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 |
Wells Fargo
WFC
|
+$1.13B |
| 2 |
EOG Resources
EOG
|
+$1.13B |
| 3 |
ConocoPhillips
COP
|
+$1.08B |
| 4 |
ServiceNow
NOW
|
+$844M |
| 5 |
CXO
CONCHO RESOURCES INC.
CXO
|
+$617M |
Top Sells
| 1 |
Amazon
AMZN
|
+$6.18B |
| 2 |
Microsoft
MSFT
|
+$4.19B |
| 3 |
Boeing
BA
|
+$2.71B |
| 4 |
Apple
AAPL
|
+$2.58B |
| 5 |
Home Depot
HD
|
+$1.46B |
Sector Composition
| 1 | Technology | 18.24% |
| 2 | Financials | 16.34% |
| 3 | Consumer Discretionary | 11.87% |
| 4 | Healthcare | 10.64% |
| 5 | Communication Services | 9.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Oshkosh
OSK
$8.77B
| $27.8M | 0.01% |
360,000
| – | – |
|
|
FRBK
402
DELISTED
Republic First Bancorp Inc
FRBK
| $27.7M | 0.01% |
3,187,000
+603,000
| +23% | +$5.25M |
|
403
Ferrari
RACE
$85.1B
| $27.7M | 0.01% |
230,001
+2,900
| +1% | +$349K |
|
404
Nine Energy Service
NINE
$30.5M
| $27.4M | 0.01% |
+1,124,000
| New | +$27.4M |
|
405
Century Communities
CCS
$2B
| $27.3M | 0.01% |
911,000
| – | – |
|
|
NCNA
406
NuCana
NCNA
$7.37M
| $27.2M | 0.01% |
288
+108
| +60% | +$10.2M |
|
407
Herbalife
HLF
$986M
| $26.8M | 0.01% |
550,000
| – | – |
|
408
Ultragenyx Pharmaceutical
RARE
$2.92B
| $26M | 0.01% |
510,000
| – | – |
|
409
Insulet
PODD
$24.1B
| $26M | 0.01% |
+300,000
| New | +$26M |
|
410
Chegg
CHGG
$167M
| $25.8M | 0.01% |
1,250,000
| – | – |
|
411
PRA Group
PRAA
$657M
| $25.5M | 0.01% |
670,000
| – | – |
|
|
MDC
412
DELISTED
M.D.C. Holdings, Inc.
MDC
| $25M | 0.01% |
1,044,931
| – | – |
|
413
Cactus
WHD
$2.74B
| $24.9M | 0.01% |
+925,500
| New | +$24.9M |
|
414
Cogent Communications
CCOI
$1.77B
| $24.5M | 0.01% |
565,000
| – | – |
|
|
WWE
415
DELISTED
World Wrestling Entertainment
WWE
| $24.2M | 0.01% |
672,000
-468,000
| -41% | -$16.9M |
|
416
Artisan Partners
APAM
$3.27B
| $23.5M | 0.01% |
705,000
| – | – |
|
417
REV Group
REVG
$3.02B
| $23.4M | 0.01% |
1,126,938
-800,040
| -42% | -$16.6M |
|
418
Cisco
CSCO
$263B
| $23.4M | 0.01% |
+545,000
| New | +$23.4M |
|
419
BlackLine
BL
$3.36B
| $23.3M | 0.01% |
595,000
+245,000
| +70% | +$9.61M |
|
|
ONCE
420
DELISTED
Spark Therapeutics, Inc. Common Stock
ONCE
| $23M | 0.01% |
346,020
| – | – |
|
421
Nexa Resources
NEXA
$657M
| $23M | 0.01% |
1,311,144
| – | – |
|
|
CNR
422
Core Natural Resources, Inc.
CNR
$3.75B
| $22.6M | 0.01% |
779,375
| – | – |
|
|
ATHN
423
DELISTED
Athenahealth, Inc.
ATHN
| $22.5M | 0.01% |
+157,000
| New | +$22.5M |
|
|
SWN
424
DELISTED
Southwestern Energy Company
SWN
| $21.9M | ﹤0.01% |
5,046,855
-4,010,876
| -44% | -$17.4M |
|
425
Avis
CAR
$5.47B
| $21.6M | ﹤0.01% |
462,000
| – | – |
|