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 |
Coca-Cola
KO
|
+$1.83B |
| 2 |
POT
Potash Corp Of Saskatchewan
POT
|
+$1.15B |
| 3 |
Microsoft
MSFT
|
+$1.1B |
| 4 |
Procter & Gamble
PG
|
+$986M |
| 5 |
Weatherford International
WFRD
|
+$848M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$3.84B |
| 2 |
Union Pacific
UNP
|
+$1.26B |
| 3 |
Kimberly-Clark
KMB
|
+$1.11B |
| 4 |
DuPont de Nemours
DD
|
+$869M |
| 5 |
Home Depot
HD
|
+$682M |
Sector Composition
| 1 | Industrials | 13.81% |
| 2 | Financials | 13.33% |
| 3 | Healthcare | 12.6% |
| 4 | Technology | 10.74% |
| 5 | Energy | 10.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Oil States International
OIS
$341M
| $274M | 0.08% |
4,274,000
-4,269,500
| -50% | -$274M |
|
202
Toronto Dominion Bank
TD
$131B
| $274M | 0.08% |
5,320,000
-1,090,000
| -17% | -$56.1M |
|
|
FRC
203
DELISTED
First Republic Bank
FRC
| $274M | 0.08% |
4,976,825
| – | – |
|
204
Netflix
NFLX
$505B
| $271M | 0.07% |
4,302,340
+2,006,900
| +87% | +$126M |
|
|
PCYC
205
DELISTED
PHARMACYCLICS INC
PCYC
| $267M | 0.07% |
2,976,977
+1,562,700
| +110% | +$140M |
|
206
Dolby
DLB
$6.85B
| $263M | 0.07% |
6,084,621
| – | – |
|
207
Hyatt Hotels
H
$13.7B
| $260M | 0.07% |
4,270,000
-75,000
| -2% | -$4.57M |
|
|
LGF
208
DELISTED
Lions Gate Entertainment
LGF
| $257M | 0.07% |
8,975,393
+1,437,693
| +19% | +$41.1M |
|
209
Jefferies Financial Group
JEF
$13.7B
| $256M | 0.07% |
10,913,640
| – | – |
|
210
Sealed Air
SEE
$4.99B
| $254M | 0.07% |
7,435,000
| – | – |
|
211
Oneok
OKE
$46B
| $243M | 0.07% |
3,575,000
| – | – |
|
|
PCP
212
DELISTED
PRECISION CASTPARTS CORP
PCP
| $242M | 0.07% |
960,000
+40,000
| +4% | +$10.1M |
|
|
FNSR
213
DELISTED
Finisar Corp
FNSR
| $234M | 0.06% |
11,854,000
+6,911,700
| +140% | +$137M |
|
|
LO
214
DELISTED
LORILLARD INC COM STK
LO
| $234M | 0.06% |
3,832,190
+155,000
| +4% | +$9.45M |
|
215
Mercado Libre
MELI
$119B
| $230M | 0.06% |
2,406,000
-1,552,538
| -39% | -$148M |
|
216
Sumitomo Mitsui Financial
SMFG
$107B
| $229M | 0.06% |
27,000,000
| – | – |
|
|
DNY
217
DELISTED
DONNELLEY R R & SONS CO
DNY
| $226M | 0.06% |
13,345,400
| – | – |
|
218
Intuitive Surgical
ISRG
$161B
| $224M | 0.06% |
4,903,200
-10,088,559
| -67% | -$462M |
|
219
Tesla
TSLA
$1.28T
| $219M | 0.06% |
13,713,000
+4,125,000
| +43% | +$66M |
|
|
HOT
220
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
| $218M | 0.06% |
2,700,000
+700,000
| +35% | +$56.6M |
|
221
Innoviva
INVA
$1.22B
| $217M | 0.06% |
7,290,900
-1,707,467
| -19% | -$50.8M |
|
222
PACCAR
PCAR
$53.8B
| $213M | 0.06% |
5,073,750
| – | – |
|
223
CNO Financial Group
CNO
$3.8B
| $212M | 0.06% |
11,900,000
| – | – |
|
|
HES
224
DELISTED
Hess
HES
| $212M | 0.06% |
2,140,000
| – | – |
|
225
Kellanova
K
$27.6B
| $210M | 0.06% |
3,408,000
+532,500
| +19% | +$32.9M |
|