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 | |
|---|---|---|---|---|---|---|
176
Arista Networks
ANET
$172B
| $448M | 0.11% | 2,133,677 +113,606 | +6% | +$23.9M |
|
177
DocuSign
DOCU
$15.5B
| $445M | 0.11% | 2,583,829 -944,130 | -27% | -$163M |
|
178
Prologis
PLD
$106B
| $434M | 0.11% | 4,650,000 | – | – |
|
|
ZEN
179
DELISTED
ZENDESK INC
ZEN
| $433M | 0.1% | 4,893,927 +127,949 | +3% | +$11.3M |
|
180
Regions Financial
RF
$24.4B
| $433M | 0.1% | 38,905,601 +6,693,707 | +21% | +$74.4M |
|
181
Brookfield
BN
$98.3B
| $429M | 0.1% | 13,033,074 +4,352,557 | +50% | +$143M |
|
182
Grand Canyon Education
LOPE
$5.66B
| $428M | 0.1% | 4,727,340 +153,041 | +3% | +$13.9M |
|
|
VMW
183
DELISTED
VMware, Inc
VMW
| $428M | 0.1% | 2,763,264 -60,596 | -2% | -$9.38M |
|
184
Toll Brothers
TOL
$13.4B
| $423M | 0.1% | 12,988,009 -1,904,162 | -13% | -$62.1M |
|
|
ALLK
185
DELISTED
Allakos
ALLK
| $414M | 0.1% | 5,763,598 +546,407 | +10% | +$39.3M |
|
186
RenaissanceRe
RNR
$11.4B
| $407M | 0.1% | 2,382,360 +499,534 | +27% | +$85.4M |
|
187
Ares Management
ARES
$39.3B
| $406M | 0.1% | 10,215,079 | – | – |
|
188
IDEX
IEX
$12.4B
| $400M | 0.1% | 2,530,073 -77,678 | -3% | -$12.3M |
|
189
Guidewire Software
GWRE
$18.3B
| $399M | 0.1% | 3,602,721 -15,167 | -0.4% | -$1.68M |
|
190
Logitech
LOGI
$15.3B
| $399M | 0.1% | 6,114,904 -90,064 | -1% | -$5.87M |
|
191
Five Below
FIVE
$8B
| $392M | 0.09% | 3,663,820 +537,401 | +17% | +$57.5M |
|
192
Archer Daniels Midland
ADM
$30.1B
| $388M | 0.09% | +9,718,071 | New | +$388M |
|
193
Deere & Co
DE
$129B
| $379M | 0.09% | 2,413,199 -390,475 | -14% | -$61.4M |
|
194
Walt Disney
DIS
$213B
| $365M | 0.09% | 3,271,216 -100,091 | -3% | -$11.2M |
|
|
195
Berkshire Hathaway Class A
BRK.A
$1.09T
| $362M | 0.09% | 1,355 -20,930 | -94% | -$5.59B |
|
196
Idexx Laboratories
IDXX
$51.8B
| $360M | 0.09% | 1,091,368 -14,937 | -1% | -$4.93M |
|
197
Delta Air Lines
DAL
$40.3B
| $358M | 0.09% | 12,751,359 +8,394,022 | +193% | +$235M |
|
198
Bright Horizons
BFAM
$6.71B
| $352M | 0.09% | 3,006,533 -7 | -0% | -$820 |
|
199
Carlyle Group
CG
$23.4B
| $352M | 0.09% | 12,616,142 +7,351,454 | +140% | +$205M |
|
200
Tyler Technologies
TYL
$24.4B
| $349M | 0.08% | 1,005,037 -2 | -0% | -$694 |
|