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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Home Depot
HD
|
+$11.8B |
| 2 |
Amazon
AMZN
|
+$7.89B |
| 3 |
Merck
MRK
|
+$7.59B |
| 4 |
Boeing
BA
|
+$6.98B |
| 5 |
Microsoft
MSFT
|
+$6.31B |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 14.06% |
| 2 | Industrials | 13.77% |
| 3 | Healthcare | 13.64% |
| 4 | Consumer Discretionary | 11.18% |
| 5 | Energy | 10.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Gentex
GNTX
$5.04B
| $119M | 0.04% |
+10,309,134
| New | +$116M |
|
|
MJN
277
DELISTED
Mead Johnson Nutrition Company
MJN
| $118M | 0.04% |
+1,494,100
| New | +$120M |
|
|
DWRE
278
DELISTED
DEMANDWARE INC COM STK (DE)
DWRE
| $118M | 0.04% |
+2,777,000
| New | +$84.1M |
|
|
NIHD
279
DELISTED
NII HOLDINGS INC CL B
NIHD
| $116M | 0.04% |
+17,424,900
| New | +$125M |
|
280
CarMax
KMX
$8.24B
| $115M | 0.04% |
+2,500,000
| New | +$114M |
|
281
Adobe
ADBE
$107B
| $114M | 0.04% |
+2,500,000
| New | +$111M |
|
282
Cullen/Frost Bankers
CFR
$10.3B
| $114M | 0.04% |
+1,700,000
| New | +$107M |
|
|
APA.PRD
283
DELISTED
APACHE CORP DEP SHS REPSTG 1/20TH PFD CONV (DE)
APA.PRD
| $108M | 0.04% |
+2,265,000
| New | +$102M |
|
|
FNGN
284
DELISTED
Financial Engines, Inc.
FNGN
| $106M | 0.03% |
+2,335,000
| New | +$93.8M |
|
285
American Water Works
AWK
$26.9B
| $103M | 0.03% |
+2,500,000
| New | +$103M |
|
|
SEE
286
DELISTED
Sealed Air
SEE
| $99M | 0.03% |
+4,135,000
| New | +$95.5M |
|
287
W.R. Berkley
WRB
$26.2B
| $98.7M | 0.03% |
+8,150,625
| New | +$103M |
|
|
OPEN
288
DELISTED
OPENTABLE,INC COMMON STOCK
OPEN
| $95.6M | 0.03% |
+1,495,000
| New | +$93.2M |
|
289
Netflix
NFLX
$316B
| $95M | 0.03% |
+31,500,000
| New | +$93.7M |
|
|
LO
290
DELISTED
LORILLARD INC COM STK
LO
| $92.1M | 0.03% |
+2,108,900
| New | +$90.2M |
|
291
TotalEnergies
TTE
$196B
| $90.1M | 0.03% |
+1,171,930,172,298
| New | +$117M |
|
292
Grupo Cibest SA
CIB
$23.3B
| $87M | 0.03% |
+1,540,400
| New | +$95.9M |
|
293
Vodafone
VOD
$36.5B
| $81.3M | 0.03% |
+2,776,230
| New | +$82.8M |
|
294
AstraZeneca
AZN
$251B
| $79M | 0.03% |
+1,670,000
| New | +$85M |
|
295
Danaher
DHR
$146B
| $77.2M | 0.03% |
+1,815,155
| New | +$75.2M |
|
296
APA Corp
APA
$14.2B
| $73.4M | 0.02% |
+875,000
| New | +$69.5M |
|
297
IDEX
IEX
$17.3B
| $70.6M | 0.02% |
+1,311,700
| New | +$69.9M |
|
298
Sturm, Ruger & Co
RGR
$596M
| $70.3M | 0.02% |
+1,464,392
| New | +$72.2M |
|
299
East-West Bancorp
EWBC
$18.2B
| $70.3M | 0.02% |
+2,555,000
| New | +$65M |
|
|
STSA
300
DELISTED
STERLING FINL CORP (WA) COM NEW
STSA
| $69.3M | 0.02% |
+2,912,760
| New | +$64.3M |
|
Similar funds
Capital World Investors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Capital World Investors, which disclosed 463 positions worth $308B. Its ten largest holdings account for 23% of the portfolio.
Its largest position is Home Depot: 157,251,030 shares worth $12.2B.
By sector, the portfolio is most concentrated in Financials at 14% of assets, followed by Industrials and Healthcare.
- Capital World Investors's largest Q2 2013 buy was Home Depot: 157,251,030 shares worth $12.2B.
- Capital World Investors's ten largest holdings make up 23% of its $308B portfolio in Q2 2013.
- Capital World Investors disclosed 463 positions in Q2 2013, its first 13F filing on record.
Based on Capital World Investors's 13F filing for Q2 2013, filed 14 Aug 2013.