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 |
Cisco
CSCO
|
+$2.34B |
| 2 |
Apple
AAPL
|
+$1.94B |
| 3 |
JPMorgan Chase
JPM
|
+$1.44B |
| 4 |
Comcast
CMCSA
|
+$1.25B |
| 5 |
Microsoft
MSFT
|
+$1.2B |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
+$1.46B |
| 2 |
Citigroup
C
|
+$1.37B |
| 3 |
Home Depot
HD
|
+$1.25B |
| 4 |
PepsiCo
PEP
|
+$1.19B |
| 5 |
Gilead Sciences
GILD
|
+$1.09B |
Sector Composition
| 1 | Industrials | 14.32% |
| 2 | Financials | 13.53% |
| 3 | Healthcare | 12.74% |
| 4 | Consumer Discretionary | 10.86% |
| 5 | Technology | 10.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Novartis
NVS
$240B
| $79.4M | 0.02% |
1,042,344
| – | – |
|
302
Trimble
TRMB
$19.2B
| $77.7M | 0.02% |
+2,000,000
| New | +$77.7M |
|
303
BioMarin Pharmaceuticals
BMRN
$10.4B
| $76.4M | 0.02% |
1,120,000
-350,000
| -24% | -$23.9M |
|
304
IDEX
IEX
$12.1B
| $75.9M | 0.02% |
1,040,700
-260,000
| -20% | -$19M |
|
|
DBD
305
DELISTED
Diebold Nixdorf Incorporated
DBD
| $74.6M | 0.02% |
+1,869,328
| New | +$74.6M |
|
|
RWT
306
Redwood Trust
RWT
$804M
| $72.8M | 0.02% |
3,589,888
| – | – |
|
307
Progressive
PGR
$146B
| $71.4M | 0.02% |
2,950,000
-3,130,000
| -51% | -$75.8M |
|
308
Northwest Bancshares
NWBI
$1.83B
| $70.8M | 0.02% |
4,850,000
| – | – |
|
|
HSP
309
DELISTED
HOSPIRA INC
HSP
| $69.2M | 0.02% |
+1,600,000
| New | +$69.2M |
|
|
GMCR
310
DELISTED
KEURIG GREEN MTN INC
GMCR
| $68.6M | 0.02% |
+650,000
| New | +$68.6M |
|
311
Murphy USA
MUSA
$7.53B
| $68.5M | 0.02% |
1,688,000
-685,000
| -29% | -$27.8M |
|
312
BHP
BHP
$137B
| $67.8M | 0.02% |
+1,182,655
| New | +$67.8M |
|
313
Diamondback Energy
FANG
$39.6B
| $66.1M | 0.02% |
982,000
+82,000
| +9% | +$5.52M |
|
|
NBIS
314
Nebius Group N.V. Class A Ordinary Shares
NBIS
$21.6B
| $66.1M | 0.02% |
2,188,600
+583,000
| +36% | +$17.6M |
|
315
Adobe
ADBE
$148B
| $65.7M | 0.02% |
+1,000,000
| New | +$65.7M |
|
|
GHL
316
DELISTED
Greenhill & Co., Inc.
GHL
| $65.7M | 0.02% |
1,263,500
| – | – |
|
317
AstraZeneca
AZN
$247B
| $65.5M | 0.02% |
2,020,000
-1,320,000
| -40% | -$42.8M |
|
318
Chart Industries
GTLS
$8.95B
| $64.6M | 0.02% |
811,669
-93,500
| -10% | -$7.44M |
|
319
IQVIA
IQV
$31.8B
| $60.9M | 0.02% |
+1,200,000
| New | +$60.9M |
|
|
MCRS
320
DELISTED
MICROS SYSTEMS INC
MCRS
| $60.8M | 0.02% |
1,149,000
-86,000
| -7% | -$4.55M |
|
321
T Rowe Price
TROW
$23.2B
| $59.3M | 0.02% |
720,000
| – | – |
|
322
Mativ Holdings
MATV
$674M
| $59M | 0.02% |
1,385,618
-1,029,400
| -43% | -$43.8M |
|
|
XOOM
323
DELISTED
XOOM CORP COM
XOOM
| $58.8M | 0.02% |
+3,013,000
| New | +$58.8M |
|
324
Oracle
ORCL
$830B
| $58.3M | 0.02% |
1,425,000
| – | – |
|
325
Alnylam Pharmaceuticals
ALNY
$61.1B
| $58.1M | 0.02% |
864,700
-190,000
| -18% | -$12.8M |
|