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 |
Intuitive Surgical
ISRG
|
$2.16B |
| 2 |
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
|
$1.46B |
| 3 |
Micron Technology
MU
|
$1.17B |
| 4 |
Cloudflare
NET
|
$1.14B |
| 5 |
Arista Networks
ANET
|
$928M |
Top Sells
| 1 |
PayPal
PYPL
|
$2.57B |
| 2 |
Honeywell
HON
|
$2.13B |
| 3 |
Mercado Libre
MELI
|
$1.39B |
| 4 |
JPMorgan Chase
JPM
|
$1.29B |
| 5 |
Emerson Electric
EMR
|
$1.28B |
Sector Composition
| 1 | Technology | 21.31% |
| 2 | Consumer Discretionary | 17.23% |
| 3 | Healthcare | 15.38% |
| 4 | Financials | 12.72% |
| 5 | Communication Services | 8.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Allbirds
BIRD
$52.4M
| $18.1M | ﹤0.01% | +1,200,000 | New | +$18.1M |
|
527
CS Disco
LAW
$338M
| $17.9M | ﹤0.01% | 499,818 +165,578 | +50% | +$5.92M |
|
528
ScottsMiracle-Gro
SMG
$3.53B
| $17.8M | ﹤0.01% | 110,772 | – | – |
|
|
JWN
529
DELISTED
Nordstrom
JWN
| $17.2M | ﹤0.01% | 760,000 | – | – |
|
530
Goosehead Insurance
GSHD
$2.15B
| $17M | ﹤0.01% | 130,424 | – | – |
|
531
Oshkosh
OSK
$8.92B
| $16.9M | ﹤0.01% | 150,000 | – | – |
|
532
Navient
NAVI
$1.36B
| $16.9M | ﹤0.01% | 795,000 | – | – |
|
533
Steel Dynamics
STLD
$19.3B
| $16.8M | ﹤0.01% | 270,000 | – | – |
|
534
Altice USA
ATUS
$1.1B
| $16.6M | ﹤0.01% | 1,023,700 | – | – |
|
535
Origin Materials
ORGN
$80.2M
| $16.1M | ﹤0.01% | 2,500,000 | – | – |
|
536
NMI Holdings
NMIH
$3.05B
| $16.1M | ﹤0.01% | 735,000 | – | – |
|
537
Southwest Airlines
LUV
$17.3B
| $15.7M | ﹤0.01% | 367,365 -2,947,531 | -89% | -$126M |
|
|
AUTL
538
Autolus Therapeutics
AUTL
$399M
| $15.3M | ﹤0.01% | 2,955,806 | – | – |
|
539
Organon & Co
OGN
$2.45B
| $15.2M | ﹤0.01% | 498,198 +8,670 | +2% | +$264K |
|
|
GTH
540
DELISTED
Genetron Holdings Limited ADS
GTH
| $14.8M | ﹤0.01% | 2,423,471 -48,720 | -2% | -$297K |
|
541
Ross Stores
ROST
$48.1B
| $14M | ﹤0.01% | 122,500 | – | – |
|
542
Levi Strauss
LEVI
$8.85B
| $13.3M | ﹤0.01% | 532,714 | – | – |
|
543
KE Holdings
BEKE
$20.8B
| $13.3M | ﹤0.01% | 662,174 -1,553,255 | -70% | -$31.3M |
|
544
California Resources
CRC
$4.16B
| $13M | ﹤0.01% | 305,059 | – | – |
|
545
Nomad Foods
NOMD
$2.33B
| $12.7M | ﹤0.01% | 500,000 | – | – |
|
546
MSCI
MSCI
$43.9B
| $12.1M | ﹤0.01% | 19,747 | – | – |
|
547
Goodyear
GT
$2.43B
| $11.9M | ﹤0.01% | 558,712 | – | – |
|
548
Scholar Rock
SRRK
$3.14B
| $11.8M | ﹤0.01% | 475,000 | – | – |
|
|
OTMO
549
DELISTED
Otonomo Technologies Ltd. Ordinary shares
OTMO
| $11.5M | ﹤0.01% | 2,800,000 | – | – |
|
|
MGI
550
DELISTED
MoneyGram International, Inc. New
MGI
| $10.7M | ﹤0.01% | 1,352,286 | – | – |
|