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 |
Salesforce
CRM
|
$2.71B |
| 2 |
TE Connectivity
TEL
|
$1.59B |
| 3 |
Goldman Sachs
GS
|
$1.34B |
| 4 |
Philip Morris
PM
|
$1.18B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.09B |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.81B |
| 2 |
CVS Health
CVS
|
$1.78B |
| 3 |
Archer Daniels Midland
ADM
|
$1.72B |
| 4 |
JPMorgan Chase
JPM
|
$1.63B |
| 5 |
Broadcom
AVGO
|
$1.29B |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Healthcare | 18.94% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 11.44% |
| 5 | Industrials | 9.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
DigitalOcean
DOCN
$2.97B
| $33.3M | 0.01% | 851,000 | – | – |
|
402
Macy's
M
$3.59B
| $33.2M | 0.01% | 1,900,000 | – | – |
|
403
CCC Intelligent Solutions
CCCS
$6.45B
| $33.1M | 0.01% | 3,695,000 | – | – |
|
404
Rocket Companies
RKT
$37.4B
| $32.9M | 0.01% | 3,631,685 +1,215,589 | +50% | +$11M |
|
405
Janus Henderson
JHG
$6.91B
| $32M | 0.01% | 1,200,041 | – | – |
|
|
NUVA
406
DELISTED
NuVasive, Inc.
NUVA
| $31.6M | 0.01% | 766,000 | – | – |
|
407
Live Nation Entertainment
LYV
$38.6B
| $31.3M | 0.01% | 446,755 -140 | -0% | -$9.8K |
|
408
Fresh Del Monte Produce
FDP
$1.74B
| $31M | 0.01% | 1,028,000 | – | – |
|
409
Boot Barn
BOOT
$5.43B
| $30.4M | 0.01% | 397,000 | – | – |
|
410
Globant
GLOB
$2.96B
| $30M | 0.01% | 183,000 -30,000 | -14% | -$4.92M |
|
411
Incyte
INCY
$16.5B
| $28.6M | 0.01% | 396,000 | – | – |
|
412
Mine Safety
MSA
$6.68B
| $28.2M | 0.01% | 211,509 +109,709 | +108% | +$14.6M |
|
413
Roblox
RBLX
$86.4B
| $28.1M | 0.01% | 624,805 | – | – |
|
414
Regions Financial
RF
$24.4B
| $27.8M | 0.01% | 1,500,000 -8,569,900 | -85% | -$159M |
|
415
Moelis & Co
MC
$5.35B
| $27.6M | 0.01% | 719,000 | – | – |
|
416
Glaukos
GKOS
$5.5B
| $27.6M | 0.01% | 550,322 -200,000 | -27% | -$10M |
|
417
XPeng
XPEV
$20B
| $27.4M | 0.01% | 2,469,203 | – | – |
|
418
MakeMyTrip
MMYT
$9.4B
| $27.3M | 0.01% | 1,117,600 | – | – |
|
419
Bio-Techne
TECH
$8.5B
| $26.5M | 0.01% | +357,839 | New | +$26.5M |
|
420
Grocery Outlet
GO
$1.78B
| $26.5M | 0.01% | 938,667 | – | – |
|
421
WNS Holdings
WNS
$3.24B
| $26.5M | 0.01% | 284,586 +5,997 | +2% | +$559K |
|
422
Beazer Homes USA
BZH
$748M
| $26.4M | 0.01% | 1,659,813 | – | – |
|
423
Louisiana-Pacific
LPX
$6.62B
| $26.3M | 0.01% | 485,000 +78,335 | +19% | +$4.25M |
|
424
Levi Strauss
LEVI
$8.85B
| $25.8M | 0.01% | 1,414,334 -7,670 | -0.5% | -$140K |
|
425
Traeger
COOK
$171M
| $25.5M | 0.01% | 6,195,000 | – | – |
|