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 |
Cisco
CSCO
|
+$2.34B |
| 2 |
Apple
AAPL
|
+$1.94B |
| 3 |
JPMorgan Chase
JPM
|
+$1.44B |
| 4 |
Comcast
CMCSA
|
+$1.25B |
| 5 |
Microsoft
MSFT
|
+$1.2B |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
+$1.46B |
| 2 |
Citigroup
C
|
+$1.37B |
| 3 |
Home Depot
HD
|
+$1.25B |
| 4 |
PepsiCo
PEP
|
+$1.19B |
| 5 |
Gilead Sciences
GILD
|
+$1.09B |
Sector Composition
| 1 | Industrials | 14.32% |
| 2 | Financials | 13.53% |
| 3 | Healthcare | 12.74% |
| 4 | Consumer Discretionary | 10.86% |
| 5 | Technology | 10.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Baytex Energy
BTE
$1.81B
| $10.5M | ﹤0.01% |
+255,761
| New | +$10.5M |
|
452
PNC Financial Services
PNC
$79.7B
| $10.4M | ﹤0.01% |
+119,000
| New | +$10.4M |
|
|
MDVN
453
DELISTED
MEDIVATION, INC.
MDVN
| $10.3M | ﹤0.01% |
320,000
| – | – |
|
454
Acadia Pharmaceuticals
ACAD
$4.16B
| $9.73M | ﹤0.01% |
400,000
+150,000
| +60% | +$3.65M |
|
|
PNK
455
DELISTED
Pinnacle Entertainment Inc.
PNK
| $9.48M | ﹤0.01% |
400,000
| – | – |
|
456
Deutsche Bank
DB
$72.2B
| $9.41M | ﹤0.01% |
+246,490
| New | +$9.41M |
|
|
AAMC
457
DELISTED
Altisource Asset Mgmt Corp
AAMC
| $9.14M | ﹤0.01% |
14,450
-41,788
| -74% | -$26.4M |
|
458
Criteo
CRTO
$1.14B
| $9.12M | ﹤0.01% |
225,000
| – | – |
|
|
CSLT
459
DELISTED
CASTLIGHT HEALTH, INC.
CSLT
| $9.02M | ﹤0.01% |
+425,000
| New | +$9.02M |
|
460
Blackstone
BX
$143B
| $8.98M | ﹤0.01% |
+275,130
| New | +$8.98M |
|
|
EPZM
461
DELISTED
Epizyme, Inc
EPZM
| $8.74M | ﹤0.01% |
384,000
+284,000
| +284% | +$6.47M |
|
|
APOL
462
DELISTED
Apollo Education Group Inc Class A
APOL
| $8.22M | ﹤0.01% |
240,000
| – | – |
|
463
Angi Inc
ANGI
$770M
| $8.04M | ﹤0.01% |
66,000
| – | – |
|
464
Berkshire Hathaway Class B
BRK.B
$1.06T
| $7.5M | ﹤0.01% |
60,000
| – | – |
|
465
Exact Sciences
EXAS
$10.1B
| $7.23M | ﹤0.01% |
510,000
| – | – |
|
466
Petrobras Class A
PBR.A
$76.4B
| $6.58M | ﹤0.01% |
474,700
| – | – |
|
|
CETV
467
DELISTED
Central European Media Enterprises Ltd
CETV
| $6.53M | ﹤0.01% |
2,220,000
| – | – |
|
468
Perdoceo Education
PRDO
$2.27B
| $6.27M | ﹤0.01% |
840,000
| – | – |
|
|
CIT
469
DELISTED
CIT Group Inc.
CIT
| $6.12M | ﹤0.01% |
124,904
| – | – |
|
470
Celldex Therapeutics
CLDX
$1.63B
| $5.07M | ﹤0.01% |
19,133
+5,800
| +44% | +$1.54M |
|
471
Tri Pointe Homes
TPH
$3.07B
| $4.87M | ﹤0.01% |
+300,000
| New | +$4.87M |
|
472
KBR
KBR
$6.28B
| $3.07M | ﹤0.01% |
115,000
| – | – |
|
473
KB Home
KBH
$4.44B
| $1.7M | ﹤0.01% |
100,000
+30,000
| +43% | +$510K |
|
474
Eastman Chemical
EMN
$7.48B
| $1.21M | ﹤0.01% |
14,000
-3,500
| -20% | -$302K |
|
475
Mondelez International
MDLZ
$79.7B
| $1.02M | ﹤0.01% |
29,500
| – | – |
|