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 |
Amazon
AMZN
|
$3.88B |
| 2 |
IBM
IBM
|
$2.12B |
| 3 |
Illumina
ILMN
|
$1.94B |
| 4 |
Citigroup
C
|
$1.81B |
| 5 |
Honeywell
HON
|
$1.59B |
Top Sells
| 1 |
Broadcom
AVGO
|
$3.36B |
| 2 |
Apple
AAPL
|
$2.8B |
| 3 |
UnitedHealth
UNH
|
$2.39B |
| 4 |
Home Depot
HD
|
$1.61B |
| 5 |
Constellation Energy
CEG
|
$1.55B |
Sector Composition
| 1 | Technology | 24.47% |
| 2 | Financials | 14.11% |
| 3 | Consumer Discretionary | 14.04% |
| 4 | Healthcare | 13.01% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
AbCellera Biologics
ABCL
$1.25B
| $23.2M | ﹤0.01% | +7,933,613 | New | +$23.2M |
|
452
Alcoa
AA
$8.33B
| $23.1M | ﹤0.01% | 611,995 | – | – |
|
453
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
| $22M | ﹤0.01% | 241,202 -42,259 | -15% | -$3.86M |
|
454
MYR Group
MYRG
$2.91B
| $20.9M | ﹤0.01% | 140,267 +66,719 | +91% | +$9.93M |
|
455
Freshpet
FRPT
$2.72B
| $20.2M | ﹤0.01% | 136,073 -131,136 | -49% | -$19.4M |
|
456
Arcellx
ACLX
$3.85B
| $19.4M | ﹤0.01% | +252,878 | New | +$19.4M |
|
|
WBA
457
DELISTED
Walgreens Boots Alliance
WBA
| $18.2M | ﹤0.01% | 1,946,930 -1,675,764 | -46% | -$15.6M |
|
458
SiTime
SITM
$6.28B
| $17.7M | ﹤0.01% | +82,290 | New | +$17.7M |
|
|
RWT
459
Redwood Trust
RWT
$791M
| $16.7M | ﹤0.01% | 2,562,000 | – | – |
|
460
Ibotta
IBTA
$765M
| $16.3M | ﹤0.01% | 250,000 | – | – |
|
461
RE/MAX Holdings
RMAX
$189M
| $16M | ﹤0.01% | 1,500,000 +1,320,628 | +736% | +$14.1M |
|
462
Traeger
COOK
$171M
| $15.5M | ﹤0.01% | 6,499,660 | – | – |
|
463
Allogene Therapeutics
ALLO
$251M
| $14.7M | ﹤0.01% | 6,896,552 | – | – |
|
464
Brixmor Property Group
BRX
$8.57B
| $14.6M | ﹤0.01% | +522,713 | New | +$14.6M |
|
465
Oshkosh
OSK
$8.92B
| $14.3M | ﹤0.01% | 150,000 | – | – |
|
466
FTI Consulting
FCN
$5.46B
| $13.6M | ﹤0.01% | 71,246 +65,730 | +1,192% | +$12.6M |
|
467
Spotify
SPOT
$140B
| $13.6M | ﹤0.01% | 30,382 +10,313 | +51% | +$4.61M |
|
468
Air Products & Chemicals
APD
$65.5B
| $13.2M | ﹤0.01% | 45,664 | – | – |
|
469
OneWater Marine
ONEW
$276M
| $13.1M | ﹤0.01% | 754,805 | – | – |
|
470
Zeta Global
ZETA
$4.68B
| $13.1M | ﹤0.01% | 726,449 -1,248,192 | -63% | -$22.5M |
|
471
MasterCraft Boat Holdings
MCFT
$364M
| $12.9M | ﹤0.01% | 676,133 | – | – |
|
472
Advanced Micro Devices
AMD
$264B
| $12.9M | ﹤0.01% | 106,651 -1 | -0% | -$121 |
|
|
TTAN
473
ServiceTitan, Inc. Class A Common Stock
TTAN
$9.72B
| $12.9M | ﹤0.01% | +124,972 | New | +$12.9M |
|
474
ThredUp
TDUP
$1.33B
| $12.1M | ﹤0.01% | 8,707,600 | – | – |
|
475
iShares MSCI ACWI ETF
ACWI
$22B
| $11.5M | ﹤0.01% | 97,949 +57,036 | +139% | +$6.72M |
|