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 | |
|---|---|---|---|---|---|---|
476
Alcoa
AA
$8.33B
| $18.1M | ﹤0.01% | 611,995 | – | – |
|
477
SPDR S&P 500 ETF Trust
SPY
$658B
| $17.5M | ﹤0.01% | 28,456 -9,393 | -25% | -$5.78M |
|
478
Butterfly Network
BFLY
$405M
| $17M | ﹤0.01% | 8,486,000 | – | – |
|
479
10x Genomics
TXG
$1.74B
| $16.8M | ﹤0.01% | 1,452,300 | – | – |
|
480
RELX
RELX
$85.3B
| $16.5M | ﹤0.01% | +304,709 | New | +$16.5M |
|
481
Lantheus
LNTH
$3.73B
| $16M | ﹤0.01% | +194,931 | New | +$16M |
|
482
VSE Corp
VSEC
$3.36B
| $15.7M | ﹤0.01% | +120,048 | New | +$15.7M |
|
483
P10
PX
$1.36B
| $15.6M | ﹤0.01% | +1,526,176 | New | +$15.6M |
|
|
RWT
484
Redwood Trust
RWT
$791M
| $15.1M | ﹤0.01% | 2,562,000 | – | – |
|
485
Novo Nordisk
NVO
$251B
| $14.8M | ﹤0.01% | 215,686 +7,916 | +4% | +$542K |
|
486
Tandem Diabetes Care
TNDM
$845M
| $14.3M | ﹤0.01% | 767,000 | – | – |
|
487
Simpson Manufacturing
SSD
$7.95B
| $13.3M | ﹤0.01% | +85,678 | New | +$13.3M |
|
488
Nasdaq
NDAQ
$54.4B
| $13.2M | ﹤0.01% | 147,836 -6,628,258 | -98% | -$593M |
|
489
Badger Meter
BMI
$5.39B
| $13.1M | ﹤0.01% | +53,299 | New | +$13.1M |
|
490
Air Products & Chemicals
APD
$65.5B
| $12.9M | ﹤0.01% | 45,664 | – | – |
|
491
Main Street Capital
MAIN
$5.93B
| $12.6M | ﹤0.01% | 213,235 +2,894 | +1% | +$171K |
|
492
Allogene Therapeutics
ALLO
$251M
| $12.6M | ﹤0.01% | 11,150,000 -1,115,330 | -9% | -$1.26M |
|
493
MasterCraft Boat Holdings
MCFT
$364M
| $12.6M | ﹤0.01% | 676,133 | – | – |
|
494
RE/MAX Holdings
RMAX
$189M
| $12.3M | ﹤0.01% | 1,500,000 | – | – |
|
495
Merit Medical Systems
MMSI
$5.36B
| $11.2M | ﹤0.01% | 120,036 +66,430 | +124% | +$6.21M |
|
496
Red Rock Resorts
RRR
$3.68B
| $11.1M | ﹤0.01% | 212,500 | – | – |
|
497
Weatherford International
WFRD
$4.58B
| $10.9M | ﹤0.01% | 217,172 -974,705 | -82% | -$49M |
|
498
AstraZeneca
AZN
$248B
| $10.7M | ﹤0.01% | 153,558 +4,239 | +3% | +$296K |
|
499
lululemon athletica
LULU
$24.2B
| $10.6M | ﹤0.01% | 44,474 -1,632,597 | -97% | -$388M |
|
500
Yeti Holdings
YETI
$2.86B
| $10.3M | ﹤0.01% | 325,329 -1,655,480 | -84% | -$52.2M |
|