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 |
Linde
LIN
|
+$2.81B |
| 2 |
Cigna
CI
|
+$2.16B |
| 3 |
Pfizer
PFE
|
+$1.76B |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.24B |
| 5 |
PNC Financial Services
PNC
|
+$1.14B |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
+$1.53B |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
+$1.5B |
| 3 |
Wells Fargo
WFC
|
+$1.42B |
| 4 |
Amazon
AMZN
|
+$1.15B |
| 5 |
Philip Morris
PM
|
+$745M |
Sector Composition
| 1 | Technology | 17.17% |
| 2 | Healthcare | 14.99% |
| 3 | Financials | 14.74% |
| 4 | Consumer Discretionary | 12.54% |
| 5 | Communication Services | 7.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
TFCFA
276
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $109M | 0.03% |
2,275,448
-3,079
| -0.1% | -$148K |
|
277
Republic Services
RSG
$71.3B
| $108M | 0.03% |
1,500,000
| – | – |
|
278
British American Tobacco
BTI
$123B
| $107M | 0.03% |
3,360,151
-552,004
| -14% | -$17.6M |
|
279
Newmont
NEM
$87.1B
| $107M | 0.03% |
3,082,000
+151,000
| +5% | +$5.23M |
|
280
Viper Energy
VNOM
$6.51B
| $104M | 0.03% |
4,009,489
+52,000
| +1% | +$1.35M |
|
281
BioMarin Pharmaceuticals
BMRN
$10.4B
| $104M | 0.03% |
1,218,027
-1,243,814
| -51% | -$106M |
|
282
Newell Brands
NWL
$2.48B
| $103M | 0.03% |
5,556,082
-6,603,686
| -54% | -$123M |
|
283
Sun Communities
SUI
$16.3B
| $102M | 0.03% |
+1,000,000
| New | +$102M |
|
284
Pampa Energía
PAM
$3.23B
| $100M | 0.03% |
3,150,223
-476,668
| -13% | -$15.2M |
|
|
UMPQ
285
DELISTED
Umpqua Holdings Corp
UMPQ
| $98.2M | 0.03% |
6,178,741
-6,564,759
| -52% | -$104M |
|
286
ATI
ATI
$10.5B
| $98M | 0.03% |
4,502,000
+621,000
| +16% | +$13.5M |
|
287
Yext
YEXT
$1.07B
| $95.2M | 0.03% |
6,407,874
+647,446
| +11% | +$9.61M |
|
288
Zurn Elkay Water Solutions
ZWS
$7.82B
| $94.1M | 0.03% |
8,511,600
+207,600
| +3% | +$2.3M |
|
289
Cisco
CSCO
$263B
| $93.7M | 0.03% |
2,163,000
-395,000
| -15% | -$17.1M |
|
290
WIX.com
WIX
$9.56B
| $93.6M | 0.03% |
1,036,000
| – | – |
|
291
NovoCure
NVCR
$1.36B
| $93.5M | 0.03% |
2,793,811
+528,500
| +23% | +$17.7M |
|
292
NVIDIA
NVDA
$4.33T
| $92.4M | 0.03% |
27,679,400
+5,879,400
| +27% | +$19.6M |
|
293
Kosmos Energy
KOS
$799M
| $90.5M | 0.02% |
22,231,530
-115,168
| -0.5% | -$469K |
|
294
Bank of N.T. Butterfield & Son
NTB
$1.89B
| $90.4M | 0.02% |
2,882,958
+1,447,958
| +101% | +$45.4M |
|
|
RWT
295
Redwood Trust
RWT
$804M
| $88.7M | 0.02% |
5,883,159
| – | – |
|
|
SJR
296
DELISTED
Shaw Communications Inc.
SJR
| $88.1M | 0.02% |
+4,865,000
| New | +$88.1M |
|
297
Steel Dynamics
STLD
$19.2B
| $83.6M | 0.02% |
2,782,000
| – | – |
|
298
Simply Good Foods
SMPL
$2.73B
| $83.5M | 0.02% |
4,420,000
| – | – |
|
299
Iridium Communications
IRDM
$1.89B
| $83M | 0.02% |
4,499,868
| – | – |
|
|
XEC
300
DELISTED
CIMAREX ENERGY CO
XEC
| $82.3M | 0.02% |
1,335,000
| – | – |
|