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 |
Pfizer
PFE
|
+$2.08B |
| 2 |
CSX Corp
CSX
|
+$2.02B |
| 3 |
Micron Technology
MU
|
+$1.14B |
| 4 |
AbbVie
ABBV
|
+$1.03B |
| 5 |
Amgen
AMGN
|
+$953M |
Top Sells
| 1 |
Amazon
AMZN
|
+$9.28B |
| 2 |
Microsoft
MSFT
|
+$7.62B |
| 3 |
Wells Fargo
WFC
|
+$5.75B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.85B |
| 5 |
Intel
INTC
|
+$3.74B |
Sector Composition
| 1 | Technology | 17.1% |
| 2 | Financials | 14.75% |
| 3 | Healthcare | 13.91% |
| 4 | Consumer Discretionary | 13% |
| 5 | Energy | 8.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Golar LNG
GLNG
$4.16B
| $85.8M | 0.02% |
+3,085,600
| New | +$85.8M |
|
327
Elanco Animal Health
ELAN
$9.21B
| $85M | 0.02% |
+2,435,358
| New | +$85M |
|
328
Sempra
SRE
$54.8B
| $84.5M | 0.02% |
+1,485,470
| New | +$84.5M |
|
329
Gentex
GNTX
$6.25B
| $83.9M | 0.02% |
3,909,134
| – | – |
|
330
Keurig Dr Pepper
KDP
$37B
| $82.6M | 0.02% |
3,564,130
+239,130
| +7% | +$5.54M |
|
331
Qiagen
QGEN
$9.82B
| $82.4M | 0.02% |
+2,052,142
| New | +$82.4M |
|
|
DCUD
332
DELISTED
Dominion Energy, Inc 2016 Series A Corporate Units
DCUD
| $82.3M | 0.02% |
1,740,948
| – | – |
|
|
QUOT
333
DELISTED
Quotient Technology Inc
QUOT
| $82.3M | 0.02% |
5,311,667
| – | – |
|
334
Lowe's Companies
LOW
$152B
| $79.7M | 0.02% |
694,037
+440,037
| +173% | +$50.5M |
|
335
AnaptysBio
ANAB
$655M
| $78.3M | 0.02% |
784,500
+397,500
| +103% | +$39.7M |
|
336
Natera
NTRA
$23.1B
| $77M | 0.02% |
3,215,580
-503,890
| -14% | -$12.1M |
|
|
BSMX
337
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
| $75.7M | 0.02% |
+9,750,000
| New | +$75.7M |
|
338
CDW
CDW
$21.5B
| $75.6M | 0.02% |
850,000
| – | – |
|
339
Berkshire Hathaway Class B
BRK.B
$1.07T
| $75.4M | 0.02% |
352,378
-1,832,442
| -84% | -$392M |
|
|
VSM
340
DELISTED
Versum Materials, Inc.
VSM
| $75.3M | 0.02% |
2,091,133
| – | – |
|
341
Integra LifeSciences
IART
$1.17B
| $74.9M | 0.02% |
1,137,015
+926,015
| +439% | +$61M |
|
342
Insulet
PODD
$24.1B
| $74.6M | 0.02% |
704,323
-9,677
| -1% | -$1.03M |
|
343
Exelon
EXC
$43.8B
| $74.4M | 0.02% |
2,390,410
| – | – |
|
344
Bank of N.T. Butterfield & Son
NTB
$1.89B
| $74.4M | 0.02% |
1,435,000
-430,000
| -23% | -$22.3M |
|
345
BWX Technologies
BWXT
$15.4B
| $71.8M | 0.02% |
+1,148,100
| New | +$71.8M |
|
|
TCF
346
DELISTED
TCF Financial Corporation Common Stock
TCF
| $71.2M | 0.02% |
1,332,450
| – | – |
|
347
Grand Canyon Education
LOPE
$5.89B
| $70.2M | 0.02% |
+622,760
| New | +$70.2M |
|
348
Exact Sciences
EXAS
$10.2B
| $70.2M | 0.02% |
890,000
| – | – |
|
349
MakeMyTrip
MMYT
$9.31B
| $69.5M | 0.02% |
2,532,316
-4,521,016
| -64% | -$124M |
|
|
RUBY
350
DELISTED
Rubius Therapeutics, Inc
RUBY
| $67.9M | 0.02% |
+2,892,396
| New | +$67.9M |
|