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 |
NVIDIA
NVDA
|
$1.24B |
| 2 |
Microsoft
MSFT
|
$983M |
| 3 |
Qualcomm
QCOM
|
$879M |
| 4 |
EOG Resources
EOG
|
$790M |
| 5 |
Southwest Airlines
LUV
|
$781M |
Top Sells
| 1 |
Apple
AAPL
|
$1.48B |
| 2 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$1.43B |
| 3 |
Morgan Stanley
MS
|
$1.29B |
| 4 |
D.R. Horton
DHI
|
$1.21B |
| 5 |
GTM
ZoomInfo Technologies
GTM
|
$892M |
Sector Composition
| 1 | Technology | 21.47% |
| 2 | Healthcare | 17.17% |
| 3 | Consumer Discretionary | 11.91% |
| 4 | Financials | 10.96% |
| 5 | Industrials | 9.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SOVO
376
DELISTED
Sovos Brands, Inc. Common Stock
SOVO
| $47.7M | 0.01% | 2,116,344 -3,241,588 | -61% | -$73.1M |
|
377
SiTime
SITM
$6.28B
| $45.7M | 0.01% | 400,406 | – | – |
|
378
Advance Auto Parts
AAP
$3.66B
| $44.9M | 0.01% | +803,270 | New | +$44.9M |
|
|
JOYY
379
JOYY Inc. American Depositary Shares
JOYY
$2.78B
| $44.9M | 0.01% | 1,177,618 | – | – |
|
|
SILK
380
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $44.5M | 0.01% | 2,966,730 | – | – |
|
381
New York Times
NYT
$9.74B
| $43.4M | 0.01% | 1,052,576 +4,287 | +0.4% | +$177K |
|
382
Meritage Homes
MTH
$5.53B
| $43.3M | 0.01% | 353,400 | – | – |
|
383
Freshworks
FRSH
$3.93B
| $42.8M | 0.01% | +2,149,287 | New | +$42.8M |
|
384
TJX Companies
TJX
$152B
| $42.6M | 0.01% | 479,269 | – | – |
|
385
IDEX
IEX
$12.4B
| $41.6M | 0.01% | 200,000 | – | – |
|
386
Installed Building Products
IBP
$7.1B
| $41.5M | 0.01% | 332,000 | – | – |
|
387
Nova
NVMI
$7.74B
| $41.4M | 0.01% | +368,546 | New | +$41.4M |
|
388
Glaukos
GKOS
$5.5B
| $41.4M | 0.01% | 550,322 | – | – |
|
389
Beazer Homes USA
BZH
$748M
| $41.3M | 0.01% | 1,659,813 | – | – |
|
390
Riskified
RSKD
$748M
| $41.2M | 0.01% | 9,194,367 +2,994,367 | +48% | +$13.4M |
|
391
MakeMyTrip
MMYT
$9.4B
| $41.1M | 0.01% | 1,015,377 -410,418 | -29% | -$16.6M |
|
392
Okta
OKTA
$16.4B
| $40.8M | 0.01% | 500,000 | – | – |
|
393
Endava
DAVA
$873M
| $40.7M | 0.01% | 708,900 | – | – |
|
394
Illinois Tool Works
ITW
$77.1B
| $40.4M | 0.01% | 175,514 -223,486 | -56% | -$51.5M |
|
|
AMK
395
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $40.4M | 0.01% | 1,611,713 +49,213 | +3% | +$1.23M |
|
396
Victory Capital Holdings
VCTR
$4.76B
| $39.9M | 0.01% | 1,196,000 | – | – |
|
397
ResMed
RMD
$40.2B
| $38.9M | 0.01% | 263,150 -2,093,967 | -89% | -$310M |
|
398
AbCellera Biologics
ABCL
$1.25B
| $38.7M | 0.01% | 8,420,493 | – | – |
|
399
Ionis Pharmaceuticals
IONS
$6.79B
| $38.1M | 0.01% | 839,463 | – | – |
|
400
Live Nation Entertainment
LYV
$38.6B
| $37.2M | 0.01% | 448,210 +1,545 | +0.3% | +$128K |
|