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 |
Nike
NKE
|
+$2.49B |
| 2 |
Wells Fargo
WFC
|
+$1B |
| 3 |
Public Service Enterprise Group
PEG
|
+$941M |
| 4 |
ServiceNow
NOW
|
+$911M |
| 5 |
Occidental Petroleum
OXY
|
+$748M |
Top Sells
| 1 |
Schlumberger
SLB
|
+$2.34B |
| 2 |
Apple
AAPL
|
+$1.74B |
| 3 |
Microsoft
MSFT
|
+$1.51B |
| 4 |
Boeing
BA
|
+$1.41B |
| 5 |
Home Depot
HD
|
+$1.28B |
Sector Composition
| 1 | Technology | 18.05% |
| 2 | Financials | 15.65% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Healthcare | 10.02% |
| 5 | Communication Services | 9.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Newmont
NEM
$87.1B
| $28.1M | 0.01% |
750,000
+570,000
| +317% | +$21.4M |
|
402
Artisan Partners
APAM
$3.27B
| $27.8M | 0.01% |
705,000
| – | – |
|
|
USG
403
DELISTED
Usg
USG
| $26.6M | 0.01% |
689,912
| – | – |
|
404
Nexa Resources
NEXA
$657M
| $25.7M | 0.01% |
+1,311,144
| New | +$25.7M |
|
405
Cogent Communications
CCOI
$1.77B
| $25.6M | 0.01% |
565,000
| – | – |
|
406
Gogo Inc
GOGO
$1.31B
| $25M | 0.01% |
2,220,000
| – | – |
|
407
D.R. Horton
DHI
$53B
| $25M | 0.01% |
490,000
| – | – |
|
408
Penumbra
PEN
$10.6B
| $25M | 0.01% |
265,244
| – | – |
|
409
Lennar Class A
LEN
$35.6B
| $24.9M | 0.01% |
407,002
-6,919
| -2% | -$424K |
|
|
TGE
410
DELISTED
Tallgrass Energy, LP Class A Shares
TGE
| $24.7M | 0.01% |
959,900
| – | – |
|
411
AMN Healthcare
AMN
$699M
| $24.6M | 0.01% |
500,000
| – | – |
|
412
Ferrari
RACE
$85.1B
| $23.8M | 0.01% |
227,101
+55,781
| +33% | +$5.85M |
|
413
Ultragenyx Pharmaceutical
RARE
$2.92B
| $23.7M | 0.01% |
510,000
+105,000
| +26% | +$4.87M |
|
414
Magnachip Semiconductor
MX
$112M
| $23.4M | 0.01% |
2,355,000
| – | – |
|
|
CPLA
415
DELISTED
Capella Education Company
CPLA
| $23.2M | 0.01% |
300,000
| – | – |
|
|
GHL
416
DELISTED
Greenhill & Co., Inc.
GHL
| $22.8M | ﹤0.01% |
1,169,700
| – | – |
|
417
Kornit Digital
KRNT
$647M
| $22.6M | ﹤0.01% |
1,400,000
| – | – |
|
418
Bausch Health
BHC
$2.68B
| $22.4M | ﹤0.01% |
+1,080,000
| New | +$22.4M |
|
|
LOMA
419
Loma Negra
LOMA
$888M
| $22.4M | ﹤0.01% |
+973,134
| New | +$22.4M |
|
420
Tile Shop Holdings
TTSH
$273M
| $22.4M | ﹤0.01% |
+2,330,000
| New | +$22.4M |
|
421
PRA Group
PRAA
$657M
| $22.2M | ﹤0.01% |
+670,000
| New | +$22.2M |
|
|
SWNC
422
DELISTED
Southwestern Energy Company
SWNC
| $21.8M | ﹤0.01% |
1,835,000
| – | – |
|
|
FRBK
423
DELISTED
Republic First Bancorp Inc
FRBK
| $21.8M | ﹤0.01% |
2,584,000
| – | – |
|
|
CTB
424
DELISTED
Cooper Tire & Rubber Co.
CTB
| $21.8M | ﹤0.01% |
+616,000
| New | +$21.8M |
|
425
Zillow
Z
$21.3B
| $21.5M | ﹤0.01% |
525,000
| – | – |
|