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 |
Microsoft
MSFT
|
+$1.97B |
| 2 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$1.64B |
| 3 |
CHK
Chesapeake Energy Corporation
CHK
|
+$806M |
| 4 |
PepsiCo
PEP
|
+$729M |
| 5 |
Wells Fargo
WFC
|
+$577M |
Top Sells
| 1 |
Intuitive Surgical
ISRG
|
+$793M |
| 2 |
Home Depot
HD
|
+$647M |
| 3 |
TSMC
TSM
|
+$588M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$504M |
| 5 |
Johnson Controls International
JCI
|
+$468M |
Sector Composition
| 1 | Industrials | 13.92% |
| 2 | Financials | 13.56% |
| 3 | Healthcare | 13.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Energy | 10.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Grifois
GRFS
$6.7B
| $264M | 0.08% |
17,432,700
| – | – |
|
202
Sumitomo Mitsui Financial
SMFG
$107B
| $263M | 0.08% |
27,000,000
| – | – |
|
203
Eli Lilly
LLY
$678B
| $262M | 0.08% |
5,200,000
+2,000,000
| +63% | +$101M |
|
204
Oracle
ORCL
$865B
| $257M | 0.08% |
7,753,591
-1,045,000
| -12% | -$34.7M |
|
|
BRCM
205
DELISTED
BROADCOM CORP CL-A
BRCM
| $255M | 0.08% |
9,798,000
-3,500,000
| -26% | -$91M |
|
206
The Mosaic Company
MOS
$10.6B
| $253M | 0.08% |
5,875,000
+500,000
| +9% | +$21.5M |
|
207
KLA
KLAC
$123B
| $252M | 0.08% |
4,147,000
| – | – |
|
|
KRFT
208
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
| $249M | 0.08% |
4,743,167
-800,000
| -14% | -$42M |
|
209
Public Storage
PSA
$51.7B
| $242M | 0.07% |
1,505,000
| – | – |
|
|
LGF
210
DELISTED
Lions Gate Entertainment
LGF
| $241M | 0.07% |
6,864,000
-219,000
| -3% | -$7.68M |
|
211
Equity Residential
EQR
$25.2B
| $240M | 0.07% |
4,475,000
+1,765,000
| +65% | +$94.6M |
|
|
PCP
212
DELISTED
PRECISION CASTPARTS CORP
PCP
| $237M | 0.07% |
1,045,000
-850,000
| -45% | -$193M |
|
213
Healthpeak Properties
DOC
$12.6B
| $236M | 0.07% |
6,329,750
-1,827,292
| -22% | -$68.1M |
|
214
Estee Lauder
EL
$31.2B
| $230M | 0.07% |
3,290,000
-500,000
| -13% | -$35M |
|
|
AGN
215
DELISTED
ALLERGAN INC
AGN
| $228M | 0.07% |
2,525,000
| – | – |
|
|
FRC
216
DELISTED
First Republic Bank
FRC
| $227M | 0.07% |
4,876,825
+35,000
| +0.7% | +$1.63M |
|
217
Chart Industries
GTLS
$8.95B
| $224M | 0.07% |
1,820,355
-29,471
| -2% | -$3.63M |
|
218
Sealed Air
SEE
$4.83B
| $223M | 0.07% |
8,185,000
+4,050,000
| +98% | +$110M |
|
219
Arthur J. Gallagher & Co
AJG
$75.2B
| $218M | 0.07% |
5,000,000
| – | – |
|
220
Edison International
EIX
$21.4B
| $218M | 0.07% |
4,725,000
| – | – |
|
221
Revvity
RVTY
$9.95B
| $218M | 0.07% |
5,762,765
+4,237,765
| +278% | +$160M |
|
222
HDFC Bank
HDB
$180B
| $215M | 0.07% |
13,940,000
| – | – |
|
223
Alcoa
AA
$8.36B
| $213M | 0.06% |
10,919,684
-11,735,331
| -52% | -$229M |
|
224
Five Below
FIVE
$8.05B
| $213M | 0.06% |
4,860,133
| – | – |
|
|
DNY
225
DELISTED
DONNELLEY R R & SONS CO
DNY
| $211M | 0.06% |
13,345,400
| – | – |
|