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 |
Starbucks
SBUX
|
+$4.03B |
| 2 |
NVIDIA
NVDA
|
+$1.96B |
| 3 |
Amazon
AMZN
|
+$1.62B |
| 4 |
Nike
NKE
|
+$1.46B |
| 5 |
Citizens Financial Group
CFG
|
+$1.43B |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.49B |
| 2 |
Broadcom
AVGO
|
+$2.2B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.43B |
| 4 |
Eli Lilly
LLY
|
+$1.29B |
| 5 |
Schlumberger
SLB
|
+$1.23B |
Sector Composition
| 1 | Technology | 23.09% |
| 2 | Healthcare | 15.24% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Toronto Dominion Bank
TD
$131B
| $61.7M | 0.01% |
975,645
-445,426
| -31% | -$28.2M |
|
377
TFI International
TFII
$7.77B
| $61.1M | 0.01% |
446,076
+324
| +0.1% | +$44.4K |
|
378
Globant
GLOB
$2.47B
| $60.8M | 0.01% |
306,881
-974
| -0.3% | -$193K |
|
379
SPX Corp
SPXC
$9.21B
| $60.5M | 0.01% |
379,569
| – | – |
|
380
SouthState Bank Corporation
SSB
$10.2B
| $60.3M | 0.01% |
620,510
| – | – |
|
381
Alibaba
BABA
$370B
| $59.4M | 0.01% |
560,073
+39,972
| +8% | +$4.24M |
|
382
Zeta Global
ZETA
$4.84B
| $58.9M | 0.01% |
1,974,641
-694,419
| -26% | -$20.7M |
|
383
New York Times
NYT
$9.59B
| $58.8M | 0.01% |
1,056,092
+4,282
| +0.4% | +$238K |
|
384
Bombardier Recreational Products
DOOO
$4.7B
| $58.3M | 0.01% |
+979,641
| New | +$58.3M |
|
385
Lyft
LYFT
$7.73B
| $57.8M | 0.01% |
4,535,000
| – | – |
|
|
EXE
386
Expand Energy Corporation Common Stock
EXE
$22.9B
| $57.1M | 0.01% |
693,811
-74,200
| -10% | -$6.1M |
|
387
XPEL
XPEL
$960M
| $57M | 0.01% |
1,314,345
+240,770
| +22% | +$10.4M |
|
388
Tencent Music
TME
$38.5B
| $56.8M | 0.01% |
+4,713,018
| New | +$56.8M |
|
389
Beazer Homes USA
BZH
$781M
| $56.7M | 0.01% |
1,659,813
| – | – |
|
390
CubeSmart
CUBE
$9.39B
| $55.7M | 0.01% |
+1,034,752
| New | +$55.7M |
|
391
Artisan Partners
APAM
$3.27B
| $55.6M | 0.01% |
1,283,100
| – | – |
|
392
CBIZ
CBZ
$3.01B
| $55.5M | 0.01% |
824,800
+1,478
| +0.2% | +$99.5K |
|
393
Alight
ALIT
$1.95B
| $52.2M | 0.01% |
7,059,112
+2,120,840
| +43% | +$15.7M |
|
394
Natera
NTRA
$23.1B
| $50.3M | 0.01% |
396,421
| – | – |
|
395
Zegna
ZGN
$2.22B
| $50M | 0.01% |
5,083,888
-1,327,362
| -21% | -$13.1M |
|
396
Moelis & Co
MC
$5.54B
| $49.3M | 0.01% |
719,000
| – | – |
|
397
Celestica
CLS
$27.8B
| $47.9M | 0.01% |
+936,174
| New | +$47.9M |
|
398
Texas Roadhouse
TXRH
$11.1B
| $46.8M | 0.01% |
265,037
| – | – |
|
399
Janus Henderson
JHG
$7.01B
| $45.7M | 0.01% |
1,200,041
| – | – |
|
400
Fox Factory Holding Corp
FOXF
$1.14B
| $45.7M | 0.01% |
1,100,739
+569,953
| +107% | +$23.7M |
|