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 |
Wells Fargo
WFC
|
+$1.13B |
| 2 |
EOG Resources
EOG
|
+$1.13B |
| 3 |
ConocoPhillips
COP
|
+$1.08B |
| 4 |
ServiceNow
NOW
|
+$844M |
| 5 |
CXO
CONCHO RESOURCES INC.
CXO
|
+$617M |
Top Sells
| 1 |
Amazon
AMZN
|
+$6.18B |
| 2 |
Microsoft
MSFT
|
+$4.19B |
| 3 |
Boeing
BA
|
+$2.71B |
| 4 |
Apple
AAPL
|
+$2.58B |
| 5 |
Home Depot
HD
|
+$1.46B |
Sector Composition
| 1 | Technology | 18.24% |
| 2 | Financials | 16.34% |
| 3 | Consumer Discretionary | 11.87% |
| 4 | Healthcare | 10.64% |
| 5 | Communication Services | 9.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CCI.PRA
251
DELISTED
Crown Castle International Corp. 6.875% Mandatory Convertible Preferred Stock, Series A
CCI.PRA
| $162M | 0.04% |
144,500
+14,396
| +11% | +$16.1M |
|
|
FCB
252
DELISTED
FCB Financial Holdings, Inc.
FCB
| $161M | 0.04% |
3,156,000
| – | – |
|
|
SUPV
253
Grupo Supervielle
SUPV
$484M
| $160M | 0.04% |
5,281,255
+1,841
| +0% | +$55.9K |
|
|
SIVB
254
DELISTED
SVB Financial Group
SIVB
| $157M | 0.04% |
652,500
-53,000
| -8% | -$12.7M |
|
255
Planet Fitness
PLNT
$8.54B
| $156M | 0.04% |
4,123,511
| – | – |
|
256
Franco-Nevada
FNV
$38.6B
| $155M | 0.04% |
2,275,819
-761,099
| -25% | -$51.9M |
|
257
Lamar Advertising Co
LAMR
$12.9B
| $150M | 0.03% |
2,353,322
-2,640,000
| -53% | -$168M |
|
|
OAK
258
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
| $146M | 0.03% |
3,688,000
+353,000
| +11% | +$14M |
|
259
Outfront Media
OUT
$3.16B
| $144M | 0.03% |
7,807,449
-3,411,167
| -30% | -$62.9M |
|
260
EPAM Systems
EPAM
$8.69B
| $138M | 0.03% |
1,207,802
-50,000
| -4% | -$5.73M |
|
261
Essent Group
ESNT
$6.29B
| $137M | 0.03% |
3,219,129
+300,129
| +10% | +$12.8M |
|
262
BioMarin Pharmaceuticals
BMRN
$10.4B
| $136M | 0.03% |
1,674,919
+220,309
| +15% | +$17.9M |
|
263
Dillards
DDS
$8.97B
| $135M | 0.03% |
1,686,491
+878,873
| +109% | +$70.6M |
|
264
Marriott International Class A Common Stock
MAR
$72.3B
| $135M | 0.03% |
995,000
-326,000
| -25% | -$44.3M |
|
265
Pembina Pipeline
PBA
$22.8B
| $134M | 0.03% |
4,295,265
-2,366,615
| -36% | -$73.8M |
|
266
TopBuild
BLD
$11.7B
| $134M | 0.03% |
1,745,000
| – | – |
|
267
Synchrony
SYF
$28B
| $133M | 0.03% |
3,955,000
| – | – |
|
|
MB
268
DELISTED
MINDBODY, Inc. Class A Common Stock
MB
| $132M | 0.03% |
3,400,000
| – | – |
|
269
Zurn Elkay Water Solutions
ZWS
$7.82B
| $131M | 0.03% |
9,196,680
+1,245,600
| +16% | +$17.8M |
|
270
BBVA Argentina
BBAR
$1.84B
| $131M | 0.03% |
5,732,719
+1,050,009
| +22% | +$24M |
|
271
Globant
GLOB
$2.47B
| $131M | 0.03% |
2,534,182
-460,964
| -15% | -$23.8M |
|
272
Newmont
NEM
$87.1B
| $130M | 0.03% |
3,318,000
+2,568,000
| +342% | +$100M |
|
|
MBT
273
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $128M | 0.03% |
11,251,000
| – | – |
|
274
Sabre
SABR
$738M
| $127M | 0.03% |
5,930,045
| – | – |
|
275
Ventas
VTR
$31.7B
| $126M | 0.03% |
2,536,000
+871,000
| +52% | +$43.1M |
|