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 | |
|---|---|---|---|---|---|---|
301
Ultragenyx Pharmaceutical
RARE
$2.92B
| $112M | 0.03% |
1,461,390
+630,088
| +76% | +$48.1M |
|
|
WFT
302
DELISTED
Weatherford International plc
WFT
| $111M | 0.03% |
40,940,000
-46,073,839
| -53% | -$125M |
|
303
Petrobras Class A
PBR.A
$75.2B
| $110M | 0.03% |
+10,536,100
| New | +$110M |
|
304
Wynn Resorts
WYNN
$12.6B
| $110M | 0.03% |
862,000
-2,518,323
| -74% | -$320M |
|
305
Ferrari
RACE
$85.1B
| $109M | 0.03% |
793,561
+78,721
| +11% | +$10.8M |
|
306
Republic Services
RSG
$71.3B
| $109M | 0.03% |
1,500,000
| – | – |
|
307
Eli Lilly
LLY
$677B
| $109M | 0.03% |
1,013,300
+648,300
| +178% | +$69.6M |
|
|
TFCFA
308
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $106M | 0.03% |
2,278,527
-18,377,892
| -89% | -$851M |
|
309
Waste Connections
WCN
$45.3B
| $105M | 0.03% |
1,314,000
+474,000
| +56% | +$37.8M |
|
310
Kinder Morgan
KMI
$61.3B
| $104M | 0.03% |
+5,864,000
| New | +$104M |
|
|
DPLO
311
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
| $103M | 0.03% |
5,296,133
-2,921,991
| -36% | -$56.7M |
|
312
Iridium Communications
IRDM
$1.89B
| $101M | 0.02% |
4,499,868
-3,802,652
| -46% | -$85.6M |
|
|
TLND
313
DELISTED
Talend S.A. American Depositary Shares
TLND
| $100M | 0.02% |
1,434,355
-729,700
| -34% | -$50.9M |
|
314
Kirby Corp
KEX
$4.8B
| $99.7M | 0.02% |
1,212,000
-983,000
| -45% | -$80.9M |
|
315
Fomento Económico Mexicano
FMX
$32B
| $98.3M | 0.02% |
993,346
+154,946
| +18% | +$15.3M |
|
|
EMWP
316
DELISTED
Eros Media World PLC
EMWP
| $96.3M | 0.02% |
+399,737
| New | +$96.3M |
|
|
RWT
317
Redwood Trust
RWT
$804M
| $95.5M | 0.02% |
5,883,159
-2,123,558
| -27% | -$34.5M |
|
|
ACIA
318
DELISTED
Acacia Communications, Inc. Common Stock
ACIA
| $95.1M | 0.02% |
2,299,000
| – | – |
|
|
RTN
319
DELISTED
Raytheon Company
RTN
| $94.7M | 0.02% |
458,025
| – | – |
|
320
Lennar Class A
LEN
$35.6B
| $94M | 0.02% |
2,079,902
+986,515
| +90% | +$44.6M |
|
|
ADAP
321
Adaptimmune Therapeutics
ADAP
$14.8M
| $92.1M | 0.02% |
6,792,700
-394,000
| -5% | -$5.34M |
|
322
Newmont
NEM
$87.1B
| $88.5M | 0.02% |
2,931,000
-865,000
| -23% | -$26.1M |
|
323
Pool Corp
POOL
$12.2B
| $88.3M | 0.02% |
529,000
-147,000
| -22% | -$24.5M |
|
324
Trupanion
TRUP
$1.87B
| $86.1M | 0.02% |
2,410,200
| – | – |
|
325
Simply Good Foods
SMPL
$2.73B
| $86M | 0.02% |
4,420,000
| – | – |
|