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 |
Western Digital
WDC
|
+$1.02B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$706M |
| 3 |
Simon Property Group
SPG
|
+$681M |
| 4 |
Altria Group
MO
|
+$664M |
| 5 |
Baidu
BIDU
|
+$612M |
Top Sells
| 1 |
Amazon
AMZN
|
+$1.89B |
| 2 |
JPMorgan Chase
JPM
|
+$1.42B |
| 3 |
Broadcom
AVGO
|
+$1.29B |
| 4 |
Texas Instruments
TXN
|
+$943M |
| 5 |
Boeing
BA
|
+$884M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Financials | 13.22% |
| 3 | Consumer Discretionary | 12.3% |
| 4 | Healthcare | 10.85% |
| 5 | Communication Services | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ZAYO
151
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $524M | 0.12% |
16,965,233
-304,000
| -2% | -$9.39M |
|
152
Hershey
HSY
$37.5B
| $515M | 0.12% |
4,800,000
| – | – |
|
153
Marriott International Class A Common Stock
MAR
$72.3B
| $496M | 0.12% |
4,944,000
| – | – |
|
154
PG&E
PCG
$34B
| $495M | 0.12% |
7,453,006
-30,606
| -0.4% | -$2.03M |
|
|
CIT
155
DELISTED
CIT Group Inc.
CIT
| $490M | 0.12% |
10,063,466
+75,966
| +0.8% | +$3.7M |
|
156
Equinix
EQIX
$77.2B
| $459M | 0.11% |
1,069,359
+761,220
| +247% | +$327M |
|
157
Itaú Unibanco
ITUB
$75B
| $457M | 0.11% |
82,774,968
+871,631
| +1% | +$4.81M |
|
158
Paycom
PAYC
$12.5B
| $452M | 0.11% |
6,612,914
+415,000
| +7% | +$28.4M |
|
159
Qualcomm
QCOM
$175B
| $449M | 0.11% |
8,139,200
| – | – |
|
|
TWX
160
DELISTED
Time Warner Inc
TWX
| $449M | 0.11% |
4,472,567
-3,743,000
| -46% | -$376M |
|
161
Delta Air Lines
DAL
$39.1B
| $441M | 0.1% |
8,212,000
| – | – |
|
162
Jack Henry & Associates
JKHY
$11.7B
| $435M | 0.1% |
4,188,500
+180,000
| +4% | +$18.7M |
|
163
Trane Technologies
TT
$89.2B
| $434M | 0.1% |
4,748,170
-998,323
| -17% | -$91.2M |
|
164
CF Industries
CF
$13.9B
| $425M | 0.1% |
15,203,728
+2,675,809
| +21% | +$74.8M |
|
165
Adobe
ADBE
$148B
| $424M | 0.1% |
3,000,000
| – | – |
|
166
Deutsche Bank
DB
$71.6B
| $424M | 0.1% |
23,884,260
+17,334,260
| +265% | +$307M |
|
167
Duke Energy
DUK
$94.8B
| $410M | 0.1% |
4,899,999
| – | – |
|
168
Deere & Co
DE
$127B
| $402M | 0.09% |
3,250,000
+250,000
| +8% | +$30.9M |
|
169
Lamar Advertising Co
LAMR
$12.9B
| $396M | 0.09% |
5,383,322
| – | – |
|
170
Prologis
PLD
$107B
| $389M | 0.09% |
6,640,000
+4,280,000
| +181% | +$251M |
|
171
Hubbell
HUBB
$23.2B
| $388M | 0.09% |
3,430,000
| – | – |
|
172
Helmerich & Payne
HP
$2.1B
| $387M | 0.09% |
7,115,000
-16,150
| -0.2% | -$878K |
|
173
Fiserv
FI
$73B
| $386M | 0.09% |
6,315,400
| – | – |
|
|
PACW
174
DELISTED
PacWest Bancorp
PACW
| $383M | 0.09% |
8,197,589
| – | – |
|
175
Royal Caribbean
RCL
$91.4B
| $381M | 0.09% |
3,485,000
| – | – |
|