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 |
Amazon
AMZN
|
+$3.88B |
| 2 |
IBM
IBM
|
+$2.12B |
| 3 |
Illumina
ILMN
|
+$1.94B |
| 4 |
Citigroup
C
|
+$1.81B |
| 5 |
Honeywell
HON
|
+$1.59B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$3.36B |
| 2 |
Apple
AAPL
|
+$2.8B |
| 3 |
UnitedHealth
UNH
|
+$2.39B |
| 4 |
Arista Networks
ANET
|
+$1.7B |
| 5 |
Home Depot
HD
|
+$1.61B |
Sector Composition
| 1 | Technology | 24.47% |
| 2 | Financials | 14.11% |
| 3 | Consumer Discretionary | 14.04% |
| 4 | Healthcare | 13.01% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Fabrinet
FN
$12.8B
| $90.7M | 0.01% |
412,541
-277
| -0.1% | -$60.9K |
|
352
Xenon Pharmaceuticals
XENE
$2.79B
| $89.9M | 0.01% |
2,294,537
-387,000
| -14% | -$15.2M |
|
353
Murphy USA
MUSA
$7.53B
| $88M | 0.01% |
175,467
-157
| -0.1% | -$78.8K |
|
354
Agilon Health
AGL
$443M
| $88M | 0.01% |
46,308,236
-2,059,773
| -4% | -$3.91M |
|
355
Lyft
LYFT
$7.73B
| $87.4M | 0.01% |
6,775,478
+2,240,478
| +49% | +$28.9M |
|
356
Kenvue
KVUE
$36.4B
| $86.4M | 0.01% |
4,045,288
-5,963,626
| -60% | -$127M |
|
357
The Mosaic Company
MOS
$10.7B
| $85M | 0.01% |
3,456,196
-8,080,171
| -70% | -$199M |
|
358
Birkenstock
BIRK
$8.51B
| $84.4M | 0.01% |
1,490,366
+16,466
| +1% | +$933K |
|
359
Sony
SONY
$175B
| $84.4M | 0.01% |
3,987,531
+73,296
| +2% | +$1.55M |
|
360
Glaukos
GKOS
$4.75B
| $82.5M | 0.01% |
550,322
| – | – |
|
361
SiteOne Landscape Supply
SITE
$6.23B
| $80.7M | 0.01% |
612,136
-2,776
| -0.5% | -$366K |
|
362
Graco
GGG
$14B
| $80.5M | 0.01% |
955,413
-477
| -0% | -$40.2K |
|
363
Federal Signal
FSS
$7.64B
| $79.8M | 0.01% |
+863,835
| New | +$79.8M |
|
364
Astera Labs
ALAB
$38.1B
| $79.5M | 0.01% |
600,000
| – | – |
|
365
Impinj
PI
$5.2B
| $79.4M | 0.01% |
546,350
| – | – |
|
366
Patrick Industries
PATK
$3.67B
| $78.5M | 0.01% |
944,319
| – | – |
|
367
Pool Corp
POOL
$12.2B
| $77.2M | 0.01% |
226,382
-91,318
| -29% | -$31.1M |
|
368
Chart Industries
GTLS
$8.95B
| $76.3M | 0.01% |
400,000
-1,394,704
| -78% | -$266M |
|
369
Yeti Holdings
YETI
$2.88B
| $76.3M | 0.01% |
1,980,809
-1,747,400
| -47% | -$67.3M |
|
370
Cogent Communications
CCOI
$1.77B
| $75.7M | 0.01% |
981,623
| – | – |
|
371
Applied Industrial Technologies
AIT
$9.94B
| $74.5M | 0.01% |
311,309
-486
| -0.2% | -$116K |
|
372
National Storage Affiliates Trust
NSA
$2.45B
| $73.6M | 0.01% |
1,941,558
+113,973
| +6% | +$4.32M |
|
373
MakeMyTrip
MMYT
$9.31B
| $72M | 0.01% |
641,216
-98,811
| -13% | -$11.1M |
|
374
Element Solutions
ESI
$6.36B
| $70.8M | 0.01% |
2,783,935
+142,295
| +5% | +$3.62M |
|
375
RTX Corp
RTX
$209B
| $69.8M | 0.01% |
+603,241
| New | +$69.8M |
|