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 |
Cisco
CSCO
|
$2.34B |
| 2 |
Apple
AAPL
|
$1.94B |
| 3 |
JPMorgan Chase
JPM
|
$1.44B |
| 4 |
Comcast
CMCSA
|
$1.25B |
| 5 |
Microsoft
MSFT
|
$1.2B |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$1.46B |
| 2 |
Citigroup
C
|
$1.37B |
| 3 |
Home Depot
HD
|
$1.25B |
| 4 |
PepsiCo
PEP
|
$1.19B |
| 5 |
Gilead Sciences
GILD
|
$1.09B |
Sector Composition
| 1 | Industrials | 14.32% |
| 2 | Financials | 13.53% |
| 3 | Healthcare | 12.74% |
| 4 | Consumer Discretionary | 10.86% |
| 5 | Technology | 10.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Dolby
DLB
$6.87B
| $271M | 0.08% | 6,084,621 | – | – |
|
202
Helmerich & Payne
HP
$2.08B
| $269M | 0.08% | 2,500,000 | – | – |
|
|
FRC
203
DELISTED
First Republic Bank
FRC
| $269M | 0.08% | 4,976,825 +100,000 | +2% | +$5.4M |
|
204
Oceaneering
OII
$2.45B
| $263M | 0.07% | 3,657,564 +369,000 | +11% | +$26.5M |
|
205
CVS Health
CVS
$92.8B
| $261M | 0.07% | 3,491,000 +1,650,000 | +90% | +$124M |
|
206
Cleveland-Cliffs
CLF
$5.32B
| $260M | 0.07% | 12,716,581 -1,703,919 | -12% | -$34.9M |
|
207
Sealed Air
SEE
$4.78B
| $244M | 0.07% | 7,435,000 -750,000 | -9% | -$24.7M |
|
|
DNY
208
DELISTED
DONNELLEY R R & SONS CO
DNY
| $239M | 0.07% | 13,345,400 | – | – |
|
209
Southern Company
SO
$102B
| $234M | 0.07% | 5,330,000 | – | – |
|
210
Hyatt Hotels
H
$13.8B
| $234M | 0.07% | 4,345,000 | – | – |
|
211
Sumitomo Mitsui Financial
SMFG
$105B
| $234M | 0.07% | 27,000,000 | – | – |
|
|
PCP
212
DELISTED
PRECISION CASTPARTS CORP
PCP
| $233M | 0.07% | 920,000 -125,000 | -12% | -$31.6M |
|
213
HDFC Bank
HDB
$182B
| $231M | 0.07% | 5,621,065 +2,621,065 | +87% | +$108M |
|
214
PACCAR
PCAR
$52.5B
| $228M | 0.07% | 3,382,500 | – | – |
|
215
Innoviva
INVA
$1.29B
| $224M | 0.06% | 7,250,900 +5,574,954 | +333% | +$172M |
|
216
Healthpeak Properties
DOC
$12.5B
| $224M | 0.06% | 5,764,800 | – | – |
|
217
CNO Financial Group
CNO
$3.83B
| $215M | 0.06% | 11,900,000 | – | – |
|
|
ATHN
218
DELISTED
Athenahealth, Inc.
ATHN
| $212M | 0.06% | 1,322,000 +157,000 | +13% | +$25.2M |
|
219
Oneok
OKE
$48.1B
| $212M | 0.06% | 3,575,000 | – | – |
|
220
Domino's
DPZ
$15.6B
| $210M | 0.06% | 2,723,000 +100,000 | +4% | +$7.7M |
|
221
Five Below
FIVE
$8B
| $206M | 0.06% | 4,860,133 | – | – |
|
222
Genuine Parts
GPC
$19.4B
| $204M | 0.06% | 2,350,000 -700,000 | -23% | -$60.8M |
|
223
Thermo Fisher Scientific
TMO
$186B
| $203M | 0.06% | 1,692,000 +642,000 | +61% | +$77.2M |
|
|
LGF
224
DELISTED
Lions Gate Entertainment
LGF
| $201M | 0.06% | 7,537,700 +203,933 | +3% | +$5.45M |
|
|
LO
225
DELISTED
LORILLARD INC COM STK
LO
| $199M | 0.06% | 3,677,190 +1,193,290 | +48% | +$64.5M |
|