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 |
Schlumberger
SLB
|
+$1.77B |
| 2 |
Meta Platforms (Facebook)
META
|
+$1.11B |
| 3 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
+$531M |
| 4 |
Boeing
BA
|
+$502M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
+$485M |
Top Sells
| 1 |
Wells Fargo
WFC
|
+$1.16B |
| 2 |
Amazon
AMZN
|
+$889M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$643M |
| 4 |
Philip Morris
PM
|
+$618M |
| 5 |
CVS Health
CVS
|
+$606M |
Sector Composition
| 1 | Healthcare | 13.23% |
| 2 | Technology | 12.3% |
| 3 | Consumer Discretionary | 12.21% |
| 4 | Financials | 10.43% |
| 5 | Consumer Staples | 10.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Cogent Communications
CCOI
$1.77B
| $45.5M | 0.01% |
1,135,000
| – | – |
|
327
Iridium Communications
IRDM
$1.89B
| $45M | 0.01% |
5,070,615
| – | – |
|
|
SAVE
328
DELISTED
Spirit Airlines, Inc.
SAVE
| $44.5M | 0.01% |
+991,000
| New | +$44.5M |
|
|
CSFL
329
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $44.4M | 0.01% |
2,819,344
| – | – |
|
330
Morgan Stanley
MS
$250B
| $44.4M | 0.01% |
1,707,631
+1,417
| +0.1% | +$36.8K |
|
331
PayPal
PYPL
$63.9B
| $44.3M | 0.01% |
1,213,390
-74
| -0% | -$2.7K |
|
332
Paycom
PAYC
$12.5B
| $43M | 0.01% |
994,839
+207,269
| +26% | +$8.96M |
|
333
Cooper-Standard Automotive
CPS
$667M
| $42.8M | 0.01% |
542,359
-480,074
| -47% | -$37.9M |
|
|
XYZ
334
Block, Inc.
XYZ
$44.4B
| $42.3M | 0.01% |
4,672,830
| – | – |
|
|
QIWI
335
DELISTED
QIWI PLC
QIWI
| $42.2M | 0.01% |
3,225,021
| – | – |
|
336
Douglas Dynamics
PLOW
$752M
| $41.7M | 0.01% |
1,620,927
+176,927
| +12% | +$4.55M |
|
337
Blackstone
BX
$142B
| $41.7M | 0.01% |
1,699,250
+225,000
| +15% | +$5.52M |
|
338
Fresh Del Monte Produce
FDP
$1.71B
| $40.8M | 0.01% |
750,000
| – | – |
|
|
BLUE
339
DELISTED
bluebird bio
BLUE
| $40.6M | 0.01% |
72,336
-31,112
| -30% | -$17.4M |
|
340
Herbalife
HLF
$986M
| $40.1M | 0.01% |
1,370,000
| – | – |
|
|
GWPH
341
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
| $40M | 0.01% |
437,100
| – | – |
|
342
Mercado Libre
MELI
$119B
| $39.5M | 0.01% |
281,000
-55,000
| -16% | -$7.74M |
|
|
UNVR
343
DELISTED
Univar Solutions Inc.
UNVR
| $39.3M | 0.01% |
2,076,000
| – | – |
|
|
ADAP
344
Adaptimmune Therapeutics
ADAP
$14.8M
| $37.5M | 0.01% |
4,601,000
| – | – |
|
345
Huntington Ingalls Industries
HII
$10.8B
| $36.5M | 0.01% |
+217,000
| New | +$36.5M |
|
|
JNS
346
DELISTED
Janus Capital Group Inc
JNS
| $35.4M | 0.01% |
2,543,000
| – | – |
|
|
MINI
347
DELISTED
Mobile Mini Inc
MINI
| $34.7M | 0.01% |
+1,000,441
| New | +$34.7M |
|
348
Kirby Corp
KEX
$4.8B
| $34.6M | 0.01% |
555,000
| – | – |
|
349
Myriad Genetics
MYGN
$674M
| $33.7M | 0.01% |
1,102,721
-200,000
| -15% | -$6.12M |
|
350
Advanced Micro Devices
AMD
$257B
| $33.4M | 0.01% |
6,500,000
+2,000,000
| +44% | +$10.3M |
|