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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Home Depot
HD
|
+$11.8B |
| 2 |
Amazon
AMZN
|
+$7.89B |
| 3 |
Merck
MRK
|
+$7.59B |
| 4 |
Boeing
BA
|
+$6.98B |
| 5 |
Microsoft
MSFT
|
+$6.31B |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 14.06% |
| 2 | Industrials | 13.77% |
| 3 | Healthcare | 13.64% |
| 4 | Consumer Discretionary | 11.18% |
| 5 | Energy | 10.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
LGF
226
DELISTED
Lions Gate Entertainment
LGF
| $195M | 0.06% |
+7,083,000
| New | +$185M |
|
227
Mativ Holdings
MATV
$725M
| $189M | 0.06% |
+3,798,800
| New | +$168M |
|
228
Ford
F
$56.1B
| $189M | 0.06% |
+12,210,210
| New | +$175M |
|
229
United Parcel Service
UPS
$89.2B
| $188M | 0.06% |
+2,170,000
| New | +$186M |
|
|
DNY
230
DELISTED
DONNELLEY R R & SONS CO
DNY
| $187M | 0.06% |
+13,345,400
| New | +$187M |
|
|
FRC
231
DELISTED
First Republic Bank
FRC
| $186M | 0.06% |
+4,841,825
| New | +$185M |
|
232
Meta Platforms (Facebook)
META
$1.55T
| $182M | 0.06% |
+7,301,720
| New | +$187M |
|
233
PACCAR
PCAR
$69.6B
| $182M | 0.06% |
+5,073,750
| New | +$175M |
|
234
Arcos Dorados Holdings
ARCO
$1.71B
| $180M | 0.06% |
+15,883,326
| New | +$205M |
|
235
Five Below
FIVE
$13B
| $179M | 0.06% |
+4,860,133
| New | +$181M |
|
|
EMC
236
DELISTED
EMC CORPORATION
EMC
| $177M | 0.06% |
+7,500,000
| New | +$177M |
|
237
General Mills
GIS
$19.8B
| $175M | 0.06% |
+3,605,000
| New | +$177M |
|
|
GTLS
238
DELISTED
Chart Industries
GTLS
| $174M | 0.06% |
+1,849,826
| New | +$162M |
|
|
WFM
239
DELISTED
Whole Foods Market Inc
WFM
| $174M | 0.06% |
+3,380,000
| New | +$163M |
|
|
NATI
240
DELISTED
National Instruments Corp
NATI
| $173M | 0.06% |
+6,195,479
| New | +$178M |
|
241
Hyatt Hotels
H
$16.3B
| $171M | 0.06% |
+4,245,000
| New | +$174M |
|
|
RDS.A
242
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $169M | 0.05% |
+2,831,812
| New | +$175M |
|
243
Kimco Realty
KIM
$16.2B
| $168M | 0.05% |
+7,835,000
| New | +$179M |
|
244
Micron Technology
MU
$979B
| $161M | 0.05% |
+11,250,000
| New | +$125M |
|
245
Prologis
PLD
$132B
| $160M | 0.05% |
+4,250,000
| New | +$173M |
|
246
Equity Residential
EQR
$24.6B
| $157M | 0.05% |
+2,710,000
| New | +$156M |
|
247
Eli Lilly
LLY
$1.09T
| $157M | 0.05% |
+3,200,000
| New | +$174M |
|
248
SITE Centers
SITC
$158M
| $155M | 0.05% |
+7,241,289
| New | +$167M |
|
249
Progressive
PGR
$124B
| $155M | 0.05% |
+6,080,000
| New | +$154M |
|
250
CNO Financial Group
CNO
$5.07B
| $154M | 0.05% |
+11,900,000
| New | +$141M |
|
Similar funds
Capital World Investors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Capital World Investors, which disclosed 463 positions worth $308B. Its ten largest holdings account for 23% of the portfolio.
Its largest position is Home Depot: 157,251,030 shares worth $12.2B.
By sector, the portfolio is most concentrated in Financials at 14% of assets, followed by Industrials and Healthcare.
- Capital World Investors's largest Q2 2013 buy was Home Depot: 157,251,030 shares worth $12.2B.
- Capital World Investors's ten largest holdings make up 23% of its $308B portfolio in Q2 2013.
- Capital World Investors disclosed 463 positions in Q2 2013, its first 13F filing on record.
Based on Capital World Investors's 13F filing for Q2 2013, filed 14 Aug 2013.