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 |
Kraft Heinz
KHC
|
+$2.06B |
| 2 |
RAI
Reynolds American Inc
RAI
|
+$1.52B |
| 3 |
Intel
INTC
|
+$981M |
| 4 |
Intuit
INTU
|
+$862M |
| 5 |
Coca-Cola Europacific Partners
CCEP
|
+$808M |
Top Sells
| 1 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
+$1.95B |
| 2 |
Cisco
CSCO
|
+$1.03B |
| 3 |
PepsiCo
PEP
|
+$988M |
| 4 |
Walt Disney
DIS
|
+$861M |
| 5 |
American Express
AXP
|
+$779M |
Sector Composition
| 1 | Healthcare | 14.38% |
| 2 | Financials | 13.71% |
| 3 | Industrials | 12.2% |
| 4 | Technology | 11.83% |
| 5 | Consumer Discretionary | 11.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Kimco Realty
KIM
$15.2B
| $98M | 0.03% |
4,010,000
| – | – |
|
277
Automatic Data Processing
ADP
$119B
| $97.6M | 0.03% |
1,215,000
| – | – |
|
278
TopBuild
BLD
$11.7B
| $96.9M | 0.03% |
+3,130,169
| New | +$96.9M |
|
|
ZLTQ
279
DELISTED
ZELTIQ Aesthetics, Inc.
ZLTQ
| $96.2M | 0.03% |
3,002,044
| – | – |
|
280
Pultegroup
PHM
$27B
| $94.4M | 0.03% |
5,000,000
| – | – |
|
281
Fifth Third Bancorp
FITB
$30.2B
| $94.2M | 0.03% |
4,980,000
-270,000
| -5% | -$5.11M |
|
282
Apollo Global Management
APO
$79B
| $94.1M | 0.03% |
5,479,700
| – | – |
|
|
BPY
283
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $93M | 0.03% |
4,335,000
| – | – |
|
|
CBPO
284
DELISTED
China Biologic Products Holdings, Inc.
CBPO
| $92.5M | 0.03% |
1,030,000
+11,000
| +1% | +$988K |
|
|
SWNC
285
DELISTED
Southwestern Energy Company
SWNC
| $91.6M | 0.03% |
2,947,710
+446,010
| +18% | +$13.9M |
|
|
HTWR
286
DELISTED
HEARTWARE INTERNATIONAL INC COM STK (DE)
HTWR
| $89.1M | 0.03% |
1,702,799
+202,107
| +13% | +$10.6M |
|
287
Revvity
RVTY
$9.62B
| $87.8M | 0.03% |
1,910,000
-4,948,126
| -72% | -$227M |
|
288
AbbVie
ABBV
$386B
| $87.1M | 0.03% |
1,600,000
-1,520,000
| -49% | -$82.7M |
|
289
Novartis
NVS
$240B
| $85.9M | 0.03% |
1,042,344
| – | – |
|
290
Southwest Airlines
LUV
$16.6B
| $85.6M | 0.03% |
2,250,000
-2,581,578
| -53% | -$98.2M |
|
|
AA.PRB
291
DELISTED
Alcoa Inc.
AA.PRB
| $83.5M | 0.02% |
2,500,000
| – | – |
|
|
CIE
292
DELISTED
Cobalt International Energy, Inc
CIE
| $83.5M | 0.02% |
785,985
-625,492
| -44% | -$66.4M |
|
293
Moog
MOG.A
$6.27B
| $82.7M | 0.02% |
1,530,000
| – | – |
|
294
Simon Property Group
SPG
$59.6B
| $82.7M | 0.02% |
450,000
| – | – |
|
295
Adobe
ADBE
$148B
| $82.2M | 0.02% |
1,000,000
| – | – |
|
|
NUAN
296
DELISTED
Nuance Communications, Inc.
NUAN
| $81.9M | 0.02% |
5,775,000
| – | – |
|
297
CNX Resources
CNX
$4.25B
| $76.8M | 0.02% |
9,402,000
| – | – |
|
|
VRN
298
DELISTED
Veren
VRN
| $75.5M | 0.02% |
6,601,028
-6,934,843
| -51% | -$79.4M |
|
299
Globant
GLOB
$2.47B
| $75.5M | 0.02% |
2,467,480
+279,860
| +13% | +$8.56M |
|
|
SIVB
300
DELISTED
SVB Financial Group
SIVB
| $75.4M | 0.02% |
652,500
| – | – |
|