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 |
Tesla
TSLA
|
$17.8B |
| 2 |
Apple
AAPL
|
$2.1B |
| 3 |
Restaurant Brands International
QSR
|
$789M |
| 4 |
Halliburton
HAL
|
$716M |
| 5 |
Exact Sciences
EXAS
|
$657M |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.32B |
| 2 |
Amazon
AMZN
|
$2.27B |
| 3 |
Boston Scientific
BSX
|
$887M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$842M |
| 5 |
Intuitive Surgical
ISRG
|
$746M |
Sector Composition
| 1 | Technology | 20.28% |
| 2 | Healthcare | 16.49% |
| 3 | Consumer Discretionary | 15.03% |
| 4 | Financials | 12.76% |
| 5 | Communication Services | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MDC
401
DELISTED
M.D.C. Holdings, Inc.
MDC
| $45.6M | 0.01% | 967,528 | – | – |
|
|
DEN
402
DELISTED
Denbury Inc.
DEN
| $45.1M | 0.01% | +2,561,307 | New | +$45.1M |
|
|
SWAV
403
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $44.3M | 0.01% | 585,000 | – | – |
|
|
AMTI
404
DELISTED
Applied Molecular Transport Inc. Common Stock
AMTI
| $44.3M | 0.01% | 1,392,897 +990,522 | +246% | +$31.5M |
|
405
Revolution Medicines
RVMD
$7.1B
| $42.7M | 0.01% | 1,228,000 +307,547 | +33% | +$10.7M |
|
406
CoStar Group
CSGP
$37.9B
| $42.4M | 0.01% | 50,000 | – | – |
|
407
JFrog
FROG
$5.76B
| $42.3M | 0.01% | +500,000 | New | +$42.3M |
|
|
UN
408
DELISTED
Unilever NV New York Registry Shares
UN
| $42.2M | 0.01% | 698,186 -188 | -0% | -$11.4K |
|
409
RH
RH
$4.23B
| $41.3M | 0.01% | 108,000 | – | – |
|
410
Bank of N.T. Butterfield & Son
NTB
$1.88B
| $41.2M | 0.01% | 1,850,000 | – | – |
|
|
FLXN
411
DELISTED
Flexion Therapeutics, Inc.
FLXN
| $39.8M | 0.01% | 3,823,000 | – | – |
|
412
HDFC Bank
HDB
$182B
| $38.7M | 0.01% | 776,193 +5,984 | +0.8% | +$298K |
|
413
Century Communities
CCS
$1.96B
| $38.6M | 0.01% | 911,000 | – | – |
|
|
PGTI
414
DELISTED
PGT, Inc.
PGTI
| $38.2M | 0.01% | 2,181,973 | – | – |
|
415
Spotify
SPOT
$140B
| $37.4M | 0.01% | 154,118 +79,128 | +106% | +$19.2M |
|
|
NUVA
416
DELISTED
NuVasive, Inc.
NUVA
| $37.2M | 0.01% | 766,000 | – | – |
|
417
Boot Barn
BOOT
$5.43B
| $37M | 0.01% | +1,315,000 | New | +$37M |
|
418
Vail Resorts
MTN
$6.09B
| $36.8M | 0.01% | 172,000 | – | – |
|
419
Incyte
INCY
$16.5B
| $35.5M | 0.01% | 396,000 -151,796 | -28% | -$13.6M |
|
420
GE Aerospace
GE
$292B
| $35.5M | 0.01% | 5,701,725 -608 | -0% | -$3.79K |
|
421
BP
BP
$90.8B
| $35.2M | 0.01% | 2,015,981 +31 | +0% | +$541 |
|
|
AUTL
422
Autolus Therapeutics
AUTL
$399M
| $34.4M | 0.01% | 2,955,806 | – | – |
|
423
Yeti Holdings
YETI
$2.86B
| $34.3M | 0.01% | 757,000 -109,000 | -13% | -$4.94M |
|
424
Grocery Outlet
GO
$1.78B
| $31.5M | 0.01% | 802,000 -390,000 | -33% | -$15.3M |
|
425
Legend Biotech
LEGN
$6.41B
| $31.4M | 0.01% | 1,016,619 +366,619 | +56% | +$11.3M |
|