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 |
Tesla
TSLA
|
$17.8B |
| 2 |
Apple
AAPL
|
$2.1B |
| 3 |
Restaurant Brands International
QSR
|
$789M |
| 4 |
Halliburton
HAL
|
$716M |
| 5 |
Exact Sciences
EXAS
|
$657M |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.32B |
| 2 |
Amazon
AMZN
|
$2.27B |
| 3 |
Boston Scientific
BSX
|
$887M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$842M |
| 5 |
Intuitive Surgical
ISRG
|
$746M |
Sector Composition
| 1 | Technology | 20.28% |
| 2 | Healthcare | 16.49% |
| 3 | Consumer Discretionary | 15.03% |
| 4 | Financials | 12.76% |
| 5 | Communication Services | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
ATI
ATI
$10.7B
| $23.9M | 0.01% | 2,738,427 -825,000 | -23% | -$7.19M |
|
452
Equifax
EFX
$30.3B
| $23.8M | 0.01% | 151,472 -1 | -0% | -$157 |
|
453
Fresh Del Monte Produce
FDP
$1.74B
| $23.6M | 0.01% | 1,028,000 | – | – |
|
454
APA Corp
APA
$8.31B
| $23.5M | 0.01% | 2,478,500 | – | – |
|
455
Automatic Data Processing
ADP
$123B
| $22.9M | 0.01% | +164,393 | New | +$22.9M |
|
456
SouthState
SSB
$10.3B
| $22.7M | 0.01% | 470,765 | – | – |
|
|
NVRO
457
DELISTED
NEVRO CORP.
NVRO
| $22.3M | ﹤0.01% | 160,000 | – | – |
|
458
Frontdoor
FTDR
$4.43B
| $22.1M | ﹤0.01% | 568,000 | – | – |
|
459
Beazer Homes USA
BZH
$748M
| $21.9M | ﹤0.01% | 1,659,813 | – | – |
|
460
Zentalis Pharmaceuticals
ZNTL
$122M
| $21.7M | ﹤0.01% | 664,000 +214,000 | +48% | +$7M |
|
461
Barrett Business Services
BBSI
$1.25B
| $21.7M | ﹤0.01% | 413,000 -177,000 | -30% | -$9.28M |
|
|
XEC
462
DELISTED
CIMAREX ENERGY CO
XEC
| $21.5M | ﹤0.01% | +885,000 | New | +$21.5M |
|
463
BellRing Brands
BRBR
$5.17B
| $20.7M | ﹤0.01% | 1,000,000 | – | – |
|
464
Lemonade
LMND
$3.91B
| $20.6M | ﹤0.01% | +415,000 | New | +$20.6M |
|
|
PE
465
DELISTED
PARSLEY ENERGY INC
PE
| $20M | ﹤0.01% | +2,141,000 | New | +$20M |
|
466
Helmerich & Payne
HP
$2.08B
| $19.9M | ﹤0.01% | 1,360,000 | – | – |
|
467
H.B. Fuller
FUL
$3.29B
| $19.7M | ﹤0.01% | +430,000 | New | +$19.7M |
|
|
CTB
468
DELISTED
Cooper Tire & Rubber Co.
CTB
| $19.5M | ﹤0.01% | 616,000 | – | – |
|
|
RWT
469
Redwood Trust
RWT
$791M
| $19.3M | ﹤0.01% | 2,562,000 | – | – |
|
|
NBL
470
DELISTED
Noble Energy, Inc.
NBL
| $19M | ﹤0.01% | 2,225,000 | – | – |
|
|
UMPQ
471
DELISTED
Umpqua Holdings Corp
UMPQ
| $19M | ﹤0.01% | 1,785,500 | – | – |
|
472
Bentley Systems
BSY
$16.9B
| $18.8M | ﹤0.01% | +600,000 | New | +$18.8M |
|
473
Norwegian Cruise Line
NCLH
$11.2B
| $18.8M | ﹤0.01% | 1,100,000 -7,603,848 | -87% | -$130M |
|
474
StepStone Group
STEP
$4.87B
| $18.6M | ﹤0.01% | +700,000 | New | +$18.6M |
|
475
Ironwood Pharmaceuticals
IRWD
$214M
| $18.3M | ﹤0.01% | 2,030,000 | – | – |
|