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 |
Simon Property Group
SPG
|
+$2.77B |
| 2 |
Enbridge
ENB
|
+$1.61B |
| 3 |
Costco
COST
|
+$1.54B |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.23B |
| 5 |
Charter Communications
CHTR
|
+$1.22B |
Top Sells
| 1 |
Merck
MRK
|
+$2.2B |
| 2 |
Boeing
BA
|
+$1.69B |
| 3 |
SE
Spectra Energy Corp Wi
SE
|
+$1.46B |
| 4 |
JPMorgan Chase
JPM
|
+$1.2B |
| 5 |
Exxon Mobil
XOM
|
+$1.12B |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Financials | 12.57% |
| 3 | Consumer Discretionary | 11.87% |
| 4 | Communication Services | 10.92% |
| 5 | Healthcare | 10.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Jack Henry & Associates
JKHY
$11.7B
| $373M | 0.09% |
4,008,500
+63,500
| +2% | +$5.91M |
|
177
CF Industries
CF
$13.9B
| $368M | 0.09% |
12,527,919
+1,756,672
| +16% | +$51.6M |
|
|
178
Exxon Mobil
XOM
$478B
| $366M | 0.09% |
4,462,000
-13,612,000
| -75% | -$1.12B |
|
179
Fiserv
FI
$73B
| $364M | 0.09% |
6,315,400
+200,000
| +3% | +$11.5M |
|
180
Weyerhaeuser
WY
$18B
| $360M | 0.09% |
10,599,016
-8,883,819
| -46% | -$302M |
|
181
Paycom
PAYC
$12.5B
| $356M | 0.09% |
6,197,914
+639,000
| +11% | +$36.7M |
|
|
POT
182
DELISTED
Potash Corp Of Saskatchewan
POT
| $353M | 0.08% |
20,649,500
+2,502,000
| +14% | +$42.7M |
|
183
Masco
MAS
$15.4B
| $350M | 0.08% |
10,303,530
+2,722,652
| +36% | +$92.5M |
|
184
Marsh & McLennan
MMC
$99.8B
| $347M | 0.08% |
4,690,003
+200,000
| +4% | +$14.8M |
|
185
Sabre
SABR
$738M
| $345M | 0.08% |
16,283,334
-5,363,839
| -25% | -$114M |
|
186
Royal Caribbean
RCL
$91.4B
| $342M | 0.08% |
3,485,000
| – | – |
|
187
Berkshire Hathaway Class B
BRK.B
$1.07T
| $338M | 0.08% |
2,026,211
+1,479
| +0.1% | +$247K |
|
188
Colgate-Palmolive
CL
$67.3B
| $333M | 0.08% |
4,545,597
+2,895,662
| +176% | +$212M |
|
189
Republic Services
RSG
$71.3B
| $328M | 0.08% |
5,225,000
-500,000
| -9% | -$31.4M |
|
190
Deere & Co
DE
$127B
| $327M | 0.08% |
3,000,000
-1,800,000
| -38% | -$196M |
|
|
HES
191
DELISTED
Hess
HES
| $323M | 0.08% |
6,692,159
+653,730
| +11% | +$31.5M |
|
192
Outfront Media
OUT
$3.16B
| $319M | 0.08% |
12,222,463
-547,843
| -4% | -$14.3M |
|
|
NBIS
193
Nebius Group N.V. Class A Ordinary Shares
NBIS
$21.6B
| $313M | 0.07% |
14,254,903
-3,131,068
| -18% | -$68.7M |
|
|
SLCA
194
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $302M | 0.07% |
6,297,071
+445,000
| +8% | +$21.4M |
|
195
Illumina
ILMN
$14.6B
| $294M | 0.07% |
1,773,300
| – | – |
|
|
FNGN
196
DELISTED
Financial Engines, Inc.
FNGN
| $290M | 0.07% |
6,659,000
| – | – |
|
|
MXIM
197
DELISTED
Maxim Integrated Products
MXIM
| $285M | 0.07% |
6,346,000
-700,000
| -10% | -$31.5M |
|
198
Pembina Pipeline
PBA
$22.8B
| $285M | 0.07% |
9,000,559
| – | – |
|
199
Hasbro
HAS
$11B
| $276M | 0.07% |
2,766,647
-2,127,726
| -43% | -$212M |
|
200
Paychex
PAYX
$48.6B
| $275M | 0.07% |
4,669,800
-2,750,000
| -37% | -$162M |
|