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 |
Flutter Entertainment
FLUT
|
$2.88B |
| 2 |
GE Aerospace
GE
|
$2.16B |
| 3 |
Amazon
AMZN
|
$2.08B |
| 4 |
Schlumberger
SLB
|
$2.05B |
| 5 |
Vertex Pharmaceuticals
VRTX
|
$1.57B |
Top Sells
| 1 |
Microsoft
MSFT
|
$3.34B |
| 2 |
Broadcom
AVGO
|
$2.58B |
| 3 |
TE Connectivity
TEL
|
$2.18B |
| 4 |
Eli Lilly
LLY
|
$1.88B |
| 5 |
Applied Materials
AMAT
|
$1.8B |
Sector Composition
| 1 | Technology | 23.91% |
| 2 | Healthcare | 15.8% |
| 3 | Consumer Discretionary | 12.28% |
| 4 | Financials | 11.9% |
| 5 | Industrials | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Alcoa
AA
$8.33B
| $20.7M | ﹤0.01% | 611,995 | – | – |
|
452
Columbia Banking Systems
COLB
$5.63B
| $20.6M | ﹤0.01% | 1,063,800 | – | – |
|
|
ESGR
453
DELISTED
Enstar Group
ESGR
| $20.5M | ﹤0.01% | 66,000 | – | – |
|
454
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
| $19.9M | ﹤0.01% | 216,797 -718 | -0.3% | -$65.9K |
|
455
Tronox
TROX
$678M
| $19.2M | ﹤0.01% | +1,103,842 | New | +$19.2M |
|
456
SiTime
SITM
$6.28B
| $19M | ﹤0.01% | 204,315 -196,091 | -49% | -$18.3M |
|
457
Oshkosh
OSK
$8.92B
| $18.7M | ﹤0.01% | 150,000 | – | – |
|
458
Modine Manufacturing
MOD
$7.15B
| $18.5M | ﹤0.01% | 194,682 | – | – |
|
|
JOYY
459
JOYY Inc. American Depositary Shares
JOYY
$2.78B
| $18.2M | ﹤0.01% | 592,383 -585,235 | -50% | -$18M |
|
460
Klaviyo
KVYO
$9.73B
| $17.8M | ﹤0.01% | 699,520 -1,263 | -0.2% | -$32.2K |
|
461
ThredUp
TDUP
$1.33B
| $17.4M | ﹤0.01% | 8,707,600 +127,600 | +1% | +$255K |
|
462
KalVista Pharmaceuticals
KALV
$678M
| $17.4M | ﹤0.01% | +1,464,606 | New | +$17.4M |
|
463
Krystal Biotech
KRYS
$4.27B
| $17.3M | ﹤0.01% | +97,147 | New | +$17.3M |
|
464
California Resources
CRC
$4.16B
| $16.8M | ﹤0.01% | 305,059 | – | – |
|
465
Traeger
COOK
$171M
| $16.4M | ﹤0.01% | 6,499,660 | – | – |
|
|
RWT
466
Redwood Trust
RWT
$791M
| $16.3M | ﹤0.01% | 2,562,000 | – | – |
|
467
Vail Resorts
MTN
$6.09B
| $15.8M | ﹤0.01% | 71,000 | – | – |
|
|
JWN
468
DELISTED
Nordstrom
JWN
| $15.4M | ﹤0.01% | 760,000 | – | – |
|
469
CBRE Group
CBRE
$48.2B
| $15.2M | ﹤0.01% | 156,366 +103,300 | +195% | +$10M |
|
470
Atkore
ATKR
$1.96B
| $15M | ﹤0.01% | +78,725 | New | +$15M |
|
471
Frontier Communications
FYBR
$9.28B
| $14.7M | ﹤0.01% | 600,000 | – | – |
|
472
Pacific Biosciences
PACB
$393M
| $12.7M | ﹤0.01% | 3,390,000 | – | – |
|
473
Hamilton Lane
HLNE
$6.71B
| $9.72M | ﹤0.01% | +86,234 | New | +$9.72M |
|
474
Nice
NICE
$8.73B
| $9.7M | ﹤0.01% | +37,217 | New | +$9.7M |
|
475
Amkor Technology
AMKR
$5.98B
| $9.29M | ﹤0.01% | +288,100 | New | +$9.29M |
|