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 |
Nike
NKE
|
+$2.49B |
| 2 |
Wells Fargo
WFC
|
+$1B |
| 3 |
Public Service Enterprise Group
PEG
|
+$941M |
| 4 |
ServiceNow
NOW
|
+$911M |
| 5 |
Occidental Petroleum
OXY
|
+$748M |
Top Sells
| 1 |
Schlumberger
SLB
|
+$2.34B |
| 2 |
Apple
AAPL
|
+$1.74B |
| 3 |
Microsoft
MSFT
|
+$1.51B |
| 4 |
Boeing
BA
|
+$1.41B |
| 5 |
Home Depot
HD
|
+$1.28B |
Sector Composition
| 1 | Technology | 18.05% |
| 2 | Financials | 15.65% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Healthcare | 10.02% |
| 5 | Communication Services | 9.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ZAYO
176
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $440M | 0.1% |
11,948,000
-3,711,721
| -24% | -$137M |
|
177
Molina Healthcare
MOH
$9.8B
| $427M | 0.09% |
5,569,005
| – | – |
|
178
Trane Technologies
TT
$89.2B
| $423M | 0.09% |
4,739,535
-9,726
| -0.2% | -$867K |
|
179
Fiserv
FI
$73B
| $414M | 0.09% |
6,315,400
| – | – |
|
180
Duke Energy
DUK
$94.8B
| $412M | 0.09% |
4,899,999
| – | – |
|
181
Cenovus Energy
CVE
$30.4B
| $405M | 0.09% |
44,333,400
+27,179,200
| +158% | +$248M |
|
182
Berkshire Hathaway Class B
BRK.B
$1.07T
| $403M | 0.09% |
2,032,055
+2,620
| +0.1% | +$519K |
|
183
Murphy Oil
MUR
$3.68B
| $401M | 0.09% |
12,899,680
| – | – |
|
|
CIT
184
DELISTED
CIT Group Inc.
CIT
| $400M | 0.09% |
8,122,115
| – | – |
|
185
Petrobras
PBR
$81.4B
| $399M | 0.09% |
38,771,612
+25,265
| +0.1% | +$260K |
|
186
Helmerich & Payne
HP
$2.1B
| $397M | 0.09% |
6,144,000
+1,158,000
| +23% | +$74.9M |
|
|
POT
187
DELISTED
Potash Corp Of Saskatchewan
POT
| $394M | 0.09% |
19,081,500
| – | – |
|
|
WFT
188
DELISTED
Weatherford International plc
WFT
| $390M | 0.08% |
93,480,839
-8,836,419
| -9% | -$36.8M |
|
189
Domino's
DPZ
$15.3B
| $375M | 0.08% |
1,985,974
-129,679
| -6% | -$24.5M |
|
190
Weyerhaeuser
WY
$18B
| $375M | 0.08% |
10,625,273
+15,167
| +0.1% | +$535K |
|
191
United Airlines
UAL
$34.5B
| $374M | 0.08% |
5,554,944
+2,392,000
| +76% | +$161M |
|
192
Lamar Advertising Co
LAMR
$12.9B
| $371M | 0.08% |
4,993,322
| – | – |
|
193
Masco
MAS
$15.4B
| $370M | 0.08% |
8,411,700
| – | – |
|
|
WCG
194
DELISTED
Wellcare Health Plans, Inc.
WCG
| $345M | 0.07% |
1,713,000
| – | – |
|
195
RingCentral
RNG
$2.75B
| $342M | 0.07% |
7,074,000
| – | – |
|
196
MarketAxess Holdings
MKTX
$6.91B
| $336M | 0.07% |
1,665,000
+199,000
| +14% | +$40.1M |
|
197
Walmart
WMT
$825B
| $323M | 0.07% |
9,825,000
| – | – |
|
198
Pampa Energía
PAM
$3.23B
| $318M | 0.07% |
4,725,506
+161,081
| +4% | +$10.8M |
|
|
UMPQ
199
DELISTED
Umpqua Holdings Corp
UMPQ
| $318M | 0.07% |
15,273,300
| – | – |
|
|
BLUE
200
DELISTED
bluebird bio
BLUE
| $315M | 0.07% |
136,471
+48,945
| +56% | +$113M |
|