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 |
Target
TGT
|
+$2.15B |
| 2 |
JPMorgan Chase
JPM
|
+$1.89B |
| 3 |
Goldman Sachs
GS
|
+$1.66B |
| 4 |
Philip Morris
PM
|
+$1.5B |
| 5 |
Blackstone
BX
|
+$1.01B |
Top Sells
| 1 |
Tesla
TSLA
|
+$5.14B |
| 2 |
CME Group
CME
|
+$2.62B |
| 3 |
Microsoft
MSFT
|
+$1.39B |
| 4 |
UnitedHealth
UNH
|
+$1.34B |
| 5 |
Verizon
VZ
|
+$1.33B |
Sector Composition
| 1 | Healthcare | 21.38% |
| 2 | Technology | 16.49% |
| 3 | Financials | 12.64% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Perimeter Solutions
PRM
$3.26B
| $41.2M | 0.01% |
4,513,000
| – | – |
|
402
Alignment Healthcare
ALHC
$3.18B
| $41.2M | 0.01% |
3,500,000
| – | – |
|
403
Interface
TILE
$1.66B
| $41.1M | 0.01% |
4,162,330
-558,730
| -12% | -$5.51M |
|
404
ATI
ATI
$10.5B
| $40.3M | 0.01% |
1,350,000
| – | – |
|
405
BlackLine
BL
$3.36B
| $40M | 0.01% |
595,000
| – | – |
|
406
Macy's
M
$4.54B
| $39.2M | 0.01% |
1,900,000
| – | – |
|
|
JOYY
407
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $37.2M | 0.01% |
1,177,618
-1,369,119
| -54% | -$43.3M |
|
408
Berkshire Hathaway Class A
BRK.A
$1.06T
| $37M | 0.01% |
79
| – | – |
|
409
SouthState Bank Corporation
SSB
$10.2B
| $35.9M | 0.01% |
470,765
| – | – |
|
410
Globant
GLOB
$2.47B
| $35.8M | 0.01% |
213,000
| – | – |
|
411
Weatherford International
WFRD
$4.48B
| $35.4M | 0.01% |
695,815
-140,481
| -17% | -$7.15M |
|
|
SIX
412
DELISTED
Six Flags Entertainment Corp.
SIX
| $35.2M | 0.01% |
1,514,000
| – | – |
|
413
Okta
OKTA
$15.9B
| $34.2M | 0.01% |
500,000
| – | – |
|
414
Glaukos
GKOS
$4.75B
| $32.8M | 0.01% |
750,322
| – | – |
|
415
Meritage Homes
MTH
$5.61B
| $32.6M | 0.01% |
+706,800
| New | +$32.6M |
|
416
CCC Intelligent Solutions
CCCS
$6.37B
| $32.1M | 0.01% |
3,695,000
| – | – |
|
417
Victory Capital Holdings
VCTR
$4.58B
| $32.1M | 0.01% |
1,196,000
| – | – |
|
|
UMPQ
418
DELISTED
Umpqua Holdings Corp
UMPQ
| $31.9M | 0.01% |
1,785,500
| – | – |
|
419
Incyte
INCY
$16.2B
| $31.8M | 0.01% |
396,000
| – | – |
|
|
NUVA
420
DELISTED
NuVasive, Inc.
NUVA
| $31.6M | 0.01% |
766,000
| – | – |
|
421
Paycom
PAYC
$12.5B
| $31.5M | 0.01% |
101,400
-169,125
| -63% | -$52.5M |
|
422
Live Nation Entertainment
LYV
$40.3B
| $31.2M | 0.01% |
446,895
-295
| -0.1% | -$20.6K |
|
|
AMK
423
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $31.1M | 0.01% |
1,350,000
| – | – |
|
424
MakeMyTrip
MMYT
$9.31B
| $30.8M | 0.01% |
1,117,600
| – | – |
|
425
10x Genomics
TXG
$1.57B
| $28.9M | 0.01% |
793,300
| – | – |
|