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 |
Capital One
COF
|
+$4.75B |
| 2 |
KLA
KLAC
|
+$2.94B |
| 3 |
Micron Technology
MU
|
+$2.04B |
| 4 |
Honeywell
HON
|
+$1.39B |
| 5 |
Cloudflare
NET
|
+$1.22B |
Top Sells
| 1 |
Apple
AAPL
|
+$3.78B |
| 2 |
Amazon
AMZN
|
+$3.59B |
| 3 |
DFS
Discover Financial Services
DFS
|
+$3.53B |
| 4 |
Broadcom
AVGO
|
+$1.87B |
| 5 |
AbbVie
ABBV
|
+$1.8B |
Sector Composition
| 1 | Technology | 25.43% |
| 2 | Financials | 14.34% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Healthcare | 11.88% |
| 5 | Communication Services | 10.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Transmedics
TMDX
$3.96B
| $30.5M | ﹤0.01% |
227,441
| – | – |
|
452
Crane NXT
CXT
$3.46B
| $29.6M | ﹤0.01% |
550,000
| – | – |
|
453
Whirlpool
WHR
$5B
| $29.6M | ﹤0.01% |
291,517
| – | – |
|
454
SPS Commerce
SPSC
$4.05B
| $29.2M | ﹤0.01% |
+214,469
| New | +$29.2M |
|
455
Elanco Animal Health
ELAN
$9.2B
| $28.6M | ﹤0.01% |
+2,000,000
| New | +$28.6M |
|
456
Jack in the Box
JACK
$372M
| $28.1M | ﹤0.01% |
1,606,607
| – | – |
|
457
VF Corp
VFC
$5.7B
| $28M | ﹤0.01% |
2,380,695
| – | – |
|
458
Avis
CAR
$5.41B
| $27.7M | ﹤0.01% |
163,684
| – | – |
|
|
CAI
459
Caris Life Sciences, Inc. Common Stock
CAI
$9.37B
| $26.7M | ﹤0.01% |
+999,945
| New | +$26.7M |
|
460
SiTime
SITM
$7.3B
| $26.2M | ﹤0.01% |
123,011
| – | – |
|
461
Certara
CERT
$1.81B
| $25.3M | ﹤0.01% |
2,160,079
| – | – |
|
462
CompoSecure
CMPO
$1.96B
| $25.2M | ﹤0.01% |
1,786,525
| – | – |
|
463
Columbia Banking Systems
COLB
$7.73B
| $24.9M | ﹤0.01% |
1,063,800
| – | – |
|
464
Winnebago Industries
WGO
$936M
| $24.7M | ﹤0.01% |
850,825
| – | – |
|
465
Pool Corp
POOL
$12B
| $24M | ﹤0.01% |
82,506
-143,876
| -64% | -$41.9M |
|
466
Advanced Micro Devices
AMD
$260B
| $22.6M | ﹤0.01% |
159,165
+52,498
| +49% | +$7.45M |
|
467
Essential Properties Realty Trust
EPRT
$5.93B
| $22.4M | ﹤0.01% |
701,760
+471,771
| +205% | +$15.1M |
|
468
Norwegian Cruise Line
NCLH
$11.7B
| $22.3M | ﹤0.01% |
1,100,000
| – | – |
|
469
New Fortress Energy
NFE
$396M
| $22M | ﹤0.01% |
6,638,696
-12,131,829
| -65% | -$40.3M |
|
470
Ally Financial
ALLY
$13.2B
| $21.1M | ﹤0.01% |
+541,593
| New | +$21.1M |
|
471
Xenon Pharmaceuticals
XENE
$2.76B
| $20.5M | ﹤0.01% |
655,737
-1,568,978
| -71% | -$49.1M |
|
472
Fox Factory Holding Corp
FOXF
$1.13B
| $20.1M | ﹤0.01% |
773,679
-760,154
| -50% | -$19.7M |
|
473
Mine Safety
MSA
$6.61B
| $18.9M | ﹤0.01% |
+112,841
| New | +$18.9M |
|
474
XPEL
XPEL
$955M
| $18.2M | ﹤0.01% |
505,927
-709,408
| -58% | -$25.5M |
|
475
Invitation Homes
INVH
$18.3B
| $18.1M | ﹤0.01% |
553,255
+400,255
| +262% | +$13.1M |
|