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 |
Intel
INTC
|
+$1.95B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$1.48B |
| 3 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
+$1.47B |
| 4 |
Petrobras
PBR
|
+$1.38B |
| 5 |
PX
Praxair Inc
PX
|
+$932M |
Top Sells
| 1 |
Boeing
BA
|
+$1.56B |
| 2 |
The Mosaic Company
MOS
|
+$918M |
| 3 |
LO
LORILLARD INC COM STK
LO
|
+$849M |
| 4 |
Home Depot
HD
|
+$844M |
| 5 |
POT
Potash Corp Of Saskatchewan
POT
|
+$765M |
Sector Composition
| 1 | Healthcare | 15.25% |
| 2 | Financials | 14.09% |
| 3 | Industrials | 12.38% |
| 4 | Technology | 10.95% |
| 5 | Consumer Discretionary | 9.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Lamar Advertising Co
LAMR
$12.9B
| $302M | 0.08% |
5,253,322
| – | – |
|
202
Newell Brands
NWL
$2.48B
| $295M | 0.08% |
+7,165,797
| New | +$295M |
|
203
CNO Financial Group
CNO
$3.8B
| $292M | 0.08% |
15,900,000
| – | – |
|
|
MON
204
DELISTED
Monsanto Co
MON
| $290M | 0.08% |
2,724,800
-3,850,000
| -59% | -$410M |
|
|
RAI
205
DELISTED
Reynolds American Inc
RAI
| $290M | 0.08% |
7,758,478
+5,058,478
| +187% | +$189M |
|
206
Berkshire Hathaway Class B
BRK.B
$1.07T
| $282M | 0.08% |
2,072,548
+800,306
| +63% | +$109M |
|
|
VRN
207
DELISTED
Veren
VRN
| $274M | 0.07% |
13,535,871
-3,118,132
| -19% | -$63.2M |
|
208
Molina Healthcare
MOH
$9.8B
| $274M | 0.07% |
3,898,100
+410,000
| +12% | +$28.8M |
|
|
SWN
209
DELISTED
Southwestern Energy Company
SWN
| $273M | 0.07% |
12,000,000
| – | – |
|
210
Pinnacle West Capital
PNW
$10.5B
| $271M | 0.07% |
4,769,161
-510,839
| -10% | -$29.1M |
|
|
B
211
Barrick Mining Corporation
B
$49.5B
| $269M | 0.07% |
25,195,739
+5,739
| +0% | +$61.2K |
|
212
Mercado Libre
MELI
$119B
| $268M | 0.07% |
1,891,000
-145,000
| -7% | -$20.5M |
|
213
Equinix
EQIX
$77.2B
| $267M | 0.07% |
+1,050,000
| New | +$267M |
|
|
TWTR
214
DELISTED
Twitter, Inc.
TWTR
| $264M | 0.07% |
7,275,000
+3,275,000
| +82% | +$119M |
|
|
UN
215
DELISTED
Unilever NV New York Registry Shares
UN
| $258M | 0.07% |
6,170,000
-1,200,000
| -16% | -$50.2M |
|
216
Brookdale Senior Living
BKD
$1.78B
| $250M | 0.07% |
7,213,000
-1,111,750
| -13% | -$38.6M |
|
217
Alnylam Pharmaceuticals
ALNY
$61.1B
| $247M | 0.07% |
2,056,603
-82,097
| -4% | -$9.84M |
|
218
IDEX
IEX
$12.1B
| $245M | 0.07% |
3,121,725
+1,004,325
| +47% | +$78.9M |
|
219
Herbalife
HLF
$986M
| $245M | 0.07% |
8,883,988
+460,000
| +5% | +$12.7M |
|
|
FNGN
220
DELISTED
Financial Engines, Inc.
FNGN
| $244M | 0.07% |
5,745,930
| – | – |
|
221
Sumitomo Mitsui Financial
SMFG
$107B
| $240M | 0.07% |
27,000,000
| – | – |
|
222
Jefferies Financial Group
JEF
$13.7B
| $237M | 0.06% |
10,913,640
| – | – |
|
|
UMPQ
223
DELISTED
Umpqua Holdings Corp
UMPQ
| $236M | 0.06% |
13,135,821
+100,000
| +0.8% | +$1.8M |
|
|
PCP
224
DELISTED
PRECISION CASTPARTS CORP
PCP
| $236M | 0.06% |
1,180,000
-177,500
| -13% | -$35.5M |
|
225
Murphy Oil
MUR
$3.68B
| $235M | 0.06% |
5,652,000
| – | – |
|