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 |
Linde
LIN
|
+$2.81B |
| 2 |
Cigna
CI
|
+$2.16B |
| 3 |
Pfizer
PFE
|
+$1.76B |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.24B |
| 5 |
PNC Financial Services
PNC
|
+$1.14B |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
+$1.53B |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
+$1.5B |
| 3 |
Wells Fargo
WFC
|
+$1.42B |
| 4 |
Amazon
AMZN
|
+$1.15B |
| 5 |
Philip Morris
PM
|
+$745M |
Sector Composition
| 1 | Technology | 17.17% |
| 2 | Healthcare | 14.99% |
| 3 | Financials | 14.74% |
| 4 | Consumer Discretionary | 12.54% |
| 5 | Communication Services | 7.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Melco Resorts & Entertainment
MLCO
$3.75B
| $270M | 0.07% |
15,328,499
+1,072
| +0% | +$18.9K |
|
202
American Airlines Group
AAL
$8.52B
| $266M | 0.07% |
8,272,000
+1,700,000
| +26% | +$54.6M |
|
|
GWPH
203
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
| $264M | 0.07% |
2,711,572
+194,482
| +8% | +$18.9M |
|
204
Apollo Global Management
APO
$79B
| $262M | 0.07% |
10,657,700
+183,000
| +2% | +$4.49M |
|
205
PACCAR
PCAR
$53.8B
| $262M | 0.07% |
6,865,764
| – | – |
|
206
PPG Industries
PPG
$25B
| $261M | 0.07% |
2,554,000
| – | – |
|
207
DocuSign
DOCU
$16.1B
| $256M | 0.07% |
6,381,170
+4,015,416
| +170% | +$161M |
|
208
Gaming and Leisure Properties
GLPI
$13.6B
| $255M | 0.07% |
7,887,720
| – | – |
|
|
SIVB
209
DELISTED
SVB Financial Group
SIVB
| $253M | 0.07% |
1,330,500
+820,000
| +161% | +$156M |
|
210
Bright Horizons
BFAM
$6.45B
| $251M | 0.07% |
2,249,500
+552,000
| +33% | +$61.5M |
|
211
Amgen
AMGN
$149B
| $249M | 0.07% |
1,278,881
-3,318,062
| -72% | -$646M |
|
212
Masco
MAS
$15.4B
| $245M | 0.07% |
8,365,000
-6,919,948
| -45% | -$202M |
|
213
Grand Canyon Education
LOPE
$5.89B
| $241M | 0.07% |
2,510,400
+1,887,640
| +303% | +$181M |
|
214
T-Mobile US
TMUS
$272B
| $241M | 0.07% |
3,794,200
+793,200
| +26% | +$50.5M |
|
215
CVS Health
CVS
$95.1B
| $240M | 0.07% |
+3,662,124
| New | +$240M |
|
216
Watsco
WSO
$15.5B
| $229M | 0.06% |
1,643,100
+63,600
| +4% | +$8.85M |
|
217
AstraZeneca
AZN
$247B
| $228M | 0.06% |
6,000,024
-1,006,528
| -14% | -$38.2M |
|
|
TMX
218
DELISTED
Terminix Global Holdings, Inc.
TMX
| $225M | 0.06% |
+6,126,500
| New | +$225M |
|
219
RenaissanceRe
RNR
$11.6B
| $224M | 0.06% |
1,673,000
+88,000
| +6% | +$11.8M |
|
220
TE Connectivity
TEL
$62B
| $219M | 0.06% |
2,900,000
-3,937,082
| -58% | -$298M |
|
221
United Airlines
UAL
$34.5B
| $214M | 0.06% |
2,560,000
-2,304,944
| -47% | -$193M |
|
222
Mettler-Toledo International
MTD
$25.9B
| $213M | 0.06% |
377,340
| – | – |
|
223
Pinnacle West Capital
PNW
$10.5B
| $213M | 0.06% |
2,500,000
| – | – |
|
224
Viatris
VTRS
$11.6B
| $210M | 0.06% |
7,679,691
+3,382
| +0% | +$92.7K |
|
|
GOLD
225
DELISTED
Randgold Resources Ltd
GOLD
| $210M | 0.06% |
2,449,000
-793,098
| -24% | -$67.9M |
|