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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Home Depot
HD
|
+$11.8B |
| 2 |
Amazon
AMZN
|
+$7.89B |
| 3 |
Merck
MRK
|
+$7.59B |
| 4 |
Boeing
BA
|
+$6.98B |
| 5 |
Microsoft
MSFT
|
+$6.31B |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 14.06% |
| 2 | Industrials | 13.77% |
| 3 | Healthcare | 13.64% |
| 4 | Consumer Discretionary | 11.18% |
| 5 | Energy | 10.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
RTN
301
DELISTED
Raytheon Company
RTN
| $66.1M | 0.02% |
+1,000,000
| New | +$63.2M |
|
302
Northwest Bancshares
NWBI
$2.28B
| $65.5M | 0.02% |
+4,850,000
| New | +$60.7M |
|
|
SIRO
303
DELISTED
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
| $64.4M | 0.02% |
+978,000
| New | +$69M |
|
304
Capitol Federal Financial
CFFN
$1.09B
| $64.3M | 0.02% |
+5,294,700
| New | +$63.1M |
|
305
DaVita
DVA
$11.9B
| $64.3M | 0.02% |
+1,064,000
| New | +$66.4M |
|
|
ESC
306
DELISTED
EMERITUS CORP
ESC
| $63.3M | 0.02% |
+2,729,700
| New | +$69.4M |
|
|
RWT
307
Redwood Trust
RWT
$579M
| $61M | 0.02% |
+3,589,888
| New | +$74.1M |
|
|
KSU
308
DELISTED
Kansas City Southern
KSU
| $59.2M | 0.02% |
+559,000
| New | +$60.8M |
|
309
Factset
FDS
$9.96B
| $58.1M | 0.02% |
+570,000
| New | +$54.7M |
|
|
TTSH
310
DELISTED
Tile Shop Holdings
TTSH
| $56.6M | 0.02% |
+1,955,000
| New | +$49.5M |
|
311
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$20.4B
| $54.8M | 0.02% |
+3,710,000
| New | +$51.5M |
|
|
SIVB
312
DELISTED
SVB Financial Group
SIVB
| $54.4M | 0.02% |
+652,500
| New | +$47.7M |
|
|
HCC
313
DELISTED
HCC INSURANCES HOLDINGS INC
HCC
| $54.2M | 0.02% |
+1,257,000
| New | +$53.4M |
|
314
AptarGroup
ATR
$8.56B
| $53.4M | 0.02% |
+967,591
| New | +$54.4M |
|
|
GHL
315
DELISTED
Greenhill & Co., Inc.
GHL
| $53.4M | 0.02% |
+1,167,000
| New | +$56.4M |
|
|
MCRS
316
DELISTED
MICROS SYSTEMS INC
MCRS
| $53.3M | 0.02% |
+1,235,000
| New | +$53.4M |
|
317
Hudbay
HBM
$12.2B
| $52.9M | 0.02% |
+8,000,000
| New | +$63.8M |
|
318
Novartis
NVS
$298B
| $52.8M | 0.02% |
+832,536
| New | +$54.2M |
|
319
Alnylam Pharmaceuticals
ALNY
$29.6B
| $52.7M | 0.02% |
+1,700,000
| New | +$45.2M |
|
320
T. Rowe Price
TROW
$24.4B
| $52.7M | 0.02% |
+720,000
| New | +$53.8M |
|
321
Revvity
RVTY
$12.9B
| $49.6M | 0.02% |
+1,525,000
| New | +$49.9M |
|
|
CPWR
322
DELISTED
COMPUWARE CORP
CPWR
| $49M | 0.02% |
+4,926,711
| New | +$53.7M |
|
323
Trustmark
TRMK
$2.76B
| $46M | 0.01% |
+1,870,381
| New | +$46.1M |
|
324
Guidewire Software
GWRE
$14.4B
| $44.2M | 0.01% |
+1,050,000
| New | +$42M |
|
|
SPR
325
DELISTED
Spirit AeroSystems
SPR
| $43M | 0.01% |
+2,003,600
| New | +$41.4M |
|
Similar funds
Capital World Investors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Capital World Investors, which disclosed 463 positions worth $308B. Its ten largest holdings account for 23% of the portfolio.
Its largest position is Home Depot: 157,251,030 shares worth $12.2B.
By sector, the portfolio is most concentrated in Financials at 14% of assets, followed by Industrials and Healthcare.
- Capital World Investors's largest Q2 2013 buy was Home Depot: 157,251,030 shares worth $12.2B.
- Capital World Investors's ten largest holdings make up 23% of its $308B portfolio in Q2 2013.
- Capital World Investors disclosed 463 positions in Q2 2013, its first 13F filing on record.
Based on Capital World Investors's 13F filing for Q2 2013, filed 14 Aug 2013.