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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Home Depot
HD
|
+$11.8B |
| 2 |
Amazon
AMZN
|
+$7.89B |
| 3 |
Merck
MRK
|
+$7.59B |
| 4 |
Boeing
BA
|
+$6.98B |
| 5 |
Microsoft
MSFT
|
+$6.31B |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 14.06% |
| 2 | Industrials | 13.77% |
| 3 | Healthcare | 13.64% |
| 4 | Consumer Discretionary | 11.18% |
| 5 | Energy | 10.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Norfolk Southern
NSC
$75B
| $260M | 0.08% |
+3,576,646
| New | +$273M |
|
202
Steel Dynamics
STLD
$38.5B
| $260M | 0.08% |
+17,422,000
| New | +$261M |
|
203
Air Products & Chemicals
APD
$68.6B
| $259M | 0.08% |
+3,053,825
| New | +$257M |
|
204
Designer Brands
DBI
$334M
| $257M | 0.08% |
+6,983,000
| New | +$241M |
|
205
Jefferies Financial Group
JEF
$12.8B
| $256M | 0.08% |
+10,913,640
| New | +$287M |
|
206
HDFC Bank
HDB
$120B
| $253M | 0.08% |
+27,880,000
| New | +$276M |
|
207
Estee Lauder
EL
$31.5B
| $249M | 0.08% |
+3,790,000
| New | +$259M |
|
|
KMI.WS
208
DELISTED
Kinder Morgan Inc
KMI.WS
| $249M | 0.08% |
+48,639,295
| New | +$267M |
|
209
Sumitomo Mitsui Financial
SMFG
$161B
| $249M | 0.08% |
+27,000,000
| New | +$241M |
|
|
GRFS
210
Grifois
GRFS
$5.48B
| $248M | 0.08% |
+17,432,700
| New | +$245M |
|
211
HP
HPQ
$27.3B
| $248M | 0.08% |
+22,020,000
| New | +$225M |
|
212
Oceaneering
OII
$5.09B
| $237M | 0.08% |
+3,288,564
| New | +$230M |
|
213
KLA
KLAC
$252B
| $231M | 0.07% |
+41,470,000
| New | +$226M |
|
214
Public Storage
PSA
$60.8B
| $231M | 0.07% |
+1,505,000
| New | +$237M |
|
215
Ralph Lauren
RL
$24.2B
| $231M | 0.07% |
+1,327,635
| New | +$234M |
|
216
Autodesk
ADSK
$54.1B
| $231M | 0.07% |
+6,794,201
| New | +$253M |
|
|
FITB
217
Fifth Third Bancorp
FITB
$51.8B
| $228M | 0.07% |
+12,630,000
| New | +$220M |
|
218
Edison International
EIX
$26.1B
| $228M | 0.07% |
+4,725,000
| New | +$233M |
|
|
K
219
DELISTED
Kellanova
K
| $225M | 0.07% |
+3,727,500
| New | +$225M |
|
220
Arthur J. Gallagher & Co
AJG
$64.7B
| $218M | 0.07% |
+5,000,000
| New | +$216M |
|
|
AGN
221
DELISTED
Allergan Inc
AGN
| $213M | 0.07% |
+2,525,000
| New | +$262M |
|
222
BioMarin Pharmaceuticals
BMRN
$13.3B
| $205M | 0.07% |
+3,678,225
| New | +$229M |
|
223
Celanese
CE
$4.88B
| $205M | 0.07% |
+4,575,000
| New | +$215M |
|
224
Dolby
DLB
$5.82B
| $204M | 0.07% |
+6,084,621
| New | +$204M |
|
|
DO
225
DELISTED
Diamond Offshore Drilling
DO
| $202M | 0.07% |
+2,935,200
| New | +$202M |
|
Similar funds
Capital World Investors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Capital World Investors, which disclosed 463 positions worth $308B. Its ten largest holdings account for 23% of the portfolio.
Its largest position is Home Depot: 157,251,030 shares worth $12.2B.
By sector, the portfolio is most concentrated in Financials at 14% of assets, followed by Industrials and Healthcare.
- Capital World Investors's largest Q2 2013 buy was Home Depot: 157,251,030 shares worth $12.2B.
- Capital World Investors's ten largest holdings make up 23% of its $308B portfolio in Q2 2013.
- Capital World Investors disclosed 463 positions in Q2 2013, its first 13F filing on record.
Based on Capital World Investors's 13F filing for Q2 2013, filed 14 Aug 2013.