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 |
Alphabet (Google) Class C
GOOG
|
+$2.54B |
| 2 |
Target
TGT
|
+$1.4B |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$1.09B |
| 4 |
Visa
V
|
+$1.03B |
| 5 |
Crown Castle
CCI
|
+$503M |
Top Sells
| 1 |
Gilead Sciences
GILD
|
+$1.49B |
| 2 |
Amazon
AMZN
|
+$963M |
| 3 |
Procter & Gamble
PG
|
+$554M |
| 4 |
Duke Energy
DUK
|
+$515M |
| 5 |
Home Depot
HD
|
+$510M |
Sector Composition
| 1 | Healthcare | 13.78% |
| 2 | Industrials | 13.75% |
| 3 | Financials | 13.46% |
| 4 | Technology | 10.85% |
| 5 | Consumer Discretionary | 9.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Murphy Oil
MUR
$3.68B
| $286M | 0.08% |
5,652,000
| – | – |
|
|
RAX
202
DELISTED
Rackspace Hosting Inc
RAX
| $284M | 0.08% |
6,077,700
-2,180,175
| -26% | -$102M |
|
203
Lamar Advertising Co
LAMR
$12.9B
| $281M | 0.08% |
5,230,000
| – | – |
|
204
Phillips 66
PSX
$52.9B
| $276M | 0.07% |
3,850,000
-1,200,000
| -24% | -$86M |
|
205
CNO Financial Group
CNO
$3.8B
| $274M | 0.07% |
15,900,000
+3,550,415
| +29% | +$61.1M |
|
206
Revvity
RVTY
$9.62B
| $272M | 0.07% |
6,230,000
| – | – |
|
207
Dolby
DLB
$6.85B
| $262M | 0.07% |
6,084,621
| – | – |
|
208
Mercado Libre
MELI
$119B
| $260M | 0.07% |
2,036,000
-400,000
| -16% | -$51.1M |
|
|
FRC
209
DELISTED
First Republic Bank
FRC
| $259M | 0.07% |
4,976,825
| – | – |
|
|
PCP
210
DELISTED
PRECISION CASTPARTS CORP
PCP
| $253M | 0.07% |
1,050,000
+90,000
| +9% | +$21.7M |
|
211
Genuine Parts
GPC
$19.7B
| $250M | 0.07% |
2,350,000
| – | – |
|
212
Sprouts Farmers Market
SFM
$13.3B
| $247M | 0.07% |
7,280,000
| – | – |
|
|
DNR
213
DELISTED
Denbury Resources, Inc.
DNR
| $247M | 0.07% |
30,400,000
+2,757,500
| +10% | +$22.4M |
|
|
B
214
Barrick Mining Corporation
B
$49.5B
| $245M | 0.07% |
22,750,000
+8,000,000
| +54% | +$86M |
|
|
HOT
215
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
| $243M | 0.07% |
3,000,000
| – | – |
|
|
PCYC
216
DELISTED
PHARMACYCLICS INC
PCYC
| $243M | 0.07% |
1,984,422
-492,555
| -20% | -$60.2M |
|
|
FNSR
217
DELISTED
Finisar Corp
FNSR
| $237M | 0.06% |
12,194,000
+140,000
| +1% | +$2.72M |
|
|
XEC
218
DELISTED
CIMAREX ENERGY CO
XEC
| $236M | 0.06% |
2,225,661
+811,661
| +57% | +$86M |
|
|
PACW
219
DELISTED
PacWest Bancorp
PACW
| $231M | 0.06% |
5,089,630
+2,137,481
| +72% | +$97.2M |
|
|
ATHN
220
DELISTED
Athenahealth, Inc.
ATHN
| $230M | 0.06% |
1,581,638
| – | – |
|
221
PACCAR
PCAR
$53.8B
| $230M | 0.06% |
5,073,750
| – | – |
|
222
Trimble
TRMB
$19.2B
| $229M | 0.06% |
8,641,797
-2,000,000
| -19% | -$53.1M |
|
223
Kellanova
K
$27.6B
| $229M | 0.06% |
3,727,500
| – | – |
|
|
DNY
224
DELISTED
DONNELLEY R R & SONS CO
DNY
| $224M | 0.06% |
13,345,400
| – | – |
|
225
Toll Brothers
TOL
$13.8B
| $223M | 0.06% |
6,512,572
-1,246,628
| -16% | -$42.7M |
|