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 | |
|---|---|---|---|---|---|---|
51
Apple
AAPL
$3.45T
| $2.13B | 0.52% | 5,851,328 +1,285,268 | +28% | +$469M |
|
52
Northrop Grumman
NOC
$84.5B
| $2.09B | 0.5% | 6,785,395 -185,967 | -3% | -$57.2M |
|
53
Dollar General
DG
$23.9B
| $2.08B | 0.5% | 10,924,050 -157,746 | -1% | -$30.1M |
|
54
Conagra Brands
CAG
$9.16B
| $1.99B | 0.48% | 56,598,909 +18,542,294 | +49% | +$652M |
|
55
Autodesk
ADSK
$67.3B
| $1.91B | 0.46% | 8,002,982 -939,848 | -11% | -$225M |
|
56
Sherwin-Williams
SHW
$91.2B
| $1.9B | 0.46% | 3,291,472 -237,227 | -7% | -$137M |
|
57
Humana
HUM
$36.5B
| $1.87B | 0.45% | 4,829,722 +24,541 | +0.5% | +$9.52M |
|
58
Nike
NKE
$114B
| $1.85B | 0.45% | 18,915,721 -1,788,537 | -9% | -$175M |
|
59
Marsh & McLennan
MMC
$101B
| $1.78B | 0.43% | 16,572,254 +1,676,535 | +11% | +$180M |
|
60
Equinix
EQIX
$76.9B
| $1.77B | 0.43% | 2,517,135 -38,124 | -1% | -$26.8M |
|
|
61
CVS Health
CVS
$92.8B
| $1.73B | 0.42% | 26,555,128 +14,211,339 | +115% | +$923M |
|
62
Dow Inc
DOW
$17.5B
| $1.72B | 0.42% | 42,095,821 +12,800,972 | +44% | +$522M |
|
63
PNC Financial Services
PNC
$81.7B
| $1.66B | 0.4% | 15,802,734 -3,334,095 | -17% | -$351M |
|
64
Intercontinental Exchange
ICE
$101B
| $1.65B | 0.4% | 18,047,368 +918,102 | +5% | +$84.1M |
|
65
Costco
COST
$418B
| $1.65B | 0.4% | 5,448,824 -296,985 | -5% | -$90M |
|
|
66
Colgate-Palmolive
CL
$67.9B
| $1.65B | 0.4% | 22,518,810 +10,015,198 | +80% | +$734M |
|
67
MongoDB
MDB
$25.7B
| $1.59B | 0.38% | 7,013,740 +63,822 | +0.9% | +$14.4M |
|
68
LyondellBasell Industries
LYB
$18.1B
| $1.56B | 0.38% | 23,664,600 +1,446,908 | +7% | +$95.1M |
|
69
Applied Materials
AMAT
$128B
| $1.55B | 0.38% | 25,670,257 -2,542,163 | -9% | -$154M |
|
70
Capital One
COF
$145B
| $1.54B | 0.37% | 24,623,822 -4,569,941 | -16% | -$286M |
|
|
71
Boeing
BA
$177B
| $1.53B | 0.37% | 8,342,430 -22,212,660 | -73% | -$4.07B |
|
72
Texas Instruments
TXN
$184B
| $1.5B | 0.36% | 11,824,079 -1,647,800 | -12% | -$209M |
|
73
Chubb
CB
$110B
| $1.5B | 0.36% | 11,819,636 +679,537 | +6% | +$86M |
|
74
Gen Digital
GEN
$18.6B
| $1.46B | 0.35% | 73,543,791 +558,327 | +0.8% | +$11.1M |
|
75
Union Pacific
UNP
$133B
| $1.39B | 0.34% | 8,246,057 -981,405 | -11% | -$166M |
|