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 |
Eli Lilly
LLY
|
+$2.07B |
| 2 |
Cenovus Energy
CVE
|
+$1.79B |
| 3 |
Pfizer
PFE
|
+$1.59B |
| 4 |
Visa
V
|
+$1.39B |
| 5 |
Caterpillar
CAT
|
+$1.25B |
Top Sells
| 1 |
Tesla
TSLA
|
+$4.13B |
| 2 |
Microsoft
MSFT
|
+$1.51B |
| 3 |
Altria Group
MO
|
+$1.11B |
| 4 |
Lockheed Martin
LMT
|
+$1.04B |
| 5 |
Blackrock
BLK
|
+$978M |
Sector Composition
| 1 | Healthcare | 19.6% |
| 2 | Technology | 17.14% |
| 3 | Consumer Discretionary | 13.22% |
| 4 | Financials | 12.49% |
| 5 | Industrials | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Performance Food Group
PFGC
$16.4B
| $42.7M | 0.01% |
928,000
| – | – |
|
402
Charles Schwab
SCHW
$166B
| $41.1M | 0.01% |
+650,894
| New | +$41.1M |
|
403
Century Communities
CCS
$1.98B
| $41M | 0.01% |
911,000
| – | – |
|
404
Builders FirstSource
BLDR
$15.4B
| $40.8M | 0.01% |
760,228
| – | – |
|
405
Alignment Healthcare
ALHC
$3.3B
| $39.9M | 0.01% |
3,500,000
| – | – |
|
406
DT Midstream
DTM
$10.7B
| $39.8M | 0.01% |
812,500
| – | – |
|
407
ATI
ATI
$10.8B
| $39.7M | 0.01% |
1,750,000
-839,437
| -32% | -$19.1M |
|
408
BlackLine
BL
$3.37B
| $39.6M | 0.01% |
595,000
| – | – |
|
409
10x Genomics
TXG
$1.65B
| $39.2M | 0.01% |
+866,700
| New | +$39.2M |
|
410
Viper Energy
VNOM
$6.38B
| $38.8M | 0.01% |
1,455,000
| – | – |
|
411
Berkshire Hathaway Class A
BRK.A
$1.05T
| $38.4M | 0.01% |
94
-12
| -11% | -$4.91M |
|
|
PACW
412
DELISTED
PacWest Bancorp
PACW
| $38M | 0.01% |
1,426,000
| – | – |
|
|
NUVA
413
DELISTED
NuVasive, Inc.
NUVA
| $37.7M | 0.01% |
766,000
| – | – |
|
414
Globant
GLOB
$2.46B
| $37.1M | 0.01% |
213,000
-440,894
| -67% | -$76.7M |
|
415
Live Nation Entertainment
LYV
$39.1B
| $37M | 0.01% |
447,831
+860
| +0.2% | +$71K |
|
416
Virtu Financial
VIRT
$3.01B
| $36.7M | 0.01% |
1,566,000
| – | – |
|
417
Carvana
CVNA
$49.8B
| $36.5M | 0.01% |
1,616,536
+162,217
| +11% | +$3.66M |
|
418
IDEX
IEX
$12.1B
| $36.3M | 0.01% |
200,003
-225,677
| -53% | -$41M |
|
419
SouthState Bank Corporation
SSB
$10B
| $36.3M | 0.01% |
470,765
| – | – |
|
|
NXDR
420
Nextdoor Holdings
NXDR
$833M
| $35.4M | 0.01% |
10,697,393
+5,197,393
| +94% | +$17.2M |
|
|
DTP
421
DELISTED
DTE Energy Company 2019 Corporate Units
DTP
| $35M | 0.01% |
680,000
| – | – |
|
422
Macy's
M
$4.69B
| $34.8M | 0.01% |
1,900,000
| – | – |
|
423
Glaukos
GKOS
$4.7B
| $34.1M | 0.01% |
750,322
| – | – |
|
424
CCC Intelligent Solutions
CCCS
$6.23B
| $34M | 0.01% |
3,695,000
+1,549,995
| +72% | +$14.3M |
|
425
Cavco Industries
CVCO
$4.3B
| $33.5M | 0.01% |
170,870
| – | – |
|