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 | |
|---|---|---|---|---|---|---|
|
PCYC
251
DELISTED
PHARMACYCLICS INC
PCYC
| $142M | 0.04% |
1,414,277
-544,023
| -28% | -$54.5M |
|
252
Fifth Third Bancorp
FITB
$30.2B
| $141M | 0.04% |
6,130,000
| – | – |
|
253
Automatic Data Processing
ADP
$119B
| $134M | 0.04% |
1,981,860
| – | – |
|
254
Popular Inc
BPOP
$8.34B
| $134M | 0.04% |
4,326,000
| – | – |
|
255
BOK Financial
BOKF
$7.06B
| $133M | 0.04% |
1,930,000
| – | – |
|
256
Tesla
TSLA
$1.28T
| $133M | 0.04% |
9,588,000
| – | – |
|
|
ZU
257
DELISTED
ZULILY INC CLASS A COMMON STOCK
ZU
| $133M | 0.04% |
2,645,000
+477,090
| +22% | +$23.9M |
|
258
Cullen/Frost Bankers
CFR
$8.2B
| $132M | 0.04% |
1,700,000
| – | – |
|
|
FNSR
259
DELISTED
Finisar Corp
FNSR
| $131M | 0.04% |
4,942,300
+3,710,300
| +301% | +$98.4M |
|
|
NATI
260
DELISTED
National Instruments Corp
NATI
| $131M | 0.04% |
4,549,000
-1,077,479
| -19% | -$30.9M |
|
|
OPEN
261
DELISTED
OPENTABLE,INC COMMON STOCK
OPEN
| $130M | 0.04% |
1,695,000
| – | – |
|
262
Molina Healthcare
MOH
$9.8B
| $128M | 0.04% |
3,417,000
| – | – |
|
|
DWRE
263
DELISTED
DEMANDWARE INC COM STK (DE)
DWRE
| $123M | 0.04% |
1,925,000
-600,000
| -24% | -$38.4M |
|
264
McDonald's
MCD
$218B
| $123M | 0.03% |
1,250,000
-250,000
| -17% | -$24.5M |
|
265
Xcel Energy
XEL
$43.4B
| $121M | 0.03% |
4,000,000
| – | – |
|
266
TotalEnergies
TTE
$133B
| $121M | 0.03% |
1,850,000
| – | – |
|
267
Arthur J. Gallagher & Co
AJG
$76.2B
| $119M | 0.03% |
2,500,000
| – | – |
|
268
Netflix
NFLX
$505B
| $115M | 0.03% |
2,295,440
| – | – |
|
269
Autodesk
ADSK
$68B
| $111M | 0.03% |
2,265,000
+800,000
| +55% | +$39.3M |
|
|
ESC
270
DELISTED
EMERITUS CORP
ESC
| $111M | 0.03% |
3,529,700
+800,000
| +29% | +$25.2M |
|
|
IOC
271
DELISTED
Interoil Corporation
IOC
| $111M | 0.03% |
1,710,359
+1,186,000
| +226% | +$76.8M |
|
272
Pinnacle West Capital
PNW
$10.5B
| $109M | 0.03% |
2,000,000
| – | – |
|
273
Myriad Genetics
MYGN
$674M
| $109M | 0.03% |
+3,195,000
| New | +$109M |
|
274
Scotiabank
BNS
$78.7B
| $108M | 0.03% |
2,007,191
-118,512
| -6% | -$6.38M |
|
275
D.R. Horton
DHI
$53B
| $102M | 0.03% |
4,720,000
+3,230,000
| +217% | +$69.9M |
|