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 |
Airbnb
ABNB
|
$1.37B |
| 2 |
Visa
V
|
$1.28B |
| 3 |
Keurig Dr Pepper
KDP
|
$1.24B |
| 4 |
Halliburton
HAL
|
$1.21B |
| 5 |
Apple
AAPL
|
$1.04B |
Top Sells
| 1 |
Lennar Class A
LEN
|
$1.67B |
| 2 |
Pfizer
PFE
|
$1.19B |
| 3 |
Bank of America
BAC
|
$1.02B |
| 4 |
D.R. Horton
DHI
|
$1.01B |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
$952M |
Sector Composition
| 1 | Technology | 22.08% |
| 2 | Healthcare | 17.21% |
| 3 | Consumer Discretionary | 12.51% |
| 4 | Financials | 10.77% |
| 5 | Industrials | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AMK
376
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $46.3M | 0.01% | 1,562,500 +48,500 | +3% | +$1.44M |
|
377
Pacific Biosciences
PACB
$393M
| $45.1M | 0.01% | 3,390,000 | – | – |
|
378
10x Genomics
TXG
$1.74B
| $44.3M | 0.01% | 793,300 | – | – |
|
379
Mine Safety
MSA
$6.68B
| $44.3M | 0.01% | 254,500 +42,991 | +20% | +$7.48M |
|
380
Lyft
LYFT
$6.73B
| $43.5M | 0.01% | 4,535,000 | – | – |
|
381
IDEX
IEX
$12.4B
| $43.1M | 0.01% | 200,000 | – | – |
|
382
ATI
ATI
$10.7B
| $42.9M | 0.01% | 970,000 | – | – |
|
383
CCC Intelligent Solutions
CCCS
$6.45B
| $41.4M | 0.01% | 3,695,000 | – | – |
|
|
AEPPZ
384
DELISTED
American Electric Power Company, Inc. Corporate Units
AEPPZ
| $41.3M | 0.01% | 831,914 | – | – |
|
385
New York Times
NYT
$9.74B
| $41.3M | 0.01% | 1,048,289 +565 | +0.1% | +$22.3K |
|
386
Live Nation Entertainment
LYV
$38.6B
| $40.7M | 0.01% | 446,665 -90 | -0% | -$8.2K |
|
387
TJX Companies
TJX
$152B
| $40.6M | 0.01% | 479,269 -3 | -0% | -$254 |
|
388
Driven Brands
DRVN
$3.03B
| $40.6M | 0.01% | 1,501,000 -982,000 | -40% | -$26.6M |
|
389
XPO
XPO
$15.3B
| $40.1M | 0.01% | +680,491 | New | +$40.1M |
|
|
SIX
390
DELISTED
Six Flags Entertainment Corp.
SIX
| $39.3M | 0.01% | 1,514,000 | – | – |
|
391
Glaukos
GKOS
$5.5B
| $39.2M | 0.01% | 550,322 | – | – |
|
392
MakeMyTrip
MMYT
$9.4B
| $38.5M | 0.01% | 1,425,795 +308,195 | +28% | +$8.32M |
|
|
DEN
393
DELISTED
Denbury Inc.
DEN
| $38.1M | 0.01% | 441,327 -197,382 | -31% | -$17M |
|
394
Victory Capital Holdings
VCTR
$4.76B
| $37.7M | 0.01% | 1,196,000 | – | – |
|
395
Endava
DAVA
$873M
| $36.7M | 0.01% | 708,900 +95,900 | +16% | +$4.97M |
|
|
JOYY
396
JOYY Inc. American Depositary Shares
JOYY
$2.78B
| $36.2M | 0.01% | 1,177,618 | – | – |
|
397
Okta
OKTA
$16.4B
| $34.7M | 0.01% | 500,000 | – | – |
|
398
Ionis Pharmaceuticals
IONS
$6.79B
| $34.4M | 0.01% | +839,463 | New | +$34.4M |
|
399
Sanofi
SNY
$121B
| $33.7M | 0.01% | 625,938 | – | – |
|
400
Janus Henderson
JHG
$6.91B
| $32.7M | 0.01% | 1,200,041 | – | – |
|