – |
|
416
Skyward Specialty Insurance
SKWD
$2.45B
| $41.2M | 0.01% |
+814,834
| New | +$39.6M |
|
417
Vontier
VNT
$4.47B
| $41.2M | 0.01% |
1,128,451
+318,775
| +39% | +$11.8M |
|
418
Fox Factory Holding Corp
FOXF
$914M
| $40.6M | 0.01% |
1,341,155
+240,416
| +22% | +$8.28M |
|
419
Avery Dennison
AVY
$13.6B
| $40.4M | 0.01% |
+215,646
| New | +$44M |
|
420
Okta
OKTA
$26B
| $39.5M | 0.01% |
501,001
-339
| -0.1% | -$26.3K |
|
421
Riskified
RSKD
$814M
| $39.3M | 0.01% |
8,313,598
| – | – |
|
422
Globant
GLOB
$1.68B
| $39.2M | 0.01% |
183,000
-123,881
| -40% | -$27M |
|
423
Hamilton Lane
HLNE
$5.79B
| $39.1M | 0.01% |
264,016
-1,294
| -0.5% | -$231K |
|
424
LKQ Corp
LKQ
$6.27B
| $38.8M | 0.01% |
1,057,102
+234,045
| +28% | +$8.95M |
|
425
Radian Group
RDN
$4.91B
| $38.3M | 0.01% |
1,208,457
+197,147
| +19% | +$6.7M |
|
Similar funds
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.