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 |
Eli Lilly
LLY
|
+$2.07B |
| 2 |
Cenovus Energy
CVE
|
+$1.79B |
| 3 |
Pfizer
PFE
|
+$1.59B |
| 4 |
Visa
V
|
+$1.39B |
| 5 |
Caterpillar
CAT
|
+$1.25B |
Top Sells
| 1 |
Tesla
TSLA
|
+$4.13B |
| 2 |
Microsoft
MSFT
|
+$1.51B |
| 3 |
Altria Group
MO
|
+$1.11B |
| 4 |
Lockheed Martin
LMT
|
+$1.04B |
| 5 |
Blackrock
BLK
|
+$978M |
Sector Composition
| 1 | Healthcare | 19.6% |
| 2 | Technology | 17.14% |
| 3 | Consumer Discretionary | 13.22% |
| 4 | Financials | 12.49% |
| 5 | Industrials | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
JOYY
351
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $79.4M | 0.02% |
2,659,999
-1,396,482
| -34% | -$41.7M |
|
352
Bank of N.T. Butterfield & Son
NTB
$1.89B
| $78.2M | 0.02% |
2,508,648
+288,063
| +13% | +$8.98M |
|
353
Addus HomeCare
ADUS
$2.03B
| $78.2M | 0.02% |
938,900
| – | – |
|
|
SOVO
354
DELISTED
Sovos Brands, Inc. Common Stock
SOVO
| $76.8M | 0.02% |
4,839,900
+234,987
| +5% | +$3.73M |
|
355
Paycom
PAYC
$12.5B
| $75.8M | 0.02% |
270,525
-14,000
| -5% | -$3.92M |
|
356
Advanced Micro Devices
AMD
$257B
| $74.7M | 0.02% |
977,418
-1,604,053
| -62% | -$123M |
|
357
O'Reilly Automotive
ORLY
$91.2B
| $73.7M | 0.02% |
1,749,000
| – | – |
|
358
Xometry
XMTR
$2.59B
| $72.6M | 0.02% |
2,139,600
| – | – |
|
359
SLM Corp
SLM
$5.86B
| $72.2M | 0.02% |
4,530,000
| – | – |
|
|
FRC
360
DELISTED
First Republic Bank
FRC
| $71.7M | 0.02% |
497,470
-2,397,525
| -83% | -$346M |
|
361
Paychex
PAYX
$48.6B
| $71.6M | 0.02% |
628,987
| – | – |
|
362
Roblox
RBLX
$92.4B
| $71.3M | 0.02% |
2,170,776
| – | – |
|
363
Penumbra
PEN
$10.6B
| $69.9M | 0.01% |
561,144
+52,400
| +10% | +$6.52M |
|
364
Xenon Pharmaceuticals
XENE
$2.79B
| $69.2M | 0.01% |
2,274,974
| – | – |
|
365
Fabrinet
FN
$12.8B
| $66.9M | 0.01% |
825,341
| – | – |
|
366
MSCI
MSCI
$45.1B
| $65.3M | 0.01% |
158,403
+124,856
| +372% | +$51.5M |
|
367
Endava
DAVA
$537M
| $65.1M | 0.01% |
737,000
-120,000
| -14% | -$10.6M |
|
368
Jack in the Box
JACK
$350M
| $64.8M | 0.01% |
1,156,700
+100,000
| +9% | +$5.61M |
|
369
Driven Brands
DRVN
$3B
| $64.5M | 0.01% |
2,342,000
+114,000
| +5% | +$3.14M |
|
370
Kontoor Brands
KTB
$4.5B
| $63.7M | 0.01% |
1,910,000
| – | – |
|
|
RVNC
371
DELISTED
Revance Therapeutics, Inc.
RVNC
| $63.4M | 0.01% |
4,590,000
+1,240,000
| +37% | +$17.1M |
|
372
Unity
U
$18.4B
| $62.2M | 0.01% |
1,688,237
+21,632
| +1% | +$796K |
|
373
Informatica
INFA
$7.55B
| $61.2M | 0.01% |
2,948,797
+2,551,080
| +641% | +$53M |
|
|
AZEK
374
DELISTED
The AZEK Co
AZEK
| $59.6M | 0.01% |
+3,559,000
| New | +$59.6M |
|
375
Interface
TILE
$1.66B
| $59.2M | 0.01% |
4,721,060
| – | – |
|