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
|
$3.06B |
| 2 |
Eli Lilly
LLY
|
$2.07B |
| 3 |
Cenovus Energy
CVE
|
$1.79B |
| 4 |
Pfizer
PFE
|
$1.59B |
| 5 |
Visa
V
|
$1.39B |
Top Sells
| 1 |
Tesla
TSLA
|
$4.13B |
| 2 |
Microsoft
MSFT
|
$1.51B |
| 3 |
Altria Group
MO
|
$1.11B |
| 4 |
Lockheed Martin
LMT
|
$1.04B |
| 5 |
Blackrock
BLK
|
$978M |
Sector Composition
| 1 | Healthcare | 19.6% |
| 2 | Technology | 17.14% |
| 3 | Consumer Discretionary | 13.22% |
| 4 | Financials | 12.49% |
| 5 | Industrials | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MGI
476
DELISTED
MoneyGram International, Inc. New
MGI
| $13.5M | ﹤0.01% | 1,352,286 | – | – |
|
477
Editas Medicine
EDIT
$231M
| $13M | ﹤0.01% | 1,100,000 | – | – |
|
|
VCSA
478
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
| $13M | ﹤0.01% | 4,499,053 | – | – |
|
479
Natera
NTRA
$23.1B
| $12.9M | ﹤0.01% | 363,000 | – | – |
|
480
Oshkosh
OSK
$8.92B
| $12.3M | ﹤0.01% | 150,000 | – | – |
|
|
HLGN
481
DELISTED
Heliogen, Inc.
HLGN
| $12.2M | ﹤0.01% | 5,800,000 | – | – |
|
482
Norwegian Cruise Line
NCLH
$11.2B
| $12.2M | ﹤0.01% | 1,100,000 | – | – |
|
483
Organon & Co
OGN
$2.45B
| $12.2M | ﹤0.01% | 361,306 +10,287 | +3% | +$347K |
|
|
AMTI
484
DELISTED
Applied Molecular Transport Inc. Common Stock
AMTI
| $12.2M | ﹤0.01% | 4,188,362 -35,602 | -0.8% | -$104K |
|
485
Malibu Boats
MBUU
$639M
| $11.8M | ﹤0.01% | +224,130 | New | +$11.8M |
|
486
Guidewire Software
GWRE
$18.3B
| $11.8M | ﹤0.01% | 166,309 | – | – |
|
487
California Resources
CRC
$4.16B
| $11.7M | ﹤0.01% | 305,059 | – | – |
|
488
Oscar Health
OSCR
$4.31B
| $11.7M | ﹤0.01% | 2,751,000 | – | – |
|
489
Levi Strauss
LEVI
$8.85B
| $11.1M | ﹤0.01% | 681,272 +155,062 | +29% | +$2.53M |
|
|
NVRO
490
DELISTED
NEVRO CORP.
NVRO
| $11.1M | ﹤0.01% | 253,000 | – | – |
|
491
Concentrix
CNXC
$3.33B
| $10.9M | ﹤0.01% | 80,389 +179 | +0.2% | +$24.3K |
|
492
Precision BioSciences
DTIL
$57.8M
| $10.7M | ﹤0.01% | 6,715,043 +2,446,043 | +57% | +$3.91M |
|
493
Nomad Foods
NOMD
$2.33B
| $10M | ﹤0.01% | 500,000 | – | – |
|
494
Viatris
VTRS
$12.3B
| $9.93M | ﹤0.01% | 948,028 | – | – |
|
495
Ross Stores
ROST
$48.1B
| $8.6M | ﹤0.01% | 122,500 | – | – |
|
|
AUY
496
DELISTED
Yamana Gold, Inc.
AUY
| $8.55M | ﹤0.01% | 1,837,943 -7,043,057 | -79% | -$32.7M |
|
497
Navient
NAVI
$1.36B
| $7.8M | ﹤0.01% | 557,500 | – | – |
|
498
CI&T Inc
CINT
$732M
| $6.48M | ﹤0.01% | 642,000 -891,562 | -58% | -$9M |
|
499
ThredUp
TDUP
$1.33B
| $6.48M | ﹤0.01% | 2,591,000 -3,563,000 | -58% | -$8.91M |
|
|
CMLS
500
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
| $6.03M | ﹤0.01% | 779,368 +284 | +0% | +$2.2K |
|