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 |
Pfizer
PFE
|
+$2.08B |
| 2 |
CSX Corp
CSX
|
+$2.02B |
| 3 |
Micron Technology
MU
|
+$1.14B |
| 4 |
AbbVie
ABBV
|
+$1.03B |
| 5 |
Amgen
AMGN
|
+$953M |
Top Sells
| 1 |
Amazon
AMZN
|
+$9.28B |
| 2 |
Microsoft
MSFT
|
+$7.62B |
| 3 |
Wells Fargo
WFC
|
+$5.75B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.85B |
| 5 |
Intel
INTC
|
+$3.74B |
Sector Composition
| 1 | Technology | 17.1% |
| 2 | Financials | 14.75% |
| 3 | Healthcare | 13.91% |
| 4 | Consumer Discretionary | 13% |
| 5 | Energy | 8.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Royal Bank of Canada
RY
$203B
| $136M | 0.03% |
+1,695,000
| New | +$136M |
|
277
Charles Schwab
SCHW
$170B
| $133M | 0.03% |
2,710,300
+1,420,300
| +110% | +$69.8M |
|
278
PayPal
PYPL
$63.9B
| $133M | 0.03% |
1,510,380
+2,051
| +0.1% | +$180K |
|
|
CSFL
279
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $133M | 0.03% |
4,729,014
-1,816,181
| -28% | -$50.9M |
|
|
XOG
280
DELISTED
Extraction Oil & Gas, Inc. Common Stock
XOG
| $132M | 0.03% |
11,649,000
-1,471,000
| -11% | -$16.6M |
|
281
Morgan Stanley
MS
$250B
| $131M | 0.03% |
2,814,635
+3,874
| +0.1% | +$180K |
|
282
Vornado Realty Trust
VNO
$8.25B
| $131M | 0.03% |
1,795,000
| – | – |
|
283
Ollie's Bargain Outlet
OLLI
$8.06B
| $127M | 0.03% |
1,317,892
+502,892
| +62% | +$48.3M |
|
284
Steel Dynamics
STLD
$19.2B
| $126M | 0.03% |
2,782,000
| – | – |
|
285
Cisco
CSCO
$263B
| $124M | 0.03% |
2,558,000
+2,013,000
| +369% | +$97.9M |
|
|
XEC
286
DELISTED
CIMAREX ENERGY CO
XEC
| $124M | 0.03% |
1,335,000
-879,000
| -40% | -$81.7M |
|
287
WIX.com
WIX
$9.56B
| $124M | 0.03% |
1,036,000
| – | – |
|
288
Zurn Elkay Water Solutions
ZWS
$7.82B
| $123M | 0.03% |
8,304,000
-892,680
| -10% | -$13.2M |
|
|
HOME
289
DELISTED
At Home Group Inc.
HOME
| $122M | 0.03% |
3,878,873
| – | – |
|
290
Equifax
EFX
$31.6B
| $122M | 0.03% |
932,352
+916,352
| +5,727% | +$120M |
|
291
DocuSign
DOCU
$16.1B
| $121M | 0.03% |
2,365,754
-1,631,484
| -41% | -$83.8M |
|
292
NovoCure
NVCR
$1.36B
| $119M | 0.03% |
2,265,311
+386,600
| +21% | +$20.3M |
|
293
Credicorp
BAP
$21.1B
| $118M | 0.03% |
527,827
+13,572
| +3% | +$3.03M |
|
294
NetEase
NTES
$96.8B
| $117M | 0.03% |
+2,571,500
| New | +$117M |
|
295
Western Digital
WDC
$33.9B
| $117M | 0.03% |
2,646,000
-14,060,241
| -84% | -$622M |
|
|
CBPX
296
DELISTED
CONTINENTAL BUILDING PRODUCTS, INC.
CBPX
| $116M | 0.03% |
3,080,700
| – | – |
|
297
Hormel Foods
HRL
$13.8B
| $116M | 0.03% |
2,932,448
-8,167,789
| -74% | -$322M |
|
298
ATI
ATI
$10.5B
| $115M | 0.03% |
3,881,000
+554,500
| +17% | +$16.4M |
|
299
Pampa Energía
PAM
$3.23B
| $113M | 0.03% |
3,626,891
-290,244
| -7% | -$9.01M |
|
|
TLRD
300
DELISTED
Tailored Brands, Inc.
TLRD
| $112M | 0.03% |
4,456,850
+968,000
| +28% | +$24.4M |
|