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 |
Salesforce
CRM
|
$2.71B |
| 2 |
TE Connectivity
TEL
|
$1.59B |
| 3 |
Goldman Sachs
GS
|
$1.34B |
| 4 |
Philip Morris
PM
|
$1.18B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.09B |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.81B |
| 2 |
CVS Health
CVS
|
$1.78B |
| 3 |
Archer Daniels Midland
ADM
|
$1.72B |
| 4 |
JPMorgan Chase
JPM
|
$1.63B |
| 5 |
Broadcom
AVGO
|
$1.29B |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Healthcare | 18.94% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Financials | 11.44% |
| 5 | Industrials | 9.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ESGR
451
DELISTED
Enstar Group
ESGR
| $15.3M | ﹤0.01% | 66,000 | – | – |
|
452
Fidelity National Information Services
FIS
$36.5B
| $15.2M | ﹤0.01% | 280,484 | – | – |
|
453
Norwegian Cruise Line
NCLH
$11.2B
| $14.8M | ﹤0.01% | 1,100,000 | – | – |
|
|
NXDR
454
Nextdoor Holdings
NXDR
$794M
| $14.7M | ﹤0.01% | 6,859,318 | – | – |
|
455
OneWater Marine
ONEW
$276M
| $14.1M | ﹤0.01% | 504,604 | – | – |
|
|
MGI
456
DELISTED
MoneyGram International, Inc. New
MGI
| $14.1M | ﹤0.01% | 1,352,286 | – | – |
|
457
Frontier Communications
FYBR
$9.28B
| $13.7M | ﹤0.01% | 600,000 -321,177 | -35% | -$7.31M |
|
458
Varonis Systems
VRNS
$6.61B
| $12.9M | ﹤0.01% | +497,000 | New | +$12.9M |
|
459
Oshkosh
OSK
$8.92B
| $12.5M | ﹤0.01% | 150,000 | – | – |
|
|
JWN
460
DELISTED
Nordstrom
JWN
| $12.4M | ﹤0.01% | 760,000 | – | – |
|
461
Zentalis Pharmaceuticals
ZNTL
$122M
| $11.7M | ﹤0.01% | 683,000 | – | – |
|
462
California Resources
CRC
$4.16B
| $11.7M | ﹤0.01% | 305,059 | – | – |
|
463
Alignment Healthcare
ALHC
$3.24B
| $11.1M | ﹤0.01% | 1,750,000 -1,750,000 | -50% | -$11.1M |
|
464
Albemarle
ALB
$9.99B
| $9.02M | ﹤0.01% | +40,827 | New | +$9.02M |
|
465
Navient
NAVI
$1.36B
| $8.91M | ﹤0.01% | 557,500 | – | – |
|
466
Walt Disney
DIS
$213B
| $8.77M | ﹤0.01% | 87,600 -2,436,104 | -97% | -$244M |
|
|
PCGU
467
DELISTED
PG&E Corporation
PCGU
| $8.59M | ﹤0.01% | 60,350 | – | – |
|
468
Viatris
VTRS
$12.3B
| $8.43M | ﹤0.01% | 876,778 | – | – |
|
469
Helmerich & Payne
HP
$2.08B
| $7.26M | ﹤0.01% | 203,000 -376,000 | -65% | -$13.4M |
|
470
Goodyear
GT
$2.43B
| $6.16M | ﹤0.01% | 558,712 | – | – |
|
471
Biohaven
BHVN
$1.63B
| $5.75M | ﹤0.01% | 420,950 | – | – |
|
472
Precision BioSciences
DTIL
$57.8M
| $5.06M | ﹤0.01% | 6,715,043 | – | – |
|
473
Xometry
XMTR
$2.51B
| $4.87M | ﹤0.01% | 325,600 | – | – |
|
474
Civitas Resources
CIVI
$3.41B
| $3.94M | ﹤0.01% | 57,659 | – | – |
|
475
Guidewire Software
GWRE
$18.3B
| $3.91M | ﹤0.01% | 47,711 | – | – |
|