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 |
Amgen
AMGN
|
+$3.18B |
| 2 |
Starbucks
SBUX
|
+$1.92B |
| 3 |
Apple
AAPL
|
+$1.74B |
| 4 |
Intel
INTC
|
+$1.25B |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$7.01B |
| 2 |
Caterpillar
CAT
|
+$2.75B |
| 3 |
Home Depot
HD
|
+$2.08B |
| 4 |
Gilead Sciences
GILD
|
+$2.03B |
| 5 |
Extra Space Storage
EXR
|
+$1.98B |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 14.79% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Celestica
CLS
$29.2B
| $80.8M | 0.01% |
1,025,524
-287,896
| -22% | -$22.7M |
|
352
Doximity
DOCS
$13.5B
| $80.4M | 0.01% |
1,385,674
-329,033
| -19% | -$19.1M |
|
|
KRMN
353
Karman Holdings Inc.
KRMN
$8.68B
| $80.2M | 0.01% |
+2,398,502
| New | +$80.2M |
|
354
Tecnoglass
TGLS
$3.27B
| $80M | 0.01% |
1,118,161
+821,515
| +277% | +$58.8M |
|
355
Graco
GGG
$14B
| $79.8M | 0.01% |
955,413
| – | – |
|
356
National Storage Affiliates Trust
NSA
$2.37B
| $76.5M | 0.01% |
1,941,558
| – | – |
|
357
Modine Manufacturing
MOD
$8.03B
| $76.4M | 0.01% |
995,369
+404,195
| +68% | +$31M |
|
358
SiteOne Landscape Supply
SITE
$6.21B
| $75.3M | 0.01% |
620,123
+7,987
| +1% | +$970K |
|
359
Bombardier Recreational Products
DOOO
$4.76B
| $75.1M | 0.01% |
2,223,013
+251,980
| +13% | +$8.51M |
|
360
Alibaba
BABA
$386B
| $74.9M | 0.01% |
566,741
+6,890
| +1% | +$911K |
|
361
Xenon Pharmaceuticals
XENE
$2.79B
| $74.6M | 0.01% |
2,224,715
-69,822
| -3% | -$2.34M |
|
362
Celanese
CE
$4.97B
| $74.6M | 0.01% |
+1,314,125
| New | +$74.6M |
|
363
MongoDB
MDB
$26.8B
| $72.1M | 0.01% |
411,024
+180,418
| +78% | +$31.6M |
|
364
Pool Corp
POOL
$12.2B
| $72.1M | 0.01% |
226,382
| – | – |
|
365
Applied Industrial Technologies
AIT
$9.8B
| $70.9M | 0.01% |
314,514
+3,205
| +1% | +$722K |
|
366
Itaú Unibanco
ITUB
$76.7B
| $70.1M | 0.01% |
12,743,493
+1,573,512
| +14% | +$8.65M |
|
367
Element Solutions
ESI
$6.37B
| $69.8M | 0.01% |
3,088,939
+305,004
| +11% | +$6.9M |
|
368
Kontoor Brands
KTB
$4.43B
| $69M | 0.01% |
1,076,410
+368,038
| +52% | +$23.6M |
|
369
Impinj
PI
$5.57B
| $68.4M | 0.01% |
754,346
+207,996
| +38% | +$18.9M |
|
370
Public Storage
PSA
$49.9B
| $67.3M | 0.01% |
225,000
-848,948
| -79% | -$254M |
|
371
Yeti Holdings
YETI
$2.86B
| $65.6M | 0.01% |
1,980,809
| – | – |
|
372
HEICO Class A
HEI.A
$36.1B
| $65.3M | 0.01% |
309,411
+950
| +0.3% | +$200K |
|
|
INGM
373
Ingram Micro Holding Corporation
INGM
$4.85B
| $64.1M | 0.01% |
3,612,499
+90,304
| +3% | +$1.6M |
|
374
Weatherford International
WFRD
$4.62B
| $63.8M | 0.01% |
1,191,877
-106,260
| -8% | -$5.69M |
|
375
MakeMyTrip
MMYT
$9.18B
| $62.7M | 0.01% |
640,116
-1,100
| -0.2% | -$108K |
|