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 |
Cisco
CSCO
|
+$2.34B |
| 2 |
Apple
AAPL
|
+$1.94B |
| 3 |
JPMorgan Chase
JPM
|
+$1.44B |
| 4 |
Comcast
CMCSA
|
+$1.25B |
| 5 |
Microsoft
MSFT
|
+$1.2B |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
+$1.46B |
| 2 |
Citigroup
C
|
+$1.37B |
| 3 |
Home Depot
HD
|
+$1.25B |
| 4 |
PepsiCo
PEP
|
+$1.19B |
| 5 |
Gilead Sciences
GILD
|
+$1.09B |
Sector Composition
| 1 | Industrials | 14.32% |
| 2 | Financials | 13.53% |
| 3 | Healthcare | 12.74% |
| 4 | Consumer Discretionary | 10.86% |
| 5 | Technology | 10.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Plains GP Holdings
PAGP
$3.7B
| $102M | 0.03% |
+1,369,256
| New | +$102M |
|
277
Macerich
MAC
$4.58B
| $101M | 0.03% |
1,620,000
| – | – |
|
278
W.R. Berkley
WRB
$28B
| $101M | 0.03% |
8,150,625
| – | – |
|
279
United Parcel Service
UPS
$71.5B
| $99.8M | 0.03% |
1,025,000
-1,145,000
| -53% | -$112M |
|
280
Lennar Class A
LEN
$35.6B
| $97.4M | 0.03% |
2,583,329
+1,933,032
| +297% | +$72.9M |
|
|
COV
281
DELISTED
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
| $96.9M | 0.03% |
1,315,000
| – | – |
|
282
Hudbay
HBM
$5.35B
| $96.5M | 0.03% |
12,362,100
| – | – |
|
283
Camden Property Trust
CPT
$11.7B
| $96.4M | 0.03% |
+1,432,100
| New | +$96.4M |
|
284
Pultegroup
PHM
$27B
| $96M | 0.03% |
+5,000,000
| New | +$96M |
|
285
Canadian Natural Resources
CNQ
$64.9B
| $93.7M | 0.03% |
5,057,595
-30,446,929
| -86% | -$564M |
|
286
Vital Energy
VTLE
$635M
| $92.4M | 0.03% |
178,606
+14,641
| +9% | +$7.57M |
|
287
Moog
MOG.A
$6.27B
| $92M | 0.03% |
1,405,000
+295,000
| +27% | +$19.3M |
|
288
Danaher
DHR
$136B
| $91.5M | 0.03% |
1,815,155
| – | – |
|
289
East-West Bancorp
EWBC
$15.1B
| $90.7M | 0.03% |
2,485,000
| – | – |
|
|
RAI
290
DELISTED
Reynolds American Inc
RAI
| $89.2M | 0.03% |
+3,340,000
| New | +$89.2M |
|
291
Alexandria Real Estate Equities
ARE
$14.5B
| $88.9M | 0.03% |
+1,224,800
| New | +$88.9M |
|
292
CarMax
KMX
$8.97B
| $86.6M | 0.02% |
1,850,000
-650,000
| -26% | -$30.4M |
|
293
Grupo Cibest S.A. American Depositary Shares (each representing four (4) Preferred Shares)
CIB
$12.5B
| $86.4M | 0.02% |
1,530,000
-10,400
| -0.7% | -$587K |
|
|
NUAN
294
DELISTED
Nuance Communications, Inc.
NUAN
| $85.9M | 0.02% |
+5,775,000
| New | +$85.9M |
|
|
GEVA
295
DELISTED
SYNAGEVA BIOPHARMA CORP COM STK (DE)
GEVA
| $85.3M | 0.02% |
1,028,398
+483,698
| +89% | +$40.1M |
|
296
Quest Diagnostics
DGX
$20.5B
| $84.9M | 0.02% |
1,465,695
-5,250,000
| -78% | -$304M |
|
|
SIVB
297
DELISTED
SVB Financial Group
SIVB
| $84M | 0.02% |
652,500
| – | – |
|
|
QUOT
298
DELISTED
Quotient Technology Inc
QUOT
| $83.7M | 0.02% |
+3,887,996
| New | +$83.7M |
|
299
Centene
CNC
$16.3B
| $83.1M | 0.02% |
5,340,000
+4,428,000
| +486% | +$68.9M |
|
|
RDS.A
300
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $82.6M | 0.02% |
1,130,000
| – | – |
|