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 |
Simon Property Group
SPG
|
+$2.77B |
| 2 |
Enbridge
ENB
|
+$1.61B |
| 3 |
Costco
COST
|
+$1.54B |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.23B |
| 5 |
Charter Communications
CHTR
|
+$1.22B |
Top Sells
| 1 |
Merck
MRK
|
+$2.2B |
| 2 |
Boeing
BA
|
+$1.69B |
| 3 |
SE
Spectra Energy Corp Wi
SE
|
+$1.46B |
| 4 |
JPMorgan Chase
JPM
|
+$1.2B |
| 5 |
Exxon Mobil
XOM
|
+$1.12B |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Financials | 12.57% |
| 3 | Consumer Discretionary | 11.87% |
| 4 | Communication Services | 10.92% |
| 5 | Healthcare | 10.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AEUA
476
DELISTED
Anadarko Petroleum Corporation
AEUA
| $4.63M | ﹤0.01% |
+106,400
| New | +$4.63M |
|
|
C.WS.A
477
DELISTED
Citigroup Inc
C.WS.A
| $3.75M | ﹤0.01% |
25,500,000
| – | – |
|
|
DCUC
478
DELISTED
Dominion Energy, Inc.
DCUC
| $3.27M | ﹤0.01% |
65,000
| – | – |
|
|
HABT
479
DELISTED
The Habit Restaurants, Inc. - Class A
HABT
| $2.94M | ﹤0.01% |
+165,800
| New | +$2.94M |
|
480
Robert Half
RHI
$3.56B
| $850K | ﹤0.01% |
17,410
| – | – |
|
481
Liberty Latin America Class A
LILA
$1.53B
| $763K | ﹤0.01% |
36,404
| – | – |
|
|
DNR
482
DELISTED
Denbury Resources, Inc.
DNR
| $155K | ﹤0.01% |
60,000
| – | – |
|
483
Chemours
CC
$2.56B
| $139K | ﹤0.01% |
3,620
| – | – |
|
|
GNRT
484
DELISTED
Gener8 Maritime, Inc.
GNRT
| $71K | ﹤0.01% |
12,599
-1,716
| -12% | -$9.67K |
|
485
Abbott
ABT
$229B
| – | – |
-3,865,697
| Closed | -$148M |
|
486
Accenture
ACN
$147B
| – | – |
-3,783,003
| Closed | -$443M |
|
487
American Water Works
AWK
$26.8B
| – | – |
-126,000
| Closed | -$9.12M |
|
488
Coty
COTY
$3.67B
| – | – |
-16,389,928
| Closed | -$300M |
|
489
Camden Property Trust
CPT
$11.4B
| – | – |
-555,000
| Closed | -$46.7M |
|
490
Cisco
CSCO
$265B
| – | – |
-5,000,000
| Closed | -$151M |
|
491
DexCom
DXCM
$29.6B
| – | – |
-524,000
| Closed | -$7.82M |
|
492
Expedia Group
EXPE
$28.2B
| – | – |
-930,000
| Closed | -$105M |
|
493
FMC
FMC
$4.7B
| – | – |
-8,646,353
| Closed | -$424M |
|
494
Openlane
KAR
$3.04B
| – | – |
-2,395,766
| Closed | -$38.6M |
|
495
Kimberly-Clark
KMB
$41.6B
| – | – |
-9,000
| Closed | -$1.03M |
|
496
Standard BioTools
LAB
$523M
| – | – |
-800,000
| Closed | -$5.82M |
|
497
Lowe's Companies
LOW
$153B
| – | – |
-3,000,000
| Closed | -$213M |
|
498
Martin Marietta Materials
MLM
$36.9B
| – | – |
-25,000
| Closed | -$5.54M |
|
499
Moog
MOG.A
$6.24B
| – | – |
-208,500
| Closed | -$13.7M |
|
500
Novartis
NVS
$238B
| – | – |
-1,601,026
| Closed | -$104M |
|