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 |
Amgen
AMGN
|
+$3.18B |
| 2 |
Starbucks
SBUX
|
+$1.92B |
| 3 |
Apple
AAPL
|
+$1.74B |
| 4 |
Intel
INTC
|
+$1.25B |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$7.01B |
| 2 |
Caterpillar
CAT
|
+$2.75B |
| 3 |
Home Depot
HD
|
+$2.08B |
| 4 |
Gilead Sciences
GILD
|
+$2.03B |
| 5 |
Extra Space Storage
EXR
|
+$1.98B |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 14.79% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Ollie's Bargain Outlet
OLLI
$8.17B
| $45.9M | 0.01% |
394,132
| – | – |
|
402
Zeta Global
ZETA
$4.81B
| $44.2M | 0.01% |
3,258,469
+2,532,020
| +349% | +$34.3M |
|
403
Aptiv
APTV
$17.8B
| $44.1M | 0.01% |
741,532
-1,270,611
| -63% | -$75.6M |
|
404
Insulet
PODD
$23.9B
| $44.1M | 0.01% |
168,001
-3
| -0% | -$788 |
|
405
Jack in the Box
JACK
$367M
| $43.7M | 0.01% |
1,606,607
| – | – |
|
406
Carvana
CVNA
$49.7B
| $43.4M | 0.01% |
+207,568
| New | +$43.4M |
|
407
Janus Henderson
JHG
$6.82B
| $43.4M | 0.01% |
1,200,041
| – | – |
|
|
MRP
408
Millrose Properties, Inc.
MRP
$5.75B
| $43.3M | 0.01% |
+1,634,314
| New | +$43.3M |
|
409
Skyward Specialty Insurance
SKWD
$1.84B
| $43.1M | 0.01% |
814,834
| – | – |
|
410
Alight
ALIT
$1.85B
| $42.4M | 0.01% |
7,148,997
+99,353
| +1% | +$589K |
|
411
Loar Holdings
LOAR
$7.35B
| $42.4M | 0.01% |
600,000
| – | – |
|
412
Globus Medical
GMED
$7.83B
| $42.1M | 0.01% |
574,500
| – | – |
|
413
Moelis & Co
MC
$5.47B
| $42M | 0.01% |
719,000
| – | – |
|
414
Comerica
CMA
$8.67B
| $41.9M | 0.01% |
708,698
| – | – |
|
415
WillScot Mobile Mini Holdings
WSC
$4.2B
| $41.7M | 0.01% |
1,500,000
| – | – |
|
416
NMI Holdings
NMIH
$3B
| $41.5M | 0.01% |
1,150,000
| – | – |
|
417
Kaspi.kz JSC
KSPI
$16.1B
| $41.1M | 0.01% |
+442,739
| New | +$41.1M |
|
418
Radian Group
RDN
$4.67B
| $41M | 0.01% |
1,238,721
+30,264
| +3% | +$1M |
|
419
Hamilton Lane
HLNE
$6.39B
| $40.9M | 0.01% |
274,841
+10,825
| +4% | +$1.61M |
|
420
Wingstop
WING
$7.3B
| $40.2M | 0.01% |
+178,186
| New | +$40.2M |
|
421
PagSeguro Digital
PAGS
$3.11B
| $40M | 0.01% |
5,242,200
| – | – |
|
422
Avery Dennison
AVY
$12.9B
| $39.5M | 0.01% |
221,914
+6,268
| +3% | +$1.12M |
|
423
Riskified
RSKD
$706M
| $38.4M | 0.01% |
8,313,598
| – | – |
|
424
Galicia Financial Group
GGAL
$4.78B
| $37.4M | 0.01% |
+686,977
| New | +$37.4M |
|
425
Vontier
VNT
$6.21B
| $37.3M | 0.01% |
1,134,583
+6,132
| +0.5% | +$201K |
|