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
|
$13B |
| 2 |
Canadian Natural Resources
CNQ
|
$5.21B |
| 3 |
Apple
AAPL
|
$4.84B |
| 4 |
Chipotle Mexican Grill
CMG
|
$2.42B |
| 5 |
Amazon
AMZN
|
$1.92B |
Top Sells
| 1 |
Broadcom
AVGO
|
$5.67B |
| 2 |
Home Depot
HD
|
$4.32B |
| 3 |
Microsoft
MSFT
|
$3.51B |
| 4 |
Caterpillar
CAT
|
$2.96B |
| 5 |
Eli Lilly
LLY
|
$2.46B |
Sector Composition
| 1 | Technology | 25.01% |
| 2 | Healthcare | 15.57% |
| 3 | Financials | 12.28% |
| 4 | Consumer Discretionary | 11.45% |
| 5 | Industrials | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Oshkosh
OSK
$8.92B
| $16.2M | ﹤0.01% | 150,000 | – | – |
|
|
JWN
452
DELISTED
Nordstrom
JWN
| $16.1M | ﹤0.01% | 760,000 | – | – |
|
453
Allogene Therapeutics
ALLO
$251M
| $16.1M | ﹤0.01% | +6,896,552 | New | +$16.1M |
|
454
AbCellera Biologics
ABCL
$1.25B
| $15.7M | ﹤0.01% | 5,318,793 -3,032,500 | -36% | -$8.98M |
|
455
Frontier Communications
FYBR
$9.28B
| $15.7M | ﹤0.01% | 600,000 | – | – |
|
456
Traeger
COOK
$171M
| $15.6M | ﹤0.01% | 6,499,660 | – | – |
|
457
10x Genomics
TXG
$1.74B
| $15.4M | ﹤0.01% | 793,300 | – | – |
|
458
ThredUp
TDUP
$1.33B
| $14.8M | ﹤0.01% | 8,707,600 | – | – |
|
459
SPDR S&P 500 ETF Trust
SPY
$658B
| $14M | ﹤0.01% | 25,600 +12,273 | +92% | +$6.71M |
|
460
CBRE Group
CBRE
$48.2B
| $13.9M | ﹤0.01% | 156,366 | – | – |
|
461
MasterCraft Boat Holdings
MCFT
$364M
| $12.8M | ﹤0.01% | 676,133 -298,950 | -31% | -$5.64M |
|
462
Structure Therapeutics
GPCR
$1.11B
| $12.7M | ﹤0.01% | 323,760 -310,400 | -49% | -$12.2M |
|
|
JOYY
463
JOYY Inc. American Depositary Shares
JOYY
$2.78B
| $12.4M | ﹤0.01% | 412,500 -179,883 | -30% | -$5.41M |
|
464
Air Products & Chemicals
APD
$65.5B
| $11.8M | ﹤0.01% | +45,664 | New | +$11.8M |
|
465
Red Rock Resorts
RRR
$3.68B
| $11.7M | ﹤0.01% | 212,500 -254,357 | -54% | -$14M |
|
466
Klaviyo
KVYO
$9.73B
| $10.2M | ﹤0.01% | 409,597 -289,923 | -41% | -$7.22M |
|
467
Biohaven
BHVN
$1.63B
| $8.68M | ﹤0.01% | 250,000 -170,950 | -41% | -$5.93M |
|
468
Rocket Companies
RKT
$37.4B
| $8.64M | ﹤0.01% | 630,566 -3,011,533 | -83% | -$41.3M |
|
469
Booz Allen Hamilton
BAH
$13.4B
| $7.58M | ﹤0.01% | +49,250 | New | +$7.58M |
|
470
AutoZone
AZO
$70.2B
| $7.51M | ﹤0.01% | +2,534 | New | +$7.51M |
|
471
Schrodinger
SDGR
$1.44B
| $6.58M | ﹤0.01% | 340,000 | – | – |
|
472
Nice
NICE
$8.73B
| $6.4M | ﹤0.01% | 37,217 | – | – |
|
473
Goodyear
GT
$2.43B
| $6.34M | ﹤0.01% | 558,712 | – | – |
|
|
DO
474
DELISTED
Diamond Offshore Drilling, Inc.
DO
| $6.07M | ﹤0.01% | 392,012 | – | – |
|
475
LPL Financial
LPLA
$29.2B
| $4.97M | ﹤0.01% | +17,807 | New | +$4.97M |
|