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 |
Salesforce
CRM
|
$2.71B |
| 2 |
TE Connectivity
TEL
|
$1.59B |
| 3 |
Goldman Sachs
GS
|
$1.34B |
| 4 |
Philip Morris
PM
|
$1.18B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.09B |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.81B |
| 2 |
CVS Health
CVS
|
$1.78B |
| 3 |
Archer Daniels Midland
ADM
|
$1.72B |
| 4 |
JPMorgan Chase
JPM
|
$1.63B |
| 5 |
Broadcom
AVGO
|
$1.29B |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Healthcare | 18.94% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 11.44% |
| 5 | Industrials | 9.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Driven Brands
DRVN
$3.03B
| $75.3M | 0.02% | 2,483,000 +70,600 | +3% | +$2.14M |
|
352
Seacoast Banking Corp of Florida
SBCF
$2.73B
| $74.7M | 0.02% | 3,150,000 -1,173,901 | -27% | -$27.8M |
|
353
Viavi Solutions
VIAV
$2.52B
| $74M | 0.02% | 6,830,000 | – | – |
|
354
Addus HomeCare
ADUS
$2.12B
| $73.6M | 0.02% | 689,350 | – | – |
|
355
CrowdStrike
CRWD
$106B
| $72.1M | 0.01% | +525,637 | New | +$72.1M |
|
356
AbCellera Biologics
ABCL
$1.25B
| $70.3M | 0.01% | 9,327,493 | – | – |
|
357
Autodesk
ADSK
$67.3B
| $69.7M | 0.01% | 334,619 +419 | +0.1% | +$87.2K |
|
358
Graco
GGG
$14.1B
| $69.7M | 0.01% | 954,000 | – | – |
|
359
Workday
WDAY
$61.6B
| $69.4M | 0.01% | 336,240 +341 | +0.1% | +$70.4K |
|
360
TechnipFMC
FTI
$15.1B
| $68.2M | 0.01% | 4,994,594 +367,190 | +8% | +$5.01M |
|
361
Adobe
ADBE
$151B
| $67.7M | 0.01% | +175,744 | New | +$67.7M |
|
362
Builders FirstSource
BLDR
$15.3B
| $67.5M | 0.01% | 760,228 | – | – |
|
363
Middleby
MIDD
$6.94B
| $65.9M | 0.01% | 449,500 | – | – |
|
364
Transocean
RIG
$2.86B
| $63.3M | 0.01% | +9,946,050 | New | +$63.3M |
|
365
Freshpet
FRPT
$2.72B
| $59.4M | 0.01% | 897,863 | – | – |
|
366
Malibu Boats
MBUU
$639M
| $58.8M | 0.01% | 1,042,000 | – | – |
|
367
StepStone Group
STEP
$4.87B
| $58.6M | 0.01% | 2,415,300 | – | – |
|
368
Bank of N.T. Butterfield & Son
NTB
$1.88B
| $57.9M | 0.01% | 2,144,384 -732,459 | -25% | -$19.8M |
|
369
Unity
U
$16.7B
| $57.6M | 0.01% | 1,775,760 +115,760 | +7% | +$3.76M |
|
|
DEN
370
DELISTED
Denbury Inc.
DEN
| $56M | 0.01% | 638,709 | – | – |
|
371
Textron
TXT
$14.3B
| $55.1M | 0.01% | 780,000 | – | – |
|
372
O'Reilly Automotive
ORLY
$88B
| $53.9M | 0.01% | 63,500 | – | – |
|
373
Mettler-Toledo International
MTD
$26.8B
| $52.8M | 0.01% | 34,523 +1,619 | +5% | +$2.48M |
|
|
AMK
374
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $47.6M | 0.01% | 1,514,000 +164,000 | +12% | +$5.16M |
|
375
IDEX
IEX
$12.4B
| $46.2M | 0.01% | 200,000 | – | – |
|