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 | |
|---|---|---|---|---|---|---|
101
Molina Healthcare
MOH
$9.8B
| $1.03B | 0.25% | 5,786,048 +13,568 | +0.2% | +$2.41M |
|
|
XYZ
102
Block, Inc.
XYZ
$48.5B
| $1.03B | 0.25% | 9,804,120 -2,276,330 | -19% | -$239M |
|
103
Kellanova
K
$27.6B
| $1.03B | 0.25% | 15,544,552 +2,942,843 | +23% | +$194M |
|
104
ResMed
RMD
$40.2B
| $1.02B | 0.25% | 5,337,384 -201,278 | -4% | -$38.6M |
|
|
B
105
Barrick Mining Corporation
B
$45.4B
| $1.02B | 0.25% | 37,752,069 +516,265 | +1% | +$13.9M |
|
106
Restaurant Brands International
QSR
$20.8B
| $1.01B | 0.24% | 18,503,543 +1,696,330 | +10% | +$92.6M |
|
107
Franco-Nevada
FNV
$36.3B
| $1B | 0.24% | 7,174,961 +193,865 | +3% | +$27.1M |
|
108
General Mills
GIS
$26.4B
| $971M | 0.24% | 15,750,122 +1,066,679 | +7% | +$65.8M |
|
109
Baker Hughes
BKR
$44.8B
| $968M | 0.23% | 62,914,917 -2,039,778 | -3% | -$31.4M |
|
110
Illumina
ILMN
$15.8B
| $967M | 0.23% | 2,610,977 +1,180,874 | +83% | +$437M |
|
111
Synchrony
SYF
$28.4B
| $953M | 0.23% | 43,021,626 +16,642,505 | +63% | +$369M |
|
112
Snap
SNAP
$12.1B
| $934M | 0.23% | 39,763,986 +13,211,801 | +50% | +$310M |
|
113
Iron Mountain
IRM
$27.3B
| $920M | 0.22% | 35,240,410 +41,103 | +0.1% | +$1.07M |
|
114
Simon Property Group
SPG
$59B
| $904M | 0.22% | 13,215,098 -12,522,118 | -49% | -$856M |
|
115
CMS Energy
CMS
$21.4B
| $903M | 0.22% | 15,461,082 +399,344 | +3% | +$23.3M |
|
116
TransDigm Group
TDG
$78.8B
| $897M | 0.22% | 2,030,110 -129,557 | -6% | -$57.3M |
|
117
Air Products & Chemicals
APD
$65.5B
| $894M | 0.22% | 3,704,331 +208,533 | +6% | +$50.4M |
|
118
Royal Gold
RGLD
$11.8B
| $886M | 0.21% | 7,123,259 -825,715 | -10% | -$103M |
|
119
Toronto Dominion Bank
TD
$128B
| $808M | 0.2% | 18,104,115 +3,958,388 | +28% | +$177M |
|
|
AYX
120
DELISTED
Alteryx, Inc.
AYX
| $801M | 0.19% | 4,875,980 -432,044 | -8% | -$71M |
|
121
American Electric Power
AEP
$59.4B
| $793M | 0.19% | 9,951,722 +4,324,904 | +77% | +$344M |
|
122
Motorola Solutions
MSI
$78.7B
| $762M | 0.18% | 5,439,025 +2,879,076 | +112% | +$403M |
|
123
Brookfield Infrastructure Partners
BIP
$14.6B
| $760M | 0.18% | 18,466,283 -410,116 | -2% | -$16.9M |
|
124
Vulcan Materials
VMC
$38.5B
| $755M | 0.18% | 6,515,226 +3,165,711 | +95% | +$367M |
|
125
EPAM Systems
EPAM
$9.82B
| $754M | 0.18% | 2,993,870 -472,342 | -14% | -$119M |
|