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 A
GOOGL
|
+$2.42B |
| 2 |
DD
Du Pont De Nemours E I
DD
|
+$2.15B |
| 3 |
McDonald's
MCD
|
+$1.68B |
| 4 |
Schlumberger
SLB
|
+$1.07B |
| 5 |
ConocoPhillips
COP
|
+$962M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$2.45B |
| 2 |
Pfizer
PFE
|
+$1.43B |
| 3 |
American Express
AXP
|
+$823M |
| 4 |
Delta Air Lines
DAL
|
+$812M |
| 5 |
Union Pacific
UNP
|
+$774M |
Sector Composition
| 1 | Healthcare | 13.91% |
| 2 | Financials | 13.35% |
| 3 | Consumer Discretionary | 12.88% |
| 4 | Technology | 12.61% |
| 5 | Industrials | 10.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Lennar Class A
LEN
$35.6B
| $144M | 0.04% |
3,082,346
+2,626,403
| +576% | +$122M |
|
252
LendingClub
LC
$1.91B
| $141M | 0.04% |
2,559,869
+170,000
| +7% | +$9.39M |
|
253
Charles Schwab
SCHW
$170B
| $139M | 0.04% |
4,210,000
-210,000
| -5% | -$6.92M |
|
|
PCP
254
DELISTED
PRECISION CASTPARTS CORP
PCP
| $135M | 0.04% |
580,000
-1,733,031
| -75% | -$402M |
|
255
Cinemark Holdings
CNK
$3.25B
| $134M | 0.04% |
+4,000,000
| New | +$134M |
|
|
BLUE
256
DELISTED
bluebird bio
BLUE
| $133M | 0.04% |
160,190
+58,826
| +58% | +$48.9M |
|
|
CPGX
257
DELISTED
COLUMBIA PIPELINE GROUP IN COM STK (DE)
CPGX
| $132M | 0.04% |
+6,600,000
| New | +$132M |
|
|
DBD
258
DELISTED
Diebold Nixdorf Incorporated
DBD
| $127M | 0.04% |
4,222,000
+297,000
| +8% | +$8.94M |
|
259
Carnival Corp
CCL
$42.7B
| $125M | 0.03% |
2,290,000
| – | – |
|
260
TotalEnergies
TTE
$133B
| $124M | 0.03% |
2,757,684
+39,554
| +1% | +$1.78M |
|
261
Element Solutions
ESI
$6.36B
| $123M | 0.03% |
9,625,000
+5,101,000
| +113% | +$65.4M |
|
|
FLG
262
Flagstar Financial, Inc.
FLG
$5.27B
| $119M | 0.03% |
2,438,333
+1,416,666
| +139% | +$69.4M |
|
|
NBIS
263
Nebius Group N.V. Class A Ordinary Shares
NBIS
$21.6B
| $116M | 0.03% |
7,402,394
+2,984,194
| +68% | +$46.9M |
|
|
NATI
264
DELISTED
National Instruments Corp
NATI
| $116M | 0.03% |
4,049,000
| – | – |
|
265
W.R. Berkley
WRB
$28B
| $116M | 0.03% |
7,121,250
| – | – |
|
266
Camden Property Trust
CPT
$11.7B
| $110M | 0.03% |
1,432,100
| – | – |
|
267
Bank OZK
OZK
$5.88B
| $107M | 0.03% |
2,165,000
+925,000
| +75% | +$45.8M |
|
|
UN
268
DELISTED
Unilever NV New York Registry Shares
UN
| $106M | 0.03% |
2,450,000
-3,720,000
| -60% | -$161M |
|
269
Kimco Realty
KIM
$15.2B
| $106M | 0.03% |
4,010,000
| – | – |
|
270
Wynn Resorts
WYNN
$12.6B
| $104M | 0.03% |
1,509,763
-2,219,428
| -60% | -$154M |
|
271
Vale
VALE
$45.5B
| $104M | 0.03% |
31,480,995
-29,383,089
| -48% | -$96.7M |
|
272
Prologis
PLD
$107B
| $103M | 0.03% |
2,408,750
+1,143,750
| +90% | +$49.1M |
|
273
Globant
GLOB
$2.47B
| $102M | 0.03% |
2,717,510
+250,030
| +10% | +$9.38M |
|
274
Fifth Third Bancorp
FITB
$30.2B
| $100M | 0.03% |
4,980,000
| – | – |
|
|
NUAN
275
DELISTED
Nuance Communications, Inc.
NUAN
| $99.5M | 0.03% |
5,775,000
| – | – |
|