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 |
Schlumberger
SLB
|
+$1.77B |
| 2 |
Meta Platforms (Facebook)
META
|
+$1.11B |
| 3 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
+$531M |
| 4 |
Boeing
BA
|
+$502M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
+$485M |
Top Sells
| 1 |
Wells Fargo
WFC
|
+$1.16B |
| 2 |
Amazon
AMZN
|
+$889M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$643M |
| 4 |
Philip Morris
PM
|
+$618M |
| 5 |
CVS Health
CVS
|
+$606M |
Sector Composition
| 1 | Healthcare | 13.23% |
| 2 | Technology | 12.3% |
| 3 | Consumer Discretionary | 12.21% |
| 4 | Financials | 10.43% |
| 5 | Consumer Staples | 10.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Franco-Nevada
FNV
$38.6B
| $21.8M | 0.01% |
286,030
+1,030
| +0.4% | +$78.3K |
|
377
Graco
GGG
$14B
| $21.7M | 0.01% |
825,000
| – | – |
|
378
Exact Sciences
EXAS
$10.2B
| $21.4M | 0.01% |
1,750,000
| – | – |
|
|
WWE
379
DELISTED
World Wrestling Entertainment
WWE
| $21M | 0.01% |
1,140,000
| – | – |
|
|
ONCE
380
DELISTED
Spark Therapeutics, Inc. Common Stock
ONCE
| $20.6M | 0.01% |
403,020
| – | – |
|
381
Match Group
MTCH
$9.08B
| $20.4M | 0.01% |
1,350,227
+100,227
| +8% | +$1.51M |
|
382
City Holding Co
CHCO
$1.83B
| $19.3M | 0.01% |
424,716
-316,284
| -43% | -$14.4M |
|
|
MDC
383
DELISTED
M.D.C. Holdings, Inc.
MDC
| $19.2M | 0.01% |
1,097,178
| – | – |
|
384
Cavco Industries
CVCO
$4.32B
| $19.1M | 0.01% |
204,000
| – | – |
|
385
Zillow
Z
$21.3B
| $19M | 0.01% |
525,000
| – | – |
|
|
USG
386
DELISTED
Usg
USG
| $18.6M | 0.01% |
689,912
| – | – |
|
|
INXN
387
DELISTED
Interxion Holding N.V.
INXN
| $18.4M | 0.01% |
500,000
| – | – |
|
388
Teladoc Health
TDOC
$1.36B
| $18.4M | 0.01% |
+1,149,248
| New | +$18.4M |
|
|
STJ
389
DELISTED
St Jude Medical
STJ
| $18.3M | ﹤0.01% |
233,996
-149,740
| -39% | -$11.7M |
|
390
Lennar Class A
LEN
$35.6B
| $18.2M | ﹤0.01% |
413,921
-1,575,842
| -79% | -$69.1M |
|
391
CPI Card Group
PMTS
$169M
| $17.3M | ﹤0.01% |
690,000
| – | – |
|
392
PepsiCo
PEP
$197B
| $17.3M | ﹤0.01% |
163,000
-3,500,000
| -96% | -$371M |
|
393
Fifth Third Bancorp
FITB
$30.2B
| $17.2M | ﹤0.01% |
980,000
| – | – |
|
394
Workday
WDAY
$59.6B
| $17.1M | ﹤0.01% |
228,700
| – | – |
|
|
LM
395
DELISTED
Legg Mason, Inc.
LM
| $16.7M | ﹤0.01% |
565,000
| – | – |
|
396
MetLife
MET
$53.7B
| $16.4M | ﹤0.01% |
462,532
+497
| +0.1% | +$17.6K |
|
397
Twilio
TWLO
$15.7B
| $15.5M | ﹤0.01% |
+425,000
| New | +$15.5M |
|
398
D.R. Horton
DHI
$53B
| $15.4M | ﹤0.01% |
490,000
-350,000
| -42% | -$11M |
|
|
WMGI
399
DELISTED
Wright Medical Group Inc
WMGI
| $15.3M | ﹤0.01% |
879,857
| – | – |
|
400
Charles Schwab
SCHW
$170B
| $14.9M | ﹤0.01% |
590,000
-3,620,000
| -86% | -$91.6M |
|