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 |
Agilon Health
AGL
|
+$1.05B |
| 2 |
Rockwell Automation
ROK
|
+$1.03B |
| 3 |
Meta Platforms (Facebook)
META
|
+$974M |
| 4 |
AT&T
T
|
+$898M |
| 5 |
Boston Properties
BXP
|
+$895M |
Top Sells
| 1 |
Tesla
TSLA
|
+$2.48B |
| 2 |
Mastercard
MA
|
+$1.46B |
| 3 |
Shopify
SHOP
|
+$1.34B |
| 4 |
JPMorgan Chase
JPM
|
+$1.23B |
| 5 |
Honeywell
HON
|
+$1.19B |
Sector Composition
| 1 | Technology | 19.43% |
| 2 | Consumer Discretionary | 15.53% |
| 3 | Healthcare | 15.09% |
| 4 | Financials | 14.5% |
| 5 | Communication Services | 9.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Cavco Industries
CVCO
$4.32B
| $38M | 0.01% |
170,870
| – | – |
|
477
Driven Brands
DRVN
$3B
| $37.3M | 0.01% |
1,205,800
+115,500
| +11% | +$3.57M |
|
478
AppFolio
APPF
$9.9B
| $37.1M | 0.01% |
262,842
| – | – |
|
479
Macy's
M
$4.54B
| $36M | 0.01% |
1,900,000
| – | – |
|
|
AFIB
480
DELISTED
Acutus Medical, Inc. Common Stock
AFIB
| $36M | 0.01% |
2,117,967
| – | – |
|
481
Artisan Partners
APAM
$3.27B
| $35.8M | 0.01% |
705,000
| – | – |
|
482
Zentalis Pharmaceuticals
ZNTL
$107M
| $35.6M | 0.01% |
670,000
+300,000
| +81% | +$16M |
|
|
RUBY
483
DELISTED
Rubius Therapeutics, Inc
RUBY
| $35.4M | 0.01% |
1,450,333
| – | – |
|
484
Altice USA
ATUS
$1.12B
| $34.9M | 0.01% |
1,023,700
| – | – |
|
|
HUYA
485
Huya Inc
HUYA
$780M
| $34.6M | 0.01% |
1,962,101
-2,601,564
| -57% | -$45.9M |
|
486
FirstService
FSV
$9.31B
| $34.3M | 0.01% |
200,000
| – | – |
|
|
ADAP
487
Adaptimmune Therapeutics
ADAP
$14.8M
| $34.1M | 0.01% |
8,002,700
| – | – |
|
488
Fabrinet
FN
$12.8B
| $34.1M | 0.01% |
+355,332
| New | +$34.1M |
|
|
AMK
489
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $33.8M | 0.01% |
1,350,000
| – | – |
|
490
Fresh Del Monte Produce
FDP
$1.71B
| $33.8M | 0.01% |
1,028,000
| – | – |
|
491
Alcoa
AA
$8.61B
| $33.5M | 0.01% |
910,000
| – | – |
|
492
Incyte
INCY
$16.2B
| $33.3M | 0.01% |
396,015
+15
| +0% | +$1.26K |
|
493
SLM Corp
SLM
$5.86B
| $33.1M | 0.01% |
+1,579,600
| New | +$33.1M |
|
|
INBX
494
DELISTED
Inhibrx, Inc. Common Stock
INBX
| $33M | 0.01% |
1,200,000
| – | – |
|
|
UMPQ
495
DELISTED
Umpqua Holdings Corp
UMPQ
| $32.9M | 0.01% |
1,785,500
| – | – |
|
496
Builders FirstSource
BLDR
$15.8B
| $32.4M | 0.01% |
760,228
| – | – |
|
497
Norwegian Cruise Line
NCLH
$12B
| $32.4M | 0.01% |
1,100,000
| – | – |
|
498
Beazer Homes USA
BZH
$781M
| $32M | 0.01% |
1,659,813
| – | – |
|
|
RTLR
499
DELISTED
Rattler Midstream LP Common Units
RTLR
| $31.2M | 0.01% |
2,859,750
| – | – |
|
500
Atlassian
TEAM
$45.9B
| $31.2M | 0.01% |
121,412
+102,212
| +532% | +$26.3M |
|