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 |
Starbucks
SBUX
|
+$4.03B |
| 2 |
NVIDIA
NVDA
|
+$1.96B |
| 3 |
Amazon
AMZN
|
+$1.62B |
| 4 |
Nike
NKE
|
+$1.46B |
| 5 |
Citizens Financial Group
CFG
|
+$1.43B |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.49B |
| 2 |
Broadcom
AVGO
|
+$2.2B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.43B |
| 4 |
Eli Lilly
LLY
|
+$1.29B |
| 5 |
Schlumberger
SLB
|
+$1.23B |
Sector Composition
| 1 | Technology | 23.09% |
| 2 | Healthcare | 15.24% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Transocean
RIG
$3.11B
| $205M | 0.03% |
48,260,669
+1,055,202
| +2% | +$4.48M |
|
277
Tradeweb Markets
TW
$25.2B
| $204M | 0.03% |
1,648,021
+24,934
| +2% | +$3.08M |
|
278
Enbridge
ENB
$107B
| $203M | 0.03% |
5,000,367
-3
| -0% | -$122 |
|
|
AZEK
279
DELISTED
The AZEK Co
AZEK
| $203M | 0.03% |
4,335,703
| – | – |
|
280
Jazz Pharmaceuticals
JAZZ
$7.65B
| $203M | 0.03% |
1,819,147
-200,422
| -10% | -$22.3M |
|
281
Cadence Design Systems
CDNS
$93.6B
| $201M | 0.03% |
741,711
+444
| +0.1% | +$120K |
|
|
LINE
282
Lineage, Inc. Common Stock
LINE
$9.56B
| $196M | 0.03% |
+2,501,764
| New | +$196M |
|
283
CDW
CDW
$21.5B
| $194M | 0.03% |
857,513
+415
| +0% | +$93.9K |
|
284
Westlake Corp
WLK
$11.3B
| $193M | 0.03% |
1,286,011
-48,585
| -4% | -$7.3M |
|
285
Arch Capital
ACGL
$34.4B
| $191M | 0.03% |
1,708,275
-1,498,897
| -47% | -$168M |
|
286
Champion Homes, Inc.
SKY
$4.22B
| $190M | 0.03% |
2,006,144
-1,043,662
| -34% | -$99M |
|
287
Agilon Health
AGL
$443M
| $190M | 0.03% |
48,368,009
-2,954,215
| -6% | -$11.6M |
|
288
Bright Horizons
BFAM
$6.45B
| $189M | 0.03% |
1,351,945
+1,175
| +0.1% | +$165K |
|
289
DraftKings
DKNG
$21.8B
| $189M | 0.03% |
+4,821,858
| New | +$189M |
|
290
Grifois
GRFS
$6.72B
| $186M | 0.03% |
20,979,872
+90,234
| +0.4% | +$801K |
|
291
Victory Capital Holdings
VCTR
$4.58B
| $178M | 0.03% |
3,219,355
+4,479
| +0.1% | +$248K |
|
292
Trupanion
TRUP
$1.87B
| $172M | 0.03% |
4,100,286
+79,870
| +2% | +$3.35M |
|
293
Noble Corp
NE
$4.81B
| $166M | 0.03% |
4,583,943
+1,316,679
| +40% | +$47.6M |
|
294
Krystal Biotech
KRYS
$4.16B
| $160M | 0.02% |
879,083
+925
| +0.1% | +$168K |
|
295
NextEra Energy, Inc.
NEE
$148B
| $160M | 0.02% |
1,892,541
| – | – |
|
296
Builders FirstSource
BLDR
$15.8B
| $158M | 0.02% |
815,658
+55,430
| +7% | +$10.7M |
|
297
IQVIA
IQV
$31.8B
| $158M | 0.02% |
666,694
+761
| +0.1% | +$180K |
|
298
Marriott International Class A Common Stock
MAR
$72.3B
| $157M | 0.02% |
632,811
+316
| +0% | +$78.6K |
|
299
O'Reilly Automotive
ORLY
$91.2B
| $157M | 0.02% |
2,040,510
+3,585
| +0.2% | +$275K |
|
300
Century Communities
CCS
$2B
| $156M | 0.02% |
1,512,000
| – | – |
|