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 |
L3Harris
LHX
|
$1.18B |
| 2 |
Wells Fargo
WFC
|
$1.05B |
| 3 |
Micron Technology
MU
|
$877M |
| 4 |
NVIDIA
NVDA
|
$867M |
| 5 |
GTM
ZoomInfo Technologies
GTM
|
$788M |
Top Sells
| 1 |
Parker-Hannifin
PH
|
$1.48B |
| 2 |
PACCAR
PCAR
|
$861M |
| 3 |
Visa
V
|
$825M |
| 4 |
DTE Energy
DTE
|
$736M |
| 5 |
Vulcan Materials
VMC
|
$643M |
Sector Composition
| 1 | Technology | 19.82% |
| 2 | Consumer Discretionary | 16.72% |
| 3 | Healthcare | 14.89% |
| 4 | Financials | 14.28% |
| 5 | Communication Services | 9.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NVRO
501
DELISTED
NEVRO CORP.
NVRO
| $29.4M | 0.01% | 253,000 | – | – |
|
502
Norwegian Cruise Line
NCLH
$11.2B
| $29.4M | 0.01% | 1,100,000 | – | – |
|
|
ARCE
503
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
| $29.3M | 0.01% | 1,352,501 -350,000 | -21% | -$7.59M |
|
|
SRCL
504
DELISTED
Stericycle Inc
SRCL
| $29.2M | 0.01% | 430,000 | – | – |
|
505
Beazer Homes USA
BZH
$748M
| $28.6M | ﹤0.01% | 1,659,813 | – | – |
|
506
Victory Capital Holdings
VCTR
$4.76B
| $28.4M | ﹤0.01% | 812,000 | – | – |
|
|
STER
507
DELISTED
Sterling Check Corp. Common Stock
STER
| $28.2M | ﹤0.01% | +1,085,000 | New | +$28.2M |
|
|
HLTH
508
DELISTED
Cue Health Inc. Common Stock
HLTH
| $28M | ﹤0.01% | +2,375,000 | New | +$28M |
|
509
Weatherford International
WFRD
$4.58B
| $27.7M | ﹤0.01% | 1,409,096 -1,062,938 | -43% | -$20.9M |
|
510
Insight Enterprises
NSIT
$4.1B
| $27.7M | ﹤0.01% | +307,060 | New | +$27.7M |
|
511
Incyte
INCY
$16.5B
| $27.2M | ﹤0.01% | 396,000 -15 | -0% | -$1.03K |
|
512
Affirm
AFRM
$28.8B
| $26.8M | ﹤0.01% | 225,003 +3 | +0% | +$357 |
|
513
Bausch Health
BHC
$2.74B
| $26.5M | ﹤0.01% | 951,447 | – | – |
|
514
Ferrari
RACE
$85B
| $26.4M | ﹤0.01% | 126,020 -6 | -0% | -$1.26K |
|
515
Align Technology
ALGN
$10.3B
| $24.4M | ﹤0.01% | 36,631 +41 | +0.1% | +$27.3K |
|
|
VNTR
516
DELISTED
Venator Materials PLC
VNTR
| $24.3M | ﹤0.01% | 8,519,540 -19,331 | -0.2% | -$55.1K |
|
517
Vail Resorts
MTN
$6.09B
| $23.7M | ﹤0.01% | 71,000 | – | – |
|
518
Wynn Resorts
WYNN
$13.2B
| $23.6M | ﹤0.01% | 277,954 +57,603 | +26% | +$4.88M |
|
519
America Movil
AMX
$60.3B
| $23.3M | ﹤0.01% | 1,320,923 -3,132 | -0.2% | -$55.3K |
|
520
Kinsale Capital Group
KNSL
$10.7B
| $23.3M | ﹤0.01% | 144,120 | – | – |
|
521
Truist Financial
TFC
$60.4B
| $23.2M | ﹤0.01% | 396,021 -873,177 | -69% | -$51.2M |
|
|
OTLY
522
Oatly Group
OTLY
$533M
| $21.5M | ﹤0.01% | 1,424,241 +400,708 | +39% | +$6.06M |
|
523
Altice USA
ATUS
$1.1B
| $21.2M | ﹤0.01% | 1,023,700 | – | – |
|
524
Illinois Tool Works
ITW
$77.1B
| $20.7M | ﹤0.01% | 100,000 | – | – |
|
525
Regal Rexnord
RRX
$9.91B
| $20.1M | ﹤0.01% | +134,000 | New | +$20.1M |
|