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 |
Philip Morris
PM
|
+$1.83B |
| 2 |
United Parcel Service
UPS
|
+$1.79B |
| 3 |
General Motors
GM
|
+$1.42B |
| 4 |
ConocoPhillips
COP
|
+$1.37B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.17B |
Top Sells
| 1 |
Baidu
BIDU
|
+$1.76B |
| 2 |
Altria Group
MO
|
+$1.58B |
| 3 |
Apple
AAPL
|
+$1.47B |
| 4 |
Starbucks
SBUX
|
+$948M |
| 5 |
Procter & Gamble
PG
|
+$876M |
Sector Composition
| 1 | Technology | 17.69% |
| 2 | Financials | 15.07% |
| 3 | Consumer Discretionary | 12.82% |
| 4 | Healthcare | 11.78% |
| 5 | Communication Services | 9.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Insulet
PODD
$24.1B
| $61.2M | 0.01% |
714,000
+414,000
| +138% | +$35.5M |
|
352
Ollie's Bargain Outlet
OLLI
$8.06B
| $59.1M | 0.01% |
815,000
-100,000
| -11% | -$7.25M |
|
|
GWB
353
DELISTED
Great Western Bancorp, Inc.
GWB
| $58.8M | 0.01% |
1,400,537
-404,463
| -22% | -$17M |
|
354
NovoCure
NVCR
$1.36B
| $58.8M | 0.01% |
+1,878,711
| New | +$58.8M |
|
355
KB Home
KBH
$4.48B
| $57.7M | 0.01% |
2,117,000
| – | – |
|
|
COUP
356
DELISTED
Coupa Software Incorporated
COUP
| $56M | 0.01% |
900,000
-265,000
| -23% | -$16.5M |
|
357
Barrett Business Services
BBSI
$1.2B
| $56M | 0.01% |
2,320,000
| – | – |
|
358
Lennar Class A
LEN
$35.6B
| $55.6M | 0.01% |
1,093,387
| – | – |
|
|
DTV
359
DELISTED
DTE Energy Company 2016 Corporate Units
DTV
| $54.5M | 0.01% |
1,055,000
| – | – |
|
360
Exact Sciences
EXAS
$10.2B
| $53.2M | 0.01% |
890,000
| – | – |
|
361
Century Aluminum
CENX
$2.44B
| $52M | 0.01% |
3,300,000
-1,626,000
| -33% | -$25.6M |
|
|
LGF.B
362
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $51.8M | 0.01% |
2,209,406
-724,487
| -25% | -$17M |
|
363
Qorvo
QRVO
$8.04B
| $51.3M | 0.01% |
+640,000
| New | +$51.3M |
|
364
Hudbay
HBM
$5.35B
| $51M | 0.01% |
9,155,000
-4,855,000
| -35% | -$27.1M |
|
|
SAVE
365
DELISTED
Spirit Airlines, Inc.
SAVE
| $50.2M | 0.01% |
1,382,000
| – | – |
|
366
Freeport-McMoran
FCX
$64.2B
| $50.1M | 0.01% |
2,900,000
-2,595,000
| -47% | -$44.8M |
|
367
Five Below
FIVE
$7.71B
| $49.8M | 0.01% |
+509,220
| New | +$49.8M |
|
368
Dolby
DLB
$6.85B
| $49.4M | 0.01% |
800,000
| – | – |
|
|
SMAR
369
DELISTED
Smartsheet Inc.
SMAR
| $49.3M | 0.01% |
+1,899,603
| New | +$49.3M |
|
370
Globant
GLOB
$2.47B
| $49.2M | 0.01% |
866,728
-1,667,454
| -66% | -$94.7M |
|
|
WWE
371
DELISTED
World Wrestling Entertainment
WWE
| $48.9M | 0.01% |
672,000
| – | – |
|
|
WP
372
DELISTED
Worldpay, Inc.
WP
| $48.2M | 0.01% |
+589,544
| New | +$48.2M |
|
373
Teladoc Health
TDOC
$1.36B
| $47.9M | 0.01% |
825,000
| – | – |
|
374
White Mountains Insurance
WTM
$4.54B
| $47M | 0.01% |
51,800
| – | – |
|
375
Nine Energy Service
NINE
$30.5M
| $45.1M | 0.01% |
1,362,000
+238,000
| +21% | +$7.88M |
|