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 |
NVIDIA
NVDA
|
+$1.24B |
| 2 |
Microsoft
MSFT
|
+$983M |
| 3 |
Qualcomm
QCOM
|
+$879M |
| 4 |
EOG Resources
EOG
|
+$790M |
| 5 |
Southwest Airlines
LUV
|
+$781M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.48B |
| 2 |
SGEN
Seagen Inc. Common Stock
SGEN
|
+$1.43B |
| 3 |
Morgan Stanley
MS
|
+$1.29B |
| 4 |
D.R. Horton
DHI
|
+$1.21B |
| 5 |
GTM
ZoomInfo Technologies
GTM
|
+$892M |
Sector Composition
| 1 | Technology | 21.47% |
| 2 | Healthcare | 17.17% |
| 3 | Consumer Discretionary | 11.91% |
| 4 | Financials | 10.96% |
| 5 | Industrials | 9.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Traeger
COOK
$177M
| $16.9M | ﹤0.01% |
6,195,000
| – | – |
|
|
LUCK
452
Lucky Strike Entertainment Corporation
LUCK
$1.36B
| $16.8M | ﹤0.01% |
1,748,497
| – | – |
|
|
ESGR
453
DELISTED
Enstar Group
ESGR
| $16M | ﹤0.01% |
66,000
| – | – |
|
454
Vail Resorts
MTN
$5.57B
| $15.8M | ﹤0.01% |
71,000
| – | – |
|
455
Oscar Health
OSCR
$4.69B
| $15.3M | ﹤0.01% |
2,751,000
| – | – |
|
456
LKQ Corp
LKQ
$8.11B
| $15.1M | ﹤0.01% |
+305,253
| New | +$15.1M |
|
457
Walt Disney
DIS
$207B
| $14.8M | ﹤0.01% |
182,600
| – | – |
|
458
Oshkosh
OSK
$8.68B
| $14.3M | ﹤0.01% |
150,000
| – | – |
|
459
Zentalis Pharmaceuticals
ZNTL
$102M
| $13.7M | ﹤0.01% |
683,000
| – | – |
|
460
Ameriprise Financial
AMP
$45.8B
| $11.4M | ﹤0.01% |
+34,676
| New | +$11.4M |
|
|
JWN
461
DELISTED
Nordstrom
JWN
| $11.4M | ﹤0.01% |
760,000
| – | – |
|
462
Biohaven
BHVN
$1.44B
| $10.9M | ﹤0.01% |
420,950
| – | – |
|
463
Sea Limited
SE
$112B
| $10.5M | ﹤0.01% |
239,727
-13
| -0% | -$571 |
|
464
Doximity
DOCS
$13.5B
| $10.4M | ﹤0.01% |
489,000
| – | – |
|
465
On Holding
ONON
$13.8B
| $9.82M | ﹤0.01% |
353,000
-353,000
| -50% | -$9.82M |
|
466
Schrodinger
SDGR
$1.4B
| $9.61M | ﹤0.01% |
340,000
| – | – |
|
467
Frontier Communications
FYBR
$9.35B
| $9.39M | ﹤0.01% |
600,000
| – | – |
|
468
Seer Inc
SEER
$115M
| $9.07M | ﹤0.01% |
4,102,472
-568,528
| -12% | -$1.26M |
|
469
Viatris
VTRS
$11.2B
| $8.65M | ﹤0.01% |
876,778
| – | – |
|
470
PG&E
PCG
$33.2B
| $8.36M | ﹤0.01% |
+518,581
| New | +$8.36M |
|
|
NXDR
471
Nextdoor Holdings
NXDR
$833M
| $7.85M | ﹤0.01% |
4,315,268
-2,544,050
| -37% | -$4.63M |
|
472
Goodyear
GT
$2.44B
| $6.94M | ﹤0.01% |
558,712
| – | – |
|
473
Sana Biotechnology
SANA
$828M
| $5.93M | ﹤0.01% |
1,531,307
| – | – |
|
|
DO
474
DELISTED
Diamond Offshore Drilling, Inc.
DO
| $5.75M | ﹤0.01% |
392,012
-517,925
| -57% | -$7.6M |
|
475
Structure Therapeutics
GPCR
$1.25B
| $5.03M | ﹤0.01% |
+100,400
| New | +$5.03M |
|