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 |
Amazon
AMZN
|
+$3.88B |
| 2 |
IBM
IBM
|
+$2.12B |
| 3 |
Illumina
ILMN
|
+$1.94B |
| 4 |
Citigroup
C
|
+$1.81B |
| 5 |
Honeywell
HON
|
+$1.59B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$3.36B |
| 2 |
Apple
AAPL
|
+$2.8B |
| 3 |
UnitedHealth
UNH
|
+$2.39B |
| 4 |
Arista Networks
ANET
|
+$1.7B |
| 5 |
Home Depot
HD
|
+$1.61B |
Sector Composition
| 1 | Technology | 24.47% |
| 2 | Financials | 14.11% |
| 3 | Consumer Discretionary | 14.04% |
| 4 | Healthcare | 13.01% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Westlake Corp
WLK
$11.3B
| $148M | 0.02% |
1,287,501
+1,490
| +0.1% | +$171K |
|
302
StepStone Group
STEP
$4.87B
| $147M | 0.02% |
2,547,372
-2,409
| -0.1% | -$139K |
|
303
Lamar Advertising Co
LAMR
$12.9B
| $146M | 0.02% |
1,203,322
-801,711
| -40% | -$97.6M |
|
304
Medpace
MEDP
$13.8B
| $146M | 0.02% |
438,351
-14
| -0% | -$4.65K |
|
305
Noble Corp
NE
$4.81B
| $145M | 0.02% |
4,604,804
+20,861
| +0.5% | +$655K |
|
306
NovoCure
NVCR
$1.36B
| $144M | 0.02% |
4,815,529
+507,311
| +12% | +$15.1M |
|
307
Five Below
FIVE
$7.71B
| $143M | 0.02% |
1,364,180
-239,220
| -15% | -$25.1M |
|
308
Viavi Solutions
VIAV
$2.69B
| $141M | 0.02% |
13,955,454
| – | – |
|
309
Eastman Chemical
EMN
$7.71B
| $138M | 0.02% |
+1,509,509
| New | +$138M |
|
310
Krystal Biotech
KRYS
$4.16B
| $138M | 0.02% |
879,203
+120
| +0% | +$18.8K |
|
311
Arcosa
ACA
$4.67B
| $137M | 0.02% |
1,412,000
| – | – |
|
312
NextEra Energy, Inc.
NEE
$148B
| $136M | 0.02% |
1,892,541
| – | – |
|
313
Veeva Systems
VEEV
$45.3B
| $135M | 0.02% |
643,894
-39,628
| -6% | -$8.33M |
|
314
International Paper
IP
$24.3B
| $135M | 0.02% |
2,507,971
+498,058
| +25% | +$26.8M |
|
315
Domino's
DPZ
$15.3B
| $133M | 0.02% |
317,997
+245
| +0.1% | +$103K |
|
316
Penumbra
PEN
$10.6B
| $129M | 0.02% |
543,825
-187
| -0% | -$44.4K |
|
317
monday.com
MNDY
$9.9B
| $126M | 0.02% |
536,965
+759
| +0.1% | +$179K |
|
318
CubeSmart
CUBE
$9.39B
| $126M | 0.02% |
2,944,248
+1,909,496
| +185% | +$81.8M |
|
319
Aptiv
APTV
$18B
| $122M | 0.02% |
2,012,143
-2,695,309
| -57% | -$163M |
|
320
Celestica
CLS
$27.8B
| $121M | 0.02% |
1,313,420
+377,246
| +40% | +$34.8M |
|
321
Vista Energy
VIST
$3.72B
| $121M | 0.02% |
2,237,497
-3,621
| -0.2% | -$196K |
|
322
Kinsale Capital Group
KNSL
$10.1B
| $120M | 0.02% |
257,866
-83
| -0% | -$38.6K |
|
323
Simon Property Group
SPG
$59.6B
| $120M | 0.02% |
+695,530
| New | +$120M |
|
324
Ferguson
FERG
$42.5B
| $119M | 0.02% |
683,678
+197,084
| +41% | +$34.2M |
|
325
Nova
NVMI
$8.69B
| $118M | 0.02% |
600,868
+150,000
| +33% | +$29.5M |
|