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 |
Schlumberger
SLB
|
$1.77B |
| 2 |
Meta Platforms (Facebook)
META
|
$1.11B |
| 3 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$531M |
| 4 |
Boeing
BA
|
$502M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
$485M |
Top Sells
| 1 |
Wells Fargo
WFC
|
$1.16B |
| 2 |
Amazon
AMZN
|
$889M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$643M |
| 4 |
Philip Morris
PM
|
$618M |
| 5 |
CVS Health
CVS
|
$606M |
Sector Composition
| 1 | Healthcare | 13.23% |
| 2 | Technology | 12.3% |
| 3 | Consumer Discretionary | 12.21% |
| 4 | Financials | 10.43% |
| 5 | Consumer Staples | 10.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Brink's
BCO
$4.67B
| $10M | ﹤0.01% | 351,000 -170,000 | -33% | -$4.84M |
|
427
Cognizant
CTSH
$35.3B
| $9.96M | ﹤0.01% | 174,000 -1,246,000 | -88% | -$71.3M |
|
428
Veeco
VECO
$1.48B
| $9.94M | ﹤0.01% | 600,000 | – | – |
|
429
Moelis & Co
MC
$5.35B
| $9.5M | ﹤0.01% | 422,000 | – | – |
|
430
Sprouts Farmers Market
SFM
$13.7B
| $9.4M | ﹤0.01% | 410,600 | – | – |
|
|
DBD
431
DELISTED
Diebold Nixdorf Incorporated
DBD
| $9.31M | ﹤0.01% | 374,737 -2,250,263 | -86% | -$55.9M |
|
|
DNR
432
DELISTED
Denbury Resources, Inc.
DNR
| $9.24M | ﹤0.01% | +2,573,400 | New | +$9.24M |
|
433
RTX Corp
RTX
$212B
| $9.23M | ﹤0.01% | 90,000 -3,335,776 | -97% | -$342M |
|
|
ATHN
434
DELISTED
Athenahealth, Inc.
ATHN
| $8.97M | ﹤0.01% | 65,000 -1,235,538 | -95% | -$171M |
|
435
Webster Financial
WBS
$10.3B
| $8.9M | ﹤0.01% | +262,000 | New | +$8.9M |
|
436
Kornit Digital
KRNT
$669M
| $8.78M | ﹤0.01% | 900,000 | – | – |
|
437
ABM Industries
ABM
$3.06B
| $8.03M | ﹤0.01% | +220,000 | New | +$8.03M |
|
438
Banco Santander
SAN
$141B
| $7.84M | ﹤0.01% | 2,000,000 | – | – |
|
439
Helen of Troy
HELE
$564M
| $7.51M | ﹤0.01% | +73,000 | New | +$7.51M |
|
|
MOBL
440
DELISTED
MobileIron, Inc.
MOBL
| $7.41M | ﹤0.01% | 2,429,353 | – | – |
|
441
Standard BioTools
LAB
$481M
| $7.22M | ﹤0.01% | 800,000 | – | – |
|
442
Editas Medicine
EDIT
$231M
| $7.2M | ﹤0.01% | 295,000 | – | – |
|
443
Pacific Biosciences
PACB
$393M
| $6.89M | ﹤0.01% | 980,000 +892,593 | +1,021% | +$6.28M |
|
444
Lithia Motors
LAD
$8.63B
| $6.68M | ﹤0.01% | 94,000 | – | – |
|
445
Winnebago Industries
WGO
$1.01B
| $6.57M | ﹤0.01% | 286,468 | – | – |
|
446
HarborOne Bancorp
HONE
$555M
| $6.46M | ﹤0.01% | +500,000 | New | +$6.46M |
|
|
WBT
447
DELISTED
Welbilt, Inc.
WBT
| $6.17M | ﹤0.01% | +350,000 | New | +$6.17M |
|
448
Xenon Pharmaceuticals
XENE
$2.98B
| $6.1M | ﹤0.01% | 1,030,000 | – | – |
|
|
LOXO
449
DELISTED
Loxo Oncology, Inc
LOXO
| $6.07M | ﹤0.01% | 262,000 | – | – |
|
|
MWW
450
DELISTED
Monster Worldwide Inc
MWW
| $5.51M | ﹤0.01% | 2,305,000 | – | – |
|