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 |
Cisco
CSCO
|
+$2.34B |
| 2 |
Apple
AAPL
|
+$1.94B |
| 3 |
JPMorgan Chase
JPM
|
+$1.44B |
| 4 |
Comcast
CMCSA
|
+$1.25B |
| 5 |
Microsoft
MSFT
|
+$1.2B |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
+$1.46B |
| 2 |
Citigroup
C
|
+$1.37B |
| 3 |
Home Depot
HD
|
+$1.25B |
| 4 |
PepsiCo
PEP
|
+$1.19B |
| 5 |
Gilead Sciences
GILD
|
+$1.09B |
Sector Composition
| 1 | Industrials | 14.32% |
| 2 | Financials | 13.53% |
| 3 | Healthcare | 12.74% |
| 4 | Consumer Discretionary | 10.86% |
| 5 | Technology | 10.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
WBA
226
DELISTED
Walgreens Boots Alliance
WBA
| $198M | 0.06% |
3,000,000
+1,000,000
| +50% | +$66M |
|
227
Starbucks
SBUX
$93.1B
| $195M | 0.06% |
5,310,000
-26,100,000
| -83% | -$958M |
|
228
General Mills
GIS
$26.7B
| $187M | 0.05% |
3,605,000
| – | – |
|
229
Cooper-Standard Automotive
CPS
$667M
| $182M | 0.05% |
2,577,594
| – | – |
|
230
KLA
KLAC
$127B
| $180M | 0.05% |
2,609,000
-250,000
| -9% | -$17.3M |
|
231
Brookdale Senior Living
BKD
$1.78B
| $178M | 0.05% |
5,323,000
| – | – |
|
|
HES
232
DELISTED
Hess
HES
| $177M | 0.05% |
2,140,000
| – | – |
|
|
LLTC
233
DELISTED
Linear Technology Corp
LLTC
| $177M | 0.05% |
3,635,000
-3,045,000
| -46% | -$148M |
|
234
National Grid
NGG
$71B
| $177M | 0.05% |
2,626,189
-81,749
| -3% | -$5.5M |
|
235
Kimco Realty
KIM
$15.2B
| $171M | 0.05% |
7,835,000
| – | – |
|
236
Kellanova
K
$27.6B
| $169M | 0.05% |
2,875,500
-1,917,000
| -40% | -$113M |
|
237
Petrobras
PBR
$81.4B
| $168M | 0.05% |
12,801,000
+191,480
| +2% | +$2.52M |
|
238
Nu Skin
NUS
$596M
| $167M | 0.05% |
2,010,200
+329,047
| +20% | +$27.3M |
|
239
Lumen
LUMN
$6.21B
| $166M | 0.05% |
5,050,000
-4,160,000
| -45% | -$137M |
|
240
Sprouts Farmers Market
SFM
$13.3B
| $163M | 0.05% |
4,525,000
+1,040,000
| +30% | +$37.5M |
|
|
FNGN
241
DELISTED
Financial Engines, Inc.
FNGN
| $163M | 0.05% |
3,203,430
+831,000
| +35% | +$42.2M |
|
242
Gentex
GNTX
$6.25B
| $163M | 0.05% |
10,309,134
| – | – |
|
243
Arcos Dorados Holdings
ARCO
$1.43B
| $160M | 0.05% |
16,349,958
+282,651
| +2% | +$2.77M |
|
244
Robert Half
RHI
$3.61B
| $160M | 0.05% |
3,821,490
+3,459,490
| +956% | +$145M |
|
|
HOT
245
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
| $159M | 0.05% |
+2,000,000
| New | +$159M |
|
246
Hershey
HSY
$37.5B
| $157M | 0.04% |
1,500,000
| – | – |
|
247
Ford
F
$46.5B
| $153M | 0.04% |
9,810,210
-1,400,000
| -12% | -$21.8M |
|
|
DO
248
DELISTED
Diamond Offshore Drilling
DO
| $153M | 0.04% |
3,135,200
| – | – |
|
|
VAR
249
DELISTED
Varian Medical Systems, Inc.
VAR
| $151M | 0.04% |
+2,045,843
| New | +$151M |
|
250
Canadian Pacific Kansas City
CP
$68.9B
| $150M | 0.04% |
5,012,905
-9,257,095
| -65% | -$277M |
|