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 | |
|---|---|---|---|---|---|---|
|
ONCE
426
DELISTED
Spark Therapeutics, Inc. Common Stock
ONCE
| $28.6M | 0.01% |
346,020
| – | – |
|
427
Chegg
CHGG
$167M
| $27.8M | 0.01% |
1,000,000
-250,000
| -20% | -$6.95M |
|
|
MDC
428
DELISTED
M.D.C. Holdings, Inc.
MDC
| $27.6M | 0.01% |
1,044,931
| – | – |
|
429
AnaptysBio
ANAB
$655M
| $27.5M | 0.01% |
387,000
+83,000
| +27% | +$5.9M |
|
|
NCNA
430
NuCana
NCNA
$7.37M
| $27.4M | 0.01% |
288
| – | – |
|
431
HubSpot
HUBS
$25.9B
| $27M | 0.01% |
+215,670
| New | +$27M |
|
432
Advanced Micro Devices
AMD
$257B
| $27M | 0.01% |
1,800,000
-200,000
| -10% | -$3M |
|
|
SWN
433
DELISTED
Southwestern Energy Company
SWN
| $26.7M | 0.01% |
5,046,855
| – | – |
|
|
AVLR
434
DELISTED
Avalara, Inc.
AVLR
| $26.7M | 0.01% |
+500,000
| New | +$26.7M |
|
435
Texas Capital Bancshares
TCBI
$3.98B
| $26.6M | 0.01% |
+290,455
| New | +$26.6M |
|
436
Lam Research
LRCX
$148B
| $25.9M | 0.01% |
+1,500,000
| New | +$25.9M |
|
437
BlackLine
BL
$3.36B
| $25.8M | 0.01% |
595,000
| – | – |
|
438
PRA Group
PRAA
$657M
| $25.8M | 0.01% |
670,000
| – | – |
|
439
Stryker
SYK
$147B
| $25.8M | 0.01% |
+152,500
| New | +$25.8M |
|
440
Bausch Health
BHC
$2.68B
| $25.6M | 0.01% |
1,100,000
| – | – |
|
441
Oshkosh
OSK
$8.77B
| $25.3M | 0.01% |
360,000
| – | – |
|
442
Okta
OKTA
$15.9B
| $25.2M | 0.01% |
500,000
| – | – |
|
443
Kornit Digital
KRNT
$647M
| $24.9M | 0.01% |
1,400,000
| – | – |
|
|
CLLS
444
Cellectis
CLLS
$290M
| $24.8M | 0.01% |
+875,000
| New | +$24.8M |
|
445
JB Hunt Transport Services
JBHT
$13.4B
| $24.6M | 0.01% |
+202,143
| New | +$24.6M |
|
446
Beazer Homes USA
BZH
$781M
| $24.5M | 0.01% |
+1,659,813
| New | +$24.5M |
|
447
Tile Shop Holdings
TTSH
$273M
| $24.3M | 0.01% |
3,158,000
| – | – |
|
448
Lowe's Companies
LOW
$152B
| $24.3M | 0.01% |
+254,000
| New | +$24.3M |
|
449
Hilton Grand Vacations
HGV
$3.98B
| $23.9M | 0.01% |
+688,000
| New | +$23.9M |
|
450
Herbalife
HLF
$986M
| $23.5M | 0.01% |
437,800
-112,200
| -20% | -$6.03M |
|