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 |
Apple
AAPL
|
+$2.61B |
| 2 |
Schlumberger
SLB
|
+$2.3B |
| 3 |
McDonald's
MCD
|
+$1.27B |
| 4 |
DD
Du Pont De Nemours E I
DD
|
+$1.22B |
| 5 |
Meta Platforms (Facebook)
META
|
+$892M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.12B |
| 2 |
Wells Fargo
WFC
|
+$1.7B |
| 3 |
American Express
AXP
|
+$1.42B |
| 4 |
Cisco
CSCO
|
+$1.01B |
| 5 |
Salesforce
CRM
|
+$904M |
Sector Composition
| 1 | Technology | 12.9% |
| 2 | Healthcare | 12.58% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Financials | 11.35% |
| 5 | Consumer Staples | 10.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
PayPal
PYPL
$63.9B
| $46.8M | 0.01% |
1,213,464
+129
| +0% | +$4.98K |
|
|
QIWI
327
DELISTED
QIWI PLC
QIWI
| $46.7M | 0.01% |
3,225,021
| – | – |
|
328
CONMED
CNMD
$1.64B
| $46.5M | 0.01% |
1,108,000
| – | – |
|
|
TLMR
329
DELISTED
TALMER BANCORP INC (MI)
TLMR
| $45.4M | 0.01% |
2,510,000
-924,028
| -27% | -$16.7M |
|
330
Installed Building Products
IBP
$7.27B
| $45.3M | 0.01% |
1,704,039
| – | – |
|
331
Hudbay
HBM
$5.35B
| $45.3M | 0.01% |
12,362,100
| – | – |
|
332
NOV
NOV
$4.79B
| $45.1M | 0.01% |
1,450,000
| – | – |
|
333
Cogent Communications
CCOI
$1.77B
| $44.3M | 0.01% |
1,135,000
| – | – |
|
|
GWB
334
DELISTED
Great Western Bancorp, Inc.
GWB
| $44.1M | 0.01% |
1,617,000
| – | – |
|
335
Morgan Stanley
MS
$250B
| $42.7M | 0.01% |
1,706,214
-6,000,081
| -78% | -$150M |
|
336
Herbalife
HLF
$986M
| $42.2M | 0.01% |
1,370,000
-6,713,988
| -83% | -$207M |
|
|
CSFL
337
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $42M | 0.01% |
2,819,344
+158,883
| +6% | +$2.37M |
|
|
SYT
338
DELISTED
Syngenta Ag
SYT
| $41.9M | 0.01% |
+505,746
| New | +$41.9M |
|
|
JPM.WS
339
DELISTED
JPMorgan Chase
JPM.WS
| $41.6M | 0.01% |
2,350,000
| – | – |
|
340
Blackstone
BX
$142B
| $41.4M | 0.01% |
1,474,250
+1,200,000
| +438% | +$33.7M |
|
341
Iridium Communications
IRDM
$1.89B
| $39.9M | 0.01% |
5,070,615
+181,000
| +4% | +$1.42M |
|
342
Mercado Libre
MELI
$119B
| $39.6M | 0.01% |
336,000
-1,365,000
| -80% | -$161M |
|
343
LendingClub
LC
$1.91B
| $38.5M | 0.01% |
928,014
-1,631,855
| -64% | -$67.7M |
|
|
DPLO
344
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
| $38.1M | 0.01% |
1,391,600
-287,000
| -17% | -$7.86M |
|
345
Natera
NTRA
$23.1B
| $38.1M | 0.01% |
3,997,803
+1,164,358
| +41% | +$11.1M |
|
|
ADAP
346
Adaptimmune Therapeutics
ADAP
$14.8M
| $37.4M | 0.01% |
4,601,000
| – | – |
|
|
NUVA
347
DELISTED
NuVasive, Inc.
NUVA
| $37.3M | 0.01% |
766,000
| – | – |
|
|
JNS
348
DELISTED
Janus Capital Group Inc
JNS
| $37.2M | 0.01% |
2,543,000
| – | – |
|
349
Chipotle Mexican Grill
CMG
$51.8B
| $36.9M | 0.01% |
3,919,500
| – | – |
|
|
UNVR
350
DELISTED
Univar Solutions Inc.
UNVR
| $35.7M | 0.01% |
2,076,000
+376,000
| +22% | +$6.46M |
|