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 |
Amgen
AMGN
|
+$3.18B |
| 2 |
Starbucks
SBUX
|
+$1.92B |
| 3 |
Apple
AAPL
|
+$1.74B |
| 4 |
Intel
INTC
|
+$1.25B |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$7.01B |
| 2 |
Caterpillar
CAT
|
+$2.75B |
| 3 |
Home Depot
HD
|
+$2.08B |
| 4 |
Gilead Sciences
GILD
|
+$2.03B |
| 5 |
Extra Space Storage
EXR
|
+$1.98B |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 14.79% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Intapp
INTA
$3.67B
| $146M | 0.02% |
2,506,873
+804,934
| +47% | +$47M |
|
302
Domino's
DPZ
$15B
| $146M | 0.02% |
318,428
+431
| +0.1% | +$198K |
|
303
Penumbra
PEN
$10.3B
| $145M | 0.02% |
543,825
| – | – |
|
304
H.B. Fuller
FUL
$3.36B
| $144M | 0.02% |
2,563,756
-28,536
| -1% | -$1.6M |
|
305
HDFC Bank
HDB
$180B
| $140M | 0.02% |
2,103,242
-3,668,346
| -64% | -$244M |
|
306
NewAmsterdam Pharma
NAMS
$2.77B
| $139M | 0.02% |
6,798,598
+5,782,522
| +569% | +$118M |
|
307
CDW
CDW
$21.8B
| $138M | 0.02% |
858,734
+1,216
| +0.1% | +$195K |
|
308
Vista Energy
VIST
$3.83B
| $136M | 0.02% |
2,919,092
+681,595
| +30% | +$31.7M |
|
309
International Paper
IP
$24.4B
| $135M | 0.02% |
2,529,566
+21,595
| +0.9% | +$1.15M |
|
310
StepStone Group
STEP
$4.81B
| $134M | 0.02% |
2,569,799
+22,427
| +0.9% | +$1.17M |
|
311
Adtalem Global Education
ATGE
$4.89B
| $131M | 0.02% |
1,304,187
+287,746
| +28% | +$29M |
|
312
monday.com
MNDY
$10.1B
| $131M | 0.02% |
537,578
+613
| +0.1% | +$149K |
|
313
Flex
FLEX
$21.4B
| $130M | 0.02% |
3,941,637
+44,009
| +1% | +$1.46M |
|
314
Westlake Corp
WLK
$11.2B
| $129M | 0.02% |
1,290,128
+2,627
| +0.2% | +$263K |
|
315
Pembina Pipeline
PBA
$22.8B
| $127M | 0.02% |
3,168,969
+4,065
| +0.1% | +$163K |
|
316
Sony
SONY
$172B
| $126M | 0.02% |
4,965,023
+977,492
| +25% | +$24.8M |
|
317
Kinsale Capital Group
KNSL
$9.99B
| $126M | 0.02% |
257,866
| – | – |
|
318
TPG
TPG
$9.19B
| $123M | 0.02% |
2,592,289
-473,032
| -15% | -$22.4M |
|
319
Dollar General
DG
$22.9B
| $120M | 0.02% |
1,369,130
-3,315,574
| -71% | -$292M |
|
320
Transocean
RIG
$3.28B
| $116M | 0.02% |
36,649,440
-3,573,174
| -9% | -$11.3M |
|
321
Arcosa
ACA
$4.63B
| $116M | 0.02% |
1,500,000
+88,000
| +6% | +$6.79M |
|
322
Masco
MAS
$15.4B
| $113M | 0.02% |
1,625,000
| – | – |
|
323
Ciena
CIEN
$19.4B
| $112M | 0.02% |
+1,853,009
| New | +$112M |
|
324
Ferguson
FERG
$46.5B
| $112M | 0.02% |
696,729
+13,051
| +2% | +$2.09M |
|
325
GE Vernova
GEV
$168B
| $111M | 0.02% |
+363,930
| New | +$111M |
|