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 |
Flutter Entertainment
FLUT
|
+$2.88B |
| 2 |
GE Aerospace
GE
|
+$2.16B |
| 3 |
Amazon
AMZN
|
+$2.08B |
| 4 |
Schlumberger
SLB
|
+$2.05B |
| 5 |
Vertex Pharmaceuticals
VRTX
|
+$1.57B |
Top Sells
| 1 |
Microsoft
MSFT
|
+$3.34B |
| 2 |
Broadcom
AVGO
|
+$2.58B |
| 3 |
TE Connectivity
TEL
|
+$2.18B |
| 4 |
Eli Lilly
LLY
|
+$1.88B |
| 5 |
Applied Materials
AMAT
|
+$1.8B |
Sector Composition
| 1 | Technology | 23.91% |
| 2 | Healthcare | 15.8% |
| 3 | Consumer Discretionary | 12.28% |
| 4 | Financials | 11.9% |
| 5 | Industrials | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Victory Capital Holdings
VCTR
$4.58B
| $94.3M | 0.02% |
2,221,954
+1,025,954
| +86% | +$43.5M |
|
352
TFI International
TFII
$7.77B
| $93.8M | 0.02% |
588,479
+349
| +0.1% | +$55.7K |
|
353
Wolfspeed
WOLF
$365M
| $93.7M | 0.02% |
3,177,376
-2,120,539
| -40% | -$62.6M |
|
354
Kadant
KAI
$3.69B
| $93M | 0.02% |
+283,429
| New | +$93M |
|
355
Zai Lab
ZLAB
$3.65B
| $91.1M | 0.02% |
5,684,180
+465,337
| +9% | +$7.45M |
|
356
StepStone Group
STEP
$4.87B
| $90.8M | 0.02% |
2,540,228
| – | – |
|
357
Graco
GGG
$14B
| $89.2M | 0.01% |
954,000
| – | – |
|
|
CSW
358
CSW Industrials, Inc.
CSW
$4.2B
| $88.3M | 0.01% |
376,573
+340,939
| +957% | +$80M |
|
359
Lyft
LYFT
$7.73B
| $87.8M | 0.01% |
4,535,000
| – | – |
|
360
BioNTech
BNTX
$23.3B
| $87M | 0.01% |
943,116
+4,369
| +0.5% | +$403K |
|
361
Adobe
ADBE
$148B
| $85.8M | 0.01% |
170,117
+54,866
| +48% | +$27.7M |
|
362
Kaspi.kz JSC
KSPI
$16.1B
| $81.5M | 0.01% |
+633,164
| New | +$81.5M |
|
363
Nova
NVMI
$8.69B
| $80M | 0.01% |
450,868
+82,322
| +22% | +$14.6M |
|
364
Fabrinet
FN
$12.8B
| $77.8M | 0.01% |
411,722
-67,000
| -14% | -$12.7M |
|
365
Zegna
ZGN
$2.22B
| $76.1M | 0.01% |
5,195,013
+1,335,945
| +35% | +$19.6M |
|
366
Murphy USA
MUSA
$7.53B
| $73.4M | 0.01% |
175,000
| – | – |
|
|
EXE
367
Expand Energy Corporation Common Stock
EXE
$22.9B
| $72.7M | 0.01% |
818,211
-2,493,503
| -75% | -$221M |
|
368
Malibu Boats
MBUU
$629M
| $71.4M | 0.01% |
1,649,000
| – | – |
|
369
Impinj
PI
$5.2B
| $70.2M | 0.01% |
546,350
| – | – |
|
370
Birkenstock
BIRK
$8.51B
| $69.4M | 0.01% |
1,469,369
+14,089
| +1% | +$666K |
|
371
Helen of Troy
HELE
$554M
| $69.1M | 0.01% |
600,000
-85,000
| -12% | -$9.8M |
|
|
RVNC
372
DELISTED
Revance Therapeutics, Inc.
RVNC
| $68.6M | 0.01% |
13,945,535
+2,006,459
| +17% | +$9.87M |
|
373
MakeMyTrip
MMYT
$9.31B
| $66.6M | 0.01% |
937,000
-78,377
| -8% | -$5.57M |
|
374
Hexcel
HXL
$4.93B
| $64.5M | 0.01% |
885,547
+124,900
| +16% | +$9.1M |
|
375
Cogent Communications
CCOI
$1.77B
| $64.1M | 0.01% |
981,623
+752,133
| +328% | +$49.1M |
|