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 |
Coca-Cola
KO
|
+$1.83B |
| 2 |
POT
Potash Corp Of Saskatchewan
POT
|
+$1.15B |
| 3 |
Microsoft
MSFT
|
+$1.1B |
| 4 |
Procter & Gamble
PG
|
+$986M |
| 5 |
Weatherford International
WFRD
|
+$848M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$3.84B |
| 2 |
Union Pacific
UNP
|
+$1.26B |
| 3 |
Kimberly-Clark
KMB
|
+$1.11B |
| 4 |
DuPont de Nemours
DD
|
+$869M |
| 5 |
Home Depot
HD
|
+$682M |
Sector Composition
| 1 | Industrials | 13.81% |
| 2 | Financials | 13.33% |
| 3 | Healthcare | 12.6% |
| 4 | Technology | 10.74% |
| 5 | Energy | 10.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
BHP
BHP
$137B
| $68.5M | 0.02% |
1,182,655
| – | – |
|
327
Spirit AeroSystems
SPR
$4.54B
| $67.5M | 0.02% |
2,003,600
| – | – |
|
328
Theravance Biopharma
TBPH
$706M
| $66.5M | 0.02% |
+2,085,256
| New | +$66.5M |
|
|
BID
329
DELISTED
Sotheby's
BID
| $65.9M | 0.02% |
1,570,000
+650,000
| +71% | +$27.3M |
|
330
Northwest Bancshares
NWBI
$1.8B
| $65.8M | 0.02% |
4,850,000
| – | – |
|
|
CELG
331
DELISTED
Celgene Corp
CELG
| $65.3M | 0.02% |
760,000
| – | – |
|
332
IQVIA
IQV
$31.7B
| $63.9M | 0.02% |
1,200,000
| – | – |
|
|
GHL
333
DELISTED
Greenhill & Co., Inc.
GHL
| $63.5M | 0.02% |
1,288,500
+25,000
| +2% | +$1.23M |
|
|
HCC
334
DELISTED
HCC INSURANCES HOLDINGS INC
HCC
| $61.5M | 0.02% |
1,257,000
| – | – |
|
335
T Rowe Price
TROW
$22.7B
| $60.8M | 0.02% |
720,000
| – | – |
|
|
WY.PRA
336
DELISTED
WEYERHAEUSER COMP PREF CONV SER A (WA)
WY.PRA
| $60.2M | 0.02% |
1,060,000
| – | – |
|
|
TIME
337
DELISTED
Time Inc.
TIME
| $58.4M | 0.02% |
+2,411,420
| New | +$58.4M |
|
338
Graco
GGG
$14B
| $53.9M | 0.01% |
2,070,000
| – | – |
|
339
Alnylam Pharmaceuticals
ALNY
$60.5B
| $53.6M | 0.01% |
848,700
-16,000
| -2% | -$1.01M |
|
340
Chart Industries
GTLS
$8.96B
| $53.5M | 0.01% |
647,195
-164,474
| -20% | -$13.6M |
|
341
DaVita
DVA
$9.34B
| $53.1M | 0.01% |
734,000
-30,000
| -4% | -$2.17M |
|
342
Itaú Unibanco
ITUB
$76.6B
| $52.5M | 0.01% |
+8,846,798
| New | +$52.5M |
|
|
TW
343
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
| $52.1M | 0.01% |
500,000
| – | – |
|
344
Agios Pharmaceuticals
AGIO
$2.14B
| $51.9M | 0.01% |
1,132,120
+797,120
| +238% | +$36.5M |
|
|
JAH
345
DELISTED
JARDEN CORPORATION
JAH
| $51.2M | 0.01% |
1,293,750
| – | – |
|
|
KMI.WS
346
DELISTED
Kinder Morgan Inc
KMI.WS
| $49.9M | 0.01% |
17,965,000
-608,000
| -3% | -$1.69M |
|
|
BTU
347
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
| $49.1M | 0.01% |
+200,000
| New | +$49.1M |
|
|
FLG
348
Flagstar Financial, Inc.
FLG
$4.97B
| $49M | 0.01% |
1,021,667
| – | – |
|
|
HTWR
349
DELISTED
HEARTWARE INTERNATIONAL INC COM STK (DE)
HTWR
| $48.9M | 0.01% |
552,939
+252,939
| +84% | +$22.4M |
|
|
KSU
350
DELISTED
Kansas City Southern
KSU
| $48.4M | 0.01% |
450,000
-109,000
| -19% | -$11.7M |
|