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 |
Salesforce
CRM
|
$2.71B |
| 2 |
TE Connectivity
TEL
|
$1.59B |
| 3 |
Goldman Sachs
GS
|
$1.34B |
| 4 |
Philip Morris
PM
|
$1.18B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.09B |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.81B |
| 2 |
CVS Health
CVS
|
$1.78B |
| 3 |
Archer Daniels Midland
ADM
|
$1.72B |
| 4 |
JPMorgan Chase
JPM
|
$1.63B |
| 5 |
Broadcom
AVGO
|
$1.29B |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Healthcare | 18.94% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 11.44% |
| 5 | Industrials | 9.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Riskified
RSKD
$748M
| $25.1M | 0.01% | 4,450,000 | – | – |
|
427
Valaris
VAL
$3.54B
| $23.9M | ﹤0.01% | 367,000 +60,000 | +20% | +$3.9M |
|
428
Analog Devices
ADI
$124B
| $23.1M | ﹤0.01% | 116,909 | – | – |
|
429
Columbia Banking Systems
COLB
$5.63B
| $22.8M | ﹤0.01% | +1,063,800 | New | +$22.8M |
|
430
Chemed
CHE
$6.67B
| $22.6M | ﹤0.01% | 42,000 | – | – |
|
431
Artisan Partners
APAM
$3.3B
| $22.5M | ﹤0.01% | 705,000 | – | – |
|
432
On Holding
ONON
$14.7B
| $22.5M | ﹤0.01% | 725,000 -664,133 | -48% | -$20.6M |
|
433
Radian Group
RDN
$4.72B
| $22.1M | ﹤0.01% | 1,000,000 | – | – |
|
|
RXDX
434
DELISTED
Prometheus Biosciences, Inc. Common Stock
RXDX
| $22M | ﹤0.01% | 205,400 +75,000 | +58% | +$8.05M |
|
435
Valley National Bancorp
VLY
$5.85B
| $21.9M | ﹤0.01% | 2,372,383 -3,122,617 | -57% | -$28.9M |
|
436
GE Aerospace
GE
$292B
| $21.4M | ﹤0.01% | +223,395 | New | +$21.4M |
|
437
NMI Holdings
NMIH
$3.05B
| $21.2M | ﹤0.01% | 950,000 | – | – |
|
438
Virtu Financial
VIRT
$3.55B
| $21.2M | ﹤0.01% | 1,120,000 | – | – |
|
439
ThredUp
TDUP
$1.33B
| $20.4M | ﹤0.01% | 8,064,000 | – | – |
|
440
Natera
NTRA
$23.1B
| $20.2M | ﹤0.01% | 363,000 | – | – |
|
|
SRCL
441
DELISTED
Stericycle Inc
SRCL
| $18.8M | ﹤0.01% | 430,000 | – | – |
|
|
NYAX
442
Nayax
NYAX
$1.84B
| $18.3M | ﹤0.01% | 1,075,000 | – | – |
|
443
Seer Inc
SEER
$115M
| $18M | ﹤0.01% | 4,671,000 | – | – |
|
444
Oscar Health
OSCR
$4.31B
| $18M | ﹤0.01% | 2,751,000 | – | – |
|
|
RWT
445
Redwood Trust
RWT
$791M
| $17.3M | ﹤0.01% | 2,562,000 | – | – |
|
446
Charles Schwab
SCHW
$174B
| $17.1M | ﹤0.01% | 325,683 -325,211 | -50% | -$17M |
|
447
Lufax Holding
LU
$2.55B
| $17M | ﹤0.01% | 8,350,626 -2,124,344 | -20% | -$4.33M |
|
448
KE Holdings
BEKE
$20.8B
| $16.9M | ﹤0.01% | +895,164 | New | +$16.9M |
|
449
Vail Resorts
MTN
$6.09B
| $16.6M | ﹤0.01% | 71,000 | – | – |
|
|
TDCX
450
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
| $15.9M | ﹤0.01% | 1,781,024 | – | – |
|