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 |
Canadian Natural Resources
CNQ
|
+$1.56B |
| 2 |
Caterpillar
CAT
|
+$1.53B |
| 3 |
Aon
AON
|
+$1.48B |
| 4 |
Intel
INTC
|
+$1.27B |
| 5 |
TC Energy
TRP
|
+$1.27B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$3.06B |
| 2 |
Amazon
AMZN
|
+$3.04B |
| 3 |
Broadcom
AVGO
|
+$2.88B |
| 4 |
JPMorgan Chase
JPM
|
+$2.87B |
| 5 |
Blackrock
BLK
|
+$2.56B |
Sector Composition
| 1 | Technology | 19.71% |
| 2 | Healthcare | 15.96% |
| 3 | Consumer Discretionary | 15.87% |
| 4 | Financials | 12.59% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Shoals Technologies Group
SHLS
$1.15B
| $33.2M | 0.01% |
1,947,450
-6,945,976
| -78% | -$118M |
|
452
Seer Inc
SEER
$115M
| $33.1M | 0.01% |
2,170,000
+800,000
| +58% | +$12.2M |
|
|
NXDR
453
Nextdoor Holdings
NXDR
$805M
| $32.9M | 0.01% |
5,500,000
+500,000
| +10% | +$3M |
|
454
Visa
V
$659B
| $32.9M | 0.01% |
148,197
| – | – |
|
455
Kinsale Capital Group
KNSL
$10.1B
| $32.9M | 0.01% |
144,120
| – | – |
|
456
Fox Factory Holding Corp
FOXF
$1.14B
| $32.2M | 0.01% |
329,000
+267,147
| +432% | +$26.2M |
|
|
ARCE
457
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
| $32.1M | 0.01% |
1,521,948
+169,447
| +13% | +$3.58M |
|
|
AMTI
458
DELISTED
Applied Molecular Transport Inc. Common Stock
AMTI
| $31.8M | 0.01% |
4,223,964
-1,724
| -0% | -$13K |
|
459
Zentalis Pharmaceuticals
ZNTL
$107M
| $31.5M | 0.01% |
683,000
| – | – |
|
460
Incyte
INCY
$16.2B
| $31.5M | 0.01% |
396,000
| – | – |
|
461
Revolution Medicines
RVMD
$8.7B
| $31.3M | 0.01% |
1,228,000
| – | – |
|
462
Pacific Biosciences
PACB
$351M
| $30.8M | 0.01% |
3,390,000
| – | – |
|
|
HLGN
463
DELISTED
Heliogen, Inc.
HLGN
| $30.5M | 0.01% |
+165,714
| New | +$30.5M |
|
|
AMK
464
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $30M | 0.01% |
1,350,000
| – | – |
|
465
Warner Music
WMG
$17.5B
| $29.6M | 0.01% |
781,241
-734
| -0.1% | -$27.8K |
|
466
Repay Holdings
RPAY
$507M
| $29.5M | 0.01% |
2,000,000
-1,189,000
| -37% | -$17.6M |
|
467
Victory Capital Holdings
VCTR
$4.58B
| $29.3M | 0.01% |
1,016,000
| – | – |
|
468
FirstService
FSV
$9.31B
| $28.9M | 0.01% |
200,000
| – | – |
|
469
Frontier Communications
FYBR
$9.39B
| $28.3M | ﹤0.01% |
1,021,177
| – | – |
|
470
Weatherford International
WFRD
$4.48B
| $27.8M | ﹤0.01% |
836,296
-12,000
| -1% | -$400K |
|
471
Artisan Partners
APAM
$3.27B
| $27.7M | ﹤0.01% |
705,000
| – | – |
|
472
Oscar Health
OSCR
$5B
| $27.4M | ﹤0.01% |
+2,751,000
| New | +$27.4M |
|
473
Keysight
KEYS
$29.3B
| $27.1M | ﹤0.01% |
171,685
-783,196
| -82% | -$124M |
|
|
RWT
474
Redwood Trust
RWT
$804M
| $27M | ﹤0.01% |
2,562,000
| – | – |
|
475
On Holding
ONON
$14B
| $26.7M | ﹤0.01% |
1,057,833
| – | – |
|