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 |
Airbnb
ABNB
|
$1.37B |
| 2 |
Visa
V
|
$1.28B |
| 3 |
Keurig Dr Pepper
KDP
|
$1.24B |
| 4 |
Halliburton
HAL
|
$1.21B |
| 5 |
Apple
AAPL
|
$1.04B |
Top Sells
| 1 |
Lennar Class A
LEN
|
$1.67B |
| 2 |
Pfizer
PFE
|
$1.19B |
| 3 |
Bank of America
BAC
|
$1.02B |
| 4 |
D.R. Horton
DHI
|
$1.01B |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
$952M |
Sector Composition
| 1 | Technology | 22.08% |
| 2 | Healthcare | 17.21% |
| 3 | Consumer Discretionary | 12.51% |
| 4 | Financials | 10.77% |
| 5 | Industrials | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Moelis & Co
MC
$5.35B
| $32.6M | 0.01% | 719,000 | – | – |
|
402
Rocket Companies
RKT
$37.4B
| $32.5M | 0.01% | 3,631,685 | – | – |
|
403
BlackLine
BL
$3.36B
| $32M | 0.01% | 595,000 | – | – |
|
|
NUVA
404
DELISTED
NuVasive, Inc.
NUVA
| $31.9M | 0.01% | 766,000 | – | – |
|
405
SouthState
SSB
$10.3B
| $31M | 0.01% | 470,765 | – | – |
|
406
Itaú Unibanco
ITUB
$77B
| $30.9M | 0.01% | +5,242,925 | New | +$30.9M |
|
407
Macy's
M
$3.59B
| $30.5M | 0.01% | 1,900,000 | – | – |
|
408
Riskified
RSKD
$748M
| $30.1M | 0.01% | 6,200,000 +1,750,000 | +39% | +$8.51M |
|
409
Indivior
INDV
$3.03B
| $29.8M | 0.01% | +1,284,920 | New | +$29.8M |
|
410
Range Resources
RRC
$8.16B
| $29.4M | 0.01% | 1,000,000 -8,753,936 | -90% | -$257M |
|
411
Grocery Outlet
GO
$1.78B
| $28.7M | 0.01% | 938,667 | – | – |
|
412
Berkshire Hathaway Class A
BRK.A
$1.09T
| $27.4M | 0.01% | 53 -26 | -33% | -$13.5M |
|
413
Fresh Del Monte Produce
FDP
$1.74B
| $26.4M | 0.01% | 1,028,000 | – | – |
|
414
Traeger
COOK
$171M
| $26.3M | 0.01% | 6,195,000 | – | – |
|
|
TWKS
415
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $26.1M | 0.01% | 3,458,353 -2,411,498 | -41% | -$18.2M |
|
416
OneWater Marine
ONEW
$276M
| $26.1M | 0.01% | 720,078 +215,474 | +43% | +$7.81M |
|
417
Radian Group
RDN
$4.72B
| $25.3M | ﹤0.01% | 1,000,000 | – | – |
|
418
Incyte
INCY
$16.5B
| $24.7M | ﹤0.01% | 396,000 | – | – |
|
419
GE Aerospace
GE
$292B
| $24.5M | ﹤0.01% | 223,395 | – | – |
|
420
NMI Holdings
NMIH
$3.05B
| $24.5M | ﹤0.01% | 950,000 | – | – |
|
421
Strategy Inc Common Stock Class A
MSTR
$94.8B
| $24M | ﹤0.01% | 70,100 -53,000 | -43% | -$18.1M |
|
422
Norwegian Cruise Line
NCLH
$11.2B
| $23.9M | ﹤0.01% | 1,100,000 | – | – |
|
423
Clearwater Analytics
CWAN
$6.04B
| $23.6M | ﹤0.01% | +1,488,780 | New | +$23.6M |
|
424
On Holding
ONON
$14.7B
| $23.3M | ﹤0.01% | 706,000 -19,000 | -3% | -$627K |
|
425
Kanzhun
BZ
$10.8B
| $23.3M | ﹤0.01% | +1,547,630 | New | +$23.3M |
|