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 |
Airbnb
ABNB
|
$1.37B |
| 2 |
Visa
V
|
$1.28B |
| 3 |
Keurig Dr Pepper
KDP
|
$1.24B |
| 4 |
Halliburton
HAL
|
$1.21B |
| 5 |
Apple
AAPL
|
$1.04B |
Top Sells
| 1 |
Lennar Class A
LEN
|
$1.67B |
| 2 |
Pfizer
PFE
|
$1.19B |
| 3 |
Bank of America
BAC
|
$1.02B |
| 4 |
D.R. Horton
DHI
|
$1.01B |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
$952M |
Sector Composition
| 1 | Technology | 22.08% |
| 2 | Healthcare | 17.21% |
| 3 | Consumer Discretionary | 12.51% |
| 4 | Financials | 10.77% |
| 5 | Industrials | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Analog Devices
ADI
$124B
| $22.8M | ﹤0.01% | 116,909 | – | – |
|
427
Chemed
CHE
$6.67B
| $22.8M | ﹤0.01% | 42,000 | – | – |
|
|
NXDR
428
Nextdoor Holdings
NXDR
$794M
| $22.4M | ﹤0.01% | 6,859,318 | – | – |
|
429
Bio-Techne
TECH
$8.5B
| $22.2M | ﹤0.01% | 272,339 -85,500 | -24% | -$6.98M |
|
430
Oscar Health
OSCR
$4.31B
| $22.2M | ﹤0.01% | 2,751,000 | – | – |
|
431
Columbia Banking Systems
COLB
$5.63B
| $21.6M | ﹤0.01% | 1,063,800 | – | – |
|
432
Levi Strauss
LEVI
$8.85B
| $20.4M | ﹤0.01% | 1,414,176 -158 | -0% | -$2.28K |
|
|
LUCK
433
Lucky Strike Entertainment Corporation
LUCK
$1.5B
| $20.4M | ﹤0.01% | +1,748,497 | New | +$20.4M |
|
|
NYAX
434
Nayax
NYAX
$1.84B
| $20.3M | ﹤0.01% | 1,075,000 | – | – |
|
|
SRCL
435
DELISTED
Stericycle Inc
SRCL
| $20M | ﹤0.01% | 430,000 | – | – |
|
436
Seer Inc
SEER
$115M
| $19.9M | ﹤0.01% | 4,671,000 | – | – |
|
437
MasterCraft Boat Holdings
MCFT
$364M
| $19.9M | ﹤0.01% | +649,032 | New | +$19.9M |
|
438
ThredUp
TDUP
$1.33B
| $19.7M | ﹤0.01% | 8,064,000 | – | – |
|
439
XPEL
XPEL
$1.03B
| $19.5M | ﹤0.01% | +231,159 | New | +$19.5M |
|
440
Zentalis Pharmaceuticals
ZNTL
$122M
| $19.3M | ﹤0.01% | 683,000 | – | – |
|
441
Virtu Financial
VIRT
$3.55B
| $19.1M | ﹤0.01% | 1,120,000 | – | – |
|
442
Charles Schwab
SCHW
$174B
| $18.5M | ﹤0.01% | 325,683 | – | – |
|
443
Alarm.com
ALRM
$2.93B
| $18.1M | ﹤0.01% | 351,000 -524,000 | -60% | -$27.1M |
|
444
Vail Resorts
MTN
$6.09B
| $17.9M | ﹤0.01% | 71,000 | – | – |
|
445
Natera
NTRA
$23.1B
| $17.7M | ﹤0.01% | 363,000 | – | – |
|
446
Schrodinger
SDGR
$1.44B
| $17M | ﹤0.01% | +340,000 | New | +$17M |
|
447
Doximity
DOCS
$12.7B
| $16.6M | ﹤0.01% | +489,000 | New | +$16.6M |
|
|
RWT
448
Redwood Trust
RWT
$791M
| $16.3M | ﹤0.01% | 2,562,000 | – | – |
|
449
Walt Disney
DIS
$213B
| $16.3M | ﹤0.01% | 182,600 +95,000 | +108% | +$8.48M |
|
|
ESGR
450
DELISTED
Enstar Group
ESGR
| $16.1M | ﹤0.01% | 66,000 | – | – |
|