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 |
Schlumberger
SLB
|
+$1.77B |
| 2 |
Meta Platforms (Facebook)
META
|
+$1.11B |
| 3 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
+$531M |
| 4 |
Boeing
BA
|
+$502M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
+$485M |
Top Sells
| 1 |
Wells Fargo
WFC
|
+$1.16B |
| 2 |
Amazon
AMZN
|
+$889M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$643M |
| 4 |
Philip Morris
PM
|
+$618M |
| 5 |
CVS Health
CVS
|
+$606M |
Sector Composition
| 1 | Healthcare | 13.23% |
| 2 | Technology | 12.3% |
| 3 | Consumer Discretionary | 12.21% |
| 4 | Financials | 10.43% |
| 5 | Consumer Staples | 10.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AMT.PRB
226
DELISTED
American Tower Corporation
AMT.PRB
| $177M | 0.05% |
+1,575,000
| New | +$177M |
|
227
NVIDIA
NVDA
$4.33T
| $173M | 0.05% |
+147,198,640
| New | +$173M |
|
228
Brookdale Senior Living
BKD
$1.78B
| $172M | 0.05% |
11,140,920
-4,004,719
| -26% | -$61.8M |
|
|
SWN
229
DELISTED
Southwestern Energy Company
SWN
| $170M | 0.05% |
13,522,269
+141,587
| +1% | +$1.78M |
|
|
FLIR
230
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $168M | 0.05% |
5,418,426
+5,923
| +0.1% | +$183K |
|
231
Abbott
ABT
$233B
| $152M | 0.04% |
3,865,697
| – | – |
|
232
Novartis
NVS
$240B
| $151M | 0.04% |
2,046,744
| – | – |
|
233
TransUnion
TRU
$17.9B
| $147M | 0.04% |
+4,390,000
| New | +$147M |
|
|
FNSR
234
DELISTED
Finisar Corp
FNSR
| $147M | 0.04% |
8,377,000
-1,290,000
| -13% | -$22.6M |
|
235
Openlane
KAR
$3.07B
| $146M | 0.04% |
9,247,000
| – | – |
|
236
Royal Gold
RGLD
$12.5B
| $145M | 0.04% |
2,015,000
+31,250
| +2% | +$2.25M |
|
237
IQVIA
IQV
$31.8B
| $144M | 0.04% |
2,200,000
| – | – |
|
238
EPAM Systems
EPAM
$8.69B
| $143M | 0.04% |
2,231,180
+16,400
| +0.7% | +$1.05M |
|
|
JUNO
239
DELISTED
Juno Therapeutics, Inc.
JUNO
| $140M | 0.04% |
3,635,302
-32,199
| -0.9% | -$1.24M |
|
240
First Solar
FSLR
$21.6B
| $139M | 0.04% |
2,875,000
+875,000
| +44% | +$42.4M |
|
|
AGU
241
DELISTED
Agrium
AGU
| $138M | 0.04% |
1,530,000
+345,000
| +29% | +$31.2M |
|
242
TotalEnergies
TTE
$133B
| $138M | 0.04% |
2,872,005
+78,369
| +3% | +$3.77M |
|
243
Hilton Worldwide
HLT
$64.6B
| $135M | 0.04% |
+2,000,000
| New | +$135M |
|
|
ZNGA
244
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $135M | 0.04% |
54,170,000
| – | – |
|
245
Exelon
EXC
$43.8B
| $134M | 0.04% |
5,159,360
+56,080
| +1% | +$1.45M |
|
246
Equifax
EFX
$31.6B
| $128M | 0.03% |
1,000,000
| – | – |
|
|
LLTC
247
DELISTED
Linear Technology Corp
LLTC
| $127M | 0.03% |
2,725,700
+202,000
| +8% | +$9.4M |
|
248
Marriott International Class A Common Stock
MAR
$72.3B
| $126M | 0.03% |
+1,897,216
| New | +$126M |
|
249
CNX Resources
CNX
$4.25B
| $126M | 0.03% |
9,402,000
| – | – |
|
|
RAD
250
DELISTED
Rite Aid Corporation
RAD
| $124M | 0.03% |
828,850
+300,000
| +57% | +$44.9M |
|