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 | |
|---|---|---|---|---|---|---|
526
Barclays
BCS
$68.9B
| – | – | -37,638 | Closed | -$175K |
|
527
BioMarin Pharmaceuticals
BMRN
$11.2B
| – | – | -3 | Closed | – |
|
528
AB InBev
BUD
$122B
| – | – | -8,034 | Closed | -$344K |
|
529
Avis
CAR
$5.57B
| – | – | -462,000 | Closed | -$6.42M |
|
530
Cogent Communications
CCOI
$1.88B
| – | – | -565,000 | Closed | -$46.3M |
|
531
Cummins
CMI
$54.9B
| – | – | -800,625 | Closed | -$108M |
|
532
Canadian Pacific Kansas City
CP
$69.9B
| – | – | -515 | Closed | -$114K |
|
533
SPDR MSCI ACWI ex-US ETF
CWI
$1.96B
| – | – | -32,064 | Closed | -$635K |
|
534
Itaú Unibanco
ITUB
$77B
| – | – | -47,193,648 | Closed | -$212M |
|
535
MGM Resorts International
MGM
$10.8B
| – | – | -5,413,071 | Closed | -$63.9M |
|
536
Newmont
NEM
$81.7B
| – | – | -1,671,160 | Closed | -$75.7M |
|
537
NetEase
NTES
$86.2B
| – | – | -742,517 | Closed | -$238M |
|
538
Pinterest
PINS
$24.9B
| – | – | -5,874,934 | Closed | -$90.7M |
|
539
Prudential
PUK
$34B
| – | – | -8 | Closed | – |
|
540
Rockwell Automation
ROK
$38.6B
| – | – | -1,301,722 | Closed | -$196M |
|
541
Royal Bank of Canada
RY
$205B
| – | – | -2,000 | Closed | -$124K |
|
542
Ryanair
RYAAY
$33.7B
| – | – | -112,140 | Closed | -$5.95M |
|
543
Sabre
SABR
$706M
| – | – | -15,900,534 | Closed | -$94.3M |
|
544
Schlumberger
SLB
$55B
| – | – | -5,003,824 | Closed | -$67.5M |
|
545
Sony
SONY
$165B
| – | – | -154 | Closed | -$9K |
|
546
SPDR S&P 500 ETF Trust
SPY
$658B
| – | – | -753 | Closed | -$197K |
|
547
Trip.com Group
TCOM
$48.2B
| – | – | -8,698 | Closed | -$196K |
|
548
T Rowe Price
TROW
$23.6B
| – | – | -1,800,000 | Closed | -$176M |
|
549
Viper Energy
VNOM
$6.72B
| – | – | -889,265 | Closed | -$5.9M |
|
550
Vanguard Total World Stock ETF
VT
$51.6B
| – | – | -3,325 | Closed | -$211K |
|