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 |
Starbucks
SBUX
|
+$4.03B |
| 2 |
NVIDIA
NVDA
|
+$1.96B |
| 3 |
Amazon
AMZN
|
+$1.62B |
| 4 |
Nike
NKE
|
+$1.46B |
| 5 |
Citizens Financial Group
CFG
|
+$1.43B |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.49B |
| 2 |
Broadcom
AVGO
|
+$2.2B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.43B |
| 4 |
Eli Lilly
LLY
|
+$1.29B |
| 5 |
Schlumberger
SLB
|
+$1.23B |
Sector Composition
| 1 | Technology | 23.09% |
| 2 | Healthcare | 15.24% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Pool Corp
POOL
$12.2B
| $120M | 0.02% |
317,700
| – | – |
|
|
SMAR
327
DELISTED
Smartsheet Inc.
SMAR
| $120M | 0.02% |
2,161,933
-4,927,817
| -70% | -$273M |
|
328
Impinj
PI
$5.2B
| $118M | 0.02% |
546,350
| – | – |
|
329
Gaming and Leisure Properties
GLPI
$13.6B
| $118M | 0.02% |
2,290,433
| – | – |
|
330
Kontoor Brands
KTB
$4.5B
| $118M | 0.02% |
1,437,684
-7,094
| -0.5% | -$580K |
|
331
Dollar Tree
DLTR
$19.9B
| $111M | 0.02% |
1,581,910
-7,666,817
| -83% | -$539M |
|
332
Lumentum
LITE
$11.4B
| $110M | 0.02% |
+1,728,560
| New | +$110M |
|
333
Kadant
KAI
$3.69B
| $106M | 0.02% |
313,349
+29,160
| +10% | +$9.86M |
|
334
Penumbra
PEN
$10.6B
| $106M | 0.02% |
544,012
-981
| -0.2% | -$191K |
|
335
Xenon Pharmaceuticals
XENE
$2.79B
| $106M | 0.02% |
2,681,537
| – | – |
|
336
Melco Resorts & Entertainment
MLCO
$3.75B
| $105M | 0.02% |
13,445,241
| – | – |
|
337
T Rowe Price
TROW
$23.2B
| $101M | 0.02% |
924,427
+1,443
| +0.2% | +$157K |
|
338
Weatherford International
WFRD
$4.48B
| $99.9M | 0.02% |
1,176,984
-1,044
| -0.1% | -$88.7K |
|
339
Vista Energy
VIST
$3.72B
| $99M | 0.02% |
2,241,118
+1,063,130
| +90% | +$47M |
|
340
International Paper
IP
$24.3B
| $98.2M | 0.02% |
2,009,913
+3,865
| +0.2% | +$189K |
|
341
Fabrinet
FN
$12.8B
| $97.6M | 0.02% |
412,818
| – | – |
|
342
Ferguson
FERG
$42.5B
| $96.6M | 0.02% |
486,594
+3,042
| +0.6% | +$604K |
|
343
New Fortress Energy
NFE
$373M
| $96.4M | 0.01% |
10,605,037
-7,192,351
| -40% | -$65.4M |
|
344
MongoDB
MDB
$26.9B
| $95M | 0.01% |
351,491
-439,926
| -56% | -$119M |
|
345
Clearwater Analytics
CWAN
$5.73B
| $94M | 0.01% |
3,722,454
+670,954
| +22% | +$16.9M |
|
346
Nova
NVMI
$8.69B
| $93.9M | 0.01% |
450,868
| – | – |
|
347
SiteOne Landscape Supply
SITE
$6.23B
| $92.8M | 0.01% |
614,912
-1,440
| -0.2% | -$217K |
|
348
ATS Corp
ATS
$2.63B
| $90.2M | 0.01% |
3,107,858
-2,043,714
| -40% | -$59.3M |
|
349
Patrick Industries
PATK
$3.67B
| $89.6M | 0.01% |
944,319
+407,659
| +76% | +$38.7M |
|
350
National Storage Affiliates Trust
NSA
$2.45B
| $88.1M | 0.01% |
+1,827,585
| New | +$88.1M |
|