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
|
+$1.27B |
| 2 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
+$1.1B |
| 3 |
Apple
AAPL
|
+$988M |
| 4 |
Johnson Controls International
JCI
|
+$687M |
| 5 |
Intel
INTC
|
+$613M |
Top Sells
| 1 |
Philip Morris
PM
|
+$1.23B |
| 2 |
Kroger
KR
|
+$1.15B |
| 3 |
McDonald's
MCD
|
+$1.07B |
| 4 |
Costco
COST
|
+$614M |
| 5 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$581M |
Sector Composition
| 1 | Technology | 13.76% |
| 2 | Healthcare | 13.05% |
| 3 | Consumer Discretionary | 12.54% |
| 4 | Financials | 10.55% |
| 5 | Energy | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Mercado Libre
MELI
$119B
| $52M | 0.01% |
281,000
| – | – |
|
|
NUVA
327
DELISTED
NuVasive, Inc.
NUVA
| $51.1M | 0.01% |
766,000
| – | – |
|
|
BLUE
328
DELISTED
bluebird bio
BLUE
| $51M | 0.01% |
58,054
-14,282
| -20% | -$12.5M |
|
329
Amgen
AMGN
$149B
| $50.6M | 0.01% |
303,500
-207,000
| -41% | -$34.5M |
|
330
CDW
CDW
$21.5B
| $50.3M | 0.01% |
1,100,000
-400,000
| -27% | -$18.3M |
|
331
Fastenal
FAST
$54.5B
| $50.1M | 0.01% |
4,796,000
-17,383,916
| -78% | -$182M |
|
|
CSFL
332
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $50M | 0.01% |
2,819,344
| – | – |
|
333
Watsco
WSO
$15.5B
| $49.3M | 0.01% |
350,000
| – | – |
|
334
Iridium Communications
IRDM
$1.89B
| $48.7M | 0.01% |
6,008,616
+938,001
| +18% | +$7.61M |
|
|
BSMX
335
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
| $48.6M | 0.01% |
5,520,681
+10,681
| +0.2% | +$94K |
|
336
Natera
NTRA
$23.1B
| $45.5M | 0.01% |
4,099,803
+102,000
| +3% | +$1.13M |
|
|
UNVR
337
DELISTED
Univar Solutions Inc.
UNVR
| $45.4M | 0.01% |
2,076,000
| – | – |
|
338
CONMED
CNMD
$1.64B
| $44.4M | 0.01% |
1,108,000
| – | – |
|
|
SAVE
339
DELISTED
Spirit Airlines, Inc.
SAVE
| $43.7M | 0.01% |
1,028,000
+37,000
| +4% | +$1.57M |
|
340
Blackstone
BX
$142B
| $43.4M | 0.01% |
1,699,250
| – | – |
|
341
Herbalife
HLF
$986M
| $42.5M | 0.01% |
1,370,400
+400
| +0% | +$12.4K |
|
|
MINI
342
DELISTED
Mobile Mini Inc
MINI
| $42.3M | 0.01% |
1,400,000
+399,559
| +40% | +$12.1M |
|
343
Sturm, Ruger & Co
RGR
$600M
| $41.8M | 0.01% |
723,493
+12,973
| +2% | +$749K |
|
344
Advanced Micro Devices
AMD
$257B
| $41.5M | 0.01% |
6,000,000
-500,000
| -8% | -$3.46M |
|
345
American Airlines Group
AAL
$8.52B
| $41.4M | 0.01% |
1,132,000
| – | – |
|
346
PayPal
PYPL
$63.9B
| $41M | 0.01% |
1,000,884
-212,506
| -18% | -$8.71M |
|
347
Cogent Communications
CCOI
$1.77B
| $40.5M | 0.01% |
1,100,718
-34,282
| -3% | -$1.26M |
|
|
QIWI
348
DELISTED
QIWI PLC
QIWI
| $39.2M | 0.01% |
2,680,022
-544,999
| -17% | -$7.98M |
|
349
Alnylam Pharmaceuticals
ALNY
$61.1B
| $38.9M | 0.01% |
573,700
| – | – |
|
350
Trupanion
TRUP
$1.87B
| $38.7M | 0.01% |
2,290,500
+33,000
| +1% | +$558K |
|