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 |
Amgen
AMGN
|
+$3.18B |
| 2 |
Starbucks
SBUX
|
+$1.92B |
| 3 |
Apple
AAPL
|
+$1.74B |
| 4 |
Intel
INTC
|
+$1.25B |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$7.01B |
| 2 |
Caterpillar
CAT
|
+$2.75B |
| 3 |
Home Depot
HD
|
+$2.08B |
| 4 |
Gilead Sciences
GILD
|
+$2.03B |
| 5 |
Extra Space Storage
EXR
|
+$1.98B |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 14.79% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Coupang
CPNG
$60.7B
| $59.9M | 0.01% |
2,729,434
-7,419,368
| -73% | -$163M |
|
377
Cogent Communications
CCOI
$1.84B
| $58.6M | 0.01% |
955,288
-26,335
| -3% | -$1.61M |
|
378
SouthState Bank Corporation
SSB
$10.1B
| $57.6M | 0.01% |
620,509
-1
| -0% | -$93 |
|
379
Twilio
TWLO
$15.5B
| $57.4M | 0.01% |
585,957
+2,584
| +0.4% | +$253K |
|
380
O'Reilly Automotive
ORLY
$90B
| $57M | 0.01% |
596,835
-1,449,045
| -71% | -$138M |
|
381
Baidu
BIDU
$42.8B
| $56.2M | 0.01% |
610,334
+233,304
| +62% | +$21.5M |
|
382
Natera
NTRA
$24B
| $56.1M | 0.01% |
396,421
| – | – |
|
383
Vertex
VERX
$3.99B
| $55.6M | 0.01% |
+1,588,928
| New | +$55.6M |
|
384
Texas Roadhouse
TXRH
$10.9B
| $54.4M | 0.01% |
326,700
| – | – |
|
385
Glaukos
GKOS
$4.68B
| $54.2M | 0.01% |
550,322
| – | – |
|
386
Carnival Corp
CCL
$41.9B
| $53.9M | 0.01% |
+2,758,206
| New | +$53.9M |
|
387
Installed Building Products
IBP
$7.08B
| $53.3M | 0.01% |
310,708
+147,467
| +90% | +$25.3M |
|
388
New York Times
NYT
$9.45B
| $52.8M | 0.01% |
1,064,558
+1,577
| +0.1% | +$78.2K |
|
389
Okta
OKTA
$15.8B
| $52.7M | 0.01% |
501,001
| – | – |
|
390
Artisan Partners
APAM
$3.19B
| $50.8M | 0.01% |
1,299,188
+17,627
| +1% | +$689K |
|
391
Moog
MOG.A
$6.34B
| $50.2M | 0.01% |
+289,515
| New | +$50.2M |
|
392
Meritage Homes
MTH
$5.42B
| $50.1M | 0.01% |
706,800
| – | – |
|
393
Malibu Boats
MBUU
$643M
| $49.8M | 0.01% |
1,622,920
| – | – |
|
394
Freshpet
FRPT
$2.6B
| $49M | 0.01% |
588,829
+452,756
| +333% | +$37.7M |
|
395
Peloton Interactive
PTON
$3.17B
| $48.9M | 0.01% |
7,742,528
| – | – |
|
396
SPX Corp
SPXC
$9.17B
| $48.9M | 0.01% |
379,569
| – | – |
|
397
Halozyme
HALO
$8.86B
| $47.7M | 0.01% |
748,230
| – | – |
|
398
Oscar Health
OSCR
$4.69B
| $47.5M | 0.01% |
3,622,586
| – | – |
|
399
LKQ Corp
LKQ
$8.1B
| $47M | 0.01% |
1,104,991
+47,889
| +5% | +$2.04M |
|
400
Arcellx
ACLX
$4.27B
| $46.5M | 0.01% |
709,374
+456,496
| +181% | +$29.9M |
|