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 |
Broadcom
AVGO
|
$32.6B |
| 2 |
Starbucks
SBUX
|
$4.03B |
| 3 |
NVIDIA
NVDA
|
$1.96B |
| 4 |
Amazon
AMZN
|
$1.62B |
| 5 |
Nike
NKE
|
$1.46B |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.49B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.43B |
| 3 |
Eli Lilly
LLY
|
$1.29B |
| 4 |
Schlumberger
SLB
|
$1.23B |
| 5 |
Yum! Brands
YUM
|
$1.17B |
Sector Composition
| 1 | Technology | 23.09% |
| 2 | Healthcare | 15.24% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Incyte
INCY
$16.5B
| – | – | -396,000 | Closed | -$24M |
|
552
Iridium Communications
IRDM
$2.64B
| – | – | -1,000,000 | Closed | -$26.6M |
|
553
Jacobs Solutions
J
$17.5B
| – | – | -4,137,315 | Closed | -$578M |
|
554
JD.com
JD
$44.1B
| – | – | -22,931 | Closed | -$602K |
|
555
Kaspi.kz JSC
KSPI
$17.9B
| – | – | -418,064 | Closed | -$53.9M |
|
556
Moderna
MRNA
$9.37B
| – | – | -3,667,171 | Closed | -$435M |
|
557
Rocket Companies
RKT
$37.4B
| – | – | -630,566 | Closed | -$8.64M |
|
558
Range Resources
RRC
$8.16B
| – | – | -1,000,000 | Closed | -$33.5M |
|
559
Seer Inc
SEER
$115M
| – | – | -2,056,000 | Closed | -$3.45M |
|
560
Tronox
TROX
$678M
| – | – | -2,235,000 | Closed | -$35.1M |
|
561
Veralto
VLTO
$26.4B
| – | – | -198,614 | Closed | -$19M |
|
562
Vulcan Materials
VMC
$38.5B
| – | – | -1,422,054 | Closed | -$354M |
|
563
Zimmer Biomet
ZBH
$21B
| – | – | -2,768 | Closed | -$300K |
|
564
GE Vernova
GEV
$167B
| – | – | -425,987 | Closed | -$73.1M |
|
|
GRAL
565
GRAIL, Inc. Common Stock
GRAL
$1.18B
| – | – | -67,139 | Closed | -$1.03M |
|