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 |
Starbucks
SBUX
|
+$4.03B |
| 2 |
NVIDIA
NVDA
|
+$1.96B |
| 3 |
Amazon
AMZN
|
+$1.62B |
| 4 |
Nike
NKE
|
+$1.46B |
| 5 |
Citizens Financial Group
CFG
|
+$1.43B |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.49B |
| 2 |
Broadcom
AVGO
|
+$2.2B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.43B |
| 4 |
Eli Lilly
LLY
|
+$1.29B |
| 5 |
Schlumberger
SLB
|
+$1.23B |
Sector Composition
| 1 | Technology | 23.09% |
| 2 | Healthcare | 15.24% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Kanzhun
BZ
$11.6B
| $32.6M | 0.01% |
1,878,265
-42
| -0% | -$729 |
|
|
WBA
427
DELISTED
Walgreens Boots Alliance
WBA
| $32.5M | 0.01% |
3,622,694
-25,665,341
| -88% | -$230M |
|
428
Ameriprise Financial
AMP
$45.7B
| $32M | 0.01% |
68,181
| – | – |
|
429
Astera Labs
ALAB
$39.4B
| $31.4M | ﹤0.01% |
600,000
| – | – |
|
430
Whirlpool
WHR
$5.02B
| $31.2M | ﹤0.01% |
+291,517
| New | +$31.2M |
|
431
Fresh Del Monte Produce
FDP
$1.69B
| $30.4M | ﹤0.01% |
1,028,000
| – | – |
|
432
APi Group
APG
$14.6B
| $30.2M | ﹤0.01% |
1,372,602
+1,168
| +0.1% | +$25.7K |
|
433
TPG
TPG
$9.13B
| $30.2M | ﹤0.01% |
524,308
+16,668
| +3% | +$959K |
|
434
First Advantage
FA
$2.74B
| $30M | ﹤0.01% |
+1,508,980
| New | +$30M |
|
435
Macy's
M
$4.69B
| $29.8M | ﹤0.01% |
1,900,000
| – | – |
|
|
OS
436
OneStream, Inc. Class A Common Stock
OS
$3.47B
| $28.6M | ﹤0.01% |
+842,300
| New | +$28.6M |
|
|
NYAX
437
Nayax
NYAX
$1.79B
| $28M | ﹤0.01% |
1,075,000
| – | – |
|
438
Columbia Banking Systems
COLB
$7.53B
| $27.8M | ﹤0.01% |
1,063,800
| – | – |
|
439
Vontier
VNT
$6.23B
| $27.3M | ﹤0.01% |
809,676
+801,203
| +9,456% | +$27M |
|
440
Solventum
SOLV
$12.8B
| $27.3M | ﹤0.01% |
391,217
| – | – |
|
|
SRCL
441
DELISTED
Stericycle Inc
SRCL
| $26.2M | ﹤0.01% |
430,000
| – | – |
|
442
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
| $26M | ﹤0.01% |
283,461
-26,307
| -8% | -$2.41M |
|
443
Corteva
CTVA
$47.4B
| $25.3M | ﹤0.01% |
430,715
| – | – |
|
444
Chemed
CHE
$6.5B
| $25.2M | ﹤0.01% |
42,000
| – | – |
|
445
Traeger
COOK
$177M
| $23.9M | ﹤0.01% |
6,499,660
| – | – |
|
446
Alcoa
AA
$8.72B
| $23.6M | ﹤0.01% |
611,995
| – | – |
|
447
Sana Biotechnology
SANA
$833M
| $22.7M | ﹤0.01% |
5,449,035
| – | – |
|
448
Norwegian Cruise Line
NCLH
$11.4B
| $22.6M | ﹤0.01% |
1,100,000
| – | – |
|
|
ESGR
449
DELISTED
Enstar Group
ESGR
| $21.2M | ﹤0.01% |
66,000
| – | – |
|
|
RWT
450
Redwood Trust
RWT
$791M
| $19.8M | ﹤0.01% |
2,562,000
| – | – |
|