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 |
Simon Property Group
SPG
|
+$2.77B |
| 2 |
Enbridge
ENB
|
+$1.61B |
| 3 |
Costco
COST
|
+$1.54B |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.23B |
| 5 |
Charter Communications
CHTR
|
+$1.22B |
Top Sells
| 1 |
Merck
MRK
|
+$2.2B |
| 2 |
Boeing
BA
|
+$1.69B |
| 3 |
SE
Spectra Energy Corp Wi
SE
|
+$1.46B |
| 4 |
JPMorgan Chase
JPM
|
+$1.2B |
| 5 |
Exxon Mobil
XOM
|
+$1.12B |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Financials | 12.57% |
| 3 | Consumer Discretionary | 11.87% |
| 4 | Communication Services | 10.92% |
| 5 | Healthcare | 10.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MDC
401
DELISTED
M.D.C. Holdings, Inc.
MDC
| $24.9M | 0.01% |
1,044,931
| – | – |
|
402
Fifth Third Bancorp
FITB
$30.2B
| $24.9M | 0.01% |
980,000
| – | – |
|
|
ONCE
403
DELISTED
Spark Therapeutics, Inc. Common Stock
ONCE
| $24.5M | 0.01% |
459,520
+31,500
| +7% | +$1.68M |
|
404
Cemex
CX
$13.6B
| $24.5M | 0.01% |
2,809,464
+830
| +0% | +$7.24K |
|
405
Cogent Communications
CCOI
$1.77B
| $24.3M | 0.01% |
565,000
| – | – |
|
406
Cavco Industries
CVCO
$4.32B
| $23.7M | 0.01% |
204,000
| – | – |
|
407
Century Communities
CCS
$2B
| $23.1M | 0.01% |
911,000
| – | – |
|
|
NIHD
408
DELISTED
NII Holdings, Inc. Common Stock
NIHD
| $23M | 0.01% |
17,686,734
-8,046,746
| -31% | -$10.5M |
|
|
PDCE
409
DELISTED
PDC Energy, Inc.
PDCE
| $22.9M | 0.01% |
368,000
| – | – |
|
410
Ironwood Pharmaceuticals
IRWD
$213M
| $22.7M | 0.01% |
+1,588,020
| New | +$22.7M |
|
411
Magnachip Semiconductor
MX
$112M
| $22.5M | 0.01% |
2,355,000
| – | – |
|
412
Penumbra
PEN
$10.6B
| $22.1M | 0.01% |
265,244
+71,000
| +37% | +$5.93M |
|
413
MetLife
MET
$53.7B
| $22M | 0.01% |
468,263
+2,445
| +0.5% | +$115K |
|
|
USG
414
DELISTED
Usg
USG
| $21.9M | 0.01% |
689,912
| – | – |
|
415
CoStar Group
CSGP
$36.8B
| $20.7M | 0.01% |
1,000,000
| – | – |
|
416
Lennar Class A
LEN
$35.6B
| $20.2M | ﹤0.01% |
413,921
| – | – |
|
|
INXN
417
DELISTED
Interxion Holding N.V.
INXN
| $19.8M | ﹤0.01% |
500,000
| – | – |
|
|
AYX
418
DELISTED
Alteryx, Inc.
AYX
| $19.3M | ﹤0.01% |
+1,235,325
| New | +$19.3M |
|
419
REV Group
REVG
$3.02B
| $19.3M | ﹤0.01% |
+700,000
| New | +$19.3M |
|
|
WDR
420
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $19.1M | ﹤0.01% |
1,125,000
+395,000
| +54% | +$6.72M |
|
421
Veeco
VECO
$1.52B
| $17.9M | ﹤0.01% |
600,000
| – | – |
|
422
Healthpeak Properties
DOC
$12.6B
| $17.9M | ﹤0.01% |
570,874
-4,529,126
| -89% | -$142M |
|
423
Chipotle Mexican Grill
CMG
$51.8B
| $17.8M | ﹤0.01% |
1,994,500
| – | – |
|
|
LKSD
424
DELISTED
LSC Communications, Inc.
LKSD
| $17.7M | ﹤0.01% |
705,140
| – | – |
|
425
Zillow
Z
$21.3B
| $17.7M | ﹤0.01% |
525,000
| – | – |
|