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 |
Amazon
AMZN
|
+$3.88B |
| 2 |
IBM
IBM
|
+$2.12B |
| 3 |
Illumina
ILMN
|
+$1.94B |
| 4 |
Citigroup
C
|
+$1.81B |
| 5 |
Honeywell
HON
|
+$1.59B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$3.36B |
| 2 |
Apple
AAPL
|
+$2.8B |
| 3 |
UnitedHealth
UNH
|
+$2.39B |
| 4 |
Arista Networks
ANET
|
+$1.7B |
| 5 |
Home Depot
HD
|
+$1.61B |
Sector Composition
| 1 | Technology | 24.47% |
| 2 | Financials | 14.11% |
| 3 | Consumer Discretionary | 14.04% |
| 4 | Healthcare | 13.01% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Modine Manufacturing
MOD
$7.86B
| $68.5M | 0.01% |
591,174
+44,796
| +8% | +$5.19M |
|
|
INGM
377
Ingram Micro Holding Corporation
INGM
$4.93B
| $68.3M | 0.01% |
+3,522,195
| New | +$68.3M |
|
378
Peloton Interactive
PTON
$3.09B
| $67.4M | 0.01% |
7,742,528
| – | – |
|
379
Jack in the Box
JACK
$350M
| $66.9M | 0.01% |
1,606,607
| – | – |
|
380
Twilio
TWLO
$15.7B
| $63.1M | 0.01% |
583,373
+4,491
| +0.8% | +$485K |
|
381
Natera
NTRA
$23.1B
| $62.8M | 0.01% |
396,421
| – | – |
|
382
SouthState Bank Corporation
SSB
$10.2B
| $61.7M | 0.01% |
620,510
| – | – |
|
383
Malibu Boats
MBUU
$629M
| $61M | 0.01% |
1,622,920
| – | – |
|
384
Kontoor Brands
KTB
$4.5B
| $60.5M | 0.01% |
708,372
-729,312
| -51% | -$62.3M |
|
385
TFI International
TFII
$7.77B
| $60.3M | 0.01% |
446,627
+551
| +0.1% | +$74.4K |
|
386
Texas Roadhouse
TXRH
$11.1B
| $58.9M | 0.01% |
326,700
+61,663
| +23% | +$11.1M |
|
387
HEICO Class A
HEI.A
$34.9B
| $57.4M | 0.01% |
+308,461
| New | +$57.4M |
|
388
New York Times
NYT
$9.59B
| $55.3M | 0.01% |
1,062,981
+6,889
| +0.7% | +$359K |
|
389
SPX Corp
SPXC
$9.21B
| $55.2M | 0.01% |
379,569
| – | – |
|
390
Artisan Partners
APAM
$3.27B
| $55.2M | 0.01% |
1,281,561
-1,539
| -0.1% | -$66.3K |
|
391
Meritage Homes
MTH
$5.61B
| $54.4M | 0.01% |
706,800
| – | – |
|
392
MongoDB
MDB
$26.9B
| $53.7M | 0.01% |
230,606
-120,885
| -34% | -$28.1M |
|
393
Tencent Music
TME
$38.5B
| $53.4M | 0.01% |
4,702,353
-10,665
| -0.2% | -$121K |
|
394
Moelis & Co
MC
$5.54B
| $53.1M | 0.01% |
719,000
| – | – |
|
395
e.l.f. Beauty
ELF
$7.67B
| $52.6M | 0.01% |
418,852
+312,776
| +295% | +$39.3M |
|
396
XPEL
XPEL
$960M
| $52.5M | 0.01% |
1,314,345
| – | – |
|
397
VF Corp
VFC
$5.8B
| $51.1M | 0.01% |
2,380,695
-1,302,324
| -35% | -$27.9M |
|
398
Janus Henderson
JHG
$7.01B
| $51M | 0.01% |
1,200,041
| – | – |
|
399
Itaú Unibanco
ITUB
$75B
| $50.4M | 0.01% |
11,169,981
-27,480
| -0.2% | -$124K |
|
400
WillScot Mobile Mini Holdings
WSC
$4.19B
| $50.2M | 0.01% |
1,500,000
-1,791,298
| -54% | -$59.9M |
|