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 |
Starbucks
SBUX
|
+$4.03B |
| 2 |
NVIDIA
NVDA
|
+$1.96B |
| 3 |
Amazon
AMZN
|
+$1.62B |
| 4 |
Nike
NKE
|
+$1.46B |
| 5 |
Citizens Financial Group
CFG
|
+$1.43B |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.49B |
| 2 |
Broadcom
AVGO
|
+$2.2B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.43B |
| 4 |
Eli Lilly
LLY
|
+$1.29B |
| 5 |
Schlumberger
SLB
|
+$1.23B |
Sector Composition
| 1 | Technology | 23.09% |
| 2 | Healthcare | 15.24% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
HF Sinclair
DINO
$9.86B
| $45.6M | 0.01% |
1,022,000
-2,509,086
| -71% | -$112M |
|
402
PagSeguro Digital
PAGS
$3.13B
| $45.1M | 0.01% |
5,242,200
| – | – |
|
403
Loar Holdings
LOAR
$7.41B
| $44.8M | 0.01% |
600,000
| – | – |
|
404
Hamilton Lane
HLNE
$6.44B
| $44.7M | 0.01% |
265,310
-325
| -0.1% | -$54.7K |
|
405
IDEX
IEX
$12.2B
| $42.9M | 0.01% |
200,000
| – | – |
|
406
Comerica
CMA
$8.78B
| $42.5M | 0.01% |
709,399
+2,778
| +0.4% | +$166K |
|
407
Herc Holdings
HRI
$4.33B
| $42.2M | 0.01% |
+264,833
| New | +$42.2M |
|
408
Globus Medical
GMED
$7.82B
| $41.1M | 0.01% |
574,500
| – | – |
|
409
CCC Intelligent Solutions
CCCS
$6.23B
| $40.8M | 0.01% |
3,695,000
| – | – |
|
410
Installed Building Products
IBP
$7.08B
| $40.2M | 0.01% |
163,241
-16,842
| -9% | -$4.15M |
|
411
Baidu
BIDU
$42.8B
| $39.8M | 0.01% |
+378,467
| New | +$39.8M |
|
412
Riskified
RSKD
$704M
| $39.3M | 0.01% |
8,313,598
-1,460,769
| -15% | -$6.91M |
|
413
NMI Holdings
NMIH
$2.98B
| $39.1M | 0.01% |
950,000
| – | – |
|
414
Insulet
PODD
$23.6B
| $39.1M | 0.01% |
168,004
-1
| -0% | -$233 |
|
415
KalVista Pharmaceuticals
KALV
$693M
| $39.1M | 0.01% |
3,374,064
+146,444
| +5% | +$1.7M |
|
416
Ollie's Bargain Outlet
OLLI
$8.22B
| $38.3M | 0.01% |
+394,132
| New | +$38.3M |
|
417
Twilio
TWLO
$15.5B
| $37.8M | 0.01% |
+578,882
| New | +$37.8M |
|
418
Okta
OKTA
$15.8B
| $37.3M | 0.01% |
501,340
+1,340
| +0.3% | +$99.6K |
|
419
Freshpet
FRPT
$2.61B
| $36.5M | 0.01% |
267,209
-707,142
| -73% | -$96.7M |
|
420
Peloton Interactive
PTON
$3.18B
| $36.2M | 0.01% |
7,742,528
-18,537,944
| -71% | -$86.8M |
|
421
Cedar Fair
FUN
$2.4B
| $35.4M | 0.01% |
+878,120
| New | +$35.4M |
|
422
Radian Group
RDN
$4.67B
| $35.1M | 0.01% |
1,011,310
| – | – |
|
423
Procore
PCOR
$10.7B
| $34.8M | 0.01% |
563,350
+558,628
| +11,830% | +$34.5M |
|
424
LKQ Corp
LKQ
$8.12B
| $32.9M | 0.01% |
823,057
+229,274
| +39% | +$9.15M |
|
425
BlackLine
BL
$3.37B
| $32.8M | 0.01% |
595,000
| – | – |
|