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 |
Broadcom
AVGO
|
+$7.75B |
| 2 |
Chubb
CB
|
+$3.1B |
| 3 |
ASML
ASML
|
+$2.82B |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.53B |
| 5 |
Gen Digital
GEN
|
+$1.18B |
Top Sells
| 1 |
Amazon
AMZN
|
+$2.01B |
| 2 |
Pfizer
PFE
|
+$1.64B |
| 3 |
McDonald's
MCD
|
+$610M |
| 4 |
Texas Instruments
TXN
|
+$605M |
| 5 |
LNKD
LinkedIn Corporation
LNKD
|
+$576M |
Sector Composition
| 1 | Technology | 16.82% |
| 2 | Financials | 12.84% |
| 3 | Healthcare | 11.66% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Energy | 10.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AMT.PRB
251
DELISTED
American Tower Corporation
AMT.PRB
| $147M | 0.04% |
1,405,000
| – | – |
|
|
FTRPR
252
DELISTED
Frontier Communications Corporation 11.125% Series A Mandatory Convertible Preferred Stock
FTRPR
| $143M | 0.04% |
2,005,000
| – | – |
|
253
Kirby Corp
KEX
$4.8B
| $137M | 0.03% |
2,065,000
+318,000
| +18% | +$21.1M |
|
|
ZLTQ
254
DELISTED
ZELTIQ Aesthetics, Inc.
ZLTQ
| $136M | 0.03% |
3,122,044
| – | – |
|
255
Oshkosh
OSK
$8.77B
| $131M | 0.03% |
2,033,130
-4,450,061
| -69% | -$288M |
|
256
Diamondback Energy
FANG
$39.6B
| $128M | 0.03% |
1,270,425
+239,475
| +23% | +$24.2M |
|
257
Mettler-Toledo International
MTD
$25.9B
| $128M | 0.03% |
306,095
+3,120
| +1% | +$1.31M |
|
258
Globant
GLOB
$2.47B
| $126M | 0.03% |
3,778,613
+328,766
| +10% | +$11M |
|
259
EPAM Systems
EPAM
$8.69B
| $124M | 0.03% |
1,924,369
-312,295
| -14% | -$20.1M |
|
|
TIF
260
DELISTED
Tiffany & Co.
TIF
| $123M | 0.03% |
1,591,050
| – | – |
|
261
Xcel Energy
XEL
$43.4B
| $122M | 0.03% |
3,000,000
-1,000,000
| -25% | -$40.7M |
|
|
RWT
262
Redwood Trust
RWT
$804M
| $122M | 0.03% |
8,006,717
| – | – |
|
263
Moody's
MCO
$91.9B
| $119M | 0.03% |
1,264,207
-896,949
| -42% | -$84.6M |
|
264
Equifax
EFX
$31.6B
| $118M | 0.03% |
1,000,000
| – | – |
|
265
Core Laboratories
CLB
$581M
| $115M | 0.03% |
+961,198
| New | +$115M |
|
266
CNX Resources
CNX
$4.25B
| $114M | 0.03% |
7,482,000
| – | – |
|
267
US Bancorp
USB
$76.5B
| $113M | 0.03% |
2,191,884
-9,608,116
| -81% | -$494M |
|
|
SIVB
268
DELISTED
SVB Financial Group
SIVB
| $112M | 0.03% |
652,500
| – | – |
|
|
MBLY
269
DELISTED
Mobileye N.V.
MBLY
| $110M | 0.03% |
+2,896,665
| New | +$110M |
|
270
Equinix
EQIX
$77.2B
| $110M | 0.03% |
308,139
-770,348
| -71% | -$275M |
|
271
Colgate-Palmolive
CL
$67.3B
| $108M | 0.03% |
1,649,935
-2,363,988
| -59% | -$155M |
|
272
Estee Lauder
EL
$30.1B
| $107M | 0.03% |
1,400,000
-350,000
| -20% | -$26.8M |
|
273
Apollo Global Management
APO
$79B
| $106M | 0.03% |
5,479,700
| – | – |
|
274
Expedia Group
EXPE
$27.5B
| $105M | 0.03% |
930,000
-4,951,783
| -84% | -$561M |
|
275
Element Solutions
ESI
$6.36B
| $105M | 0.03% |
10,682,510
-3,494,511
| -25% | -$34.3M |
|