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 |
Restaurant Brands International
QSR
|
+$789M |
| 2 |
Halliburton
HAL
|
+$716M |
| 3 |
Exact Sciences
EXAS
|
+$657M |
| 4 |
Corpay
CPAY
|
+$650M |
| 5 |
Pfizer
PFE
|
+$541M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.32B |
| 2 |
Amazon
AMZN
|
+$2.27B |
| 3 |
Boston Scientific
BSX
|
+$887M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$842M |
| 5 |
Intuitive Surgical
ISRG
|
+$746M |
Sector Composition
| 1 | Technology | 20.28% |
| 2 | Healthcare | 16.49% |
| 3 | Consumer Discretionary | 15.03% |
| 4 | Financials | 12.76% |
| 5 | Communication Services | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Alarm.com
ALRM
$2.78B
| $84.4M | 0.02% |
1,527,000
-1,681,000
| -52% | -$92.9M |
|
352
Altice USA
ATUS
$1.12B
| $84M | 0.02% |
3,231,972
-32,051
| -1% | -$833K |
|
|
GBT
353
DELISTED
Global Blood Therapeutics, Inc.
GBT
| $80.1M | 0.02% |
1,453,421
+826
| +0.1% | +$45.5K |
|
|
FOCS
354
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $78.6M | 0.02% |
2,395,600
+14,900
| +0.6% | +$489K |
|
355
CDW
CDW
$21.5B
| $77.7M | 0.02% |
650,000
| – | – |
|
|
AEPPZ
356
DELISTED
American Electric Power Company, Inc. Corporate Units
AEPPZ
| $75.5M | 0.02% |
+1,540,000
| New | +$75.5M |
|
357
Fidelity National Information Services
FIS
$34.9B
| $75.1M | 0.02% |
510,237
+255,134
| +100% | +$37.6M |
|
358
Endava
DAVA
$537M
| $73.6M | 0.02% |
1,165,798
| – | – |
|
359
Haemonetics
HAE
$2.51B
| $72.9M | 0.02% |
835,900
+215,800
| +35% | +$18.8M |
|
360
GoodRx Holdings
GDRX
$1.46B
| $72.3M | 0.02% |
+1,300,203
| New | +$72.3M |
|
361
Lam Research
LRCX
$148B
| $71M | 0.02% |
2,139,320
| – | – |
|
362
Essent Group
ESNT
$6.29B
| $70.2M | 0.02% |
+1,898,064
| New | +$70.2M |
|
363
Micron Technology
MU
$176B
| $68.7M | 0.02% |
+1,462,496
| New | +$68.7M |
|
364
Viavi Solutions
VIAV
$2.69B
| $67.2M | 0.01% |
5,732,000
| – | – |
|
365
VICI Properties
VICI
$35.4B
| $65.6M | 0.01% |
+2,805,000
| New | +$65.6M |
|
|
OSH
366
DELISTED
Oak Street Health, Inc.
OSH
| $65.4M | 0.01% |
+1,223,940
| New | +$65.4M |
|
367
Starbucks
SBUX
$93.1B
| $65M | 0.01% |
756,737
-142
| -0% | -$12.2K |
|
|
MXIM
368
DELISTED
Maxim Integrated Products
MXIM
| $64.9M | 0.01% |
960,000
| – | – |
|
369
Seacoast Banking Corp of Florida
SBCF
$2.71B
| $64.6M | 0.01% |
3,581,901
| – | – |
|
370
Warner Music
WMG
$17.5B
| $64.3M | 0.01% |
2,236,728
+33,523
| +2% | +$963K |
|
|
ADAP
371
Adaptimmune Therapeutics
ADAP
$14.8M
| $63.9M | 0.01% |
8,002,700
| – | – |
|
|
ARCE
372
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
| $63.8M | 0.01% |
1,562,501
| – | – |
|
|
API
373
Agora
API
$343M
| $63.6M | 0.01% |
1,480,000
| – | – |
|
374
Middleby
MIDD
$6.82B
| $63M | 0.01% |
+702,000
| New | +$63M |
|
375
Jamf
JAMF
$1.41B
| $61.4M | 0.01% |
+1,633,000
| New | +$61.4M |
|