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 |
Capital One
COF
|
+$4.75B |
| 2 |
KLA
KLAC
|
+$2.94B |
| 3 |
Micron Technology
MU
|
+$2.04B |
| 4 |
Honeywell
HON
|
+$1.39B |
| 5 |
Cloudflare
NET
|
+$1.22B |
Top Sells
| 1 |
Apple
AAPL
|
+$3.78B |
| 2 |
Amazon
AMZN
|
+$3.59B |
| 3 |
DFS
Discover Financial Services
DFS
|
+$3.53B |
| 4 |
Broadcom
AVGO
|
+$1.87B |
| 5 |
AbbVie
ABBV
|
+$1.8B |
Sector Composition
| 1 | Technology | 25.43% |
| 2 | Financials | 14.34% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Healthcare | 11.88% |
| 5 | Communication Services | 10.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Comerica
CMA
$8.84B
| $42.1M | 0.01% |
706,621
-2,077
| -0.3% | -$124K |
|
427
HF Sinclair
DINO
$9.66B
| $42M | 0.01% |
1,022,000
| – | – |
|
428
Riskified
RSKD
$715M
| $41.5M | 0.01% |
8,313,598
| – | – |
|
429
WillScot Mobile Mini Holdings
WSC
$4.24B
| $41.1M | 0.01% |
1,500,000
| – | – |
|
430
Halozyme
HALO
$8.93B
| $40.7M | 0.01% |
782,004
+33,774
| +5% | +$1.76M |
|
431
Alight
ALIT
$1.9B
| $40.3M | 0.01% |
7,118,911
-30,086
| -0.4% | -$170K |
|
432
Freshpet
FRPT
$2.56B
| $40M | 0.01% |
588,829
| – | – |
|
433
Scholar Rock
SRRK
$3.24B
| $40M | 0.01% |
1,128,752
| – | – |
|
434
MYR Group
MYRG
$2.7B
| $39.8M | 0.01% |
219,175
| – | – |
|
435
Ameriprise Financial
AMP
$46B
| $39.3M | 0.01% |
73,627
+4,233
| +6% | +$2.26M |
|
|
ETOR
436
eToro Group Ltd. Class A Common Shares
ETOR
$3.63B
| $39.2M | 0.01% |
+588,250
| New | +$39.2M |
|
437
Avery Dennison
AVY
$12.9B
| $39M | 0.01% |
222,349
+435
| +0.2% | +$76.3K |
|
438
Bloom Energy
BE
$15.7B
| $39M | 0.01% |
+1,630,910
| New | +$39M |
|
439
ATS Corp
ATS
$2.68B
| $38.1M | 0.01% |
1,196,000
| – | – |
|
440
RH
RH
$4.17B
| $38.1M | 0.01% |
+201,734
| New | +$38.1M |
|
441
Kaspi.kz JSC
KSPI
$16.1B
| $37.7M | 0.01% |
444,480
+1,741
| +0.4% | +$148K |
|
442
Beazer Homes USA
BZH
$782M
| $37.1M | 0.01% |
1,659,813
| – | – |
|
443
KalVista Pharmaceuticals
KALV
$688M
| $35.9M | 0.01% |
3,177,587
| – | – |
|
444
Oshkosh
OSK
$8.72B
| $34.4M | 0.01% |
302,645
+152,645
| +102% | +$17.3M |
|
445
McGrath RentCorp
MGRC
$3.04B
| $34.2M | 0.01% |
294,536
+29,202
| +11% | +$3.39M |
|
446
Globus Medical
GMED
$7.87B
| $33.9M | ﹤0.01% |
574,500
| – | – |
|
447
BlackLine
BL
$3.36B
| $33.7M | ﹤0.01% |
595,000
| – | – |
|
448
Fresh Del Monte Produce
FDP
$1.7B
| $33.3M | ﹤0.01% |
1,028,000
| – | – |
|
449
Robert Half
RHI
$3.56B
| $31.8M | ﹤0.01% |
+774,488
| New | +$31.8M |
|
450
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
| $31.5M | ﹤0.01% |
343,439
+75,112
| +28% | +$6.89M |
|