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 |
Coca-Cola
KO
|
+$1.83B |
| 2 |
POT
Potash Corp Of Saskatchewan
POT
|
+$1.15B |
| 3 |
Microsoft
MSFT
|
+$1.1B |
| 4 |
Procter & Gamble
PG
|
+$986M |
| 5 |
Weatherford International
WFRD
|
+$848M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$3.84B |
| 2 |
Union Pacific
UNP
|
+$1.26B |
| 3 |
Kimberly-Clark
KMB
|
+$1.11B |
| 4 |
DuPont de Nemours
DD
|
+$869M |
| 5 |
Home Depot
HD
|
+$682M |
Sector Composition
| 1 | Industrials | 13.81% |
| 2 | Financials | 13.33% |
| 3 | Healthcare | 12.6% |
| 4 | Technology | 10.74% |
| 5 | Energy | 10.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Healthpeak Properties
DOC
$12.6B
| $208M | 0.06% |
5,506,250
-823,500
| -13% | -$31M |
|
227
Genuine Parts
GPC
$19.7B
| $206M | 0.06% |
2,350,000
| – | – |
|
228
Myriad Genetics
MYGN
$674M
| $206M | 0.06% |
5,295,079
+2,100,079
| +66% | +$81.7M |
|
229
Plains GP Holdings
PAGP
$3.7B
| $203M | 0.06% |
2,378,647
+1,009,391
| +74% | +$86M |
|
230
Civeo
CVEO
$287M
| $203M | 0.06% |
+674,500
| New | +$203M |
|
|
ATHN
231
DELISTED
Athenahealth, Inc.
ATHN
| $197M | 0.05% |
1,574,261
+252,261
| +19% | +$31.6M |
|
232
Nu Skin
NUS
$596M
| $193M | 0.05% |
2,610,200
+600,000
| +30% | +$44.4M |
|
233
Medtronic
MDT
$121B
| $191M | 0.05% |
+2,990,000
| New | +$191M |
|
234
KLA
KLAC
$127B
| $190M | 0.05% |
2,609,000
| – | – |
|
235
General Mills
GIS
$26.7B
| $189M | 0.05% |
3,605,000
| – | – |
|
236
Cleveland-Cliffs
CLF
$5.78B
| $188M | 0.05% |
12,491,581
-225,000
| -2% | -$3.39M |
|
237
Petrobras
PBR
$81.4B
| $187M | 0.05% |
12,801,000
| – | – |
|
|
WBA
238
DELISTED
Walgreens Boots Alliance
WBA
| $185M | 0.05% |
2,500,000
-500,000
| -17% | -$37.1M |
|
|
XEC
239
DELISTED
CIMAREX ENERGY CO
XEC
| $184M | 0.05% |
+1,285,278
| New | +$184M |
|
240
Lumen
LUMN
$6.21B
| $183M | 0.05% |
5,050,000
| – | – |
|
241
Robert Half
RHI
$3.61B
| $182M | 0.05% |
3,821,490
| – | – |
|
242
Kimco Realty
KIM
$15.2B
| $180M | 0.05% |
7,835,000
| – | – |
|
243
Arcos Dorados Holdings
ARCO
$1.43B
| $178M | 0.05% |
16,349,958
| – | – |
|
244
Brookdale Senior Living
BKD
$1.78B
| $177M | 0.05% |
5,323,000
| – | – |
|
|
ICPT
245
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $174M | 0.05% |
736,800
-267,951
| -27% | -$63.4M |
|
|
LLTC
246
DELISTED
Linear Technology Corp
LLTC
| $171M | 0.05% |
3,635,000
| – | – |
|
247
Cooper-Standard Automotive
CPS
$667M
| $171M | 0.05% |
2,577,594
| – | – |
|
248
Five Below
FIVE
$7.71B
| $169M | 0.05% |
4,245,133
-615,000
| -13% | -$24.5M |
|
249
Ford
F
$46.5B
| $169M | 0.05% |
9,810,210
| – | – |
|
250
Paychex
PAYX
$48.6B
| $169M | 0.05% |
4,064,700
-4,173,482
| -51% | -$173M |
|