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 |
Alphabet (Google) Class C
GOOG
|
+$2.54B |
| 2 |
Target
TGT
|
+$1.4B |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$1.09B |
| 4 |
Visa
V
|
+$1.03B |
| 5 |
Crown Castle
CCI
|
+$503M |
Top Sells
| 1 |
Gilead Sciences
GILD
|
+$1.49B |
| 2 |
Amazon
AMZN
|
+$963M |
| 3 |
Procter & Gamble
PG
|
+$554M |
| 4 |
Duke Energy
DUK
|
+$515M |
| 5 |
Home Depot
HD
|
+$510M |
Sector Composition
| 1 | Healthcare | 13.78% |
| 2 | Industrials | 13.75% |
| 3 | Financials | 13.46% |
| 4 | Technology | 10.85% |
| 5 | Consumer Discretionary | 9.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Medtronic
MDT
$121B
| $402M | 0.11% |
5,564,000
+2,020,000
| +57% | +$146M |
|
177
Walmart
WMT
$825B
| $386M | 0.1% |
13,500,000
| – | – |
|
178
Public Storage
PSA
$51.3B
| $386M | 0.1% |
2,090,000
| – | – |
|
179
Centene
CNC
$16.3B
| $376M | 0.1% |
14,494,000
+9,154,000
| +171% | +$238M |
|
|
TWC
180
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $372M | 0.1% |
2,447,690
+5,000
| +0.2% | +$760K |
|
181
Occidental Petroleum
OXY
$45B
| $367M | 0.1% |
4,557,748
-3,296,654
| -42% | -$265M |
|
|
HUB.B
182
DELISTED
HUBBELL INC CL-B
HUB.B
| $366M | 0.1% |
3,430,000
| – | – |
|
|
N
183
DELISTED
Netsuite Inc
N
| $366M | 0.1% |
3,352,874
-50,000
| -1% | -$5.46M |
|
184
Pinnacle West Capital
PNW
$10.5B
| $361M | 0.1% |
5,280,000
| – | – |
|
185
Marsh & McLennan
MMC
$99.8B
| $357M | 0.1% |
6,230,000
| – | – |
|
186
Starbucks
SBUX
$93.1B
| $353M | 0.1% |
8,610,000
| – | – |
|
187
Agios Pharmaceuticals
AGIO
$2.14B
| $347M | 0.09% |
3,098,997
+1,966,877
| +174% | +$220M |
|
188
Outfront Media
OUT
$3.16B
| $344M | 0.09% |
13,038,011
-390,079
| -3% | -$10.3M |
|
189
Charter Communications
CHTR
$36B
| $337M | 0.09% |
+2,020,000
| New | +$337M |
|
190
Plains GP Holdings
PAGP
$3.7B
| $336M | 0.09% |
4,917,137
+2,538,490
| +107% | +$174M |
|
191
Robert Half
RHI
$3.61B
| $330M | 0.09% |
5,659,194
+1,837,704
| +48% | +$107M |
|
|
SWN
192
DELISTED
Southwestern Energy Company
SWN
| $327M | 0.09% |
12,000,000
-125,000
| -1% | -$3.41M |
|
|
BSMX
193
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
| $324M | 0.09% |
31,290,197
| – | – |
|
194
Brookdale Senior Living
BKD
$1.78B
| $313M | 0.08% |
8,533,250
| – | – |
|
195
Canadian Pacific Kansas City
CP
$68.9B
| $306M | 0.08% |
7,950,000
+3,830,000
| +93% | +$148M |
|
196
Myriad Genetics
MYGN
$674M
| $304M | 0.08% |
8,940,000
+1,284,885
| +17% | +$43.8M |
|
197
Newmont
NEM
$87.1B
| $304M | 0.08% |
16,075,000
+9,284,280
| +137% | +$175M |
|
|
VRN
198
DELISTED
Veren
VRN
| $298M | 0.08% |
13,550,501
-125,814
| -0.9% | -$2.76M |
|
|
LGF
199
DELISTED
Lions Gate Entertainment
LGF
| $290M | 0.08% |
9,065,393
| – | – |
|
|
UN
200
DELISTED
Unilever NV New York Registry Shares
UN
| $288M | 0.08% |
7,370,000
-4,530,000
| -38% | -$177M |
|