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 |
Apple
AAPL
|
+$4.84B |
| 2 |
Amazon
AMZN
|
+$1.92B |
| 3 |
ASML
ASML
|
+$1.28B |
| 4 |
Ingersoll Rand
IR
|
+$1.21B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$5.67B |
| 2 |
Home Depot
HD
|
+$4.32B |
| 3 |
Microsoft
MSFT
|
+$3.51B |
| 4 |
Caterpillar
CAT
|
+$2.96B |
| 5 |
Eli Lilly
LLY
|
+$2.46B |
Sector Composition
| 1 | Technology | 25.01% |
| 2 | Healthcare | 15.57% |
| 3 | Financials | 12.28% |
| 4 | Consumer Discretionary | 11.45% |
| 5 | Industrials | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Jack in the Box
JACK
$350M
| $81.8M | 0.01% |
1,606,607
| – | – |
|
352
Birkenstock
BIRK
$8.51B
| $80.2M | 0.01% |
1,473,345
+3,976
| +0.3% | +$216K |
|
353
Toronto Dominion Bank
TD
$131B
| $78.1M | 0.01% |
1,421,071
-592,699
| -29% | -$32.6M |
|
354
Workday
WDAY
$59.6B
| $78M | 0.01% |
348,905
+2,279
| +0.7% | +$509K |
|
355
BioNTech
BNTX
$23.3B
| $76.8M | 0.01% |
955,979
+12,863
| +1% | +$1.03M |
|
356
Zegna
ZGN
$2.22B
| $75.9M | 0.01% |
6,411,250
+1,216,237
| +23% | +$14.4M |
|
357
Graco
GGG
$14B
| $75.8M | 0.01% |
955,890
+1,890
| +0.2% | +$150K |
|
358
SiteOne Landscape Supply
SITE
$6.23B
| $74.8M | 0.01% |
+616,352
| New | +$74.8M |
|
359
MakeMyTrip
MMYT
$9.31B
| $73.3M | 0.01% |
871,037
-65,963
| -7% | -$5.55M |
|
360
GE Vernova
GEV
$170B
| $73.1M | 0.01% |
+425,987
| New | +$73.1M |
|
361
Wolfspeed
WOLF
$365M
| $72.3M | 0.01% |
3,177,376
| – | – |
|
362
DoubleVerify
DV
$2.13B
| $67.9M | 0.01% |
3,487,143
-1,196,010
| -26% | -$23.3M |
|
363
Adtalem Global Education
ATGE
$4.94B
| $65.9M | 0.01% |
966,441
+472,441
| +96% | +$32.2M |
|
364
Glaukos
GKOS
$4.75B
| $65.1M | 0.01% |
550,322
| – | – |
|
365
TFI International
TFII
$7.77B
| $64.7M | 0.01% |
445,752
-142,727
| -24% | -$20.7M |
|
366
Lyft
LYFT
$7.73B
| $63.9M | 0.01% |
4,535,000
| – | – |
|
|
EXE
367
Expand Energy Corporation Common Stock
EXE
$22.9B
| $63.1M | 0.01% |
768,011
-50,200
| -6% | -$4.13M |
|
368
Riskified
RSKD
$721M
| $62.5M | 0.01% |
9,774,367
| – | – |
|
369
PagSeguro Digital
PAGS
$2.78B
| $61.3M | 0.01% |
5,242,200
-13,320,517
| -72% | -$156M |
|
370
CBIZ
CBZ
$3.01B
| $61M | 0.01% |
823,322
+306,258
| +59% | +$22.7M |
|
371
Applied Industrial Technologies
AIT
$9.94B
| $60.5M | 0.01% |
311,795
+1,315
| +0.4% | +$255K |
|
372
Itaú Unibanco
ITUB
$75B
| $59.4M | 0.01% |
11,197,461
+1,677,800
| +18% | +$8.91M |
|
373
Malibu Boats
MBUU
$629M
| $57.8M | 0.01% |
1,649,000
| – | – |
|
374
Meritage Homes
MTH
$5.61B
| $57.2M | 0.01% |
706,800
| – | – |
|
375
Clearwater Analytics
CWAN
$5.73B
| $56.5M | 0.01% |
3,051,500
| – | – |
|