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 |
Starbucks
SBUX
|
+$4.03B |
| 2 |
NVIDIA
NVDA
|
+$1.96B |
| 3 |
Amazon
AMZN
|
+$1.62B |
| 4 |
Nike
NKE
|
+$1.46B |
| 5 |
Citizens Financial Group
CFG
|
+$1.43B |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.49B |
| 2 |
Broadcom
AVGO
|
+$2.2B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.43B |
| 4 |
Eli Lilly
LLY
|
+$1.29B |
| 5 |
Schlumberger
SLB
|
+$1.23B |
Sector Composition
| 1 | Technology | 23.09% |
| 2 | Healthcare | 15.24% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Murphy USA
MUSA
$7.53B
| $86.6M | 0.01% |
175,624
| – | – |
|
352
Workday
WDAY
$59.6B
| $85.8M | 0.01% |
350,970
+2,065
| +0.6% | +$505K |
|
353
Advance Auto Parts
AAP
$3.66B
| $85.6M | 0.01% |
2,194,731
+2,170
| +0.1% | +$84.6K |
|
354
ManpowerGroup
MAN
$1.78B
| $84.7M | 0.01% |
1,152,515
-295,317
| -20% | -$21.7M |
|
355
Graco
GGG
$14B
| $83.6M | 0.01% |
955,890
| – | – |
|
356
Grocery Outlet
GO
$1.74B
| $76.8M | 0.01% |
4,378,605
| – | – |
|
357
Oscar Health
OSCR
$5B
| $76.8M | 0.01% |
3,622,586
+871,586
| +32% | +$18.5M |
|
358
Sony
SONY
$175B
| $75.6M | 0.01% |
+3,914,235
| New | +$75.6M |
|
359
Jack in the Box
JACK
$350M
| $74.8M | 0.01% |
1,606,607
| – | – |
|
360
Doximity
DOCS
$13.3B
| $74.7M | 0.01% |
1,714,707
| – | – |
|
361
Cogent Communications
CCOI
$1.77B
| $74.5M | 0.01% |
981,623
| – | – |
|
362
VF Corp
VFC
$5.8B
| $73.5M | 0.01% |
3,683,019
+1,693,019
| +85% | +$33.8M |
|
363
Adtalem Global Education
ATGE
$4.94B
| $72.9M | 0.01% |
966,441
| – | – |
|
364
Birkenstock
BIRK
$8.51B
| $72.6M | 0.01% |
1,473,900
+555
| +0% | +$27.4K |
|
365
Modine Manufacturing
MOD
$7.86B
| $72.6M | 0.01% |
546,378
| – | – |
|
366
Meritage Homes
MTH
$5.61B
| $72.5M | 0.01% |
706,800
| – | – |
|
|
GMS
367
DELISTED
GMS Inc
GMS
| $71.9M | 0.01% |
793,740
+341,612
| +76% | +$30.9M |
|
368
Element Solutions
ESI
$6.36B
| $71.7M | 0.01% |
2,641,640
+589,640
| +29% | +$16M |
|
369
Glaukos
GKOS
$4.75B
| $71.7M | 0.01% |
550,322
| – | – |
|
370
Applied Industrial Technologies
AIT
$9.94B
| $69.6M | 0.01% |
311,795
| – | – |
|
371
MakeMyTrip
MMYT
$9.31B
| $68.8M | 0.01% |
740,027
-131,010
| -15% | -$12.2M |
|
372
Itaú Unibanco
ITUB
$75B
| $67.7M | 0.01% |
11,197,461
| – | – |
|
373
NovoCure
NVCR
$1.36B
| $67.3M | 0.01% |
4,308,218
+2,000,003
| +87% | +$31.3M |
|
374
Malibu Boats
MBUU
$629M
| $63M | 0.01% |
1,622,920
-26,080
| -2% | -$1.01M |
|
375
Intapp
INTA
$3.71B
| $62.5M | 0.01% |
+1,306,135
| New | +$62.5M |
|