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 |
Coca-Cola
KO
|
+$1.76B |
| 2 |
KLA
KLAC
|
+$1.16B |
| 3 |
NBL
Noble Energy, Inc.
NBL
|
+$916M |
| 4 |
NOV
NOV
|
+$610M |
| 5 |
PepsiCo
PEP
|
+$609M |
Top Sells
| 1 |
Apple
AAPL
|
+$3.27B |
| 2 |
Gilead Sciences
GILD
|
+$1.29B |
| 3 |
Amazon
AMZN
|
+$1.1B |
| 4 |
Home Depot
HD
|
+$1B |
| 5 |
Wells Fargo
WFC
|
+$1B |
Sector Composition
| 1 | Industrials | 13.43% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 13.04% |
| 4 | Technology | 10.89% |
| 5 | Consumer Discretionary | 10.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Cleveland-Cliffs
CLF
$5.78B
| $123M | 0.03% |
11,865,358
-626,223
| -5% | -$6.5M |
|
277
Herbalife
HLF
$986M
| $123M | 0.03% |
5,616,752
-11,209,284
| -67% | -$245M |
|
278
Exxon Mobil
XOM
$478B
| $122M | 0.03% |
+1,300,000
| New | +$122M |
|
|
PACW
279
DELISTED
PacWest Bancorp
PACW
| $122M | 0.03% |
2,952,149
| – | – |
|
280
Xcel Energy
XEL
$43.4B
| $122M | 0.03% |
4,000,000
| – | – |
|
281
TotalEnergies
TTE
$133B
| $119M | 0.03% |
1,850,000
| – | – |
|
|
IOC
282
DELISTED
Interoil Corporation
IOC
| $118M | 0.03% |
2,172,359
+51,271
| +2% | +$2.78M |
|
283
Hasbro
HAS
$11B
| $117M | 0.03% |
+2,125,000
| New | +$117M |
|
284
W.R. Berkley
WRB
$28B
| $115M | 0.03% |
8,150,625
| – | – |
|
285
Arthur J. Gallagher & Co
AJG
$76.2B
| $113M | 0.03% |
2,500,000
| – | – |
|
286
Centene
CNC
$16.3B
| $110M | 0.03% |
5,340,000
| – | – |
|
287
Scotiabank
BNS
$78.7B
| $106M | 0.03% |
1,833,374
-156,461
| -8% | -$9.07M |
|
288
Hudbay
HBM
$5.35B
| $106M | 0.03% |
12,362,100
| – | – |
|
289
Moog
MOG.A
$6.27B
| $105M | 0.03% |
1,530,000
+92,000
| +6% | +$6.29M |
|
290
Innoviva
INVA
$1.22B
| $105M | 0.03% |
6,121,777
-1,169,123
| -16% | -$20M |
|
291
Macerich
MAC
$4.58B
| $103M | 0.03% |
1,620,000
| – | – |
|
292
Automatic Data Processing
ADP
$119B
| $101M | 0.03% |
1,383,885
-597,975
| -30% | -$43.6M |
|
|
KRFT
293
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
| $101M | 0.03% |
1,786,667
| – | – |
|
294
Camden Property Trust
CPT
$11.7B
| $98.1M | 0.03% |
1,432,100
| – | – |
|
|
ANDV
295
DELISTED
Andeavor
ANDV
| $97.9M | 0.03% |
1,605,000
| – | – |
|
296
D.R. Horton
DHI
$53B
| $97.4M | 0.03% |
4,745,000
| – | – |
|
297
Lennar Class A
LEN
$35.6B
| $95.5M | 0.03% |
2,583,329
| – | – |
|
298
Arcos Dorados Holdings
ARCO
$1.43B
| $95.1M | 0.03% |
16,349,958
| – | – |
|
299
Fifth Third Bancorp
FITB
$30.2B
| $95.1M | 0.03% |
4,750,000
-1,250,000
| -21% | -$25M |
|
300
Canadian Natural Resources
CNQ
$64.9B
| $95M | 0.03% |
5,057,595
| – | – |
|