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 |
Apple
AAPL
|
+$4.84B |
| 2 |
Amazon
AMZN
|
+$1.92B |
| 3 |
ASML
ASML
|
+$1.28B |
| 4 |
Ingersoll Rand
IR
|
+$1.21B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$5.67B |
| 2 |
Home Depot
HD
|
+$4.32B |
| 3 |
Microsoft
MSFT
|
+$3.51B |
| 4 |
Caterpillar
CAT
|
+$2.96B |
| 5 |
Eli Lilly
LLY
|
+$2.46B |
Sector Composition
| 1 | Technology | 25.01% |
| 2 | Healthcare | 15.57% |
| 3 | Financials | 12.28% |
| 4 | Consumer Discretionary | 11.45% |
| 5 | Industrials | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Globus Medical
GMED
$7.84B
| $39.3M | 0.01% |
574,500
| – | – |
|
402
Patrick Industries
PATK
$3.57B
| $38.8M | 0.01% |
+536,660
| New | +$38.8M |
|
403
XPEL
XPEL
$926M
| $38.2M | 0.01% |
1,073,575
+36,866
| +4% | +$1.31M |
|
404
KalVista Pharmaceuticals
KALV
$696M
| $38M | 0.01% |
3,227,620
+1,763,014
| +120% | +$20.8M |
|
405
Alibaba
BABA
$388B
| $37.4M | 0.01% |
+520,101
| New | +$37.4M |
|
406
Installed Building Products
IBP
$7.09B
| $37M | 0.01% |
180,083
-66,417
| -27% | -$13.7M |
|
407
Macy's
M
$4.67B
| $36.5M | 0.01% |
1,900,000
| – | – |
|
|
GMS
408
DELISTED
GMS Inc
GMS
| $36.4M | 0.01% |
+452,128
| New | +$36.4M |
|
409
Alight
ALIT
$1.82B
| $36.4M | 0.01% |
+4,938,272
| New | +$36.4M |
|
410
Astera Labs
ALAB
$39.8B
| $36.3M | 0.01% |
600,000
| – | – |
|
411
Comerica
CMA
$8.77B
| $36.1M | 0.01% |
706,621
| – | – |
|
|
RVNC
412
DELISTED
Revance Therapeutics, Inc.
RVNC
| $35.8M | 0.01% |
13,938,589
-6,946
| -0% | -$17.9K |
|
413
Albemarle
ALB
$9.47B
| $35.8M | 0.01% |
374,616
+2,616
| +0.7% | +$250K |
|
414
Kanzhun
BZ
$11.5B
| $35.3M | 0.01% |
1,878,307
+328,189
| +21% | +$6.17M |
|
415
Tronox
TROX
$780M
| $35.1M | 0.01% |
2,235,000
+1,131,158
| +102% | +$17.7M |
|
416
APi Group
APG
$14.6B
| $34.4M | 0.01% |
1,371,434
+9,777
| +0.7% | +$245K |
|
417
Insulet
PODD
$23.6B
| $33.9M | 0.01% |
168,005
-4
| -0% | -$807 |
|
418
Range Resources
RRC
$8.44B
| $33.5M | 0.01% |
1,000,000
| – | – |
|
419
Hamilton Lane
HLNE
$6.45B
| $32.8M | 0.01% |
265,635
+179,401
| +208% | +$22.2M |
|
420
NMI Holdings
NMIH
$2.99B
| $32.3M | 0.01% |
950,000
| – | – |
|
421
Loar Holdings
LOAR
$7.41B
| $32M | 0.01% |
+600,000
| New | +$32M |
|
422
Radian Group
RDN
$4.67B
| $31.5M | 0.01% |
1,011,310
+11,310
| +1% | +$352K |
|
423
Sana Biotechnology
SANA
$821M
| $29.8M | ﹤0.01% |
5,449,035
| – | – |
|
424
Ameriprise Financial
AMP
$45.8B
| $29.1M | ﹤0.01% |
68,181
+575
| +0.9% | +$246K |
|
425
BlackLine
BL
$3.38B
| $28.8M | ﹤0.01% |
595,000
| – | – |
|