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 |
Target
TGT
|
$2.15B |
| 2 |
JPMorgan Chase
JPM
|
$1.89B |
| 3 |
Goldman Sachs
GS
|
$1.66B |
| 4 |
Philip Morris
PM
|
$1.5B |
| 5 |
Blackstone
BX
|
$1.01B |
Top Sells
| 1 |
Tesla
TSLA
|
$5.14B |
| 2 |
CME Group
CME
|
$2.62B |
| 3 |
Microsoft
MSFT
|
$1.39B |
| 4 |
UnitedHealth
UNH
|
$1.34B |
| 5 |
Verizon
VZ
|
$1.33B |
Sector Composition
| 1 | Healthcare | 21.38% |
| 2 | Technology | 16.49% |
| 3 | Financials | 12.64% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Lufax Holding
LU
$2.55B
| $20.3M | ﹤0.01% | 10,474,970 -15,569,054 | -60% | -$30.2M |
|
|
NYAX
452
Nayax
NYAX
$1.84B
| $20.3M | ﹤0.01% | 1,075,000 +272,800 | +34% | +$5.15M |
|
453
NMI Holdings
NMIH
$3.05B
| $19.9M | ﹤0.01% | 950,000 | – | – |
|
454
Analog Devices
ADI
$124B
| $19.2M | ﹤0.01% | 116,909 -673,605 | -85% | -$110M |
|
455
Radian Group
RDN
$4.72B
| $19.1M | ﹤0.01% | 1,000,000 | – | – |
|
456
Fidelity National Information Services
FIS
$36.5B
| $19M | ﹤0.01% | 280,484 | – | – |
|
457
Roblox
RBLX
$86.4B
| $17.8M | ﹤0.01% | 624,805 -1,546,098 | -71% | -$44M |
|
458
Zai Lab
ZLAB
$3.68B
| $17.5M | ﹤0.01% | 570,144 | – | – |
|
459
Traeger
COOK
$171M
| $17.5M | ﹤0.01% | 6,195,000 +970,733 | +19% | +$2.74M |
|
460
Strategy Inc Common Stock Class A
MSTR
$94.8B
| $17.4M | ﹤0.01% | 123,100 -148,600 | -55% | -$21M |
|
|
RWT
461
Redwood Trust
RWT
$791M
| $17.3M | ﹤0.01% | 2,562,000 | – | – |
|
462
Vail Resorts
MTN
$6.09B
| $16.9M | ﹤0.01% | 71,000 | – | – |
|
463
Rocket Companies
RKT
$37.4B
| $16.9M | ﹤0.01% | +2,416,096 | New | +$16.9M |
|
464
Zillow
Z
$20.4B
| $16.9M | ﹤0.01% | 525,000 | – | – |
|
465
Twist Bioscience
TWST
$1.63B
| $16.8M | ﹤0.01% | 704,000 | – | – |
|
|
ESGR
466
DELISTED
Enstar Group
ESGR
| $15.2M | ﹤0.01% | 66,000 | – | – |
|
|
MGI
467
DELISTED
MoneyGram International, Inc. New
MGI
| $14.7M | ﹤0.01% | 1,352,286 | – | – |
|
468
Mine Safety
MSA
$6.68B
| $14.7M | ﹤0.01% | +101,800 | New | +$14.7M |
|
469
Natera
NTRA
$23.1B
| $14.6M | ﹤0.01% | 363,000 | – | – |
|
470
OneWater Marine
ONEW
$276M
| $14.4M | ﹤0.01% | 504,604 | – | – |
|
|
RXDX
471
DELISTED
Prometheus Biosciences, Inc. Common Stock
RXDX
| $14.3M | ﹤0.01% | +130,400 | New | +$14.3M |
|
|
NXDR
472
Nextdoor Holdings
NXDR
$794M
| $14.1M | ﹤0.01% | 6,859,318 | – | – |
|
473
Zentalis Pharmaceuticals
ZNTL
$122M
| $13.8M | ﹤0.01% | 683,000 | – | – |
|
474
Norwegian Cruise Line
NCLH
$11.2B
| $13.5M | ﹤0.01% | 1,100,000 | – | – |
|
475
California Resources
CRC
$4.16B
| $13.3M | ﹤0.01% | 305,059 | – | – |
|