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 |
Kraft Heinz
KHC
|
+$2.06B |
| 2 |
RAI
Reynolds American Inc
RAI
|
+$1.52B |
| 3 |
Intel
INTC
|
+$981M |
| 4 |
Intuit
INTU
|
+$862M |
| 5 |
Coca-Cola Europacific Partners
CCEP
|
+$808M |
Top Sells
| 1 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
+$1.95B |
| 2 |
Cisco
CSCO
|
+$1.03B |
| 3 |
PepsiCo
PEP
|
+$988M |
| 4 |
Walt Disney
DIS
|
+$861M |
| 5 |
American Express
AXP
|
+$779M |
Sector Composition
| 1 | Healthcare | 14.38% |
| 2 | Financials | 13.71% |
| 3 | Industrials | 12.2% |
| 4 | Technology | 11.83% |
| 5 | Consumer Discretionary | 11.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FLIR
251
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $143M | 0.04% |
5,103,614
+402,239
| +9% | +$11.3M |
|
252
Xcel Energy
XEL
$43.4B
| $142M | 0.04% |
4,000,000
| – | – |
|
253
Estee Lauder
EL
$30.1B
| $141M | 0.04% |
1,750,000
+30,000
| +2% | +$2.42M |
|
|
WCG
254
DELISTED
Wellcare Health Plans, Inc.
WCG
| $140M | 0.04% |
1,625,000
| – | – |
|
255
FirstEnergy
FE
$25.3B
| $139M | 0.04% |
4,440,000
-8,687,983
| -66% | -$272M |
|
256
Hershey
HSY
$37.5B
| $138M | 0.04% |
1,500,000
| – | – |
|
|
FNSR
257
DELISTED
Finisar Corp
FNSR
| $136M | 0.04% |
12,262,000
+68,000
| +0.6% | +$757K |
|
258
Itaú Unibanco
ITUB
$75B
| $136M | 0.04% |
45,080,960
| – | – |
|
259
Jefferies Financial Group
JEF
$13.7B
| $129M | 0.04% |
7,089,263
-3,824,377
| -35% | -$69.4M |
|
260
Sprouts Farmers Market
SFM
$13.3B
| $127M | 0.04% |
6,041,562
-1,238,438
| -17% | -$26.1M |
|
261
Charles Schwab
SCHW
$170B
| $126M | 0.04% |
4,420,000
| – | – |
|
262
TotalEnergies
TTE
$133B
| $122M | 0.04% |
2,718,130
-1,062,956
| -28% | -$47.5M |
|
263
Exelon
EXC
$43.8B
| $120M | 0.04% |
5,660,855
-2,804,000
| -33% | -$59.4M |
|
|
DBD
264
DELISTED
Diebold Nixdorf Incorporated
DBD
| $117M | 0.03% |
3,925,000
| – | – |
|
265
W.R. Berkley
WRB
$28B
| $115M | 0.03% |
7,121,250
| – | – |
|
266
Carnival Corp
CCL
$42.7B
| $114M | 0.03% |
2,290,000
-8,003,396
| -78% | -$398M |
|
|
SCTY
267
DELISTED
SolarCity Corporation
SCTY
| $113M | 0.03% |
+2,650,000
| New | +$113M |
|
|
NATI
268
DELISTED
National Instruments Corp
NATI
| $113M | 0.03% |
4,049,000
| – | – |
|
|
BLUE
269
DELISTED
bluebird bio
BLUE
| $112M | 0.03% |
101,364
-3,474
| -3% | -$3.85M |
|
270
Camden Property Trust
CPT
$11.7B
| $106M | 0.03% |
1,432,100
| – | – |
|
271
Republic Services
RSG
$71.3B
| $105M | 0.03% |
+2,555,591
| New | +$105M |
|
|
SRCL
272
DELISTED
Stericycle Inc
SRCL
| $104M | 0.03% |
750,000
| – | – |
|
273
Alexandria Real Estate Equities
ARE
$14.5B
| $104M | 0.03% |
1,232,625
| – | – |
|
274
Danaher
DHR
$136B
| $104M | 0.03% |
1,815,155
-204
| -0% | -$11.7K |
|
275
Acadia Pharmaceuticals
ACAD
$3.98B
| $103M | 0.03% |
3,121,000
-300,756
| -9% | -$9.95M |
|