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 |
Apple
AAPL
|
$3.8B |
| 2 |
Coca-Cola
KO
|
$1.83B |
| 3 |
Union Pacific
UNP
|
$1.66B |
| 4 |
POT
Potash Corp Of Saskatchewan
POT
|
$1.15B |
| 5 |
Microsoft
MSFT
|
$1.1B |
Top Sells
| 1 |
Kimberly-Clark
KMB
|
$1.11B |
| 2 |
DuPont de Nemours
DD
|
$869M |
| 3 |
Home Depot
HD
|
$682M |
| 4 |
DTV
DIRECTV COM STK (DE)
DTV
|
$665M |
| 5 |
Texas Instruments
TXN
|
$664M |
Sector Composition
| 1 | Industrials | 13.81% |
| 2 | Financials | 13.33% |
| 3 | Healthcare | 12.6% |
| 4 | Technology | 10.74% |
| 5 | Energy | 10.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Tri Pointe Homes
TPH
$3.09B
| $11.5M | ﹤0.01% | 730,000 +430,000 | +143% | +$6.76M |
|
|
ACI
452
DELISTED
ARCH COAL, INC.
ACI
| $11.4M | ﹤0.01% | 3,115,000 +100,000 | +3% | +$365K |
|
453
T-Mobile US
TMUS
$284B
| $11.1M | ﹤0.01% | +330,000 | New | +$11.1M |
|
454
Fox Factory Holding Corp
FOXF
$1.21B
| $11M | ﹤0.01% | 625,000 | – | – |
|
|
HA
455
DELISTED
Hawaiian Holdings, Inc.
HA
| $11M | ﹤0.01% | +800,000 | New | +$11M |
|
|
NIHD
456
DELISTED
NII HOLDINGS INC CL B
NIHD
| $10.8M | ﹤0.01% | 19,636,205 | – | – |
|
|
PF
457
DELISTED
Pinnacle Foods, Inc.
PF
| $10.8M | ﹤0.01% | +327,337 | New | +$10.8M |
|
458
Teva Pharmaceuticals
TEVA
$21.1B
| $10.5M | ﹤0.01% | 200,000 | – | – |
|
|
ZEN
459
DELISTED
ZENDESK INC
ZEN
| $10.4M | ﹤0.01% | +600,000 | New | +$10.4M |
|
|
CSBK
460
DELISTED
Clifton Bancorp Inc.
CSBK
| $10.3M | ﹤0.01% | +816,606 | New | +$10.3M |
|
461
Acadia Realty Trust
AKR
$2.62B
| $10.1M | ﹤0.01% | +360,000 | New | +$10.1M |
|
|
FLXN
462
DELISTED
Flexion Therapeutics, Inc.
FLXN
| $10.1M | ﹤0.01% | 750,000 +27,800 | +4% | +$375K |
|
|
PNK
463
DELISTED
Pinnacle Entertainment Inc.
PNK
| $10.1M | ﹤0.01% | 400,000 | – | – |
|
464
Artisan Partners
APAM
$3.3B
| $9.92M | ﹤0.01% | +175,000 | New | +$9.92M |
|
|
SIRO
465
DELISTED
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
| $9.9M | ﹤0.01% | 120,000 -300,000 | -71% | -$24.7M |
|
466
Deutsche Bank
DB
$67.7B
| $9.44M | ﹤0.01% | 268,333 +58,333 | +28% | +$2.05M |
|
467
Arista Networks
ANET
$172B
| $9.36M | ﹤0.01% | +150,000 | New | +$9.36M |
|
468
Acadia Pharmaceuticals
ACAD
$4.38B
| $9.04M | ﹤0.01% | 400,000 | – | – |
|
469
Blackstone
BX
$134B
| $9.03M | ﹤0.01% | 270,000 | – | – |
|
470
Designer Brands
DBI
$181M
| $8.94M | ﹤0.01% | 320,000 -180,000 | -36% | -$5.03M |
|
|
SVC
471
Service Properties Trust
SVC
$451M
| $8.82M | ﹤0.01% | 290,000 -13,301,353 | -98% | -$404M |
|
472
Angi Inc
ANGI
$786M
| $7.88M | ﹤0.01% | 660,000 | – | – |
|
|
ULTI
473
DELISTED
Ultimate Software Group Inc
ULTI
| $7.7M | ﹤0.01% | 55,700 -137,900 | -71% | -$19.1M |
|
474
Criteo
CRTO
$1.3B
| $7.6M | ﹤0.01% | 225,000 | – | – |
|
475
Berkshire Hathaway Class B
BRK.B
$1.09T
| $7.59M | ﹤0.01% | 60,000 | – | – |
|