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 |
Apple
AAPL
|
+$2.61B |
| 2 |
Schlumberger
SLB
|
+$2.3B |
| 3 |
McDonald's
MCD
|
+$1.27B |
| 4 |
DD
Du Pont De Nemours E I
DD
|
+$1.22B |
| 5 |
Meta Platforms (Facebook)
META
|
+$892M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.12B |
| 2 |
Wells Fargo
WFC
|
+$1.7B |
| 3 |
American Express
AXP
|
+$1.42B |
| 4 |
Cisco
CSCO
|
+$1.01B |
| 5 |
Salesforce
CRM
|
+$904M |
Sector Composition
| 1 | Technology | 12.9% |
| 2 | Healthcare | 12.58% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Financials | 11.35% |
| 5 | Consumer Staples | 10.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
W.R. Berkley
WRB
$28B
| $119M | 0.03% |
7,121,250
| – | – |
|
252
Charles Schwab
SCHW
$170B
| $118M | 0.03% |
4,210,000
| – | – |
|
253
Mattel
MAT
$5.72B
| $116M | 0.03% |
3,460,397
-56,000
| -2% | -$1.88M |
|
254
Simon Property Group
SPG
$59.6B
| $114M | 0.03% |
550,797
+100,797
| +22% | +$20.9M |
|
255
Equifax
EFX
$31.6B
| $114M | 0.03% |
+1,000,000
| New | +$114M |
|
256
Masco
MAS
$15.4B
| $114M | 0.03% |
3,625,878
-4,913,357
| -58% | -$155M |
|
|
LLTC
257
DELISTED
Linear Technology Corp
LLTC
| $112M | 0.03% |
2,523,700
+454,100
| +22% | +$20.2M |
|
258
Ford
F
$46.5B
| $108M | 0.03% |
8,025,000
+7,614,790
| +1,856% | +$103M |
|
|
SWN
259
DELISTED
Southwestern Energy Company
SWN
| $108M | 0.03% |
13,380,682
+380,682
| +3% | +$3.07M |
|
260
Camden Property Trust
CPT
$11.7B
| $107M | 0.03% |
1,270,300
-161,800
| -11% | -$13.6M |
|
261
Sysco
SYY
$38.9B
| $107M | 0.03% |
2,285,000
| – | – |
|
|
RWT
262
Redwood Trust
RWT
$804M
| $105M | 0.03% |
8,006,717
+2,562,000
| +47% | +$33.5M |
|
|
AGU
263
DELISTED
Agrium
AGU
| $105M | 0.03% |
+1,185,000
| New | +$105M |
|
264
Equity Residential
EQR
$25.4B
| $102M | 0.03% |
1,360,536
+548,536
| +68% | +$41.2M |
|
265
Royal Gold
RGLD
$12.5B
| $102M | 0.03% |
1,983,750
+832,750
| +72% | +$42.7M |
|
266
Canadian Natural Resources
CNQ
$64.9B
| $101M | 0.03% |
+7,754,334
| New | +$101M |
|
267
Treehouse Foods
THS
$882M
| $95.2M | 0.03% |
1,097,766
+450,000
| +69% | +$39M |
|
|
SRCL
268
DELISTED
Stericycle Inc
SRCL
| $94.6M | 0.03% |
750,000
| – | – |
|
269
Apollo Global Management
APO
$79B
| $93.8M | 0.03% |
5,479,700
| – | – |
|
270
Element Solutions
ESI
$6.36B
| $93.2M | 0.03% |
10,840,000
+1,215,000
| +13% | +$10.4M |
|
271
Acadia Pharmaceuticals
ACAD
$3.98B
| $93.2M | 0.03% |
3,334,000
+590,000
| +22% | +$16.5M |
|
|
EMC
272
DELISTED
EMC CORPORATION
EMC
| $92.1M | 0.03% |
+3,455,000
| New | +$92.1M |
|
273
Lennar Class A
LEN
$35.6B
| $91.6M | 0.03% |
1,989,763
-1,092,583
| -35% | -$50.3M |
|
274
Bank OZK
OZK
$5.88B
| $90.9M | 0.03% |
2,165,000
| – | – |
|
275
Waste Connections
WCN
$45.3B
| $89.5M | 0.02% |
2,077,500
+705,000
| +51% | +$30.4M |
|