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 |
Extra Space Storage
EXR
|
+$1.32B |
| 2 |
Synopsys
SNPS
|
+$1.16B |
| 3 |
Dollar Tree
DLTR
|
+$1.03B |
| 4 |
Lennar Class A
LEN
|
+$1.03B |
| 5 |
Morgan Stanley
MS
|
+$892M |
Top Sells
| 1 |
Micron Technology
MU
|
+$1.13B |
| 2 |
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
|
+$924M |
| 3 |
Meta Platforms (Facebook)
META
|
+$816M |
| 4 |
Dollar General
DG
|
+$717M |
| 5 |
Stellantis
STLA
|
+$698M |
Sector Composition
| 1 | Healthcare | 20.38% |
| 2 | Technology | 16.46% |
| 3 | Consumer Discretionary | 14.81% |
| 4 | Financials | 12.4% |
| 5 | Industrials | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Qualcomm
QCOM
$175B
| $84.4M | 0.02% |
747,000
| – | – |
|
352
Xenon Pharmaceuticals
XENE
$2.79B
| $82.1M | 0.02% |
2,274,974
| – | – |
|
353
Zurn Elkay Water Solutions
ZWS
$7.82B
| $80.8M | 0.02% |
3,296,375
-1,032,125
| -24% | -$25.3M |
|
354
Lam Research
LRCX
$148B
| $78.4M | 0.02% |
2,142,520
+990
| +0% | +$36.2K |
|
355
Roblox
RBLX
$92.4B
| $77.8M | 0.02% |
2,170,903
+127
| +0% | +$4.55K |
|
356
KB Home
KBH
$4.48B
| $76.7M | 0.02% |
2,957,918
| – | – |
|
357
Masco
MAS
$15.4B
| $75.9M | 0.02% |
1,625,000
| – | – |
|
358
Informatica
INFA
$7.55B
| $74.8M | 0.02% |
3,725,034
+776,237
| +26% | +$15.6M |
|
359
Kontoor Brands
KTB
$4.5B
| $74.7M | 0.02% |
2,221,777
+311,777
| +16% | +$10.5M |
|
360
Melco Resorts & Entertainment
MLCO
$3.75B
| $72.8M | 0.02% |
10,982,496
-8,820,507
| -45% | -$58.5M |
|
361
Novo Nordisk
NVO
$244B
| $72.7M | 0.02% |
1,458,264
+1,385,042
| +1,892% | +$69.1M |
|
|
SOVO
362
DELISTED
Sovos Brands, Inc. Common Stock
SOVO
| $71.9M | 0.02% |
5,050,900
+211,000
| +4% | +$3M |
|
363
O'Reilly Automotive
ORLY
$91.2B
| $70.6M | 0.02% |
1,506,000
-243,000
| -14% | -$11.4M |
|
364
Paychex
PAYX
$48.6B
| $70.6M | 0.02% |
629,009
+22
| +0% | +$2.47K |
|
365
Bright Horizons
BFAM
$6.45B
| $70.3M | 0.02% |
1,219,800
-289,934
| -19% | -$16.7M |
|
366
Iridium Communications
IRDM
$1.89B
| $69.4M | 0.02% |
1,563,868
| – | – |
|
367
Driven Brands
DRVN
$3B
| $67.5M | 0.02% |
2,412,400
+70,400
| +3% | +$1.97M |
|
368
Boston Properties
BXP
$12.2B
| $66.9M | 0.02% |
891,865
-4,355,426
| -83% | -$327M |
|
369
Antero Resources
AR
$10.2B
| $66.5M | 0.01% |
2,178,562
+345,191
| +19% | +$10.5M |
|
|
JOYY
370
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $66.2M | 0.01% |
2,546,737
-113,262
| -4% | -$2.94M |
|
371
Lufax Holding
LU
$2.61B
| $66.2M | 0.01% |
6,511,006
-3,413,964
| -34% | -$34.7M |
|
372
Kinsale Capital Group
KNSL
$10.1B
| $65.8M | 0.01% |
257,620
| – | – |
|
|
FRC
373
DELISTED
First Republic Bank
FRC
| $64.9M | 0.01% |
497,470
| – | – |
|
|
AZEK
374
DELISTED
The AZEK Co
AZEK
| $63.9M | 0.01% |
3,842,000
+283,000
| +8% | +$4.7M |
|
375
Autodesk
ADSK
$68B
| $62.4M | 0.01% |
334,200
+23
| +0% | +$4.3K |
|