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 | |
|---|---|---|---|---|---|---|
326
Novartis
NVS
$240B
| $78.9M | 0.02% |
903,739
+566,856
| +168% | +$49.5M |
|
327
Waste Connections
WCN
$45.3B
| $78.8M | 0.02% |
840,000
| – | – |
|
|
FOCS
328
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $78.7M | 0.02% |
2,380,700
+26,400
| +1% | +$873K |
|
|
CXO
329
DELISTED
CONCHO RESOURCES INC.
CXO
| $78.6M | 0.02% |
1,525,748
-17
| -0% | -$875 |
|
330
Huntsman Corp
HUN
$1.89B
| $77.5M | 0.02% |
+4,313,000
| New | +$77.5M |
|
|
JWN
331
DELISTED
Nordstrom
JWN
| $77.5M | 0.02% |
5,001,800
-7,121,861
| -59% | -$110M |
|
332
Exact Sciences
EXAS
$10.2B
| $77.4M | 0.02% |
890,000
| – | – |
|
333
Zillow
ZG
$20.4B
| $77M | 0.02% |
1,340,077
| – | – |
|
334
Saia
SAIA
$8.33B
| $76.7M | 0.02% |
690,000
| – | – |
|
335
CDW
CDW
$21.5B
| $75.5M | 0.02% |
650,000
| – | – |
|
336
Clarivate
CLVT
$2.88B
| $74.8M | 0.02% |
3,351,279
+416,510
| +14% | +$9.3M |
|
337
Altice USA
ATUS
$1.12B
| $73.6M | 0.02% |
3,264,023
-3,063,611
| -48% | -$69.1M |
|
338
Seacoast Banking Corp of Florida
SBCF
$2.71B
| $73.1M | 0.02% |
3,581,901
| – | – |
|
339
Viavi Solutions
VIAV
$2.69B
| $73M | 0.02% |
5,732,000
| – | – |
|
340
Live Nation Entertainment
LYV
$40.3B
| $69.3M | 0.02% |
1,564,311
+1,006,619
| +180% | +$44.6M |
|
341
Lam Research
LRCX
$148B
| $69.2M | 0.02% |
2,139,320
+180,230
| +9% | +$5.83M |
|
|
ARCE
342
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
| $67.9M | 0.02% |
1,562,501
-134,577
| -8% | -$5.85M |
|
|
API
343
Agora
API
$343M
| $65.4M | 0.02% |
+1,480,000
| New | +$65.4M |
|
344
Warner Music
WMG
$17.5B
| $65M | 0.02% |
+2,203,205
| New | +$65M |
|
345
Exelon
EXC
$43.8B
| $61.9M | 0.02% |
2,390,410
| – | – |
|
|
AMK
346
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $61.4M | 0.01% |
2,250,000
| – | – |
|
347
Cenovus Energy
CVE
$30.4B
| $59.9M | 0.01% |
12,798,618
+2,244,636
| +21% | +$10.5M |
|
348
Diamondback Energy
FANG
$39.6B
| $59.8M | 0.01% |
1,430,832
-4
| -0% | -$167 |
|
349
Copart
CPRT
$46.8B
| $59.5M | 0.01% |
+2,860,344
| New | +$59.5M |
|
350
Cannae Holdings
CNNE
$1.11B
| $59.3M | 0.01% |
1,442,473
+542,337
| +60% | +$22.3M |
|