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 | |
|---|---|---|---|---|---|---|
251
Kimco Realty
KIM
$15.2B
| $172M | 0.05% |
7,835,000
| – | – |
|
252
Canadian Pacific Kansas City
CP
$68.9B
| $171M | 0.05% |
4,120,000
| – | – |
|
|
BRCM
253
DELISTED
BROADCOM CORP CL-A
BRCM
| $162M | 0.05% |
4,000,000
-12,710,000
| -76% | -$514M |
|
254
eBay
EBAY
$41.5B
| $161M | 0.05% |
6,740,712
| – | – |
|
255
Cooper-Standard Automotive
CPS
$667M
| $160M | 0.05% |
2,565,683
-11,911
| -0.5% | -$743K |
|
256
Newmont
NEM
$87.1B
| $157M | 0.04% |
6,790,720
+3,790,720
| +126% | +$87.4M |
|
257
Gentex
GNTX
$6.25B
| $152M | 0.04% |
11,349,134
+1,040,000
| +10% | +$13.9M |
|
|
UMPQ
258
DELISTED
Umpqua Holdings Corp
UMPQ
| $150M | 0.04% |
9,102,321
+1,391,000
| +18% | +$22.9M |
|
259
Molina Healthcare
MOH
$9.8B
| $148M | 0.04% |
3,488,100
+18,300
| +0.5% | +$774K |
|
260
National Grid
NGG
$71B
| $146M | 0.04% |
2,069,274
| – | – |
|
261
Arch Capital
ACGL
$34.4B
| $146M | 0.04% |
7,980,000
-11,670,000
| -59% | -$213M |
|
|
ZU
262
DELISTED
ZULILY INC CLASS A COMMON STOCK
ZU
| $146M | 0.04% |
3,841,000
+1,166,000
| +44% | +$44.2M |
|
263
Hershey
HSY
$37.5B
| $143M | 0.04% |
1,500,000
| – | – |
|
|
DTV
264
DELISTED
DIRECTV COM STK (DE)
DTV
| $142M | 0.04% |
1,640,000
| – | – |
|
|
DWRE
265
DELISTED
DEMANDWARE INC COM STK (DE)
DWRE
| $140M | 0.04% |
2,743,000
+800,000
| +41% | +$40.7M |
|
266
Intuitive Surgical
ISRG
$161B
| $139M | 0.04% |
2,716,200
-2,187,000
| -45% | -$112M |
|
|
DBD
267
DELISTED
Diebold Nixdorf Incorporated
DBD
| $139M | 0.04% |
3,925,000
| – | – |
|
|
LLTC
268
DELISTED
Linear Technology Corp
LLTC
| $137M | 0.04% |
3,085,000
-550,000
| -15% | -$24.4M |
|
|
MIC
269
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $133M | 0.04% |
+2,000,000
| New | +$133M |
|
270
W.W. Grainger
GWW
$48B
| $132M | 0.04% |
525,000
-579,500
| -52% | -$146M |
|
271
Cullen/Frost Bankers
CFR
$8.2B
| $130M | 0.04% |
1,700,000
| – | – |
|
272
BOK Financial
BOKF
$7.06B
| $128M | 0.04% |
1,930,000
| – | – |
|
|
NATI
273
DELISTED
National Instruments Corp
NATI
| $125M | 0.04% |
4,049,000
| – | – |
|
|
AA.PRB
274
DELISTED
Alcoa Inc.
AA.PRB
| $125M | 0.04% |
+2,500,000
| New | +$125M |
|
275
Valero Energy
VLO
$48.7B
| $124M | 0.03% |
2,685,000
+850,000
| +46% | +$39.3M |
|