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 | |
|---|---|---|---|---|---|---|
376
lululemon athletica
LULU
$19B
| $42.1M | 0.01% |
135,023
+58,226
| +76% | +$18.2M |
|
377
Amphenol
APH
$145B
| $41.4M | 0.01% |
1,729,000
| – | – |
|
378
GE Aerospace
GE
$299B
| $38.9M | 0.01% |
1,144,097
-6,279
| -0.5% | -$214K |
|
|
CATM
379
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $38.4M | 0.01% |
1,602,000
-700,000
| -30% | -$16.8M |
|
|
UN
380
DELISTED
Unilever NV New York Registry Shares
UN
| $37.2M | 0.01% |
698,374
| – | – |
|
381
Novavax
NVAX
$1.3B
| $37M | 0.01% |
+444,228
| New | +$37M |
|
382
Yeti Holdings
YETI
$2.88B
| $37M | 0.01% |
866,000
| – | – |
|
383
ATI
ATI
$10.5B
| $36.3M | 0.01% |
3,563,427
-1,907,286
| -35% | -$19.4M |
|
384
CoStar Group
CSGP
$36.8B
| $35.5M | 0.01% |
500,000
| – | – |
|
385
HDFC Bank
HDB
$179B
| $35M | 0.01% |
770,209
-1,085,936
| -59% | -$49.4M |
|
|
MDC
386
DELISTED
M.D.C. Holdings, Inc.
MDC
| $34.5M | 0.01% |
1,044,930
| – | – |
|
|
PGTI
387
DELISTED
PGT, Inc.
PGTI
| $34.2M | 0.01% |
2,181,973
| – | – |
|
388
Fidelity National Information Services
FIS
$34.9B
| $34.2M | 0.01% |
255,103
+94,678
| +59% | +$12.7M |
|
389
Precision BioSciences
DTIL
$54.3M
| $33.8M | 0.01% |
135,400
| – | – |
|
390
APA Corp
APA
$8.17B
| $33.5M | 0.01% |
2,478,500
+731,500
| +42% | +$9.88M |
|
391
Cavco Industries
CVCO
$4.32B
| $33M | 0.01% |
170,870
| – | – |
|
392
Twist Bioscience
TWST
$1.53B
| $31.9M | 0.01% |
704,000
| – | – |
|
393
Barrett Business Services
BBSI
$1.2B
| $31.3M | 0.01% |
2,360,000
| – | – |
|
394
Vail Resorts
MTN
$5.33B
| $31.3M | 0.01% |
172,000
+71,000
| +70% | +$12.9M |
|
395
New Fortress Energy
NFE
$373M
| $30.6M | 0.01% |
2,364,221
+475,654
| +25% | +$6.16M |
|
396
Corpay
CPAY
$21.7B
| $29.9M | 0.01% |
119,000
-15,483
| -12% | -$3.89M |
|
397
CarGurus
CARG
$3.58B
| $29.9M | 0.01% |
1,177,827
| – | – |
|
|
GTH
398
DELISTED
Genetron Holdings Limited ADS
GTH
| $29.8M | 0.01% |
+824,064
| New | +$29.8M |
|
399
Fifth Third Bancorp
FITB
$30.2B
| $29.7M | 0.01% |
1,539,335
-208
| -0% | -$4.01K |
|
|
WWE
400
DELISTED
World Wrestling Entertainment
WWE
| $29.2M | 0.01% |
672,000
| – | – |
|