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 |
Simon Property Group
SPG
|
+$2.77B |
| 2 |
Enbridge
ENB
|
+$1.61B |
| 3 |
Costco
COST
|
+$1.54B |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.23B |
| 5 |
Charter Communications
CHTR
|
+$1.22B |
Top Sells
| 1 |
Merck
MRK
|
+$2.2B |
| 2 |
Boeing
BA
|
+$1.69B |
| 3 |
SE
Spectra Energy Corp Wi
SE
|
+$1.46B |
| 4 |
JPMorgan Chase
JPM
|
+$1.2B |
| 5 |
Exxon Mobil
XOM
|
+$1.12B |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Financials | 12.57% |
| 3 | Consumer Discretionary | 11.87% |
| 4 | Communication Services | 10.92% |
| 5 | Healthcare | 10.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Watsco
WSO
$15.5B
| $50.1M | 0.01% |
350,000
| – | – |
|
352
Waste Connections
WCN
$45.3B
| $49.4M | 0.01% |
840,000
| – | – |
|
353
CONMED
CNMD
$1.64B
| $49.2M | 0.01% |
1,108,000
| – | – |
|
|
TIF
354
DELISTED
Tiffany & Co.
TIF
| $47.9M | 0.01% |
503,050
-1,088,000
| -68% | -$104M |
|
355
American Airlines Group
AAL
$8.52B
| $47.9M | 0.01% |
1,132,000
| – | – |
|
|
SWNC
356
DELISTED
Southwestern Energy Company
SWNC
| $47.7M | 0.01% |
2,411,210
-700,000
| -22% | -$13.8M |
|
|
JUNO
357
DELISTED
Juno Therapeutics, Inc.
JUNO
| $47.3M | 0.01% |
2,130,000
-45,501
| -2% | -$1.01M |
|
358
Amgen
AMGN
$149B
| $43.8M | 0.01% |
267,000
-92,500
| -26% | -$15.2M |
|
359
Huntington Ingalls Industries
HII
$10.8B
| $43.5M | 0.01% |
217,000
| – | – |
|
|
GOLD
360
DELISTED
Randgold Resources Ltd
GOLD
| $43.3M | 0.01% |
+496,200
| New | +$43.3M |
|
361
Graco
GGG
$14B
| $43.1M | 0.01% |
1,374,000
| – | – |
|
362
Criteo
CRTO
$1.15B
| $43M | 0.01% |
860,000
+225,000
| +35% | +$11.2M |
|
363
Vodafone
VOD
$28.5B
| $42.6M | 0.01% |
1,611,103
+239
| +0% | +$6.32K |
|
364
Ecolab
ECL
$77.3B
| $41.4M | 0.01% |
330,000
-270,000
| -45% | -$33.8M |
|
365
Exact Sciences
EXAS
$10.2B
| $41.3M | 0.01% |
1,750,000
| – | – |
|
366
Essent Group
ESNT
$6.29B
| $41M | 0.01% |
+1,134,000
| New | +$41M |
|
367
Corpay
CPAY
$21.7B
| $40.9M | 0.01% |
+270,000
| New | +$40.9M |
|
|
UNVR
368
DELISTED
Univar Solutions Inc.
UNVR
| $39.7M | 0.01% |
1,296,000
-780,000
| -38% | -$23.9M |
|
369
Editas Medicine
EDIT
$242M
| $39.5M | 0.01% |
1,770,000
+1,475,000
| +500% | +$32.9M |
|
370
Agios Pharmaceuticals
AGIO
$2.14B
| $38.7M | 0.01% |
663,000
| – | – |
|
|
TCO
371
DELISTED
Taubman Centers Inc.
TCO
| $38.6M | 0.01% |
+585,000
| New | +$38.6M |
|
|
ADAP
372
Adaptimmune Therapeutics
ADAP
$14.8M
| $37.4M | 0.01% |
6,792,700
+2,312,214
| +52% | +$12.7M |
|
373
Neurocrine Biosciences
NBIX
$14.1B
| $37.4M | 0.01% |
863,000
-325,000
| -27% | -$14.1M |
|
374
Natera
NTRA
$23.1B
| $37.2M | 0.01% |
4,190,609
| – | – |
|
375
MGIC Investment
MTG
$6.55B
| $36.7M | 0.01% |
+3,620,000
| New | +$36.7M |
|