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 |
Cisco
CSCO
|
+$2.34B |
| 2 |
Apple
AAPL
|
+$1.94B |
| 3 |
JPMorgan Chase
JPM
|
+$1.44B |
| 4 |
Comcast
CMCSA
|
+$1.25B |
| 5 |
Microsoft
MSFT
|
+$1.2B |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
+$1.46B |
| 2 |
Citigroup
C
|
+$1.37B |
| 3 |
Home Depot
HD
|
+$1.25B |
| 4 |
PepsiCo
PEP
|
+$1.19B |
| 5 |
Gilead Sciences
GILD
|
+$1.09B |
Sector Composition
| 1 | Industrials | 14.32% |
| 2 | Financials | 13.53% |
| 3 | Healthcare | 12.74% |
| 4 | Consumer Discretionary | 10.86% |
| 5 | Technology | 10.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Belden
BDC
$5.25B
| $20.9M | 0.01% |
300,000
| – | – |
|
402
Fresh Del Monte Produce
FDP
$1.7B
| $20.7M | 0.01% |
750,000
| – | – |
|
403
Avis
CAR
$5.36B
| $20.5M | 0.01% |
420,000
| – | – |
|
404
Ironwood Pharmaceuticals
IRWD
$208M
| $20.3M | 0.01% |
1,970,100
-411,930
| -17% | -$4.25M |
|
405
RenaissanceRe
RNR
$11.5B
| $20M | 0.01% |
205,000
| – | – |
|
|
BECN
406
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $19.3M | 0.01% |
500,000
| – | – |
|
407
WIX.com
WIX
$9.52B
| $18.9M | 0.01% |
821,351
+21,351
| +3% | +$490K |
|
|
CSE
408
DELISTED
CAPITALSOURCE INC
CSE
| $18.7M | 0.01% |
1,285,000
| – | – |
|
409
CoStar Group
CSGP
$37.7B
| $18.7M | 0.01% |
1,000,000
| – | – |
|
410
Neurocrine Biosciences
NBIX
$13.9B
| $18.5M | 0.01% |
1,150,200
+625,200
| +119% | +$10.1M |
|
411
Designer Brands
DBI
$218M
| $17.9M | 0.01% |
500,000
-6,483,000
| -93% | -$232M |
|
|
OAK
412
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
| $17.8M | 0.01% |
305,700
-8,500
| -3% | -$494K |
|
413
Ultragenyx Pharmaceutical
RARE
$2.79B
| $17.7M | 0.01% |
+361,987
| New | +$17.7M |
|
|
SGEN
414
DELISTED
Seagen Inc. Common Stock
SGEN
| $16.9M | ﹤0.01% |
372,000
| – | – |
|
415
Pricesmart
PSMT
$3.6B
| $16.9M | ﹤0.01% |
167,700
| – | – |
|
416
Magnachip Semiconductor
MX
$114M
| $16.7M | ﹤0.01% |
1,200,000
+200,000
| +20% | +$2.79M |
|
417
APA Corp
APA
$8.2B
| $16.6M | ﹤0.01% |
200,000
| – | – |
|
418
Installed Building Products
IBP
$7.07B
| $16.4M | ﹤0.01% |
+1,178,806
| New | +$16.4M |
|
419
Gogo Inc
GOGO
$1.28B
| $16.4M | ﹤0.01% |
+800,000
| New | +$16.4M |
|
|
C.WS.A
420
DELISTED
Citigroup Inc
C.WS.A
| $16.4M | ﹤0.01% |
25,500,000
| – | – |
|
421
Biogen
BIIB
$21B
| $16.1M | ﹤0.01% |
52,500
| – | – |
|
422
Cavco Industries
CVCO
$4.32B
| $16M | ﹤0.01% |
204,000
| – | – |
|
|
VVTV
423
DELISTED
VALUEVISION MEDIA INC
VVTV
| $15.5M | ﹤0.01% |
3,184,170
| – | – |
|
424
Iridium Communications
IRDM
$1.93B
| $15.4M | ﹤0.01% |
2,047,288
| – | – |
|
425
Bausch Health
BHC
$2.66B
| $15.1M | ﹤0.01% |
115,000
| – | – |
|