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 A
GOOGL
|
+$2.42B |
| 2 |
DD
Du Pont De Nemours E I
DD
|
+$2.15B |
| 3 |
McDonald's
MCD
|
+$1.68B |
| 4 |
Schlumberger
SLB
|
+$1.07B |
| 5 |
ConocoPhillips
COP
|
+$962M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$2.45B |
| 2 |
Pfizer
PFE
|
+$1.43B |
| 3 |
American Express
AXP
|
+$823M |
| 4 |
Delta Air Lines
DAL
|
+$812M |
| 5 |
Union Pacific
UNP
|
+$774M |
Sector Composition
| 1 | Healthcare | 13.91% |
| 2 | Financials | 13.35% |
| 3 | Consumer Discretionary | 12.88% |
| 4 | Technology | 12.61% |
| 5 | Industrials | 10.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Outfront Media
OUT
$3.16B
| $273M | 0.08% |
12,683,948
+119,992
| +1% | +$2.58M |
|
202
Kimberly-Clark
KMB
$42.5B
| $270M | 0.08% |
2,120,000
-2,240,100
| -51% | -$285M |
|
|
MXIM
203
DELISTED
Maxim Integrated Products
MXIM
| $268M | 0.07% |
7,046,000
| – | – |
|
204
Colgate-Palmolive
CL
$67.3B
| $267M | 0.07% |
4,004,177
-2,261,958
| -36% | -$151M |
|
205
Berkshire Hathaway Class B
BRK.B
$1.07T
| $266M | 0.07% |
2,014,142
+1,309
| +0.1% | +$173K |
|
|
ATHN
206
DELISTED
Athenahealth, Inc.
ATHN
| $265M | 0.07% |
1,646,638
| – | – |
|
|
CBPO
207
DELISTED
China Biologic Products Holdings, Inc.
CBPO
| $261M | 0.07% |
1,833,294
+803,294
| +78% | +$114M |
|
208
ICICI Bank
IBN
$115B
| $252M | 0.07% |
35,369,986
-3,706,465
| -9% | -$26.4M |
|
|
DWRE
209
DELISTED
DEMANDWARE INC COM STK (DE)
DWRE
| $249M | 0.07% |
4,609,356
| – | – |
|
210
Morgan Stanley
MS
$250B
| $245M | 0.07% |
7,706,295
+3,744
| +0% | +$119K |
|
211
Masco
MAS
$15.4B
| $242M | 0.07% |
8,539,235
-11,490,125
| -57% | -$325M |
|
212
Molina Healthcare
MOH
$9.8B
| $234M | 0.07% |
3,898,100
| – | – |
|
|
ICPT
213
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $234M | 0.07% |
1,567,537
+156,600
| +11% | +$23.4M |
|
214
Brookdale Senior Living
BKD
$1.78B
| $228M | 0.06% |
12,360,000
+5,147,000
| +71% | +$95M |
|
|
ZNGA
215
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $225M | 0.06% |
83,870,000
+1,415,000
| +2% | +$3.79M |
|
216
Hershey
HSY
$37.5B
| $223M | 0.06% |
2,500,000
+1,000,000
| +67% | +$89.3M |
|
|
CAM
217
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
| $223M | 0.06% |
3,527,233
+1,104,048
| +46% | +$69.8M |
|
218
Herbalife
HLF
$986M
| $217M | 0.06% |
8,083,988
-600,000
| -7% | -$16.1M |
|
219
Sumitomo Mitsui Financial
SMFG
$107B
| $205M | 0.06% |
27,000,000
| – | – |
|
220
Agios Pharmaceuticals
AGIO
$2.14B
| $204M | 0.06% |
3,136,120
+105,000
| +3% | +$6.82M |
|
|
UMPQ
221
DELISTED
Umpqua Holdings Corp
UMPQ
| $199M | 0.06% |
12,545,906
| – | – |
|
222
Arch Capital
ACGL
$34.4B
| $197M | 0.06% |
8,490,000
+275,061
| +3% | +$6.4M |
|
|
DNY
223
DELISTED
DONNELLEY R R & SONS CO
DNY
| $196M | 0.06% |
13,345,400
| – | – |
|
|
FNGN
224
DELISTED
Financial Engines, Inc.
FNGN
| $196M | 0.05% |
5,813,115
+67,185
| +1% | +$2.26M |
|
|
TWC
225
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $195M | 0.05% |
1,050,000
-550,000
| -34% | -$102M |
|