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 |
Microsoft
MSFT
|
+$1.97B |
| 2 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$1.64B |
| 3 |
CHK
Chesapeake Energy Corporation
CHK
|
+$806M |
| 4 |
PepsiCo
PEP
|
+$729M |
| 5 |
Wells Fargo
WFC
|
+$577M |
Top Sells
| 1 |
Intuitive Surgical
ISRG
|
+$793M |
| 2 |
Home Depot
HD
|
+$647M |
| 3 |
TSMC
TSM
|
+$588M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$504M |
| 5 |
Johnson Controls International
JCI
|
+$468M |
Sector Composition
| 1 | Industrials | 13.92% |
| 2 | Financials | 13.56% |
| 3 | Healthcare | 13.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Energy | 10.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Alnylam Pharmaceuticals
ALNY
$60.5B
| $77.6M | 0.02% |
1,213,000
-487,000
| -29% | -$31.2M |
|
|
RTN
302
DELISTED
Raytheon Company
RTN
| $77.1M | 0.02% |
1,000,000
| – | – |
|
303
YPF
YPF
$10.5B
| $74.7M | 0.02% |
3,710,000
| – | – |
|
304
Novartis
NVS
$239B
| $71.6M | 0.02% |
1,042,344
+209,808
| +25% | +$14.4M |
|
|
RWT
305
Redwood Trust
RWT
$792M
| $70.7M | 0.02% |
3,589,888
| – | – |
|
|
SIRO
306
DELISTED
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
| $70.5M | 0.02% |
1,053,000
+75,000
| +8% | +$5.02M |
|
|
COV
307
DELISTED
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
| $70.3M | 0.02% |
+1,153,000
| New | +$70.3M |
|
308
Phillips 66
PSX
$53B
| $69.4M | 0.02% |
1,200,000
-7,050,000
| -85% | -$408M |
|
309
Capitol Federal Financial
CFFN
$840M
| $65.8M | 0.02% |
5,294,700
| – | – |
|
310
Hudbay
HBM
$5.49B
| $65.5M | 0.02% |
8,000,000
| – | – |
|
311
DaVita
DVA
$9.36B
| $65.1M | 0.02% |
1,144,000
+80,000
| +8% | +$4.55M |
|
312
Northwest Bancshares
NWBI
$1.82B
| $64.1M | 0.02% |
4,850,000
| – | – |
|
|
KMI.WS
313
DELISTED
Kinder Morgan Inc
KMI.WS
| $64M | 0.02% |
12,883,000
-35,756,295
| -74% | -$178M |
|
314
Moog
MOG.A
$6.24B
| $64M | 0.02% |
1,090,000
+315,000
| +41% | +$18.5M |
|
|
MCRS
315
DELISTED
MICROS SYSTEMS INC
MCRS
| $61.7M | 0.02% |
1,235,000
| – | – |
|
|
KSU
316
DELISTED
Kansas City Southern
KSU
| $61.1M | 0.02% |
559,000
| – | – |
|
317
Autodesk
ADSK
$68.4B
| $60.3M | 0.02% |
1,465,000
-5,329,201
| -78% | -$219M |
|
318
Tile Shop Holdings
TTSH
$275M
| $59.7M | 0.02% |
2,025,000
+70,000
| +4% | +$2.06M |
|
|
GHL
319
DELISTED
Greenhill & Co., Inc.
GHL
| $58.2M | 0.02% |
1,167,000
| – | – |
|
320
AptarGroup
ATR
$8.88B
| $56.7M | 0.02% |
942,591
-25,000
| -3% | -$1.5M |
|
|
SIVB
321
DELISTED
SVB Financial Group
SIVB
| $56.4M | 0.02% |
652,500
| – | – |
|
322
Innoviva
INVA
$1.23B
| $56.2M | 0.02% |
1,706,889
+593,712
| +53% | +$19.6M |
|
323
News Corp Class A
NWSA
$16.8B
| $56.2M | 0.02% |
+3,500,000
| New | +$56.2M |
|
|
WY.PRA
324
DELISTED
WEYERHAEUSER COMP PREF CONV SER A (WA)
WY.PRA
| $56.2M | 0.02% |
+1,060,000
| New | +$56.2M |
|
325
Haemonetics
HAE
$2.48B
| $55.2M | 0.02% |
+1,383,274
| New | +$55.2M |
|