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 |
Nike
NKE
|
+$2.49B |
| 2 |
Wells Fargo
WFC
|
+$1B |
| 3 |
Public Service Enterprise Group
PEG
|
+$941M |
| 4 |
ServiceNow
NOW
|
+$911M |
| 5 |
Occidental Petroleum
OXY
|
+$748M |
Top Sells
| 1 |
Schlumberger
SLB
|
+$2.34B |
| 2 |
Apple
AAPL
|
+$1.74B |
| 3 |
Microsoft
MSFT
|
+$1.51B |
| 4 |
Boeing
BA
|
+$1.41B |
| 5 |
Home Depot
HD
|
+$1.28B |
Sector Composition
| 1 | Technology | 18.05% |
| 2 | Financials | 15.65% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Healthcare | 10.02% |
| 5 | Communication Services | 9.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Huntington Ingalls Industries
HII
$10.8B
| $51.1M | 0.01% |
217,000
| – | – |
|
|
SWN
352
DELISTED
Southwestern Energy Company
SWN
| $50.5M | 0.01% |
9,057,731
-52,024
| -0.6% | -$290K |
|
|
PE
353
DELISTED
PARSLEY ENERGY INC
PE
| $50.3M | 0.01% |
1,707,200
| – | – |
|
354
Dolby
DLB
$6.85B
| $49.6M | 0.01% |
800,000
| – | – |
|
355
Clearwater Paper
CLW
$344M
| $49.5M | 0.01% |
1,090,000
+100,000
| +10% | +$4.54M |
|
356
Ollie's Bargain Outlet
OLLI
$8.06B
| $48.7M | 0.01% |
915,000
| – | – |
|
357
Dillards
DDS
$8.97B
| $48.5M | 0.01% |
+807,618
| New | +$48.5M |
|
358
TotalEnergies
TTE
$133B
| $48.1M | 0.01% |
869,290
+11,001
| +1% | +$608K |
|
359
Janus Henderson
JHG
$7.01B
| $45.9M | 0.01% |
1,200,041
| – | – |
|
|
ADAP
360
Adaptimmune Therapeutics
ADAP
$14.8M
| $45.4M | 0.01% |
6,792,700
| – | – |
|
361
American Airlines Group
AAL
$8.52B
| $45.4M | 0.01% |
872,000
| – | – |
|
|
NUVA
362
DELISTED
NuVasive, Inc.
NUVA
| $44.8M | 0.01% |
766,000
| – | – |
|
363
Mondelez International
MDLZ
$80.2B
| $43.9M | 0.01% |
1,025,000
| – | – |
|
364
Prothena Corp
PRTA
$442M
| $43.8M | 0.01% |
1,168,214
-154,900
| -12% | -$5.81M |
|
|
X
365
DELISTED
US Steel
X
| $43.6M | 0.01% |
+1,240,000
| New | +$43.6M |
|
366
Snap
SNAP
$12.4B
| $43.4M | 0.01% |
2,971,700
| – | – |
|
367
e.l.f. Beauty
ELF
$7.67B
| $42.5M | 0.01% |
1,905,327
+387,752
| +26% | +$8.65M |
|
|
CAA
368
DELISTED
CalAtlantic Group, Inc.
CAA
| $42.3M | 0.01% |
750,800
| – | – |
|
369
White Mountains Insurance
WTM
$4.54B
| $42M | 0.01% |
+49,300
| New | +$42M |
|
|
WDR
370
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $41.3M | 0.01% |
1,850,000
| – | – |
|
|
INXN
371
DELISTED
Interxion Holding N.V.
INXN
| $41.3M | 0.01% |
700,000
+100,000
| +17% | +$5.89M |
|
372
Brookdale Senior Living
BKD
$1.78B
| $40.8M | 0.01% |
4,210,000
| – | – |
|
373
Century Aluminum
CENX
$2.44B
| $40.4M | 0.01% |
+2,059,000
| New | +$40.4M |
|
|
LM
374
DELISTED
Legg Mason, Inc.
LM
| $38.4M | 0.01% |
915,285
| – | – |
|
375
NMI Holdings
NMIH
$3.08B
| $38.2M | 0.01% |
+2,247,000
| New | +$38.2M |
|