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 |
Berkshire Hathaway Class B
BRK.B
|
+$1.29B |
| 2 |
Shopify
SHOP
|
+$1B |
| 3 |
CVS Health
CVS
|
+$923M |
| 4 |
Colgate-Palmolive
CL
|
+$734M |
| 5 |
Sea Limited
SE
|
+$658M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$5.59B |
| 2 |
Boeing
BA
|
+$4.07B |
| 3 |
Microsoft
MSFT
|
+$3.3B |
| 4 |
UnitedHealth
UNH
|
+$2.41B |
| 5 |
JPMorgan Chase
JPM
|
+$1.71B |
Sector Composition
| 1 | Technology | 21.13% |
| 2 | Healthcare | 17.61% |
| 3 | Financials | 13.67% |
| 4 | Consumer Discretionary | 12.7% |
| 5 | Communication Services | 8.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
New York Times
NYT
$9.59B
| $270M | 0.07% |
6,415,094
+1,127,219
| +21% | +$47.4M |
|
227
Valero Energy
VLO
$48.7B
| $261M | 0.06% |
4,440,153
+2,738,304
| +161% | +$161M |
|
228
AGNC Investment
AGNC
$10.7B
| $254M | 0.06% |
19,715,474
-5,362,333
| -21% | -$69.2M |
|
229
Ultragenyx Pharmaceutical
RARE
$2.92B
| $253M | 0.06% |
3,237,413
+32
| +0% | +$2.5K |
|
230
Abbott
ABT
$233B
| $252M | 0.06% |
2,760,099
+2,307,943
| +510% | +$211M |
|
231
Tradeweb Markets
TW
$25.2B
| $247M | 0.06% |
4,245,285
+683,043
| +19% | +$39.7M |
|
232
Workday
WDAY
$59.6B
| $245M | 0.06% |
1,306,327
-83,294
| -6% | -$15.6M |
|
233
Duke Energy
DUK
$94.8B
| $240M | 0.06% |
3,010,000
-989,999
| -25% | -$79.1M |
|
234
Camden Property Trust
CPT
$11.7B
| $235M | 0.06% |
2,580,285
| – | – |
|
|
DCUE
235
DELISTED
Dominion Energy, Inc. 2019 Series A Corporate Units
DCUE
| $230M | 0.06% |
2,264,728
-63,800
| -3% | -$6.47M |
|
|
GWPH
236
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
| $229M | 0.06% |
1,865,171
+725,207
| +64% | +$89M |
|
237
America Movil
AMX
$61.4B
| $228M | 0.06% |
+17,995,218
| New | +$228M |
|
238
Wynn Resorts
WYNN
$12.6B
| $228M | 0.06% |
3,059,720
-3,215,167
| -51% | -$239M |
|
239
Lennar Class A
LEN
$35.6B
| $227M | 0.05% |
3,797,380
-96
| -0% | -$5.73K |
|
240
EOG Resources
EOG
$64.5B
| $223M | 0.05% |
4,411,084
+155,001
| +4% | +$7.85M |
|
241
MarketAxess Holdings
MKTX
$6.91B
| $223M | 0.05% |
444,496
+30
| +0% | +$15K |
|
|
EPAY
242
DELISTED
Bottomline Technologies Inc
EPAY
| $219M | 0.05% |
4,313,477
+100,720
| +2% | +$5.11M |
|
|
GTM
243
ZoomInfo Technologies
GTM
$3.72B
| $219M | 0.05% |
+4,285,506
| New | +$219M |
|
244
Jacobs Solutions
J
$17.5B
| $218M | 0.05% |
+3,104,435
| New | +$218M |
|
245
TC Energy
TRP
$54.4B
| $216M | 0.05% |
+5,047,835
| New | +$216M |
|
|
BLUE
246
DELISTED
bluebird bio
BLUE
| $212M | 0.05% |
267,945
-67,175
| -20% | -$53.1M |
|
|
SIVB
247
DELISTED
SVB Financial Group
SIVB
| $211M | 0.05% |
981,108
-206,557
| -17% | -$44.5M |
|
248
Alarm.com
ALRM
$2.78B
| $208M | 0.05% |
3,208,000
| – | – |
|
249
Coca-Cola Europacific Partners
CCEP
$40.7B
| $205M | 0.05% |
5,430,898
-13,781,886
| -72% | -$520M |
|
250
ConocoPhillips
COP
$115B
| $205M | 0.05% |
4,870,259
-2,874
| -0.1% | -$121K |
|