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 |
Philip Morris
PM
|
+$1.59B |
| 2 |
Medtronic
MDT
|
+$1.47B |
| 3 |
DD
Du Pont De Nemours E I
DD
|
+$1.17B |
| 4 |
Kroger
KR
|
+$924M |
| 5 |
PNC Financial Services
PNC
|
+$749M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$3.76B |
| 2 |
PepsiCo
PEP
|
+$1.64B |
| 3 |
Carnival Corp
CCL
|
+$1.18B |
| 4 |
Edwards Lifesciences
EW
|
+$693M |
| 5 |
American Express
AXP
|
+$677M |
Sector Composition
| 1 | Healthcare | 15.13% |
| 2 | Industrials | 13.92% |
| 3 | Financials | 13.29% |
| 4 | Technology | 10.56% |
| 5 | Consumer Discretionary | 9.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Robert Half
RHI
$3.61B
| $374M | 0.1% |
6,173,490
+514,296
| +9% | +$31.1M |
|
177
Plains GP Holdings
PAGP
$3.7B
| $371M | 0.1% |
4,917,137
| – | – |
|
178
Newmont
NEM
$87.1B
| $371M | 0.1% |
17,075,000
+1,000,000
| +6% | +$21.7M |
|
179
Walmart
WMT
$825B
| $370M | 0.1% |
13,500,000
| – | – |
|
180
Outfront Media
OUT
$3.16B
| $370M | 0.1% |
12,563,956
-474,055
| -4% | -$14M |
|
|
TWC
181
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $367M | 0.1% |
2,447,690
| – | – |
|
182
Revvity
RVTY
$9.62B
| $362M | 0.1% |
7,080,371
+850,371
| +14% | +$43.5M |
|
|
VRN
183
DELISTED
Veren
VRN
| $360M | 0.1% |
16,654,003
+3,103,502
| +23% | +$67.2M |
|
|
N
184
DELISTED
Netsuite Inc
N
| $354M | 0.1% |
3,820,625
+467,751
| +14% | +$43.4M |
|
185
Marsh & McLennan
MMC
$99.8B
| $349M | 0.09% |
6,230,000
| – | – |
|
|
PACW
186
DELISTED
PacWest Bancorp
PACW
| $347M | 0.09% |
7,400,949
+2,311,319
| +45% | +$108M |
|
187
Helmerich & Payne
HP
$2.1B
| $344M | 0.09% |
5,053,000
+2,553,000
| +102% | +$174M |
|
188
Pinnacle West Capital
PNW
$10.5B
| $337M | 0.09% |
5,280,000
| – | – |
|
189
Grifois
GRFS
$6.72B
| $327M | 0.09% |
19,946,364
-11,550,164
| -37% | -$189M |
|
190
Kellanova
K
$27.6B
| $324M | 0.09% |
5,238,812
+1,511,312
| +41% | +$93.6M |
|
|
FRC
191
DELISTED
First Republic Bank
FRC
| $323M | 0.09% |
5,657,025
+680,200
| +14% | +$38.8M |
|
192
Myriad Genetics
MYGN
$674M
| $316M | 0.09% |
8,940,000
| – | – |
|
193
Brookdale Senior Living
BKD
$1.78B
| $314M | 0.08% |
8,324,750
-208,500
| -2% | -$7.87M |
|
194
Lamar Advertising Co
LAMR
$12.9B
| $311M | 0.08% |
5,253,322
+23,322
| +0.4% | +$1.38M |
|
|
XEC
195
DELISTED
CIMAREX ENERGY CO
XEC
| $308M | 0.08% |
2,675,000
+449,339
| +20% | +$51.7M |
|
|
UN
196
DELISTED
Unilever NV New York Registry Shares
UN
| $308M | 0.08% |
7,370,000
| – | – |
|
197
Phillips 66
PSX
$52.9B
| $306M | 0.08% |
3,889,488
+39,488
| +1% | +$3.1M |
|
198
Southwest Airlines
LUV
$16.6B
| $299M | 0.08% |
+6,750,000
| New | +$299M |
|
199
Agios Pharmaceuticals
AGIO
$2.14B
| $298M | 0.08% |
3,157,120
+58,123
| +2% | +$5.48M |
|
|
PF
200
DELISTED
Pinnacle Foods, Inc.
PF
| $297M | 0.08% |
7,270,050
+1,030,832
| +17% | +$42.1M |
|