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 | |
|---|---|---|---|---|---|---|
151
Arch Capital
ACGL
$34.2B
| $543M | 0.13% | 18,953,169 +162,251 | +0.9% | +$4.65M |
|
152
IBM
IBM
$227B
| $538M | 0.13% | 4,456,791 -4,873 | -0.1% | -$589K |
|
|
FRC
153
DELISTED
First Republic Bank
FRC
| $536M | 0.13% | 5,053,043 +63,350 | +1% | +$6.71M |
|
154
Teva Pharmaceuticals
TEVA
$21.1B
| $536M | 0.13% | 43,431,227 +10,344,401 | +31% | +$128M |
|
155
Darden Restaurants
DRI
$24.1B
| $534M | 0.13% | 7,052,919 +502,158 | +8% | +$38M |
|
156
Petrobras
PBR
$79.9B
| $526M | 0.13% | 63,547,244 +2,043,012 | +3% | +$16.9M |
|
157
Illinois Tool Works
ITW
$77.1B
| $523M | 0.13% | 2,990,246 -794,000 | -21% | -$139M |
|
158
Scotiabank
BNS
$77.6B
| $519M | 0.13% | 12,553,226 +7,169,786 | +133% | +$296M |
|
159
Marriott International Class A Common Stock
MAR
$72.7B
| $514M | 0.12% | 5,994,293 -3,547,187 | -37% | -$304M |
|
160
KeyCorp
KEY
$21.2B
| $510M | 0.12% | 41,896,396 +2,162,206 | +5% | +$26.3M |
|
|
NBIS
161
Nebius Group N.V. Class A Ordinary Shares
NBIS
$16.3B
| $508M | 0.12% | 10,163,721 -1,106,240 | -10% | -$55.3M |
|
162
Moody's
MCO
$91.4B
| $506M | 0.12% | 1,841,327 -16,462 | -0.9% | -$4.52M |
|
163
Eli Lilly
LLY
$657B
| $505M | 0.12% | 3,077,924 +43,075 | +1% | +$7.07M |
|
164
Booking.com
BKNG
$181B
| $503M | 0.12% | 316,099 +100,529 | +47% | +$160M |
|
165
D.R. Horton
DHI
$50.5B
| $499M | 0.12% | 8,999,940 -926,411 | -9% | -$51.4M |
|
166
Truist Financial
TFC
$60.4B
| $492M | 0.12% | 13,102,364 +593,039 | +5% | +$22.3M |
|
167
Zai Lab
ZLAB
$3.68B
| $486M | 0.12% | 5,923,328 +45,569 | +0.8% | +$3.74M |
|
168
Dayforce
DAY
$11B
| $481M | 0.12% | 6,063,533 +213,640 | +4% | +$16.9M |
|
169
Teladoc Health
TDOC
$1.37B
| $480M | 0.12% | 2,514,411 +1,110,566 | +79% | +$212M |
|
170
Vale
VALE
$43.9B
| $469M | 0.11% | 45,525,770 +12,416,745 | +38% | +$128M |
|
171
Exxon Mobil
XOM
$487B
| $463M | 0.11% | 10,352,025 +22,002 | +0.2% | +$984K |
|
|
DFS
172
DELISTED
Discover Financial Services
DFS
| $460M | 0.11% | 9,178,853 -8,031,776 | -47% | -$402M |
|
173
Alexandria Real Estate Equities
ARE
$14.1B
| $456M | 0.11% | 2,812,043 +486,452 | +21% | +$78.9M |
|
|
CCI.PRA
174
DELISTED
Crown Castle International Corp. 6.875% Mandatory Convertible Preferred Stock, Series A
CCI.PRA
| $452M | 0.11% | 304,234 -7,306 | -2% | -$10.9M |
|
175
RTX Corp
RTX
$212B
| $451M | 0.11% | 7,311,838 +7,104,265 | +3,423% | +$438M |
|