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 |
Amgen
AMGN
|
+$3.18B |
| 2 |
Starbucks
SBUX
|
+$1.92B |
| 3 |
Apple
AAPL
|
+$1.74B |
| 4 |
Intel
INTC
|
+$1.25B |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$1.17B |
Top Sells
| 1 |
Broadcom
AVGO
|
+$7.01B |
| 2 |
Caterpillar
CAT
|
+$2.75B |
| 3 |
Home Depot
HD
|
+$2.08B |
| 4 |
Gilead Sciences
GILD
|
+$2.03B |
| 5 |
Extra Space Storage
EXR
|
+$1.98B |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 14.79% |
| 4 | Consumer Discretionary | 12.86% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SMAR
551
DELISTED
Smartsheet Inc.
SMAR
| – | – |
-8,825
| Closed | -$494K |
|
552
Arista Networks
ANET
$183B
| – | – |
-7,294,361
| Closed | -$806M |
|
553
Birkenstock
BIRK
$8.48B
| – | – |
-1,490,366
| Closed | -$84.4M |
|
554
CCC Intelligent Solutions
CCCS
$6.25B
| – | – |
-3,695,000
| Closed | -$43.3M |
|
555
Canadian Imperial Bank of Commerce
CM
$74B
| – | – |
-5,293,453
| Closed | -$335M |
|
556
CubeSmart
CUBE
$9.31B
| – | – |
-2,944,248
| Closed | -$126M |
|
557
Dell
DELL
$85.3B
| – | – |
-12,460,949
| Closed | -$1.44B |
|
|
ESGR
558
DELISTED
Enstar Group
ESGR
| – | – |
-15,000
| Closed | -$4.83M |
|
559
Eaton
ETN
$146B
| – | – |
-4,085,154
| Closed | -$1.36B |
|
560
Fair Isaac
FICO
$37.3B
| – | – |
-4,311
| Closed | -$8.58M |
|
561
Grocery Outlet
GO
$1.64B
| – | – |
-2,973,738
| Closed | -$46.4M |
|
562
Ivanhoe Electric
IE
$1.19B
| – | – |
-26,299
| Closed | -$199K |
|
563
IDEX
IEX
$12.1B
| – | – |
-200,000
| Closed | -$41.9M |
|
564
Kraft Heinz
KHC
$30.3B
| – | – |
-3,351,000
| Closed | -$103M |
|
|
NXDR
565
Nextdoor Holdings
NXDR
$829M
| – | – |
-1,315,268
| Closed | -$3.12M |
|
566
Kenvue
KVUE
$35B
| – | – |
-4,045,288
| Closed | -$86.4M |
|
567
Lyft
LYFT
$8.48B
| – | – |
-6,775,478
| Closed | -$87.4M |
|
568
Macy's
M
$4.68B
| – | – |
-1,900,000
| Closed | -$32.2M |
|
569
MGM Resorts International
MGM
$9.7B
| – | – |
-6,563,431
| Closed | -$227M |
|
570
The Mosaic Company
MOS
$10.8B
| – | – |
-3,456,196
| Closed | -$85M |
|
571
Merck
MRK
$202B
| – | – |
-7,906,912
| Closed | -$787M |
|
572
Nucor
NUE
$32.5B
| – | – |
-3,064,332
| Closed | -$358M |
|
573
Roper Technologies
ROP
$54.4B
| – | – |
-793,999
| Closed | -$413M |
|
574
Simply Good Foods
SMPL
$2.63B
| – | – |
-2,554,690
| Closed | -$99.6M |
|
575
Semtech
SMTC
$5.43B
| – | – |
-600,000
| Closed | -$37.1M |
|