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 | |
|---|---|---|---|---|---|---|
501
Nine Energy Service
NINE
$29.8M
| $2.34M | ﹤0.01% | 1,200,000 -1,167,696 | -49% | -$2.28M |
|
|
NVCN
502
DELISTED
Neovasc Inc.
NVCN
| $2.17M | ﹤0.01% | 910,000 +266,500 | +41% | +$634K |
|
503
Alibaba
BABA
$322B
| $2.15M | ﹤0.01% | 9,991 -6,676 | -40% | -$1.44M |
|
504
SAP
SAP
$317B
| $1.42M | ﹤0.01% | 10,278 +3,172 | +45% | +$439K |
|
|
BGG
505
DELISTED
Briggs & Stratton Corp.
BGG
| $1.41M | ﹤0.01% | 1,077,815 | – | – |
|
506
Novo Nordisk
NVO
$251B
| $1.24M | ﹤0.01% | 18,857 +6,155 | +48% | +$403K |
|
507
Clear Channel Outdoor Holdings
CCO
$616M
| $1.09M | ﹤0.01% | 1,043,695 | – | – |
|
508
Brighthouse Financial
BHF
$2.7B
| $1.05M | ﹤0.01% | 37,890 -1,377 | -4% | -$38.3K |
|
509
ICICI Bank
IBN
$113B
| $1.04M | ﹤0.01% | 114,429 -5,136 | -4% | -$46.9K |
|
510
Lennar Class B
LEN.B
$32.9B
| $976K | ﹤0.01% | 21,169 | – | – |
|
511
Philips
PHG
$26.2B
| $953K | ﹤0.01% | 20,383 +6,524 | +47% | +$305K |
|
512
Manulife Financial
MFC
$52.2B
| $841K | ﹤0.01% | 61,805 | – | – |
|
513
Rio Tinto
RIO
$102B
| $754K | ﹤0.01% | 13,557 +4,891 | +56% | +$272K |
|
514
Galapagos
GLPG
$2.07B
| $747K | ﹤0.01% | 3,800 +1,203 | +46% | +$236K |
|
|
SWN
515
DELISTED
Southwestern Energy Company
SWN
| $588K | ﹤0.01% | 229,524 | – | – |
|
516
Pembina Pipeline
PBA
$21.9B
| $546K | ﹤0.01% | 21,827 | – | – |
|
517
Nutrien
NTR
$28B
| $421K | ﹤0.01% | 13,092 +2,790 | +27% | +$89.7K |
|
518
BCE
BCE
$23.3B
| $391K | ﹤0.01% | 9,385 -5,000 | -35% | -$208K |
|
519
InterContinental Hotels
IHG
$18.7B
| $299K | ﹤0.01% | +6,623 | New | +$299K |
|
520
Algonquin Power & Utilities
AQN
$4.45B
| $159K | ﹤0.01% | 12,285 | – | – |
|
|
DNR
521
DELISTED
Denbury Resources, Inc.
DNR
| $17K | ﹤0.01% | 60,000 | – | – |
|
522
Alcon
ALC
$39.5B
| – | – | -3 | Closed | – |
|
523
American Airlines Group
AAL
$8.82B
| – | – | -872,000 | Closed | -$10.6M |
|
524
Align Technology
ALGN
$10.3B
| – | – | -67,282 | Closed | -$11.7M |
|
525
Amgen
AMGN
$155B
| – | – | -83,298 | Closed | -$16.9M |
|