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 |
NVIDIA
NVDA
|
$1.24B |
| 2 |
Microsoft
MSFT
|
$983M |
| 3 |
Qualcomm
QCOM
|
$879M |
| 4 |
EOG Resources
EOG
|
$790M |
| 5 |
Southwest Airlines
LUV
|
$781M |
Top Sells
| 1 |
Apple
AAPL
|
$1.48B |
| 2 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$1.43B |
| 3 |
Morgan Stanley
MS
|
$1.29B |
| 4 |
D.R. Horton
DHI
|
$1.21B |
| 5 |
GTM
ZoomInfo Technologies
GTM
|
$892M |
Sector Composition
| 1 | Technology | 21.47% |
| 2 | Healthcare | 17.17% |
| 3 | Consumer Discretionary | 11.91% |
| 4 | Financials | 10.96% |
| 5 | Industrials | 9.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NYAX
426
Nayax
NYAX
$1.84B
| $24.9M | ﹤0.01% | 1,075,000 | – | – |
|
427
Klaviyo
KVYO
$9.73B
| $24.2M | ﹤0.01% | +700,000 | New | +$24.2M |
|
428
Kanzhun
BZ
$10.8B
| $23.5M | ﹤0.01% | 1,548,101 +471 | +0% | +$7.15K |
|
429
Strategy Inc Common Stock Class A
MSTR
$94.8B
| $23M | ﹤0.01% | 70,100 | – | – |
|
430
Incyte
INCY
$16.5B
| $22.9M | ﹤0.01% | 396,000 | – | – |
|
431
Macy's
M
$3.59B
| $22.1M | ﹤0.01% | 1,900,000 | – | – |
|
432
Chemed
CHE
$6.67B
| $21.8M | ﹤0.01% | 42,000 | – | – |
|
433
MasterCraft Boat Holdings
MCFT
$364M
| $21.7M | ﹤0.01% | 975,083 +326,051 | +50% | +$7.24M |
|
434
Columbia Banking Systems
COLB
$5.63B
| $21.6M | ﹤0.01% | 1,063,800 | – | – |
|
435
Alarm.com
ALRM
$2.93B
| $21.5M | ﹤0.01% | 351,000 | – | – |
|
436
Analog Devices
ADI
$124B
| $20.5M | ﹤0.01% | 116,909 | – | – |
|
437
Virtu Financial
VIRT
$3.55B
| $19.3M | ﹤0.01% | 1,120,000 | – | – |
|
438
OneWater Marine
ONEW
$276M
| $19.3M | ﹤0.01% | 754,805 +34,727 | +5% | +$890K |
|
|
SRCL
439
DELISTED
Stericycle Inc
SRCL
| $19.2M | ﹤0.01% | 430,000 | – | – |
|
440
Levi Strauss
LEVI
$8.85B
| $19.2M | ﹤0.01% | 1,414,239 +63 | +0% | +$856 |
|
441
Imperial Oil
IMO
$46.2B
| $19M | ﹤0.01% | 309,271 +271,734 | +724% | +$16.7M |
|
442
Comerica
CMA
$9.07B
| $18.8M | ﹤0.01% | +453,200 | New | +$18.8M |
|
443
Bio-Techne
TECH
$8.5B
| $18.5M | ﹤0.01% | 272,339 | – | – |
|
|
RWT
444
Redwood Trust
RWT
$791M
| $18.3M | ﹤0.01% | 2,562,000 | – | – |
|
445
Norwegian Cruise Line
NCLH
$11.2B
| $18.1M | ﹤0.01% | 1,100,000 | – | – |
|
446
Global E Online
GLBE
$5.68B
| $18.1M | ﹤0.01% | +455,659 | New | +$18.1M |
|
447
Charles Schwab
SCHW
$174B
| $17.9M | ﹤0.01% | 325,774 +91 | +0% | +$5K |
|
448
Alcoa
AA
$8.33B
| $17.8M | ﹤0.01% | +611,995 | New | +$17.8M |
|
449
Natera
NTRA
$23.1B
| $17.5M | ﹤0.01% | 396,421 +33,421 | +9% | +$1.48M |
|
450
California Resources
CRC
$4.16B
| $17.1M | ﹤0.01% | 305,059 | – | – |
|