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 |
Eli Lilly
LLY
|
+$2.07B |
| 2 |
Cenovus Energy
CVE
|
+$1.79B |
| 3 |
Pfizer
PFE
|
+$1.59B |
| 4 |
Visa
V
|
+$1.39B |
| 5 |
Caterpillar
CAT
|
+$1.25B |
Top Sells
| 1 |
Tesla
TSLA
|
+$4.13B |
| 2 |
Microsoft
MSFT
|
+$1.51B |
| 3 |
Altria Group
MO
|
+$1.11B |
| 4 |
Lockheed Martin
LMT
|
+$1.04B |
| 5 |
Blackrock
BLK
|
+$978M |
Sector Composition
| 1 | Healthcare | 19.6% |
| 2 | Technology | 17.14% |
| 3 | Consumer Discretionary | 13.22% |
| 4 | Financials | 12.49% |
| 5 | Industrials | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Kinsale Capital Group
KNSL
$9.88B
| $59.2M | 0.01% |
257,620
+113,500
| +79% | +$26.1M |
|
377
Iridium Communications
IRDM
$1.93B
| $58.7M | 0.01% |
1,563,868
| – | – |
|
378
Autodesk
ADSK
$68.4B
| $57.5M | 0.01% |
334,177
| – | – |
|
|
STOR
379
DELISTED
STORE Capital Corporation
STOR
| $57.4M | 0.01% |
2,200,000
| – | – |
|
380
Valley National Bancorp
VLY
$5.96B
| $57.2M | 0.01% |
5,495,000
| – | – |
|
381
CMS Energy
CMS
$21.4B
| $56.9M | 0.01% |
842,492
-82,441
| -9% | -$5.56M |
|
382
Graco
GGG
$14B
| $56.7M | 0.01% |
954,000
| – | – |
|
383
Middleby
MIDD
$6.8B
| $56.3M | 0.01% |
449,500
| – | – |
|
384
Antero Resources
AR
$10B
| $56.2M | 0.01% |
+1,833,371
| New | +$56.2M |
|
385
StepStone Group
STEP
$4.78B
| $55.4M | 0.01% |
2,127,500
+630,500
| +42% | +$16.4M |
|
386
Perimeter Solutions
PRM
$3.28B
| $48.9M | 0.01% |
4,513,000
-187,000
| -4% | -$2.03M |
|
|
DEN
387
DELISTED
Denbury Inc.
DEN
| $48.8M | 0.01% |
813,709
-373,671
| -31% | -$22.4M |
|
388
Fox Factory Holding Corp
FOXF
$1.13B
| $48.8M | 0.01% |
605,690
+276,690
| +84% | +$22.3M |
|
389
Textron
TXT
$14.7B
| $47.6M | 0.01% |
780,000
| – | – |
|
390
Nu Skin
NUS
$586M
| $47.6M | 0.01% |
1,100,000
| – | – |
|
391
GE Aerospace
GE
$304B
| $47M | 0.01% |
1,184,734
| – | – |
|
392
Workday
WDAY
$59.5B
| $46.9M | 0.01% |
335,650
| – | – |
|
393
Chord Energy
CHRD
$5.86B
| $45.2M | 0.01% |
371,768
-102,500
| -22% | -$12.5M |
|
394
Okta
OKTA
$16B
| $45.2M | 0.01% |
500,000
| – | – |
|
|
AEPPZ
395
DELISTED
American Electric Power Company, Inc. Corporate Units
AEPPZ
| $44.9M | 0.01% |
831,914
| – | – |
|
396
Insight Enterprises
NSIT
$3.85B
| $44.7M | 0.01% |
518,030
+30,505
| +6% | +$2.63M |
|
397
Strategy Inc Common Stock Class A
MSTR
$92.9B
| $44.6M | 0.01% |
2,717,000
-3,512,410
| -56% | -$57.7M |
|
|
MDC
398
DELISTED
M.D.C. Holdings, Inc.
MDC
| $44.3M | 0.01% |
1,370,482
+325,552
| +31% | +$10.5M |
|
|
TWKS
399
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $43M | 0.01% |
3,044,506
+1,069,000
| +54% | +$15.1M |
|
400
Mettler-Toledo International
MTD
$26B
| $42.7M | 0.01% |
37,171
-60,217
| -62% | -$69.2M |
|