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 |
Philip Morris
PM
|
+$1.83B |
| 2 |
United Parcel Service
UPS
|
+$1.79B |
| 3 |
General Motors
GM
|
+$1.42B |
| 4 |
ConocoPhillips
COP
|
+$1.37B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.17B |
Top Sells
| 1 |
Baidu
BIDU
|
+$1.76B |
| 2 |
Altria Group
MO
|
+$1.58B |
| 3 |
Apple
AAPL
|
+$1.47B |
| 4 |
Starbucks
SBUX
|
+$948M |
| 5 |
Procter & Gamble
PG
|
+$876M |
Sector Composition
| 1 | Technology | 17.69% |
| 2 | Financials | 15.07% |
| 3 | Consumer Discretionary | 12.82% |
| 4 | Healthcare | 11.78% |
| 5 | Communication Services | 9.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Snap
SNAP
$12.4B
| $34.9M | 0.01% |
2,665,300
-306,400
| -10% | -$4.01M |
|
402
Aramark
ARMK
$10.1B
| $33.9M | 0.01% |
+1,264,505
| New | +$33.9M |
|
403
Fresh Del Monte Produce
FDP
$1.71B
| $33.6M | 0.01% |
755,000
| – | – |
|
404
ABM Industries
ABM
$2.8B
| $33.6M | 0.01% |
1,150,000
+560,000
| +95% | +$16.3M |
|
405
Pacific Biosciences
PACB
$351M
| $33.3M | 0.01% |
9,377,456
-920,621
| -9% | -$3.27M |
|
|
WDR
406
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $33.2M | 0.01% |
1,850,000
| – | – |
|
407
Novartis
NVS
$240B
| $33.2M | 0.01% |
491,056
| – | – |
|
|
GHL
408
DELISTED
Greenhill & Co., Inc.
GHL
| $33.2M | 0.01% |
1,169,700
| – | – |
|
409
American Airlines Group
AAL
$8.52B
| $33.1M | 0.01% |
872,000
| – | – |
|
|
DESP
410
DELISTED
Despegar.com
DESP
| $32.9M | 0.01% |
1,571,125
-478,187
| -23% | -$10M |
|
411
Alaska Air
ALK
$7.31B
| $32.7M | 0.01% |
542,000
+50,000
| +10% | +$3.02M |
|
|
LM
412
DELISTED
Legg Mason, Inc.
LM
| $31.8M | 0.01% |
915,285
| – | – |
|
|
BPFH
413
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $31.5M | 0.01% |
1,978,177
| – | – |
|
414
Eli Lilly
LLY
$677B
| $31.1M | 0.01% |
365,000
+150,000
| +70% | +$12.8M |
|
415
Zillow
Z
$21.3B
| $31M | 0.01% |
525,000
| – | – |
|
416
Evolent Health
EVH
$1.05B
| $30.8M | 0.01% |
+1,462,195
| New | +$30.8M |
|
417
Accenture
ACN
$149B
| $30.3M | 0.01% |
+185,000
| New | +$30.3M |
|
|
IPHI
418
DELISTED
INPHI CORPORATION
IPHI
| $30.3M | 0.01% |
928,035
+670,035
| +260% | +$21.8M |
|
419
Cogent Communications
CCOI
$1.77B
| $30.2M | 0.01% |
565,000
| – | – |
|
|
CNR
420
Core Natural Resources, Inc.
CNR
$3.75B
| $29.9M | 0.01% |
779,375
| – | – |
|
|
USG
421
DELISTED
Usg
USG
| $29.7M | 0.01% |
689,912
| – | – |
|
|
CLVS
422
DELISTED
Clovis Oncology, Inc.
CLVS
| $29.6M | 0.01% |
652,000
| – | – |
|
|
AUTL
423
Autolus Therapeutics
AUTL
$367M
| $29.5M | 0.01% |
+1,100,000
| New | +$29.5M |
|
424
Cantaloupe
CTLP
$792M
| $28.8M | 0.01% |
+2,059,625
| New | +$28.8M |
|
425
Century Communities
CCS
$2B
| $28.7M | 0.01% |
911,000
| – | – |
|