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 |
Amazon
AMZN
|
+$3.88B |
| 2 |
IBM
IBM
|
+$2.12B |
| 3 |
Illumina
ILMN
|
+$1.94B |
| 4 |
Citigroup
C
|
+$1.81B |
| 5 |
Honeywell
HON
|
+$1.59B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$3.36B |
| 2 |
Apple
AAPL
|
+$2.8B |
| 3 |
UnitedHealth
UNH
|
+$2.39B |
| 4 |
Arista Networks
ANET
|
+$1.7B |
| 5 |
Home Depot
HD
|
+$1.61B |
Sector Composition
| 1 | Technology | 24.47% |
| 2 | Financials | 14.11% |
| 3 | Consumer Discretionary | 14.04% |
| 4 | Healthcare | 13.01% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Alight
ALIT
$1.95B
| $48.8M | 0.01% |
7,049,644
-9,468
| -0.1% | -$65.5K |
|
402
Oscar Health
OSCR
$5B
| $48.7M | 0.01% |
3,622,586
| – | – |
|
403
Globus Medical
GMED
$7.93B
| $47.5M | 0.01% |
574,500
| – | – |
|
404
Alibaba
BABA
$370B
| $47.5M | 0.01% |
559,851
-222
| -0% | -$18.8K |
|
405
Grocery Outlet
GO
$1.74B
| $46.4M | 0.01% |
2,973,738
-1,404,867
| -32% | -$21.9M |
|
406
Beazer Homes USA
BZH
$781M
| $45.6M | 0.01% |
1,659,813
| – | – |
|
407
Booz Allen Hamilton
BAH
$12.9B
| $45M | 0.01% |
349,917
+299,283
| +591% | +$38.5M |
|
408
Loar Holdings
LOAR
$7.16B
| $44.3M | 0.01% |
600,000
| – | – |
|
409
Insulet
PODD
$24.1B
| $43.9M | 0.01% |
168,004
| – | – |
|
410
Comerica
CMA
$9.06B
| $43.8M | 0.01% |
708,698
-701
| -0.1% | -$43.4K |
|
411
CCC Intelligent Solutions
CCCS
$6.37B
| $43.3M | 0.01% |
3,695,000
| – | – |
|
412
Ollie's Bargain Outlet
OLLI
$8.06B
| $43.2M | 0.01% |
394,132
| – | – |
|
413
Cedar Fair
FUN
$2.38B
| $42.3M | 0.01% |
878,120
| – | – |
|
414
NMI Holdings
NMIH
$3.08B
| $42.3M | 0.01% |
1,150,000
+200,000
| +21% | +$7.35M |
|
415
IDEX
IEX
$12.1B
| $41.9M | 0.01% |
200,000
| – | – |
|
416
Skyward Specialty Insurance
SKWD
$1.87B
| $41.2M | 0.01% |
+814,834
| New | +$41.2M |
|
417
Vontier
VNT
$6.29B
| $41.2M | 0.01% |
1,128,451
+318,775
| +39% | +$11.6M |
|
418
Fox Factory Holding Corp
FOXF
$1.14B
| $40.6M | 0.01% |
1,341,155
+240,416
| +22% | +$7.28M |
|
419
Avery Dennison
AVY
$12.9B
| $40.4M | 0.01% |
+215,646
| New | +$40.4M |
|
420
Okta
OKTA
$15.9B
| $39.5M | 0.01% |
501,001
-339
| -0.1% | -$26.7K |
|
421
Riskified
RSKD
$721M
| $39.3M | 0.01% |
8,313,598
| – | – |
|
422
Globant
GLOB
$2.47B
| $39.2M | 0.01% |
183,000
-123,881
| -40% | -$26.6M |
|
423
Hamilton Lane
HLNE
$6.53B
| $39.1M | 0.01% |
264,016
-1,294
| -0.5% | -$192K |
|
424
LKQ Corp
LKQ
$8.31B
| $38.8M | 0.01% |
1,057,102
+234,045
| +28% | +$8.6M |
|
425
Radian Group
RDN
$4.76B
| $38.3M | 0.01% |
1,208,457
+197,147
| +19% | +$6.25M |
|