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 |
Apple
AAPL
|
+$4.84B |
| 2 |
Amazon
AMZN
|
+$1.92B |
| 3 |
ASML
ASML
|
+$1.28B |
| 4 |
Ingersoll Rand
IR
|
+$1.21B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$5.67B |
| 2 |
Home Depot
HD
|
+$4.32B |
| 3 |
Microsoft
MSFT
|
+$3.51B |
| 4 |
Caterpillar
CAT
|
+$2.96B |
| 5 |
Eli Lilly
LLY
|
+$2.46B |
Sector Composition
| 1 | Technology | 25.01% |
| 2 | Healthcare | 15.57% |
| 3 | Financials | 12.28% |
| 4 | Consumer Discretionary | 11.45% |
| 5 | Industrials | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Noble Corp
NE
$4.81B
| $146M | 0.02% |
3,267,264
-1,496
| -0% | -$66.8K |
|
302
WillScot Mobile Mini Holdings
WSC
$4.19B
| $145M | 0.02% |
3,845,227
+3,901
| +0.1% | +$147K |
|
303
Weatherford International
WFRD
$4.48B
| $144M | 0.02% |
1,178,028
+2,032
| +0.2% | +$249K |
|
304
monday.com
MNDY
$9.9B
| $144M | 0.02% |
596,583
-84,402
| -12% | -$20.3M |
|
305
O'Reilly Automotive
ORLY
$91.2B
| $143M | 0.02% |
2,036,925
-1,725
| -0.1% | -$121K |
|
306
Arcosa
ACA
$4.67B
| $141M | 0.02% |
1,693,998
-206,472
| -11% | -$17.2M |
|
307
MYR Group
MYRG
$2.73B
| $141M | 0.02% |
1,039,049
+64,301
| +7% | +$8.73M |
|
308
IQVIA
IQV
$31.8B
| $141M | 0.02% |
+665,933
| New | +$141M |
|
309
Veeva Systems
VEEV
$45.3B
| $140M | 0.02% |
766,506
+1,340
| +0.2% | +$245K |
|
310
Advance Auto Parts
AAP
$3.66B
| $139M | 0.02% |
2,192,561
+658,628
| +43% | +$41.7M |
|
311
NextEra Energy, Inc.
NEE
$148B
| $134M | 0.02% |
1,892,541
| – | – |
|
312
Grifois
GRFS
$6.72B
| $132M | 0.02% |
20,889,638
+140,413
| +0.7% | +$885K |
|
313
Flex
FLEX
$21.4B
| $131M | 0.02% |
+4,459,002
| New | +$131M |
|
314
Nu Holdings
NU
$75.8B
| $129M | 0.02% |
10,009,917
-14,427
| -0.1% | -$186K |
|
315
Conagra Brands
CAG
$9.18B
| $129M | 0.02% |
4,527,100
| – | – |
|
316
Brown & Brown
BRO
$30.9B
| $127M | 0.02% |
1,425,880
+12,656
| +0.9% | +$1.13M |
|
317
Freshpet
FRPT
$2.67B
| $126M | 0.02% |
974,351
| – | – |
|
318
Century Communities
CCS
$2B
| $123M | 0.02% |
1,512,000
| – | – |
|
319
Trupanion
TRUP
$1.87B
| $118M | 0.02% |
4,020,416
| – | – |
|
320
Pembina Pipeline
PBA
$22.8B
| $117M | 0.02% |
3,157,275
+2,212,121
| +234% | +$82.1M |
|
321
StepStone Group
STEP
$4.87B
| $117M | 0.02% |
2,540,228
| – | – |
|
322
CF Industries
CF
$13.9B
| $114M | 0.02% |
1,535,996
-2,017,591
| -57% | -$150M |
|
323
Masco
MAS
$15.4B
| $108M | 0.02% |
1,625,000
| – | – |
|
324
Ionis Pharmaceuticals
IONS
$10.1B
| $107M | 0.02% |
2,252,089
+1,412,626
| +168% | +$67.3M |
|
325
T Rowe Price
TROW
$23.2B
| $106M | 0.02% |
922,984
-746
| -0.1% | -$86K |
|