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 | |
|---|---|---|---|---|---|---|
|
FLG
326
Flagstar Bank National Association
FLG
$5.84B
| $42.9M | 0.01% |
+1,021,667
| New | +$41.4M |
|
327
Nu Skin
NUS
$227M
| $42M | 0.01% |
+687,200
| New | +$38.1M |
|
|
TW
328
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
| $41M | 0.01% |
+500,000
| New | +$37.6M |
|
|
SI
329
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
| $40.5M | 0.01% |
+400,000
| New | +$42M |
|
330
Iridium Communications
IRDM
$5.17B
| $40.4M | 0.01% |
+5,210,000
| New | +$36.6M |
|
|
MKTG
331
DELISTED
RESPONSYS INC COM STK (CA)
MKTG
| $40.3M | 0.01% |
+2,815,000
| New | +$28.1M |
|
332
Moog Inc Class A
MOG.A
$13.1B
| $39.9M | 0.01% |
+775,000
| New | +$37.4M |
|
333
Graco
GGG
$13.6B
| $38.9M | 0.01% |
+1,845,000
| New | +$37.3M |
|
|
CIVI
334
DELISTED
Civitas Resources
CIVI
| $38.8M | 0.01% |
+9,813
| New | +$39.9M |
|
|
IRF
335
DELISTED
INTL RECTIFIER CORP
IRF
| $38.7M | 0.01% |
+1,846,000
| New | +$38.4M |
|
336
Protolabs
PRLB
$2.15B
| $38.6M | 0.01% |
+593,452
| New | +$31.9M |
|
|
ARNA
337
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $38.5M | 0.01% |
+500,000
| New | +$40.8M |
|
|
ARTC
338
DELISTED
ARTHROCARE CORP
ARTC
| $38.2M | 0.01% |
+1,105,000
| New | +$38M |
|
|
JAH
339
DELISTED
JARDEN CORPORATION
JAH
| $37.7M | 0.01% |
+1,293,750
| New | +$38.8M |
|
340
SPS Commerce
SPSC
$2.7B
| $37.6M | 0.01% |
+1,366,000
| New | +$33M |
|
|
TLM
341
DELISTED
TALISMAN ENERGY INC
TLM
| $37.1M | 0.01% |
+3,250,000
| New | +$37.7M |
|
|
LCC
342
DELISTED
US AIRWAYS GROUP INC.
LCC
| $36.7M | 0.01% |
+2,238,000
| New | +$37.9M |
|
|
CPN
343
DELISTED
Calpine Corporation
CPN
| $36.6M | 0.01% |
+1,725,000
| New | +$36.2M |
|
|
IOC
344
DELISTED
Interoil Corporation
IOC
| $36.4M | 0.01% |
+524,359
| New | +$40.9M |
|
345
Exponent
EXPO
$3.2B
| $36.4M | 0.01% |
+2,465,600
| New | +$33.8M |
|
|
FNSR
346
DELISTED
Finisar Corp
FNSR
| $35M | 0.01% |
+2,067,000
| New | +$28.1M |
|
347
CSX Corp
CSX
$93.5B
| $34.8M | 0.01% |
+4,500,000
| New | +$36.9M |
|
348
Innoviva
INVA
$1.49B
| $34.6M | 0.01% |
+1,113,177
| New | +$29.9M |
|
|
WCN
349
Waste Connections
WCN
$41.8B
| $34.6M | 0.01% |
+1,260,000
| New | +$32.3M |
|
|
PWE
350
DELISTED
Penn West Energy Petroleum Ltd
PWE
| $33.9M | 0.01% |
+3,215,800
| New | +$32.1M |
|
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.