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 |
Apple
AAPL
|
+$4.84B |
| 2 |
Amazon
AMZN
|
+$1.92B |
| 3 |
ASML
ASML
|
+$1.28B |
| 4 |
Ingersoll Rand
IR
|
+$1.21B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$5.67B |
| 2 |
Home Depot
HD
|
+$4.32B |
| 3 |
Microsoft
MSFT
|
+$3.51B |
| 4 |
Caterpillar
CAT
|
+$2.96B |
| 5 |
Eli Lilly
LLY
|
+$2.46B |
Sector Composition
| 1 | Technology | 25.01% |
| 2 | Healthcare | 15.57% |
| 3 | Financials | 12.28% |
| 4 | Consumer Discretionary | 11.45% |
| 5 | Industrials | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
| $28.4M | ﹤0.01% |
309,768
+92,971
| +43% | +$8.53M |
|
427
VF Corp
VFC
$5.74B
| $26.9M | ﹤0.01% |
1,990,000
| – | – |
|
428
Iridium Communications
IRDM
$1.93B
| $26.6M | ﹤0.01% |
1,000,000
| – | – |
|
|
SILK
429
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $26.2M | ﹤0.01% |
969,500
-2,142,230
| -69% | -$57.9M |
|
430
Fox Factory Holding Corp
FOXF
$1.13B
| $25.6M | ﹤0.01% |
530,786
| – | – |
|
|
SRCL
431
DELISTED
Stericycle Inc
SRCL
| $25M | ﹤0.01% |
430,000
| – | – |
|
432
LKQ Corp
LKQ
$8.11B
| $24.7M | ﹤0.01% |
593,783
+10,830
| +2% | +$450K |
|
|
AMK
433
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $24.6M | ﹤0.01% |
711,713
-600,000
| -46% | -$20.7M |
|
434
Alcoa
AA
$8.67B
| $24.3M | ﹤0.01% |
611,995
| – | – |
|
435
Incyte
INCY
$16.4B
| $24M | ﹤0.01% |
396,000
| – | – |
|
436
Corteva
CTVA
$47.5B
| $23.2M | ﹤0.01% |
430,715
| – | – |
|
437
Chemed
CHE
$6.52B
| $22.8M | ﹤0.01% |
42,000
| – | – |
|
|
NYAX
438
Nayax
NYAX
$1.78B
| $22.7M | ﹤0.01% |
1,075,000
| – | – |
|
439
Fresh Del Monte Produce
FDP
$1.71B
| $22.5M | ﹤0.01% |
1,028,000
| – | – |
|
440
Alarm.com
ALRM
$2.77B
| $22.3M | ﹤0.01% |
351,000
| – | – |
|
441
Columbia Banking Systems
COLB
$7.59B
| $21.2M | ﹤0.01% |
1,063,800
| – | – |
|
442
TPG
TPG
$9.17B
| $21M | ﹤0.01% |
+507,640
| New | +$21M |
|
443
Atkore
ATKR
$2.09B
| $21M | ﹤0.01% |
155,506
+76,781
| +98% | +$10.4M |
|
444
OneWater Marine
ONEW
$261M
| $20.8M | ﹤0.01% |
754,805
| – | – |
|
445
Solventum
SOLV
$12.9B
| $20.7M | ﹤0.01% |
+391,217
| New | +$20.7M |
|
446
Norwegian Cruise Line
NCLH
$11.6B
| $20.7M | ﹤0.01% |
1,100,000
| – | – |
|
|
ESGR
447
DELISTED
Enstar Group
ESGR
| $20.2M | ﹤0.01% |
66,000
| – | – |
|
448
Veralto
VLTO
$26.4B
| $19M | ﹤0.01% |
198,614
-1,098,280
| -85% | -$105M |
|
449
Ibotta
IBTA
$764M
| $18.8M | ﹤0.01% |
+250,000
| New | +$18.8M |
|
|
RWT
450
Redwood Trust
RWT
$781M
| $16.6M | ﹤0.01% |
2,562,000
| – | – |
|