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
|
+$1.76B |
| 2 |
KLA
KLAC
|
+$1.16B |
| 3 |
NBL
Noble Energy, Inc.
NBL
|
+$916M |
| 4 |
NOV
NOV
|
+$610M |
| 5 |
PepsiCo
PEP
|
+$609M |
Top Sells
| 1 |
Apple
AAPL
|
+$3.27B |
| 2 |
Gilead Sciences
GILD
|
+$1.29B |
| 3 |
Amazon
AMZN
|
+$1.1B |
| 4 |
Home Depot
HD
|
+$1B |
| 5 |
Wells Fargo
WFC
|
+$1B |
Sector Composition
| 1 | Industrials | 13.43% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 13.04% |
| 4 | Technology | 10.89% |
| 5 | Consumer Discretionary | 10.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Medtronic
MDT
$121B
| $220M | 0.06% |
3,544,000
+554,000
| +19% | +$34.3M |
|
|
B
227
Barrick Mining Corporation
B
$49.5B
| $216M | 0.06% |
14,750,000
+12,857,811
| +680% | +$188M |
|
228
Kellanova
K
$27.6B
| $216M | 0.06% |
3,727,500
+319,500
| +9% | +$18.5M |
|
229
Transocean
RIG
$3.11B
| $214M | 0.06% |
6,700,000
-3,600,000
| -35% | -$115M |
|
230
Sprouts Farmers Market
SFM
$13.3B
| $212M | 0.06% |
7,280,000
+2,755,000
| +61% | +$80.1M |
|
231
CNO Financial Group
CNO
$3.8B
| $209M | 0.06% |
12,349,585
+449,585
| +4% | +$7.62M |
|
|
ATHN
232
DELISTED
Athenahealth, Inc.
ATHN
| $208M | 0.06% |
1,581,638
+7,377
| +0.5% | +$971K |
|
|
TWTR
233
DELISTED
Twitter, Inc.
TWTR
| $206M | 0.06% |
4,000,000
+3,881,400
| +3,273% | +$200M |
|
234
Genuine Parts
GPC
$19.7B
| $206M | 0.06% |
2,350,000
| – | – |
|
|
HES
235
DELISTED
Hess
HES
| $202M | 0.06% |
2,140,000
| – | – |
|
236
Five Below
FIVE
$7.71B
| $201M | 0.06% |
5,070,694
+825,561
| +19% | +$32.7M |
|
|
FNSR
237
DELISTED
Finisar Corp
FNSR
| $200M | 0.06% |
12,054,000
+200,000
| +2% | +$3.33M |
|
238
Civitas Resources
CIVI
$3.02B
| $197M | 0.06% |
30,956
+19,716
| +175% | +$125M |
|
239
Plains GP Holdings
PAGP
$3.7B
| $194M | 0.05% |
2,378,647
| – | – |
|
240
PACCAR
PCAR
$53.8B
| $192M | 0.05% |
5,073,750
| – | – |
|
241
Robert Half
RHI
$3.61B
| $187M | 0.05% |
3,821,490
| – | – |
|
242
Wynn Resorts
WYNN
$12.6B
| $185M | 0.05% |
989,763
+263,000
| +36% | +$49.2M |
|
243
Paychex
PAYX
$48.6B
| $180M | 0.05% |
4,064,700
| – | – |
|
|
FNGN
244
DELISTED
Financial Engines, Inc.
FNGN
| $179M | 0.05% |
5,245,930
+1,748,500
| +50% | +$59.8M |
|
|
XEC
245
DELISTED
CIMAREX ENERGY CO
XEC
| $179M | 0.05% |
1,414,000
+128,722
| +10% | +$16.3M |
|
|
RAI
246
DELISTED
Reynolds American Inc
RAI
| $178M | 0.05% |
6,040,000
+2,700,000
| +81% | +$79.7M |
|
247
Crown Castle
CCI
$41.5B
| $178M | 0.05% |
2,206,522
-3,816,063
| -63% | -$307M |
|
248
Lumen
LUMN
$6.21B
| $175M | 0.05% |
4,290,000
-760,000
| -15% | -$31.1M |
|
|
ICPT
249
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $174M | 0.05% |
736,800
| – | – |
|
250
Nu Skin
NUS
$596M
| $174M | 0.05% |
3,864,200
+1,254,000
| +48% | +$56.5M |
|