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 | |
|---|---|---|---|---|---|---|
|
REGI
501
DELISTED
Renewable Energy Group, Inc.
REGI
| $31.2M | 0.01% |
+500,000
| New | +$31.2M |
|
|
RWT
502
Redwood Trust
RWT
$804M
| $30.9M | 0.01% |
2,562,000
| – | – |
|
|
SRCL
503
DELISTED
Stericycle Inc
SRCL
| $30.8M | 0.01% |
430,000
-24
| -0% | -$1.72K |
|
504
Talkspace
TALK
$429M
| $30.6M | 0.01% |
+4,000,000
| New | +$30.6M |
|
505
Clear Secure
YOU
$3.58B
| $30.1M | 0.01% |
+753,037
| New | +$30.1M |
|
506
Paylocity
PCTY
$9.36B
| $28.6M | ﹤0.01% |
150,000
| – | – |
|
507
Frontdoor
FTDR
$4.83B
| $28.3M | ﹤0.01% |
568,000
| – | – |
|
508
Warner Music
WMG
$17.5B
| $28.1M | ﹤0.01% |
780,490
-816,817
| -51% | -$29.4M |
|
509
Bausch Health
BHC
$2.68B
| $27.9M | ﹤0.01% |
951,447
| – | – |
|
|
JWN
510
DELISTED
Nordstrom
JWN
| $27.8M | ﹤0.01% |
760,000
| – | – |
|
|
NEE.PRQ
511
DELISTED
NextEra Energy, Inc. 6.219% Corporate Units
NEE.PRQ
| $27.7M | ﹤0.01% |
561,344
| – | – |
|
512
Viper Energy
VNOM
$6.51B
| $27.4M | ﹤0.01% |
1,455,000
| – | – |
|
513
Wynn Resorts
WYNN
$12.6B
| $26.9M | ﹤0.01% |
220,351
-658,930
| -75% | -$80.6M |
|
514
Victory Capital Holdings
VCTR
$4.58B
| $26.2M | ﹤0.01% |
812,000
| – | – |
|
515
Ferrari
RACE
$85.1B
| $26M | ﹤0.01% |
126,026
-25
| -0% | -$5.16K |
|
516
ACV Auctions
ACVA
$1.72B
| $26M | ﹤0.01% |
1,013,000
+808,900
| +396% | +$20.7M |
|
|
OTLY
517
Oatly Group
OTLY
$544M
| $25M | ﹤0.01% |
+51,177
| New | +$25M |
|
518
Upstart Holdings
UPST
$6.07B
| $25M | ﹤0.01% |
200,000
| – | – |
|
519
Kinsale Capital Group
KNSL
$10.1B
| $23.7M | ﹤0.01% |
144,120
+57,100
| +66% | +$9.41M |
|
|
KC
520
Kingsoft Cloud Holdings
KC
$4.45B
| $23.7M | ﹤0.01% |
697,240
+135,764
| +24% | +$4.61M |
|
521
Vroom, Inc. Common Stock
VRM
$137M
| $22.6M | ﹤0.01% |
6,738
| – | – |
|
522
Vail Resorts
MTN
$5.33B
| $22.5M | ﹤0.01% |
71,000
| – | – |
|
523
Align Technology
ALGN
$9.54B
| $22.4M | ﹤0.01% |
36,590
+14,188
| +63% | +$8.67M |
|
524
Illinois Tool Works
ITW
$76.8B
| $22.4M | ﹤0.01% |
100,000
-1,438,500
| -94% | -$322M |
|
525
ScottsMiracle-Gro
SMG
$3.51B
| $21.3M | ﹤0.01% |
110,772
-8
| -0% | -$1.54K |
|