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 |
Pfizer
PFE
|
+$2.08B |
| 2 |
CSX Corp
CSX
|
+$2.02B |
| 3 |
Micron Technology
MU
|
+$1.14B |
| 4 |
AbbVie
ABBV
|
+$1.03B |
| 5 |
Amgen
AMGN
|
+$953M |
Top Sells
| 1 |
Amazon
AMZN
|
+$9.28B |
| 2 |
Microsoft
MSFT
|
+$7.62B |
| 3 |
Wells Fargo
WFC
|
+$5.75B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.85B |
| 5 |
Intel
INTC
|
+$3.74B |
Sector Composition
| 1 | Technology | 17.1% |
| 2 | Financials | 14.75% |
| 3 | Healthcare | 13.91% |
| 4 | Consumer Discretionary | 13% |
| 5 | Energy | 8.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
BorgWarner
BWA
$9.42B
| – | – |
-598,672
| Closed | -$22.7M |
|
552
Century Aluminum
CENX
$2.43B
| – | – |
-3,300,000
| Closed | -$52M |
|
553
Clearwater Paper
CLW
$351M
| – | – |
-692,904
| Closed | -$16M |
|
554
Canadian National Railway
CNI
$59.7B
| – | – |
-75,000
| Closed | -$6.14M |
|
555
CNX Resources
CNX
$4.33B
| – | – |
-6,235,000
| Closed | -$111M |
|
556
Coherent
COHR
$16.3B
| – | – |
-72,000
| Closed | -$3.13M |
|
557
CRISPR Therapeutics
CRSP
$5.57B
| – | – |
-138,000
| Closed | -$8.11M |
|
558
CVS Health
CVS
$93.2B
| – | – |
-8,400,183
| Closed | -$541M |
|
|
DESP
559
DELISTED
Despegar.com
DESP
| – | – |
-1,571,125
| Closed | -$32.9M |
|
560
e.l.f. Beauty
ELF
$8.13B
| – | – |
-1,047,784
| Closed | -$16M |
|
561
Essent Group
ESNT
$6.16B
| – | – |
-3,787,129
| Closed | -$136M |
|
562
Farmer Brothers
FARM
$39.9M
| – | – |
-550,000
| Closed | -$16.8M |
|
563
Freeport-McMoran
FCX
$65B
| – | – |
-2,900,000
| Closed | -$50.1M |
|
564
Five Below
FIVE
$8.22B
| – | – |
-509,220
| Closed | -$49.8M |
|
565
Gogo Inc
GOGO
$1.25B
| – | – |
-2,220,000
| Closed | -$10.8M |
|
566
Hilton Grand Vacations
HGV
$4B
| – | – |
-688,000
| Closed | -$23.9M |
|
567
Herbalife
HLF
$950M
| – | – |
-437,800
| Closed | -$23.5M |
|
568
International Flavors & Fragrances
IFF
$16.5B
| – | – |
-117,800
| Closed | -$14.6M |
|
569
JB Hunt Transport Services
JBHT
$13.3B
| – | – |
-202,143
| Closed | -$24.6M |
|
570
James Hardie Industries plc
JHX
$11.3B
| $0 | ﹤0.01% |
15
+5
| +50% | – |
|
571
KBR
KBR
$6.21B
| – | – |
-4,000,000
| Closed | -$71.7M |
|
572
Lumentum
LITE
$11.9B
| – | – |
-612,400
| Closed | -$35.5M |
|
573
LG Display
LPL
$4.96B
| $0 | ﹤0.01% |
30
| – | – |
|
574
Lam Research
LRCX
$152B
| – | – |
-1,500,000
| Closed | -$25.9M |
|
575
ArcelorMittal
MT
$26.4B
| – | – |
-25
| Closed | -$1K |
|