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 |
Canadian Natural Resources
CNQ
|
+$1.56B |
| 2 |
Caterpillar
CAT
|
+$1.53B |
| 3 |
Aon
AON
|
+$1.48B |
| 4 |
Intel
INTC
|
+$1.27B |
| 5 |
TC Energy
TRP
|
+$1.27B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$3.06B |
| 2 |
Amazon
AMZN
|
+$3.04B |
| 3 |
Broadcom
AVGO
|
+$2.88B |
| 4 |
JPMorgan Chase
JPM
|
+$2.87B |
| 5 |
Blackrock
BLK
|
+$2.56B |
Sector Composition
| 1 | Technology | 19.71% |
| 2 | Healthcare | 15.96% |
| 3 | Consumer Discretionary | 15.87% |
| 4 | Financials | 12.59% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Analog Devices
ADI
$121B
| $63.1M | 0.01% |
381,913
| – | – |
|
402
Iridium Communications
IRDM
$1.89B
| $63.1M | 0.01% |
1,563,868
| – | – |
|
|
PACW
403
DELISTED
PacWest Bancorp
PACW
| $61.5M | 0.01% |
1,426,000
+206,000
| +17% | +$8.88M |
|
404
Driven Brands
DRVN
$3B
| $58.6M | 0.01% |
2,228,000
+245,000
| +12% | +$6.44M |
|
405
Virtu Financial
VIRT
$3.1B
| $58.3M | 0.01% |
+1,566,000
| New | +$58.3M |
|
406
Textron
TXT
$14.5B
| $58M | 0.01% |
780,000
| – | – |
|
407
H.B. Fuller
FUL
$3.33B
| $57.2M | 0.01% |
866,200
| – | – |
|
408
Perimeter Solutions
PRM
$3.26B
| $56.9M | 0.01% |
4,700,000
| – | – |
|
409
Berkshire Hathaway Class A
BRK.A
$1.06T
| $56.1M | 0.01% |
106
-1
| -0.9% | -$529K |
|
410
Clear Secure
YOU
$3.58B
| $56M | 0.01% |
2,082,666
+200,000
| +11% | +$5.38M |
|
411
SSR Mining
SSRM
$4.54B
| $53.2M | 0.01% |
2,445,000
| – | – |
|
|
SYNH
412
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $53M | 0.01% |
654,490
-1,914,551
| -75% | -$155M |
|
413
Radian Group
RDN
$4.76B
| $52.9M | 0.01% |
2,382,000
+250,000
| +12% | +$5.55M |
|
414
Nu Skin
NUS
$596M
| $52.7M | 0.01% |
1,100,000
| – | – |
|
415
Live Nation Entertainment
LYV
$40.3B
| $52.6M | 0.01% |
446,971
-1,322,696
| -75% | -$156M |
|
416
Insight Enterprises
NSIT
$3.9B
| $52.3M | 0.01% |
487,525
+79,315
| +19% | +$8.51M |
|
|
AUY
417
DELISTED
Yamana Gold, Inc.
AUY
| $49.6M | 0.01% |
8,881,000
| – | – |
|
418
StepStone Group
STEP
$4.87B
| $49.5M | 0.01% |
1,497,000
| – | – |
|
419
Builders FirstSource
BLDR
$15.8B
| $49.1M | 0.01% |
760,228
| – | – |
|
420
Century Communities
CCS
$2B
| $48.8M | 0.01% |
911,000
| – | – |
|
421
ThredUp
TDUP
$1.28B
| $47.4M | 0.01% |
6,154,000
+2,591,000
| +73% | +$20M |
|
422
Performance Food Group
PFGC
$16.6B
| $47.2M | 0.01% |
928,000
| – | – |
|
|
AEPPZ
423
DELISTED
American Electric Power Company, Inc. Corporate Units
AEPPZ
| $46.5M | 0.01% |
831,914
| – | – |
|
424
Macy's
M
$4.54B
| $46.3M | 0.01% |
1,900,000
| – | – |
|
|
DO
425
DELISTED
Diamond Offshore Drilling, Inc.
DO
| $46.2M | 0.01% |
+6,482,952
| New | +$46.2M |
|