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 | |
|---|---|---|---|---|---|---|
251
Petrobras Class A
PBR.A
$75.2B
| $204M | 0.05% |
+25,569,254
| New | +$204M |
|
252
Extra Space Storage
EXR
$31.2B
| $200M | 0.05% |
2,164,817
+1,055,788
| +95% | +$97.5M |
|
|
RDS.B
253
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $198M | 0.05% |
6,492,489
+10,150
| +0.2% | +$309K |
|
254
Occidental Petroleum
OXY
$45B
| $197M | 0.05% |
10,747,154
-2,771,384
| -21% | -$50.7M |
|
255
Caterpillar
CAT
$202B
| $192M | 0.05% |
1,515,796
+8,727
| +0.6% | +$1.1M |
|
|
DHR.PRA
256
DELISTED
Danaher Corporation 4.75% Mandatory Convertible Preferred Stock, Series A
DHR.PRA
| $187M | 0.05% |
150,000
| – | – |
|
257
Coterra Energy
CTRA
$18.6B
| $186M | 0.04% |
10,798,700
+1,804,357
| +20% | +$31M |
|
258
Watsco
WSO
$15.5B
| $183M | 0.04% |
1,030,915
-145,000
| -12% | -$25.8M |
|
259
Strategic Education
STRA
$1.98B
| $179M | 0.04% |
1,167,725
+303,725
| +35% | +$46.7M |
|
|
WBA
260
DELISTED
Walgreens Boots Alliance
WBA
| $179M | 0.04% |
4,224,832
+839,835
| +25% | +$35.6M |
|
261
Zillow
Z
$21.3B
| $171M | 0.04% |
2,965,088
+1,189,060
| +67% | +$68.5M |
|
262
Ferrari
RACE
$85.1B
| $170M | 0.04% |
999,177
-266,327
| -21% | -$45.4M |
|
263
British American Tobacco
BTI
$123B
| $169M | 0.04% |
4,343,409
+2,086,866
| +92% | +$81M |
|
264
Westlake Corp
WLK
$11.3B
| $165M | 0.04% |
+3,070,228
| New | +$165M |
|
265
CF Industries
CF
$13.9B
| $164M | 0.04% |
5,821,212
-1,613
| -0% | -$45.4K |
|
266
Dominion Energy
D
$51.2B
| $163M | 0.04% |
2,006,618
+1,315,428
| +190% | +$107M |
|
267
Aramark
ARMK
$10.1B
| $163M | 0.04% |
9,974,529
| – | – |
|
|
BHVN
268
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $161M | 0.04% |
2,198,591
+737
| +0% | +$53.9K |
|
|
IPHI
269
DELISTED
INPHI CORPORATION
IPHI
| $161M | 0.04% |
1,367,665
+185,669
| +16% | +$21.8M |
|
270
Suncor Energy
SU
$50.6B
| $161M | 0.04% |
9,524,276
+10,899
| +0.1% | +$184K |
|
271
Goldman Sachs
GS
$236B
| $159M | 0.04% |
804,603
-3,163
| -0.4% | -$625K |
|
272
Yext
YEXT
$1.07B
| $158M | 0.04% |
9,519,378
+1,546
| +0% | +$25.7K |
|
273
Lamar Advertising Co
LAMR
$12.9B
| $157M | 0.04% |
2,353,322
| – | – |
|
274
Cintas
CTAS
$81.6B
| $156M | 0.04% |
+2,344,448
| New | +$156M |
|
|
DTP
275
DELISTED
DTE Energy Company 2019 Corporate Units
DTP
| $155M | 0.04% |
3,652,915
-121,263
| -3% | -$5.13M |
|