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 |
Broadcom
AVGO
|
$32.6B |
| 2 |
Starbucks
SBUX
|
$4.03B |
| 3 |
NVIDIA
NVDA
|
$1.96B |
| 4 |
Amazon
AMZN
|
$1.62B |
| 5 |
Nike
NKE
|
$1.46B |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.49B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.43B |
| 3 |
Eli Lilly
LLY
|
$1.29B |
| 4 |
Schlumberger
SLB
|
$1.23B |
| 5 |
Yum! Brands
YUM
|
$1.17B |
Sector Composition
| 1 | Technology | 23.09% |
| 2 | Healthcare | 15.24% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
CBRE Group
CBRE
$48.2B
| $19.5M | ﹤0.01% | 156,366 | – | – |
|
452
Allogene Therapeutics
ALLO
$251M
| $19.3M | ﹤0.01% | 6,896,552 | – | – |
|
453
OneWater Marine
ONEW
$276M
| $18M | ﹤0.01% | 754,805 | – | – |
|
454
10x Genomics
TXG
$1.74B
| $17.9M | ﹤0.01% | 793,300 | – | – |
|
455
Advanced Micro Devices
AMD
$264B
| $17.5M | ﹤0.01% | 106,652 -4,118,622 | -97% | -$676M |
|
|
JWN
456
DELISTED
Nordstrom
JWN
| $17.1M | ﹤0.01% | 760,000 | – | – |
|
457
Ibotta
IBTA
$765M
| $15.4M | ﹤0.01% | 250,000 | – | – |
|
458
Oshkosh
OSK
$8.92B
| $15M | ﹤0.01% | 150,000 | – | – |
|
|
JOYY
459
JOYY Inc. American Depositary Shares
JOYY
$2.78B
| $14.9M | ﹤0.01% | 412,500 | – | – |
|
460
Frontier Communications
FYBR
$9.28B
| $14.2M | ﹤0.01% | 400,000 -200,000 | -33% | -$7.11M |
|
|
ARTV
461
Artiva Biotherapeutics, Inc. Common Stock
ARTV
$76.7M
| $14.1M | ﹤0.01% | +915,386 | New | +$14.1M |
|
462
Air Products & Chemicals
APD
$65.5B
| $13.6M | ﹤0.01% | 45,664 | – | – |
|
463
Biohaven
BHVN
$1.63B
| $12.5M | ﹤0.01% | 250,000 | – | – |
|
464
SPDR S&P 500 ETF Trust
SPY
$658B
| $12.4M | ﹤0.01% | 21,769 -3,831 | -15% | -$2.19M |
|
465
MasterCraft Boat Holdings
MCFT
$364M
| $12.3M | ﹤0.01% | 676,133 | – | – |
|
466
Red Rock Resorts
RRR
$3.68B
| $11.6M | ﹤0.01% | 212,500 | – | – |
|
467
e.l.f. Beauty
ELF
$7.09B
| $11.6M | ﹤0.01% | 106,076 +104,860 | +8,623% | +$11.4M |
|
468
Klaviyo
KVYO
$9.73B
| $8.5M | ﹤0.01% | 240,381 -169,216 | -41% | -$5.99M |
|
469
Booz Allen Hamilton
BAH
$13.4B
| $8.24M | ﹤0.01% | 50,634 +1,384 | +3% | +$225K |
|
470
AutoZone
AZO
$70.2B
| $8.09M | ﹤0.01% | 2,568 +34 | +1% | +$107K |
|
471
Wolfspeed
WOLF
$194M
| $7.66M | ﹤0.01% | 789,814 -2,387,562 | -75% | -$23.2M |
|
472
MYR Group
MYRG
$2.91B
| $7.52M | ﹤0.01% | 73,548 -965,501 | -93% | -$98.7M |
|
473
Spotify
SPOT
$140B
| $7.4M | ﹤0.01% | +20,069 | New | +$7.4M |
|
474
ThredUp
TDUP
$1.33B
| $7.33M | ﹤0.01% | 8,707,600 | – | – |
|
475
Endava
DAVA
$873M
| $6.85M | ﹤0.01% | 268,085 +101,885 | +61% | +$2.6M |
|