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 |
Cisco
CSCO
|
+$2.34B |
| 2 |
Apple
AAPL
|
+$1.94B |
| 3 |
JPMorgan Chase
JPM
|
+$1.44B |
| 4 |
Comcast
CMCSA
|
+$1.25B |
| 5 |
Microsoft
MSFT
|
+$1.2B |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
+$1.46B |
| 2 |
Citigroup
C
|
+$1.37B |
| 3 |
Home Depot
HD
|
+$1.25B |
| 4 |
PepsiCo
PEP
|
+$1.19B |
| 5 |
Gilead Sciences
GILD
|
+$1.09B |
Sector Composition
| 1 | Industrials | 14.32% |
| 2 | Financials | 13.53% |
| 3 | Healthcare | 12.74% |
| 4 | Consumer Discretionary | 10.86% |
| 5 | Technology | 10.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
CDW
CDW
$21.5B
| $41.2M | 0.01% |
1,500,000
| – | – |
|
|
IRF
352
DELISTED
INTL RECTIFIER CORP
IRF
| $41M | 0.01% |
1,497,734
| – | – |
|
353
Vodafone
VOD
$28.5B
| $40.8M | 0.01% |
1,107,273
-2,865,777
| -72% | -$105M |
|
354
Cogent Communications
CCOI
$1.77B
| $40.3M | 0.01% |
1,135,000
| – | – |
|
355
Waste Connections
WCN
$45.3B
| $40.1M | 0.01% |
1,372,500
| – | – |
|
|
BID
356
DELISTED
Sotheby's
BID
| $40.1M | 0.01% |
920,000
+670,000
| +268% | +$29.2M |
|
357
Halliburton
HAL
$19B
| $37.5M | 0.01% |
+637,600
| New | +$37.5M |
|
358
Edison International
EIX
$21.6B
| $35.4M | 0.01% |
625,000
-4,100,000
| -87% | -$232M |
|
359
Guidewire Software
GWRE
$21.4B
| $35.3M | 0.01% |
720,000
-100,000
| -12% | -$4.91M |
|
360
Watsco
WSO
$15.5B
| $35M | 0.01% |
350,000
| – | – |
|
|
ELLI
361
DELISTED
Ellie Mae Inc
ELLI
| $34.3M | 0.01% |
1,191,000
+191,000
| +19% | +$5.51M |
|
|
BMCH
362
DELISTED
BMC Stock Holdings, Inc
BMCH
| $34.2M | 0.01% |
1,685,000
+685,000
| +69% | +$13.9M |
|
363
AptarGroup
ATR
$8.91B
| $33.7M | 0.01% |
510,000
-432,591
| -46% | -$28.6M |
|
364
City Holding Co
CHCO
$1.83B
| $33.2M | 0.01% |
741,000
| – | – |
|
|
KMI.WS
365
DELISTED
Kinder Morgan Inc
KMI.WS
| $32.9M | 0.01% |
18,573,000
| – | – |
|
366
Honda
HMC
$43.8B
| $32.7M | 0.01% |
925,000
| – | – |
|
|
TLM
367
DELISTED
TALISMAN ENERGY INC
TLM
| $32.4M | 0.01% |
3,250,000
| – | – |
|
368
ONE Gas
OGS
$4.55B
| $32.1M | 0.01% |
+893,750
| New | +$32.1M |
|
369
Prothena Corp
PRTA
$442M
| $31.7M | 0.01% |
+826,620
| New | +$31.7M |
|
|
SIRO
370
DELISTED
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
| $31.4M | 0.01% |
420,000
| – | – |
|
|
SINA
371
DELISTED
Sina Corp
SINA
| $30.1M | 0.01% |
499,000
| – | – |
|
|
NUVA
372
DELISTED
NuVasive, Inc.
NUVA
| $29.4M | 0.01% |
766,000
| – | – |
|
|
HTWR
373
DELISTED
HEARTWARE INTERNATIONAL INC COM STK (DE)
HTWR
| $28.1M | 0.01% |
300,000
| – | – |
|
|
LM
374
DELISTED
Legg Mason, Inc.
LM
| $27.7M | 0.01% |
565,000
| – | – |
|
|
JNS
375
DELISTED
Janus Capital Group Inc
JNS
| $27.6M | 0.01% |
2,543,000
+1,909,208
| +301% | +$20.8M |
|