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 |
Flutter Entertainment
FLUT
|
+$2.88B |
| 2 |
GE Aerospace
GE
|
+$2.16B |
| 3 |
Amazon
AMZN
|
+$2.08B |
| 4 |
Schlumberger
SLB
|
+$2.05B |
| 5 |
Vertex Pharmaceuticals
VRTX
|
+$1.57B |
Top Sells
| 1 |
Microsoft
MSFT
|
+$3.34B |
| 2 |
Broadcom
AVGO
|
+$2.58B |
| 3 |
TE Connectivity
TEL
|
+$2.18B |
| 4 |
Eli Lilly
LLY
|
+$1.88B |
| 5 |
Applied Materials
AMAT
|
+$1.8B |
Sector Composition
| 1 | Technology | 23.91% |
| 2 | Healthcare | 15.8% |
| 3 | Consumer Discretionary | 12.28% |
| 4 | Financials | 11.9% |
| 5 | Industrials | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Toronto Dominion Bank
TD
$131B
| $122M | 0.02% |
2,013,770
-6,712
| -0.3% | -$405K |
|
327
Penumbra
PEN
$10.6B
| $121M | 0.02% |
543,274
| – | – |
|
328
NextEra Energy, Inc.
NEE
$148B
| $121M | 0.02% |
1,892,541
| – | – |
|
329
Strategy Inc Common Stock Class A
MSTR
$94B
| $120M | 0.02% |
706,360
+5,360
| +0.8% | +$914K |
|
330
Nu Holdings
NU
$75.8B
| $120M | 0.02% |
10,024,344
-27,772
| -0.3% | -$331K |
|
331
British American Tobacco
BTI
$123B
| $117M | 0.02% |
3,836,365
+13,643
| +0.4% | +$416K |
|
332
Xenon Pharmaceuticals
XENE
$2.79B
| $115M | 0.02% |
2,681,537
| – | – |
|
333
Veralto
VLTO
$27.1B
| $115M | 0.02% |
1,296,894
-410,033
| -24% | -$36.4M |
|
334
Freshpet
FRPT
$2.67B
| $113M | 0.02% |
974,351
| – | – |
|
335
T Rowe Price
TROW
$23.2B
| $113M | 0.02% |
923,730
+1,401
| +0.2% | +$171K |
|
336
Peloton Interactive
PTON
$3.09B
| $113M | 0.02% |
26,280,472
+21,147
| +0.1% | +$90.6K |
|
337
Goosehead Insurance
GSHD
$2.05B
| $112M | 0.02% |
1,688,000
| – | – |
|
338
ManpowerGroup
MAN
$1.78B
| $112M | 0.02% |
1,447,832
-1,591,201
| -52% | -$124M |
|
339
Trupanion
TRUP
$1.87B
| $111M | 0.02% |
4,020,416
| – | – |
|
340
Viavi Solutions
VIAV
$2.69B
| $111M | 0.02% |
12,161,535
+9,161,535
| +305% | +$83.3M |
|
341
TechnipFMC
FTI
$16.4B
| $110M | 0.02% |
4,385,630
-415
| -0% | -$10.4K |
|
342
Jack in the Box
JACK
$350M
| $110M | 0.02% |
1,606,607
| – | – |
|
343
MSCI
MSCI
$45.1B
| $106M | 0.02% |
188,844
-467,206
| -71% | -$262M |
|
344
Gaming and Leisure Properties
GLPI
$13.6B
| $106M | 0.02% |
2,290,433
| – | – |
|
345
Ferguson
FERG
$42.5B
| $105M | 0.02% |
+479,435
| New | +$105M |
|
346
Grocery Outlet
GO
$1.74B
| $103M | 0.02% |
3,579,683
+2,641,016
| +281% | +$76M |
|
347
Kontoor Brands
KTB
$4.5B
| $102M | 0.02% |
1,696,028
+3,238
| +0.2% | +$195K |
|
348
LGI Homes
LGIH
$1.39B
| $98.5M | 0.02% |
846,202
+49,640
| +6% | +$5.78M |
|
349
Melco Resorts & Entertainment
MLCO
$3.75B
| $97.1M | 0.02% |
13,464,508
+412,025
| +3% | +$2.97M |
|
350
Workday
WDAY
$59.6B
| $94.5M | 0.02% |
346,626
+1,011
| +0.3% | +$276K |
|