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 |
Western Digital
WDC
|
+$1.02B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$706M |
| 3 |
Simon Property Group
SPG
|
+$681M |
| 4 |
Altria Group
MO
|
+$664M |
| 5 |
Baidu
BIDU
|
+$612M |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.89B |
| 2 |
JPMorgan Chase
JPM
|
+$1.42B |
| 3 |
Broadcom
AVGO
|
+$1.29B |
| 4 |
Texas Instruments
TXN
|
+$943M |
| 5 |
Boeing
BA
|
+$884M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Financials | 13.22% |
| 3 | Consumer Discretionary | 12.3% |
| 4 | Healthcare | 10.85% |
| 5 | Communication Services | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Lumen
LUMN
$6.21B
| $142M | 0.03% |
+5,950,000
| New | +$142M |
|
252
Dolby
DLB
$6.85B
| $142M | 0.03% |
2,898,930
-661,149
| -19% | -$32.4M |
|
253
Kirby Corp
KEX
$4.8B
| $138M | 0.03% |
2,065,000
| – | – |
|
254
Equifax
EFX
$31.6B
| $137M | 0.03% |
1,000,000
| – | – |
|
|
RWT
255
Redwood Trust
RWT
$804M
| $136M | 0.03% |
8,006,717
| – | – |
|
256
Blackstone
BX
$142B
| $133M | 0.03% |
3,988,250
+2,004,000
| +101% | +$66.8M |
|
257
Globant
GLOB
$2.47B
| $131M | 0.03% |
3,009,468
+12,293
| +0.4% | +$534K |
|
|
FCB
258
DELISTED
FCB Financial Holdings, Inc.
FCB
| $129M | 0.03% |
2,697,000
| – | – |
|
259
Ford
F
$46.5B
| $124M | 0.03% |
11,100,000
| – | – |
|
|
SIVB
260
DELISTED
SVB Financial Group
SIVB
| $124M | 0.03% |
705,500
| – | – |
|
261
Webster Financial
WBS
$10.2B
| $122M | 0.03% |
2,336,400
| – | – |
|
262
KBR
KBR
$6.36B
| $122M | 0.03% |
8,000,000
| – | – |
|
|
SLCA
263
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $118M | 0.03% |
3,337,071
-2,960,000
| -47% | -$105M |
|
|
VSM
264
DELISTED
Versum Materials, Inc.
VSM
| $117M | 0.03% |
3,612,633
| – | – |
|
|
BLUE
265
DELISTED
bluebird bio
BLUE
| $116M | 0.03% |
85,403
| – | – |
|
266
Glaukos
GKOS
$4.75B
| $114M | 0.03% |
2,740,000
+400,000
| +17% | +$16.6M |
|
267
Roper Technologies
ROP
$55.2B
| $113M | 0.03% |
490,000
-61,914
| -11% | -$14.3M |
|
268
Intercontinental Exchange
ICE
$99.6B
| $113M | 0.03% |
1,712,000
-80,000
| -4% | -$5.27M |
|
269
AGNC Investment
AGNC
$10.7B
| $110M | 0.03% |
+5,148,000
| New | +$110M |
|
270
Oshkosh
OSK
$8.77B
| $107M | 0.03% |
1,558,130
-465,000
| -23% | -$32M |
|
271
EPAM Systems
EPAM
$8.69B
| $105M | 0.02% |
1,253,890
+1,810
| +0.1% | +$152K |
|
272
Melco Resorts & Entertainment
MLCO
$3.75B
| $105M | 0.02% |
+4,684,373
| New | +$105M |
|
273
Sanofi
SNY
$115B
| $105M | 0.02% |
2,185,000
| – | – |
|
274
Macy's
M
$4.54B
| $105M | 0.02% |
4,500,000
| – | – |
|
275
ICICI Bank
IBN
$115B
| $103M | 0.02% |
11,528,791
+37,800
| +0.3% | +$339K |
|