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 | |
|---|---|---|---|---|---|---|
126
Parker-Hannifin
PH
$96.2B
| $753M | 0.18% | 4,109,839 -1,463,872 | -26% | -$268M |
|
127
Jack Henry & Associates
JKHY
$11.9B
| $727M | 0.18% | 3,951,664 -801,521 | -17% | -$148M |
|
|
SMAR
128
DELISTED
Smartsheet Inc.
SMAR
| $725M | 0.18% | 14,236,688 -125,972 | -0.9% | -$6.41M |
|
129
DexCom
DXCM
$29.5B
| $722M | 0.17% | 1,781,775 +231,712 | +15% | +$93.9M |
|
130
PagSeguro Digital
PAGS
$2.62B
| $721M | 0.17% | 20,404,396 -1,271,974 | -6% | -$45M |
|
131
Public Service Enterprise Group
PEG
$41.1B
| $706M | 0.17% | 14,366,326 -415,767 | -3% | -$20.4M |
|
132
Willis Towers Watson
WTW
$31.9B
| $696M | 0.17% | 3,532,116 +3,020,002 | +590% | +$595M |
|
133
United Parcel Service
UPS
$74.1B
| $687M | 0.17% | 6,180,562 +1,699,951 | +38% | +$189M |
|
134
Emerson Electric
EMR
$74.3B
| $687M | 0.17% | 11,070,182 -3,035,390 | -22% | -$188M |
|
135
Nucor
NUE
$34.1B
| $682M | 0.17% | 16,464,521 +9,958,455 | +153% | +$412M |
|
136
Fiserv
FI
$75.1B
| $674M | 0.16% | 6,908,940 -782,884 | -10% | -$76.4M |
|
137
Sun Communities
SUI
$15.9B
| $662M | 0.16% | 4,878,823 +223,116 | +5% | +$30.3M |
|
138
Bristol-Myers Squibb
BMY
$96B
| $644M | 0.16% | 10,960,230 -2,347,252 | -18% | -$138M |
|
139
Progressive
PGR
$145B
| $643M | 0.16% | 8,031,045 +5,906,230 | +278% | +$473M |
|
140
Burlington
BURL
$18.3B
| $631M | 0.15% | 3,204,094 -625,206 | -16% | -$123M |
|
141
L3Harris
LHX
$51.9B
| $629M | 0.15% | +3,707,212 | New | +$629M |
|
142
Floor & Decor
FND
$8.82B
| $624M | 0.15% | 10,816,839 +1,329 | +0% | +$76.6K |
|
143
Analog Devices
ADI
$124B
| $618M | 0.15% | 5,041,310 +560,383 | +13% | +$68.7M |
|
144
Gaming and Leisure Properties
GLPI
$13.6B
| $597M | 0.14% | 17,249,656 +3,621,436 | +27% | +$125M |
|
145
Wheaton Precious Metals
WPM
$45.6B
| $591M | 0.14% | 13,424,491 +7,083,147 | +112% | +$312M |
|
146
Packaging Corp of America
PKG
$19.6B
| $590M | 0.14% | 5,915,525 +1,138,369 | +24% | +$114M |
|
147
Danaher
DHR
$147B
| $590M | 0.14% | 3,335,733 +205,627 | +7% | +$36.4M |
|
148
VF Corp
VFC
$5.91B
| $576M | 0.14% | 9,449,550 -1,320,148 | -12% | -$80.4M |
|
149
Dell
DELL
$82.6B
| $573M | 0.14% | 10,425,919 -2,410,161 | -19% | -$132M |
|
150
Apollo Global Management
APO
$77.9B
| $561M | 0.14% | 11,244,856 +680,683 | +6% | +$34M |
|