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 |
Amgen
AMGN
|
+$3.18B |
| 2 |
Starbucks
SBUX
|
+$1.92B |
| 3 |
Apple
AAPL
|
+$1.74B |
| 4 |
Intel
INTC
|
+$1.25B |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$7.01B |
| 2 |
Caterpillar
CAT
|
+$2.75B |
| 3 |
Home Depot
HD
|
+$2.08B |
| 4 |
Gilead Sciences
GILD
|
+$2.03B |
| 5 |
Extra Space Storage
EXR
|
+$1.98B |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 14.79% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Whirlpool
WHR
$5.03B
| $26.3M | ﹤0.01% |
291,517
| – | – |
|
452
MYR Group
MYRG
$2.7B
| $24.8M | ﹤0.01% |
219,175
+78,908
| +56% | +$8.92M |
|
453
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
| $24.6M | ﹤0.01% |
268,327
+27,125
| +11% | +$2.49M |
|
454
Paymentus
PAY
$4.03B
| $24.6M | ﹤0.01% |
+940,774
| New | +$24.6M |
|
455
Marathon Digital Holdings
MARA
$6.02B
| $23.9M | ﹤0.01% |
+2,081,921
| New | +$23.9M |
|
456
Advance Auto Parts
AAP
$3.85B
| $21.9M | ﹤0.01% |
558,628
-1,386,112
| -71% | -$54.3M |
|
457
Globant
GLOB
$2.45B
| $21.5M | ﹤0.01% |
183,000
| – | – |
|
458
Certara
CERT
$1.8B
| $21.4M | ﹤0.01% |
+2,160,079
| New | +$21.4M |
|
459
SPDR S&P 500 ETF Trust
SPY
$670B
| $21M | ﹤0.01% |
37,849
-4,140
| -10% | -$2.3M |
|
460
ThredUp
TDUP
$1.33B
| $21M | ﹤0.01% |
8,707,600
| – | – |
|
461
Norwegian Cruise Line
NCLH
$11.8B
| $20.9M | ﹤0.01% |
1,100,000
| – | – |
|
462
CompoSecure
CMPO
$2B
| $19.4M | ﹤0.01% |
1,786,525
-364,451
| -17% | -$3.96M |
|
463
Butterfly Network
BFLY
$418M
| $19.3M | ﹤0.01% |
8,486,000
+7,127,377
| +525% | +$16.3M |
|
464
SiTime
SITM
$7.26B
| $18.8M | ﹤0.01% |
123,011
+40,721
| +49% | +$6.23M |
|
465
Alcoa
AA
$8.7B
| $18.7M | ﹤0.01% |
611,995
| – | – |
|
466
Allogene Therapeutics
ALLO
$255M
| $17.9M | ﹤0.01% |
12,265,330
+5,368,778
| +78% | +$7.84M |
|
467
TFI International
TFII
$7.85B
| $16M | ﹤0.01% |
206,106
-240,521
| -54% | -$18.6M |
|
|
RWT
468
Redwood Trust
RWT
$793M
| $15.6M | ﹤0.01% |
2,562,000
| – | – |
|
469
Transmedics
TMDX
$3.9B
| $15.3M | ﹤0.01% |
+227,441
| New | +$15.3M |
|
470
Tandem Diabetes Care
TNDM
$817M
| $14.7M | ﹤0.01% |
767,000
| – | – |
|
471
Novo Nordisk
NVO
$247B
| $14.4M | ﹤0.01% |
207,770
-4,238,249
| -95% | -$294M |
|
472
Oshkosh
OSK
$8.72B
| $14.1M | ﹤0.01% |
150,000
| – | – |
|
473
Brixmor Property Group
BRX
$8.59B
| $13.9M | ﹤0.01% |
522,713
| – | – |
|
474
Air Products & Chemicals
APD
$64.4B
| $13.5M | ﹤0.01% |
45,664
| – | – |
|
475
FTI Consulting
FCN
$5.27B
| $12.9M | ﹤0.01% |
78,870
+7,624
| +11% | +$1.25M |
|