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 |
Philip Morris
PM
|
+$1.83B |
| 2 |
United Parcel Service
UPS
|
+$1.79B |
| 3 |
General Motors
GM
|
+$1.42B |
| 4 |
ConocoPhillips
COP
|
+$1.37B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.17B |
Top Sells
| 1 |
Baidu
BIDU
|
+$1.76B |
| 2 |
Altria Group
MO
|
+$1.58B |
| 3 |
Apple
AAPL
|
+$1.47B |
| 4 |
Starbucks
SBUX
|
+$948M |
| 5 |
Procter & Gamble
PG
|
+$876M |
Sector Composition
| 1 | Technology | 17.69% |
| 2 | Financials | 15.07% |
| 3 | Consumer Discretionary | 12.82% |
| 4 | Healthcare | 11.78% |
| 5 | Communication Services | 9.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FCB
251
DELISTED
FCB Financial Holdings, Inc.
FCB
| $186M | 0.04% |
3,156,000
| – | – |
|
252
Kirby Corp
KEX
$4.8B
| $184M | 0.04% |
2,195,000
| – | – |
|
253
Planet Fitness
PLNT
$8.54B
| $182M | 0.04% |
4,148,011
+24,500
| +0.6% | +$1.08M |
|
254
Dillards
DDS
$8.97B
| $180M | 0.04% |
1,903,500
+217,009
| +13% | +$20.5M |
|
255
T-Mobile US
TMUS
$272B
| $179M | 0.04% |
3,001,000
| – | – |
|
256
Brookfield
BN
$101B
| $178M | 0.04% |
8,221,377
| – | – |
|
257
BioMarin Pharmaceuticals
BMRN
$10.4B
| $173M | 0.04% |
1,833,103
+158,184
| +9% | +$14.9M |
|
258
Ventas
VTR
$31.7B
| $167M | 0.04% |
2,931,000
+395,000
| +16% | +$22.5M |
|
259
Lamar Advertising Co
LAMR
$12.9B
| $161M | 0.03% |
2,353,322
| – | – |
|
260
CSX Corp
CSX
$60.5B
| $161M | 0.03% |
+7,560,000
| New | +$161M |
|
|
OAK
261
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
| $153M | 0.03% |
3,772,000
+84,000
| +2% | +$3.41M |
|
|
HOME
262
DELISTED
At Home Group Inc.
HOME
| $152M | 0.03% |
3,878,873
+82,000
| +2% | +$3.21M |
|
263
Marriott International Class A Common Stock
MAR
$72.3B
| $151M | 0.03% |
1,189,000
+194,000
| +19% | +$24.6M |
|
264
Outfront Media
OUT
$3.16B
| $149M | 0.03% |
7,807,449
| – | – |
|
265
Sabre
SABR
$738M
| $146M | 0.03% |
5,930,045
| – | – |
|
|
PF
266
DELISTED
Pinnacle Foods, Inc.
PF
| $144M | 0.03% |
2,220,300
-6,146,750
| -73% | -$400M |
|
|
CCI.PRA
267
DELISTED
Crown Castle International Corp. 6.875% Mandatory Convertible Preferred Stock, Series A
CCI.PRA
| $144M | 0.03% |
144,500
| – | – |
|
268
EPAM Systems
EPAM
$8.69B
| $144M | 0.03% |
1,158,362
-49,440
| -4% | -$6.15M |
|
269
Newmont
NEM
$87.1B
| $143M | 0.03% |
3,796,000
+478,000
| +14% | +$18M |
|
270
Bright Horizons
BFAM
$6.45B
| $142M | 0.03% |
1,380,513
+187,513
| +16% | +$19.2M |
|
271
Pampa Energía
PAM
$3.23B
| $140M | 0.03% |
3,917,135
-806,556
| -17% | -$28.9M |
|
272
Yext
YEXT
$1.07B
| $139M | 0.03% |
7,203,554
+1,476,487
| +26% | +$28.6M |
|
273
Franco-Nevada
FNV
$38.6B
| $139M | 0.03% |
1,898,529
-377,290
| -17% | -$27.5M |
|
|
MB
274
DELISTED
MINDBODY, Inc. Class A Common Stock
MB
| $138M | 0.03% |
3,568,000
+168,000
| +5% | +$6.48M |
|
275
TopBuild
BLD
$11.7B
| $137M | 0.03% |
1,745,000
| – | – |
|