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 | |
|---|---|---|---|---|---|---|
|
COV
251
DELISTED
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
| $169M | 0.05% |
1,870,000
+555,000
| +42% | +$50.1M |
|
252
Emerson Electric
EMR
$76B
| $159M | 0.04% |
2,392,727
-2,067,273
| -46% | -$137M |
|
|
FNGN
253
DELISTED
Financial Engines, Inc.
FNGN
| $158M | 0.04% |
3,497,430
+294,000
| +9% | +$13.3M |
|
254
Abbott
ABT
$233B
| $158M | 0.04% |
+3,865,697
| New | +$158M |
|
|
DBD
255
DELISTED
Diebold Nixdorf Incorporated
DBD
| $158M | 0.04% |
3,925,000
+2,055,672
| +110% | +$82.6M |
|
256
Molina Healthcare
MOH
$9.8B
| $155M | 0.04% |
3,469,800
+52,800
| +2% | +$2.36M |
|
257
Wynn Resorts
WYNN
$12.6B
| $151M | 0.04% |
726,763
-564,200
| -44% | -$117M |
|
258
National Grid
NGG
$71B
| $151M | 0.04% |
2,069,274
-556,915
| -21% | -$40.5M |
|
259
Gentex
GNTX
$6.25B
| $150M | 0.04% |
10,309,134
| – | – |
|
260
Canadian Pacific Kansas City
CP
$68.9B
| $149M | 0.04% |
4,120,000
-892,905
| -18% | -$32.4M |
|
261
Sprouts Farmers Market
SFM
$13.3B
| $148M | 0.04% |
4,525,000
| – | – |
|
262
Popular Inc
BPOP
$8.34B
| $148M | 0.04% |
4,326,000
| – | – |
|
263
Hershey
HSY
$37.5B
| $146M | 0.04% |
1,500,000
| – | – |
|
264
eBay
EBAY
$41.5B
| $142M | 0.04% |
6,740,712
-11,727,936
| -64% | -$247M |
|
|
DTV
265
DELISTED
DIRECTV COM STK (DE)
DTV
| $139M | 0.04% |
1,640,000
-7,826,700
| -83% | -$665M |
|
|
UMPQ
266
DELISTED
Umpqua Holdings Corp
UMPQ
| $138M | 0.04% |
7,711,321
+5,063,321
| +191% | +$90.7M |
|
267
Automatic Data Processing
ADP
$119B
| $138M | 0.04% |
1,981,860
| – | – |
|
|
IOC
268
DELISTED
Interoil Corporation
IOC
| $136M | 0.04% |
2,121,088
+410,729
| +24% | +$26.3M |
|
269
Cullen/Frost Bankers
CFR
$8.2B
| $135M | 0.04% |
1,700,000
| – | – |
|
|
DWRE
270
DELISTED
DEMANDWARE INC COM STK (DE)
DWRE
| $135M | 0.04% |
1,943,000
+18,000
| +0.9% | +$1.25M |
|
271
TotalEnergies
TTE
$133B
| $134M | 0.04% |
1,850,000
| – | – |
|
|
NATI
272
DELISTED
National Instruments Corp
NATI
| $131M | 0.04% |
4,049,000
-500,000
| -11% | -$16.2M |
|
273
Biogen
BIIB
$21.2B
| $129M | 0.04% |
410,500
+358,000
| +682% | +$113M |
|
274
Xcel Energy
XEL
$43.4B
| $129M | 0.04% |
4,000,000
| – | – |
|
275
BOK Financial
BOKF
$7.06B
| $129M | 0.04% |
1,930,000
| – | – |
|