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 |
Eli Lilly
LLY
|
$2.2B |
| 2 |
Caterpillar
CAT
|
$2.06B |
| 3 |
Home Depot
HD
|
$1.58B |
| 4 |
Stellantis
STLA
|
$1.48B |
| 5 |
Toronto Dominion Bank
TD
|
$1.15B |
Top Sells
| 1 |
Tesla
TSLA
|
$3.56B |
| 2 |
Johnson & Johnson
JNJ
|
$1.89B |
| 3 |
Colgate-Palmolive
CL
|
$1.8B |
| 4 |
Mastercard
MA
|
$1.34B |
| 5 |
Pfizer
PFE
|
$1.32B |
Sector Composition
| 1 | Technology | 19.18% |
| 2 | Consumer Discretionary | 15.92% |
| 3 | Financials | 14.63% |
| 4 | Healthcare | 14.55% |
| 5 | Communication Services | 8.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Ferrari
RACE
$85B
| $26.4M | ﹤0.01% | 126,051 -1,006,319 | -89% | -$211M |
|
502
Upstart Holdings
UPST
$7.05B
| $25.8M | ﹤0.01% | 200,000 -1,000,000 | -83% | -$129M |
|
503
Strategy Inc Common Stock Class A
MSTR
$94.8B
| $25.1M | ﹤0.01% | +36,950 | New | +$25.1M |
|
|
INBX
504
DELISTED
Inhibrx, Inc. Common Stock
INBX
| $24.1M | ﹤0.01% | 1,200,000 | – | – |
|
505
Scholar Rock
SRRK
$3.14B
| $24.1M | ﹤0.01% | 475,000 +200,000 | +73% | +$10.1M |
|
506
Sun Country Airlines
SNCY
$706M
| $24M | ﹤0.01% | +700,000 | New | +$24M |
|
|
TRQ
507
DELISTED
Turquoise Hill Resources Ltd
TRQ
| $23.1M | ﹤0.01% | 1,437,830 -1,444,153 | -50% | -$23.2M |
|
508
American Well
AMWL
$111M
| $22.5M | ﹤0.01% | 1,294,000 -134,900 | -9% | -$2.34M |
|
|
KC
509
Kingsoft Cloud Holdings
KC
$4.04B
| $22.1M | ﹤0.01% | +561,476 | New | +$22.1M |
|
|
TMX
510
DELISTED
Terminix Global Holdings, Inc.
TMX
| $21.7M | ﹤0.01% | 455,300 -214,700 | -32% | -$10.2M |
|
511
Viper Energy
VNOM
$6.72B
| $21.2M | ﹤0.01% | 1,455,000 | – | – |
|
512
Vroom, Inc. Common Stock
VRM
$148M
| $21M | ﹤0.01% | 539,000 +109,700 | +26% | +$4.28M |
|
513
Victory Capital Holdings
VCTR
$4.76B
| $20.8M | ﹤0.01% | 812,000 | – | – |
|
514
Vail Resorts
MTN
$6.09B
| $20.7M | ﹤0.01% | 71,000 | – | – |
|
515
Altimmune
ALT
$338M
| $19.8M | ﹤0.01% | 1,404,000 | – | – |
|
|
VEI
516
DELISTED
Vine Energy Inc.
VEI
| $18.9M | ﹤0.01% | +1,375,000 | New | +$18.9M |
|
517
Certara
CERT
$1.74B
| $18.7M | ﹤0.01% | 684,863 -663,864 | -49% | -$18.1M |
|
518
Navient
NAVI
$1.36B
| $18.2M | ﹤0.01% | 1,270,000 | – | – |
|
519
America Movil
AMX
$60.3B
| $18.1M | ﹤0.01% | 1,331,703 -6,441,464 | -83% | -$87.5M |
|
520
Oshkosh
OSK
$8.92B
| $17.8M | ﹤0.01% | 150,000 -610,207 | -80% | -$72.4M |
|
|
CLLS
521
Cellectis
CLLS
$258M
| $17.7M | ﹤0.01% | 875,000 | – | – |
|
|
RIDE
522
DELISTED
Lordstown Motors Corp. Class A Common Stock
RIDE
| $17.6M | ﹤0.01% | +1,495,000 | New | +$17.6M |
|
523
NMI Holdings
NMIH
$3.05B
| $17.4M | ﹤0.01% | 735,000 | – | – |
|
524
Xenon Pharmaceuticals
XENE
$2.98B
| $17.2M | ﹤0.01% | 963,500 | – | – |
|
|
AUTL
525
Autolus Therapeutics
AUTL
$399M
| $16.9M | ﹤0.01% | 2,955,806 | – | – |
|