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 |
Gilead Sciences
GILD
|
+$1.91B |
| 2 |
Johnson & Johnson
JNJ
|
+$1.8B |
| 3 |
Philip Morris
PM
|
+$1.28B |
| 4 |
Pfizer
PFE
|
+$1.18B |
| 5 |
Dollar General
DG
|
+$933M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$6.54B |
| 2 |
Merck
MRK
|
+$1.81B |
| 3 |
Charter Communications
CHTR
|
+$1.49B |
| 4 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
+$1.32B |
| 5 |
Home Depot
HD
|
+$1.3B |
Sector Composition
| 1 | Technology | 19.98% |
| 2 | Healthcare | 18.26% |
| 3 | Financials | 15.73% |
| 4 | Consumer Discretionary | 10.14% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FOCS
326
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $54.2M | 0.02% |
2,354,300
| – | – |
|
327
Telus
TU
$24.3B
| $54.1M | 0.02% |
3,421,836
+1,386,866
| +68% | +$21.9M |
|
328
Paylocity
PCTY
$9.33B
| $51.8M | 0.02% |
586,471
+551,678
| +1,586% | +$48.7M |
|
329
Exact Sciences
EXAS
$10.1B
| $51.6M | 0.02% |
890,000
| – | – |
|
330
Saia
SAIA
$8.46B
| $50.7M | 0.01% |
+690,000
| New | +$50.7M |
|
331
Bandwidth Inc
BAND
$499M
| $50.7M | 0.01% |
753,000
| – | – |
|
332
Dominion Energy
D
$51.7B
| $49.9M | 0.01% |
691,190
-90,000
| -12% | -$6.5M |
|
333
TopBuild
BLD
$11.6B
| $49.8M | 0.01% |
695,000
| – | – |
|
334
Oshkosh
OSK
$8.73B
| $48.9M | 0.01% |
760,207
-127,000
| -14% | -$8.17M |
|
|
CATM
335
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $48.2M | 0.01% |
2,302,000
| – | – |
|
336
Lam Research
LRCX
$151B
| $47M | 0.01% |
1,959,090
| – | – |
|
337
ATI
ATI
$10.6B
| $46.5M | 0.01% |
5,470,713
-1,962,693
| -26% | -$16.7M |
|
338
Graco
GGG
$14B
| $46.5M | 0.01% |
954,000
| – | – |
|
339
Cogent Communications
CCOI
$1.8B
| $46.3M | 0.01% |
565,000
| – | – |
|
|
AMK
340
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $45.9M | 0.01% |
2,250,000
| – | – |
|
341
GE Aerospace
GE
$304B
| $45.5M | 0.01% |
1,150,376
+172,814
| +18% | +$6.84M |
|
342
Zillow
ZG
$20.3B
| $45.5M | 0.01% |
1,340,077
+1,276,825
| +2,019% | +$43.4M |
|
343
Peloton Interactive
PTON
$3.32B
| $45.3M | 0.01% |
+1,705,652
| New | +$45.3M |
|
344
Penumbra
PEN
$10.4B
| $42.8M | 0.01% |
265,244
| – | – |
|
345
Endava
DAVA
$517M
| $41M | 0.01% |
1,165,798
| – | – |
|
346
Grocery Outlet
GO
$1.64B
| $40.9M | 0.01% |
+1,192,000
| New | +$40.9M |
|
347
Incyte
INCY
$16.2B
| $40.4M | 0.01% |
552,128
-165,894
| -23% | -$12.1M |
|
|
NUVA
348
DELISTED
NuVasive, Inc.
NUVA
| $38.8M | 0.01% |
766,000
| – | – |
|
349
Wayfair
W
$11.4B
| $38.6M | 0.01% |
723,136
+416,000
| +135% | +$22.2M |
|
350
Alnylam Pharmaceuticals
ALNY
$60.4B
| $38.4M | 0.01% |
352,546
+214,846
| +156% | +$23.4M |
|