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 |
Vertex Pharmaceuticals
VRTX
|
$1.56B |
| 2 |
EOG Resources
EOG
|
$1.14B |
| 3 |
Amazon
AMZN
|
$1.07B |
| 4 |
Blackrock
BLK
|
$1.04B |
| 5 |
Brookfield
BN
|
$1B |
Top Sells
| 1 |
Applied Materials
AMAT
|
$1.68B |
| 2 |
Apple
AAPL
|
$1.55B |
| 3 |
Corteva
CTVA
|
$1.38B |
| 4 |
ConocoPhillips
COP
|
$1.23B |
| 5 |
Iron Mountain
IRM
|
$1.03B |
Sector Composition
| 1 | Technology | 23.5% |
| 2 | Healthcare | 16.36% |
| 3 | Consumer Discretionary | 11.93% |
| 4 | Financials | 11.75% |
| 5 | Industrials | 9.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Rocket Companies
RKT
$37.4B
| $52.7M | 0.01% | 3,642,099 +10,068 | +0.3% | +$146K |
|
377
SouthState
SSB
$10.3B
| $52.4M | 0.01% | 620,510 +149,745 | +32% | +$12.6M |
|
378
Live Nation Entertainment
LYV
$38.6B
| $52.2M | 0.01% | 558,158 +109,948 | +25% | +$10.3M |
|
379
New York Times
NYT
$9.74B
| $51.6M | 0.01% | 1,052,602 +26 | +0% | +$1.27K |
|
380
Nova
NVMI
$7.74B
| $50.6M | 0.01% | 368,546 | – | – |
|
381
Freshworks
FRSH
$3.93B
| $50.5M | 0.01% | 2,149,287 | – | – |
|
382
Impinj
PI
$5.45B
| $49.2M | 0.01% | 546,350 | – | – |
|
383
NovoCure
NVCR
$1.38B
| $48.9M | 0.01% | 3,276,996 -5,601,735 | -63% | -$83.6M |
|
384
SiTime
SITM
$6.28B
| $48.9M | 0.01% | 400,406 | – | – |
|
385
XPEL
XPEL
$1.03B
| $48.7M | 0.01% | 903,527 +233,542 | +35% | +$12.6M |
|
|
AMK
386
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $48.3M | 0.01% | 1,611,713 | – | – |
|
387
MakeMyTrip
MMYT
$9.4B
| $47.7M | 0.01% | 1,015,377 | – | – |
|
388
AbCellera Biologics
ABCL
$1.25B
| $47.7M | 0.01% | 8,351,293 -69,200 | -0.8% | -$395K |
|
|
JOYY
389
JOYY Inc. American Depositary Shares
JOYY
$2.78B
| $46.8M | 0.01% | 1,177,618 | – | – |
|
390
Riskified
RSKD
$748M
| $45.7M | 0.01% | 9,774,367 +580,000 | +6% | +$2.71M |
|
391
Okta
OKTA
$16.4B
| $45.3M | 0.01% | 500,000 | – | – |
|
392
Zegna
ZGN
$2.14B
| $44.6M | 0.01% | 3,859,068 | – | – |
|
393
10x Genomics
TXG
$1.74B
| $44.4M | 0.01% | 793,300 | – | – |
|
394
Strategy Inc Common Stock Class A
MSTR
$94.8B
| $44.3M | 0.01% | 70,100 | – | – |
|
395
Glaukos
GKOS
$5.5B
| $43.7M | 0.01% | 550,322 | – | – |
|
396
IDEX
IEX
$12.4B
| $43.4M | 0.01% | 200,000 | – | – |
|
397
Ionis Pharmaceuticals
IONS
$6.79B
| $42.5M | 0.01% | 839,463 | – | – |
|
398
CCC Intelligent Solutions
CCCS
$6.45B
| $42.1M | 0.01% | 3,695,000 | – | – |
|
399
Victory Capital Holdings
VCTR
$4.76B
| $41.2M | 0.01% | 1,196,000 | – | – |
|
400
APi Group
APG
$14.8B
| $41M | 0.01% | 1,185,771 +1,053,222 | +795% | +$36.4M |
|