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 |
Microsoft
MSFT
|
$1.97B |
| 2 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$1.77B |
| 3 |
CHK
Chesapeake Energy Corporation
CHK
|
$806M |
| 4 |
PepsiCo
PEP
|
$729M |
| 5 |
Wells Fargo
WFC
|
$577M |
Top Sells
| 1 |
Intuitive Surgical
ISRG
|
$793M |
| 2 |
Home Depot
HD
|
$647M |
| 3 |
TSMC
TSM
|
$588M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$504M |
| 5 |
Johnson Controls International
JCI
|
$468M |
Sector Composition
| 1 | Industrials | 13.92% |
| 2 | Financials | 13.56% |
| 3 | Healthcare | 13.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Energy | 10.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
IRF
351
DELISTED
INTL RECTIFIER CORP
IRF
| $37.1M | 0.01% | 1,497,734 -348,266 | -19% | -$8.63M |
|
|
ACTV
352
DELISTED
ACTIVE NETWORK INC
ACTV
| $36.8M | 0.01% | 2,570,000 | – | – |
|
353
Cogent Communications
CCOI
$1.88B
| $36.6M | 0.01% | 1,135,000 | – | – |
|
354
Honda
HMC
$44.4B
| $35.3M | 0.01% | 925,000 +50,000 | +6% | +$1.91M |
|
|
CVD
355
DELISTED
COVANCE INC.
CVD
| $34.6M | 0.01% | 400,000 | – | – |
|
|
CPWR
356
DELISTED
COMPUWARE CORP
CPWR
| $34.3M | 0.01% | 3,065,452 -1,667,219 | -35% | -$18.7M |
|
357
PPL Corp
PPL
$27B
| $33.8M | 0.01% | +1,113,920 | New | +$33.8M |
|
358
CoStar Group
CSGP
$37.9B
| $33.6M | 0.01% | 200,000 -25,000 | -11% | -$4.2M |
|
|
GEVA
359
DELISTED
SYNAGEVA BIOPHARMA CORP COM STK (DE)
GEVA
| $33.6M | 0.01% | 530,000 +305,000 | +136% | +$19.3M |
|
360
Watsco
WSO
$16.3B
| $33M | 0.01% | 350,000 +50,000 | +17% | +$4.71M |
|
361
Iridium Communications
IRDM
$2.64B
| $32.5M | 0.01% | 4,721,812 -488,188 | -9% | -$3.36M |
|
362
Protolabs
PRLB
$1.19B
| $32.1M | 0.01% | 420,452 -173,000 | -29% | -$13.2M |
|
363
City Holding Co
CHCO
$1.86B
| $32M | 0.01% | 741,000 | – | – |
|
364
lululemon athletica
LULU
$24.2B
| $30.9M | 0.01% | 422,800 -1,704,700 | -80% | -$125M |
|
|
X
365
DELISTED
US Steel
X
| $30.9M | 0.01% | 1,500,000 | – | – |
|
|
NTK
366
DELISTED
NORTEK INC COM NEW (DE)
NTK
| $30.8M | 0.01% | 448,034 | – | – |
|
367
Winnebago Industries
WGO
$1.01B
| $30.2M | 0.01% | 1,161,516 | – | – |
|
368
D.R. Horton
DHI
$50.5B
| $29M | 0.01% | 1,490,000 | – | – |
|
|
YHOO
369
DELISTED
Yahoo Inc
YHOO
| $28.8M | 0.01% | 867,300 | – | – |
|
|
ULTI
370
DELISTED
Ultimate Software Group Inc
ULTI
| $28.5M | 0.01% | 193,600 | – | – |
|
|
SODA
371
DELISTED
SodaStream International Ltd
SODA
| $28.1M | 0.01% | 450,000 | – | – |
|
372
CDW
CDW
$21.6B
| $27.4M | 0.01% | +1,200,000 | New | +$27.4M |
|
|
ARNA
373
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $26.4M | 0.01% | 5,000,000 | – | – |
|
|
FTR
374
DELISTED
Frontier Communications Corp.
FTR
| $25.1M | 0.01% | 6,027,964 | – | – |
|
375
Zions Bancorporation
ZION
$8.56B
| $24.2M | 0.01% | 882,838 -122,162 | -12% | -$3.35M |
|