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 |
Apple
AAPL
|
$2.61B |
| 2 |
Schlumberger
SLB
|
$2.3B |
| 3 |
McDonald's
MCD
|
$1.27B |
| 4 |
DD
Du Pont De Nemours E I
DD
|
$1.22B |
| 5 |
Meta Platforms (Facebook)
META
|
$892M |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.12B |
| 2 |
Wells Fargo
WFC
|
$1.7B |
| 3 |
American Express
AXP
|
$1.42B |
| 4 |
Cisco
CSCO
|
$1.01B |
| 5 |
Salesforce
CRM
|
$904M |
Sector Composition
| 1 | Technology | 12.9% |
| 2 | Healthcare | 12.58% |
| 3 | Consumer Discretionary | 12.26% |
| 4 | Financials | 11.35% |
| 5 | Consumer Staples | 10.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
KB Home
KBH
$4.32B
| $23.2M | 0.01% | 1,627,000 +458,800 | +39% | +$6.55M |
|
377
Graco
GGG
$14.1B
| $23.1M | 0.01% | 275,000 | – | – |
|
378
Intercontinental Exchange
ICE
$101B
| $22.8M | 0.01% | 97,000 | – | – |
|
379
RingCentral
RNG
$2.76B
| $22.6M | 0.01% | 1,435,000 +150,000 | +12% | +$2.36M |
|
380
Trupanion
TRUP
$1.99B
| $22.2M | 0.01% | 2,257,500 | – | – |
|
381
Glaukos
GKOS
$5.5B
| $21.7M | 0.01% | 1,286,633 +2,600 | +0.2% | +$43.8K |
|
|
NVCN
382
DELISTED
Neovasc Inc.
NVCN
| $21.4M | 0.01% | 5,084,293 +333,557 | +7% | +$1.41M |
|
|
STJ
383
DELISTED
St Jude Medical
STJ
| $21.1M | 0.01% | 383,736 +73 | +0% | +$4.02K |
|
384
NextEra Energy, Inc.
NEE
$148B
| $20.8M | 0.01% | 175,674 -464,326 | -73% | -$54.9M |
|
|
WAGE
385
DELISTED
WageWorks, Inc.
WAGE
| $20.2M | 0.01% | 400,000 | – | – |
|
|
WWE
386
DELISTED
World Wrestling Entertainment
WWE
| $20.1M | 0.01% | 1,140,000 | – | – |
|
|
MDC
387
DELISTED
M.D.C. Holdings, Inc.
MDC
| $19.8M | 0.01% | 790,000 | – | – |
|
388
Moog
MOG.A
$6.2B
| $19.7M | 0.01% | 431,000 -1,099,000 | -72% | -$50.2M |
|
|
GHL
389
DELISTED
Greenhill & Co., Inc.
GHL
| $19.7M | 0.01% | 885,500 | – | – |
|
|
LM
390
DELISTED
Legg Mason, Inc.
LM
| $19.6M | 0.01% | 565,000 | – | – |
|
391
Ocular Therapeutix
OCUL
$2.12B
| $19.6M | 0.01% | 2,028,000 | – | – |
|
392
Cavco Industries
CVCO
$4.2B
| $19.1M | 0.01% | 204,000 | – | – |
|
393
CoStar Group
CSGP
$37.9B
| $18.8M | 0.01% | 100,000 | – | – |
|
394
Newmont
NEM
$81.7B
| $18.6M | 0.01% | 700,000 -375,000 | -35% | -$9.97M |
|
395
WisdomTree
WT
$2B
| $18.5M | 0.01% | 1,620,000 -617,400 | -28% | -$7.06M |
|
|
WY.PRA
396
DELISTED
WEYERHAEUSER COMP PREF CONV SER A (WA)
WY.PRA
| $18.5M | 0.01% | 361,000 -30,000 | -8% | -$1.53M |
|
397
MetLife
MET
$54.1B
| $18.1M | 0.01% | 411,796 -447 | -0.1% | -$19.6K |
|
|
PGND
398
DELISTED
PRESS GANEY HOLDINGS INC COM STK (DE)
PGND
| $18M | 0.01% | 600,000 | – | – |
|
399
Workday
WDAY
$61.6B
| $17.6M | ﹤0.01% | 228,700 | – | – |
|
400
Franco-Nevada
FNV
$36.3B
| $17.5M | ﹤0.01% | +285,000 | New | +$17.5M |
|