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 | |
|---|---|---|---|---|---|---|
501
OneWater Marine
ONEW
$276M
| $10.1M | ﹤0.01% | 754,805 | – | – |
|
502
Traeger
COOK
$171M
| $9.54M | ﹤0.01% | 5,579,106 -920,554 | -14% | -$1.57M |
|
503
Frontier Communications
FYBR
$9.28B
| $9.1M | ﹤0.01% | 250,000 | – | – |
|
504
Ubiquiti
UI
$32B
| $8.52M | ﹤0.01% | 20,700 | – | – |
|
505
Apogee Therapeutics
APGE
$2.17B
| $8.42M | ﹤0.01% | 193,895 | – | – |
|
506
SAP
SAP
$317B
| $7.23M | ﹤0.01% | 24,016 +1,599 | +7% | +$481K |
|
507
Hawkins
HWKN
$3.49B
| $7.03M | ﹤0.01% | +49,476 | New | +$7.03M |
|
|
TTAN
508
ServiceTitan, Inc. Class A Common Stock
TTAN
$9.72B
| $6.83M | ﹤0.01% | 63,679 -61,293 | -49% | -$6.57M |
|
|
EXE
509
Expand Energy Corporation Common Stock
EXE
$23B
| $6.7M | ﹤0.01% | 57,324 -216,783 | -79% | -$25.4M |
|
510
AutoZone
AZO
$70.2B
| $6.59M | ﹤0.01% | 1,775 -784 | -31% | -$2.91M |
|
511
LPL Financial
LPLA
$29.2B
| $6.14M | ﹤0.01% | 16,367 +10,932 | +201% | +$4.1M |
|
512
Coca-Cola Femsa
KOF
$17.9B
| $5.84M | ﹤0.01% | 60,363 | – | – |
|
|
CNTA
513
Centessa Pharmaceuticals
CNTA
$2.25B
| $5.48M | ﹤0.01% | +416,823 | New | +$5.48M |
|
514
Spyre Therapeutics
SYRE
$996M
| $5.25M | ﹤0.01% | 350,774 | – | – |
|
515
ICICI Bank
IBN
$113B
| $4.92M | ﹤0.01% | 145,248 +48,277 | +50% | +$1.64M |
|
516
Banco Bilbao Vizcaya Argentaria
BBVA
$104B
| $4.71M | ﹤0.01% | 308,479 +4,637 | +2% | +$70.8K |
|
517
AGCO
AGCO
$8.07B
| $4.64M | ﹤0.01% | 44,966 +29,558 | +192% | +$3.05M |
|
518
Flex
FLEX
$20.1B
| $4.34M | ﹤0.01% | 86,874 -3,854,763 | -98% | -$192M |
|
519
TotalEnergies
TTE
$137B
| $4.28M | ﹤0.01% | 69,605 -837 | -1% | -$51.5K |
|
520
WEX
WEX
$5.87B
| $3.97M | ﹤0.01% | +27,012 | New | +$3.97M |
|
521
Jackson Financial
JXN
$6.88B
| $3.94M | ﹤0.01% | 44,327 | – | – |
|
522
Royal Bank of Canada
RY
$205B
| $3.85M | ﹤0.01% | 29,189 -2,161,861 | -99% | -$285M |
|
523
Biohaven
BHVN
$1.63B
| $3.53M | ﹤0.01% | 250,000 | – | – |
|
524
Medpace
MEDP
$13.4B
| $3.51M | ﹤0.01% | 11,169 +7,554 | +209% | +$2.37M |
|
525
British American Tobacco
BTI
$124B
| $3.43M | ﹤0.01% | 73,016 +3,152 | +5% | +$148K |
|