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 | |
|---|---|---|---|---|---|---|
201
Peloton Interactive
PTON
$3.1B
| $347M | 0.08% | 6,007,443 +4,301,791 | +252% | +$249M |
|
202
DuPont de Nemours
DD
$32.2B
| $346M | 0.08% | 6,517,089 -169 | -0% | -$8.98K |
|
203
Caesars Entertainment
CZR
$5.57B
| $345M | 0.08% | +8,601,604 | New | +$345M |
|
204
Paycom
PAYC
$12.8B
| $340M | 0.08% | 1,097,419 -159,900 | -13% | -$49.5M |
|
205
NVR
NVR
$22.4B
| $339M | 0.08% | 103,974 +76,302 | +276% | +$249M |
|
206
Eastman Chemical
EMN
$8.08B
| $331M | 0.08% | +4,760,060 | New | +$331M |
|
207
Hubbell
HUBB
$22.9B
| $323M | 0.08% | 2,580,000 -850,000 | -25% | -$107M |
|
208
Enbridge
ENB
$105B
| $323M | 0.08% | 10,625,993 -4,633,228 | -30% | -$141M |
|
209
Mettler-Toledo International
MTD
$26.8B
| $317M | 0.08% | 393,945 +19,200 | +5% | +$15.5M |
|
210
NovoCure
NVCR
$1.38B
| $314M | 0.08% | 5,303,248 +367,900 | +7% | +$21.8M |
|
|
PXD
211
DELISTED
Pioneer Natural Resource Co.
PXD
| $311M | 0.08% | 3,185,355 -32 | -0% | -$3.13K |
|
212
Public Storage
PSA
$51.7B
| $311M | 0.08% | 1,618,500 | – | – |
|
213
Melco Resorts & Entertainment
MLCO
$3.88B
| $306M | 0.07% | 19,733,779 -43,725 | -0.2% | -$679K |
|
214
Morgan Stanley
MS
$240B
| $303M | 0.07% | 6,277,460 -18,562 | -0.3% | -$897K |
|
215
Chipotle Mexican Grill
CMG
$56.5B
| $303M | 0.07% | 287,681 -7,199 | -2% | -$7.58M |
|
216
Estee Lauder
EL
$33B
| $295M | 0.07% | 1,561,922 -710,608 | -31% | -$134M |
|
217
AstraZeneca
AZN
$248B
| $291M | 0.07% | 5,509,907 +26,671 | +0.5% | +$1.41M |
|
218
Uber
UBER
$196B
| $289M | 0.07% | 9,293,222 -24,035 | -0.3% | -$747K |
|
219
HubSpot
HUBS
$25.5B
| $289M | 0.07% | 1,287,190 +247 | +0% | +$55.4K |
|
220
Waste Management
WM
$91.2B
| $288M | 0.07% | 2,719,239 -52 | -0% | -$5.51K |
|
221
Corteva
CTVA
$50.4B
| $287M | 0.07% | 10,713,615 -801,283 | -7% | -$21.5M |
|
222
Walmart
WMT
$774B
| $284M | 0.07% | 2,373,148 -630,782 | -21% | -$75.6M |
|
223
Lennox International
LII
$19.6B
| $281M | 0.07% | 1,206,034 -392,176 | -25% | -$91.4M |
|
224
Las Vegas Sands
LVS
$39.6B
| $279M | 0.07% | 6,128,828 -3,906,103 | -39% | -$178M |
|
|
JOYY
225
JOYY Inc. American Depositary Shares
JOYY
$2.78B
| $271M | 0.07% | 3,061,812 +433,106 | +16% | +$38.4M |
|