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 |
Apple
AAPL
|
+$4.84B |
| 2 |
Amazon
AMZN
|
+$1.92B |
| 3 |
ASML
ASML
|
+$1.28B |
| 4 |
Ingersoll Rand
IR
|
+$1.21B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$5.67B |
| 2 |
Home Depot
HD
|
+$4.32B |
| 3 |
Microsoft
MSFT
|
+$3.51B |
| 4 |
Caterpillar
CAT
|
+$2.96B |
| 5 |
Eli Lilly
LLY
|
+$2.46B |
Sector Composition
| 1 | Technology | 25.01% |
| 2 | Healthcare | 15.57% |
| 3 | Financials | 12.28% |
| 4 | Consumer Discretionary | 11.45% |
| 5 | Industrials | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Element Solutions
ESI
$6.36B
| $55.7M | 0.01% |
2,052,000
+269,500
| +15% | +$7.31M |
|
377
Helen of Troy
HELE
$554M
| $55.6M | 0.01% |
600,000
| – | – |
|
378
Cogent Communications
CCOI
$1.77B
| $55.4M | 0.01% |
981,623
| – | – |
|
379
Globant
GLOB
$2.47B
| $54.9M | 0.01% |
307,855
+1,218
| +0.4% | +$217K |
|
380
Modine Manufacturing
MOD
$7.86B
| $54.7M | 0.01% |
546,378
+351,696
| +181% | +$35.2M |
|
381
SPX Corp
SPXC
$9.21B
| $54M | 0.01% |
379,569
| – | – |
|
382
Kaspi.kz JSC
KSPI
$16.1B
| $53.9M | 0.01% |
418,064
-215,100
| -34% | -$27.8M |
|
383
New York Times
NYT
$9.59B
| $53.9M | 0.01% |
1,051,810
+720
| +0.1% | +$36.9K |
|
384
Vista Energy
VIST
$3.72B
| $53.6M | 0.01% |
1,177,988
+131,165
| +13% | +$5.97M |
|
385
Artisan Partners
APAM
$3.27B
| $53M | 0.01% |
1,283,100
+6,100
| +0.5% | +$252K |
|
386
Live Nation Entertainment
LYV
$40.3B
| $52.3M | 0.01% |
557,471
-358
| -0.1% | -$33.6K |
|
|
SIX
387
DELISTED
Six Flags Entertainment Corp.
SIX
| $50.2M | 0.01% |
1,514,000
| – | – |
|
388
Doximity
DOCS
$13.3B
| $48M | 0.01% |
1,714,707
| – | – |
|
389
SouthState Bank Corporation
SSB
$10.2B
| $47.4M | 0.01% |
620,510
| – | – |
|
390
Zeta Global
ZETA
$4.84B
| $47.1M | 0.01% |
2,669,060
-2,186
| -0.1% | -$38.6K |
|
391
Okta
OKTA
$15.9B
| $46.8M | 0.01% |
500,000
| – | – |
|
392
Beazer Homes USA
BZH
$781M
| $45.6M | 0.01% |
1,659,813
| – | – |
|
393
Texas Roadhouse
TXRH
$11.1B
| $45.5M | 0.01% |
+265,037
| New | +$45.5M |
|
394
Oscar Health
OSCR
$5B
| $43.5M | 0.01% |
2,751,000
| – | – |
|
395
Natera
NTRA
$23.1B
| $42.9M | 0.01% |
396,421
| – | – |
|
396
CCC Intelligent Solutions
CCCS
$6.37B
| $41.1M | 0.01% |
3,695,000
| – | – |
|
397
Moelis & Co
MC
$5.54B
| $40.9M | 0.01% |
719,000
| – | – |
|
398
Janus Henderson
JHG
$7.01B
| $40.5M | 0.01% |
1,200,041
| – | – |
|
399
IDEX
IEX
$12.1B
| $40.2M | 0.01% |
200,000
| – | – |
|
400
NovoCure
NVCR
$1.36B
| $39.5M | 0.01% |
2,308,215
| – | – |
|