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 |
Kraft Heinz
KHC
|
+$2.06B |
| 2 |
RAI
Reynolds American Inc
RAI
|
+$1.52B |
| 3 |
Intel
INTC
|
+$981M |
| 4 |
Intuit
INTU
|
+$862M |
| 5 |
Coca-Cola Europacific Partners
CCEP
|
+$808M |
Top Sells
| 1 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
+$1.95B |
| 2 |
Cisco
CSCO
|
+$1.03B |
| 3 |
PepsiCo
PEP
|
+$988M |
| 4 |
Walt Disney
DIS
|
+$861M |
| 5 |
American Express
AXP
|
+$779M |
Sector Composition
| 1 | Healthcare | 14.38% |
| 2 | Financials | 13.71% |
| 3 | Industrials | 12.2% |
| 4 | Technology | 11.83% |
| 5 | Consumer Discretionary | 11.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Molina Healthcare
MOH
$9.8B
| $268M | 0.08% |
3,898,100
| – | – |
|
202
East-West Bancorp
EWBC
$15.1B
| $267M | 0.08% |
6,958,000
+128,000
| +2% | +$4.92M |
|
203
Kinder Morgan
KMI
$61.3B
| $263M | 0.08% |
9,492,000
-283,000
| -3% | -$7.83M |
|
204
Berkshire Hathaway Class B
BRK.B
$1.07T
| $262M | 0.08% |
2,012,833
-59,715
| -3% | -$7.79M |
|
205
Paychex
PAYX
$48.6B
| $259M | 0.08% |
5,442,700
+442,700
| +9% | +$21.1M |
|
206
IDEX
IEX
$12.1B
| $258M | 0.08% |
3,622,882
+501,157
| +16% | +$35.7M |
|
207
Outfront Media
OUT
$3.16B
| $257M | 0.08% |
12,563,956
| – | – |
|
208
Vale
VALE
$45.5B
| $256M | 0.08% |
60,864,084
| – | – |
|
|
UN
209
DELISTED
Unilever NV New York Registry Shares
UN
| $248M | 0.07% |
6,170,000
| – | – |
|
210
Morgan Stanley
MS
$250B
| $243M | 0.07% |
7,702,551
-3,961,090
| -34% | -$125M |
|
|
DWRE
211
DELISTED
DEMANDWARE INC COM STK (DE)
DWRE
| $238M | 0.07% |
4,609,356
+26,400
| +0.6% | +$1.36M |
|
212
Herbalife
HLF
$986M
| $237M | 0.07% |
8,683,988
-200,000
| -2% | -$5.45M |
|
|
MXIM
213
DELISTED
Maxim Integrated Products
MXIM
| $235M | 0.07% |
7,046,000
-6,350,000
| -47% | -$212M |
|
|
ICPT
214
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $234M | 0.07% |
1,410,937
+630,937
| +81% | +$105M |
|
|
MON
215
DELISTED
Monsanto Co
MON
| $233M | 0.07% |
2,724,800
| – | – |
|
|
NIHD
216
DELISTED
NII Holdings, Inc. Common Stock
NIHD
| $222M | 0.07% |
+34,122,369
| New | +$222M |
|
217
Intuitive Surgical
ISRG
$161B
| $220M | 0.06% |
4,311,324
+1,694,124
| +65% | +$86.5M |
|
|
ATHN
218
DELISTED
Athenahealth, Inc.
ATHN
| $220M | 0.06% |
1,646,638
| – | – |
|
219
Agios Pharmaceuticals
AGIO
$2.14B
| $214M | 0.06% |
3,031,120
-140,000
| -4% | -$9.88M |
|
|
ZAYO
220
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $209M | 0.06% |
8,251,059
+295,000
| +4% | +$7.48M |
|
|
TWTR
221
DELISTED
Twitter, Inc.
TWTR
| $207M | 0.06% |
7,683,591
+408,591
| +6% | +$11M |
|
222
Sumitomo Mitsui Financial
SMFG
$107B
| $206M | 0.06% |
27,000,000
| – | – |
|
|
UMPQ
223
DELISTED
Umpqua Holdings Corp
UMPQ
| $204M | 0.06% |
12,545,906
-589,915
| -4% | -$9.62M |
|
224
Arch Capital
ACGL
$34.4B
| $201M | 0.06% |
8,214,939
+234,939
| +3% | +$5.75M |
|
225
Plains GP Holdings
PAGP
$3.7B
| $199M | 0.06% |
4,274,140
-606,872
| -12% | -$28.3M |
|