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 |
Target
TGT
|
+$2.15B |
| 2 |
JPMorgan Chase
JPM
|
+$1.89B |
| 3 |
Goldman Sachs
GS
|
+$1.66B |
| 4 |
Philip Morris
PM
|
+$1.5B |
| 5 |
Blackstone
BX
|
+$1.01B |
Top Sells
| 1 |
Tesla
TSLA
|
+$5.14B |
| 2 |
CME Group
CME
|
+$2.62B |
| 3 |
Microsoft
MSFT
|
+$1.39B |
| 4 |
UnitedHealth
UNH
|
+$1.34B |
| 5 |
Verizon
VZ
|
+$1.33B |
Sector Composition
| 1 | Healthcare | 21.38% |
| 2 | Technology | 16.49% |
| 3 | Financials | 12.64% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Helmerich & Payne
HP
$2.1B
| $28.7M | 0.01% |
579,000
-195,000
| -25% | -$9.67M |
|
427
Janus Henderson
JHG
$7.01B
| $28.2M | 0.01% |
1,200,041
| – | – |
|
|
PACW
428
DELISTED
PacWest Bancorp
PACW
| $28M | 0.01% |
1,220,000
| – | – |
|
429
Pacific Biosciences
PACB
$351M
| $27.7M | 0.01% |
3,390,000
| – | – |
|
430
Moelis & Co
MC
$5.54B
| $27.6M | 0.01% |
719,000
| – | – |
|
431
Grocery Outlet
GO
$1.74B
| $27.4M | 0.01% |
938,667
-628,000
| -40% | -$18.3M |
|
432
Seer Inc
SEER
$115M
| $27.1M | 0.01% |
4,671,000
+256,332
| +6% | +$1.49M |
|
433
Fresh Del Monte Produce
FDP
$1.71B
| $26.9M | 0.01% |
1,028,000
| – | – |
|
434
Boot Barn
BOOT
$5.4B
| $24.8M | 0.01% |
397,000
| – | – |
|
435
XPeng
XPEV
$19.9B
| $24.5M | 0.01% |
2,469,203
-6,096,099
| -71% | -$60.6M |
|
436
Louisiana-Pacific
LPX
$6.68B
| $24.1M | 0.01% |
+406,665
| New | +$24.1M |
|
437
On Holding
ONON
$14B
| $23.8M | 0.01% |
1,389,133
| – | – |
|
438
Installed Building Products
IBP
$7.27B
| $23.6M | 0.01% |
+276,000
| New | +$23.6M |
|
439
Frontier Communications
FYBR
$9.39B
| $23.5M | 0.01% |
921,177
| – | – |
|
440
Virtu Financial
VIRT
$3.1B
| $22.9M | ﹤0.01% |
1,120,000
-446,000
| -28% | -$9.1M |
|
441
WNS Holdings
WNS
$3.25B
| $22.3M | ﹤0.01% |
+278,589
| New | +$22.3M |
|
442
Levi Strauss
LEVI
$8.67B
| $22.1M | ﹤0.01% |
1,422,004
| – | – |
|
|
TDCX
443
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
| $22M | ﹤0.01% |
1,781,024
| – | – |
|
444
DigitalOcean
DOCN
$3.25B
| $21.7M | ﹤0.01% |
+851,000
| New | +$21.7M |
|
|
SRCL
445
DELISTED
Stericycle Inc
SRCL
| $21.5M | ﹤0.01% |
430,000
| – | – |
|
446
Chemed
CHE
$6.5B
| $21.4M | ﹤0.01% |
42,000
| – | – |
|
447
Beazer Homes USA
BZH
$781M
| $21.2M | ﹤0.01% |
1,659,813
| – | – |
|
448
Artisan Partners
APAM
$3.27B
| $20.9M | ﹤0.01% |
705,000
| – | – |
|
449
Valaris
VAL
$3.71B
| $20.8M | ﹤0.01% |
+307,000
| New | +$20.8M |
|
450
Riskified
RSKD
$721M
| $20.6M | ﹤0.01% |
+4,450,000
| New | +$20.6M |
|