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 |
Alphabet (Google) Class C
GOOG
|
+$2.54B |
| 2 |
Target
TGT
|
+$1.4B |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$1.09B |
| 4 |
Visa
V
|
+$1.03B |
| 5 |
Crown Castle
CCI
|
+$503M |
Top Sells
| 1 |
Gilead Sciences
GILD
|
+$1.49B |
| 2 |
Amazon
AMZN
|
+$963M |
| 3 |
Procter & Gamble
PG
|
+$554M |
| 4 |
Duke Energy
DUK
|
+$515M |
| 5 |
Home Depot
HD
|
+$510M |
Sector Composition
| 1 | Healthcare | 13.78% |
| 2 | Industrials | 13.75% |
| 3 | Financials | 13.46% |
| 4 | Technology | 10.85% |
| 5 | Consumer Discretionary | 9.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NBIS
251
Nebius Group N.V. Class A Ordinary Shares
NBIS
$21.6B
| $165M | 0.04% |
9,161,098
| – | – |
|
252
Intuitive Surgical
ISRG
$161B
| $160M | 0.04% |
2,716,200
| – | – |
|
|
HES
253
DELISTED
Hess
HES
| $158M | 0.04% |
2,140,000
| – | – |
|
254
Arch Capital
ACGL
$34.4B
| $157M | 0.04% |
7,980,000
| – | – |
|
255
Hershey
HSY
$37.5B
| $156M | 0.04% |
1,500,000
| – | – |
|
256
JD.com
JD
$47.7B
| $152M | 0.04% |
6,564,010
-2,302,827
| -26% | -$53.3M |
|
257
Cooper-Standard Automotive
CPS
$667M
| $149M | 0.04% |
2,565,683
| – | – |
|
258
Paychex
PAYX
$48.6B
| $147M | 0.04% |
3,180,000
-884,700
| -22% | -$40.8M |
|
259
Xcel Energy
XEL
$43.4B
| $144M | 0.04% |
4,000,000
| – | – |
|
|
TWTR
260
DELISTED
Twitter, Inc.
TWTR
| $143M | 0.04% |
4,000,000
| – | – |
|
|
ZU
261
DELISTED
ZULILY INC CLASS A COMMON STOCK
ZU
| $143M | 0.04% |
6,111,000
+2,270,000
| +59% | +$53.1M |
|
|
DTV
262
DELISTED
DIRECTV COM STK (DE)
DTV
| $142M | 0.04% |
1,640,000
| – | – |
|
|
MIC
263
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $142M | 0.04% |
2,000,000
| – | – |
|
264
IQVIA
IQV
$31.8B
| $141M | 0.04% |
+2,395,000
| New | +$141M |
|
|
DBD
265
DELISTED
Diebold Nixdorf Incorporated
DBD
| $136M | 0.04% |
3,925,000
| – | – |
|
266
Macerich
MAC
$4.58B
| $135M | 0.04% |
1,620,000
| – | – |
|
267
Charles Schwab
SCHW
$170B
| $133M | 0.04% |
4,420,000
-7,806,200
| -64% | -$236M |
|
|
AA.PRB
268
DELISTED
Alcoa Inc.
AA.PRB
| $126M | 0.03% |
2,500,000
| – | – |
|
|
NATI
269
DELISTED
National Instruments Corp
NATI
| $126M | 0.03% |
4,049,000
| – | – |
|
|
ANDV
270
DELISTED
Andeavor
ANDV
| $119M | 0.03% |
1,605,000
| – | – |
|
271
Herbalife
HLF
$986M
| $119M | 0.03% |
6,293,988
+677,236
| +12% | +$12.8M |
|
272
W.R. Berkley
WRB
$28B
| $118M | 0.03% |
7,796,250
-354,375
| -4% | -$5.38M |
|
273
Arthur J. Gallagher & Co
AJG
$76.2B
| $118M | 0.03% |
2,500,000
| – | – |
|
|
RWT
274
Redwood Trust
RWT
$804M
| $116M | 0.03% |
5,906,777
+2,316,889
| +65% | +$45.6M |
|
275
Moog
MOG.A
$6.27B
| $113M | 0.03% |
1,530,000
| – | – |
|