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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Home Depot
HD
|
+$11.8B |
| 2 |
Amazon
AMZN
|
+$7.89B |
| 3 |
Merck
MRK
|
+$7.59B |
| 4 |
Boeing
BA
|
+$6.98B |
| 5 |
Microsoft
MSFT
|
+$6.31B |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 14.06% |
| 2 | Industrials | 13.77% |
| 3 | Healthcare | 13.64% |
| 4 | Consumer Discretionary | 11.18% |
| 5 | Energy | 10.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BRCM
151
DELISTED
BROADCOM CORP CL-A
BRCM
| $449M | 0.15% |
+13,298,000
| New | +$463M |
|
|
BHI
152
DELISTED
Baker Hughes
BHI
| $438M | 0.14% |
+9,500,000
| New | +$435M |
|
|
LLTC
153
DELISTED
Linear Technology Corp
LLTC
| $438M | 0.14% |
+11,878,000
| New | +$436M |
|
|
BSMX
154
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
| $434M | 0.14% |
+30,566,000
| New | +$476M |
|
|
SIAL
155
DELISTED
SIGMA - ALDRICH CORP
SIAL
| $432M | 0.14% |
+5,371,000
| New | +$430M |
|
|
PCP
156
DELISTED
PRECISION CASTPARTS CORP
PCP
| $428M | 0.14% |
+1,895,000
| New | +$384M |
|
157
Allstate
ALL
$68.2B
| $428M | 0.14% |
+8,900,000
| New | +$433M |
|
158
Rockwell Automation
ROK
$48.3B
| $427M | 0.14% |
+5,140,000
| New | +$444M |
|
159
Brookfield
BN
$109B
| $427M | 0.14% |
+50,602,003
| New | +$433M |
|
160
Alcoa
AA
$13.6B
| $426M | 0.14% |
+22,655,015
| New | +$453M |
|
161
Genuine Parts
GPC
$18.5B
| $423M | 0.14% |
+5,413,580
| New | +$420M |
|
162
Welltower
WELL
$169B
| $420M | 0.14% |
+6,265,500
| New | +$445M |
|
163
Macy's
M
$6.55B
| $408M | 0.13% |
+8,500,000
| New | +$395M |
|
|
CELG
164
DELISTED
Celgene Corp
CELG
| $407M | 0.13% |
+6,958,000
| New | +$419M |
|
165
CNX Resources
CNX
$5.32B
| $405M | 0.13% |
+17,922,000
| New | +$493M |
|
166
ICICI Bank
IBN
$108B
| $391M | 0.13% |
+56,292,500
| New | +$446M |
|
167
Fastenal
FAST
$59.8B
| $383M | 0.12% |
+33,413,200
| New | +$410M |
|
168
Lumen
LUMN
$6.85B
| $367M | 0.12% |
+10,371,120
| New | +$377M |
|
169
Incyte
INCY
$24.6B
| $361M | 0.12% |
+16,402,300
| New | +$358M |
|
170
Petrobras
PBR
$118B
| $359M | 0.12% |
+26,736,620
| New | +$456M |
|
171
Masco
MAS
$14.7B
| $355M | 0.12% |
+20,736,353
| New | +$373M |
|
172
Canadian Pacific Kansas City
CP
$79.6B
| $346M | 0.11% |
+14,270,000
| New | +$359M |
|
|
HUB.B
173
DELISTED
HUBBELL INC CL-B
HUB.B
| $340M | 0.11% |
+3,430,000
| New | +$332M |
|
174
Healthpeak Properties
DOC
$14.4B
| $338M | 0.11% |
+8,157,042
| New | +$372M |
|
175
Arch Capital
ACGL
$33.5B
| $337M | 0.11% |
+19,650,000
| New | +$342M |
|
Similar funds
Capital World Investors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Capital World Investors, which disclosed 463 positions worth $308B. Its ten largest holdings account for 23% of the portfolio.
Its largest position is Home Depot: 157,251,030 shares worth $12.2B.
By sector, the portfolio is most concentrated in Financials at 14% of assets, followed by Industrials and Healthcare.
- Capital World Investors's largest Q2 2013 buy was Home Depot: 157,251,030 shares worth $12.2B.
- Capital World Investors's ten largest holdings make up 23% of its $308B portfolio in Q2 2013.
- Capital World Investors disclosed 463 positions in Q2 2013, its first 13F filing on record.
Based on Capital World Investors's 13F filing for Q2 2013, filed 14 Aug 2013.