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 |
Microsoft
MSFT
|
+$1.97B |
| 2 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$1.64B |
| 3 |
CHK
Chesapeake Energy Corporation
CHK
|
+$806M |
| 4 |
PepsiCo
PEP
|
+$729M |
| 5 |
Wells Fargo
WFC
|
+$577M |
Top Sells
| 1 |
Intuitive Surgical
ISRG
|
+$793M |
| 2 |
Home Depot
HD
|
+$647M |
| 3 |
TSMC
TSM
|
+$588M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$504M |
| 5 |
Johnson Controls International
JCI
|
+$468M |
Sector Composition
| 1 | Industrials | 13.92% |
| 2 | Financials | 13.56% |
| 3 | Healthcare | 13.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Energy | 10.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FNGN
251
DELISTED
Financial Engines, Inc.
FNGN
| $152M | 0.05% |
2,550,000
+215,000
| +9% | +$12.8M |
|
252
Mercado Libre
MELI
$119B
| $149M | 0.05% |
1,105,000
| – | – |
|
|
N
253
DELISTED
Netsuite Inc
N
| $146M | 0.04% |
1,354,859
| – | – |
|
254
McDonald's
MCD
$218B
| $144M | 0.04% |
1,500,000
| – | – |
|
255
Mondelez International
MDLZ
$80.3B
| $144M | 0.04% |
4,579,500
| – | – |
|
256
Brookdale Senior Living
BKD
$1.81B
| $140M | 0.04% |
5,323,000
+423,000
| +9% | +$11.1M |
|
257
Hershey
HSY
$37.6B
| $139M | 0.04% |
1,500,000
| – | – |
|
258
Celanese
CE
$4.84B
| $136M | 0.04% |
2,575,000
-2,000,000
| -44% | -$106M |
|
259
CVS Health
CVS
$93.8B
| $133M | 0.04% |
2,341,000
-2,478,000
| -51% | -$141M |
|
260
Tesla
TSLA
$1.19T
| $132M | 0.04% |
10,233,000
-8,409,000
| -45% | -$108M |
|
261
Gentex
GNTX
$6.15B
| $132M | 0.04% |
10,309,134
| – | – |
|
|
CELG
262
DELISTED
Celgene Corp
CELG
| $130M | 0.04% |
1,694,000
-5,264,000
| -76% | -$405M |
|
263
Adobe
ADBE
$149B
| $130M | 0.04% |
2,500,000
| – | – |
|
264
Teva Pharmaceuticals
TEVA
$22.8B
| $130M | 0.04% |
3,430,000
| – | – |
|
265
Popular Inc
BPOP
$8.43B
| $128M | 0.04% |
4,893,292
-28,708
| -0.6% | -$753K |
|
266
Automatic Data Processing
ADP
$118B
| $126M | 0.04% |
1,981,860
-341,700
| -15% | -$21.7M |
|
267
Rayonier
RYN
$4.04B
| $125M | 0.04% |
3,162,785
| – | – |
|
|
WFM
268
DELISTED
Whole Foods Market Inc
WFM
| $125M | 0.04% |
2,130,000
-1,250,000
| -37% | -$73.1M |
|
269
Cognizant
CTSH
$33.8B
| $124M | 0.04% |
+3,020,000
| New | +$124M |
|
270
Nu Skin
NUS
$570M
| $123M | 0.04% |
1,287,200
+600,000
| +87% | +$57.4M |
|
|
DWRE
271
DELISTED
DEMANDWARE INC COM STK (DE)
DWRE
| $123M | 0.04% |
2,657,000
-120,000
| -4% | -$5.56M |
|
272
BOK Financial
BOKF
$7.02B
| $122M | 0.04% |
1,930,000
| – | – |
|
273
Molina Healthcare
MOH
$9.71B
| $122M | 0.04% |
3,417,000
+25,000
| +0.7% | +$890K |
|
274
CarMax
KMX
$8.88B
| $121M | 0.04% |
2,500,000
| – | – |
|
275
Cullen/Frost Bankers
CFR
$8.11B
| $120M | 0.04% |
1,700,000
| – | – |
|