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 | |
|---|---|---|---|---|---|---|
476
10x Genomics
TXG
$1.66B
| $12.7M | ﹤0.01% |
1,452,300
+659,000
| +83% | +$5.75M |
|
477
RE/MAX Holdings
RMAX
$198M
| $12.6M | ﹤0.01% |
1,500,000
| – | – |
|
478
Avis
CAR
$5.36B
| $12.4M | ﹤0.01% |
+163,684
| New | +$12.4M |
|
479
OneWater Marine
ONEW
$263M
| $12.2M | ﹤0.01% |
754,805
| – | – |
|
480
Main Street Capital
MAIN
$5.83B
| $11.9M | ﹤0.01% |
+210,341
| New | +$11.9M |
|
|
TTAN
481
ServiceTitan, Inc. Class A Common Stock
TTAN
$10.8B
| $11.9M | ﹤0.01% |
124,972
| – | – |
|
482
MasterCraft Boat Holdings
MCFT
$370M
| $11.6M | ﹤0.01% |
676,133
| – | – |
|
483
AstraZeneca
AZN
$242B
| $11M | ﹤0.01% |
149,319
+6,289
| +4% | +$464K |
|
484
Advanced Micro Devices
AMD
$262B
| $11M | ﹤0.01% |
106,667
+16
| +0% | +$1.64K |
|
485
Traeger
COOK
$181M
| $10.9M | ﹤0.01% |
6,499,660
| – | – |
|
486
Ibotta
IBTA
$746M
| $10.6M | ﹤0.01% |
250,000
| – | – |
|
487
AutoZone
AZO
$70.8B
| $9.76M | ﹤0.01% |
2,559
| – | – |
|
488
Red Rock Resorts
RRR
$3.63B
| $9.22M | ﹤0.01% |
212,500
| – | – |
|
489
Sana Biotechnology
SANA
$831M
| $9.15M | ﹤0.01% |
5,449,035
| – | – |
|
490
Frontier Communications
FYBR
$9.37B
| $8.97M | ﹤0.01% |
250,000
| – | – |
|
491
Wolfspeed
WOLF
$463M
| $8.96M | ﹤0.01% |
+2,929,700
| New | +$8.96M |
|
492
PNC Financial Services
PNC
$79.7B
| $7.57M | ﹤0.01% |
43,098
+613
| +1% | +$108K |
|
493
Essential Properties Realty Trust
EPRT
$5.93B
| $7.51M | ﹤0.01% |
229,989
| – | – |
|
494
Apogee Therapeutics
APGE
$2.2B
| $7.24M | ﹤0.01% |
193,895
-11,205
| -5% | -$419K |
|
495
Ubiquiti
UI
$37.2B
| $6.42M | ﹤0.01% |
+20,700
| New | +$6.42M |
|
496
Biohaven
BHVN
$1.45B
| $6.01M | ﹤0.01% |
250,000
| – | – |
|
497
SAP
SAP
$294B
| $6.01M | ﹤0.01% |
22,417
-172
| -0.8% | -$46.1K |
|
498
Merit Medical Systems
MMSI
$4.91B
| $5.67M | ﹤0.01% |
+53,606
| New | +$5.67M |
|
499
Spyre Therapeutics
SYRE
$896M
| $5.66M | ﹤0.01% |
350,774
-27,799
| -7% | -$449K |
|
500
Coca-Cola Femsa
KOF
$18.3B
| $5.51M | ﹤0.01% |
60,363
| – | – |
|