Capital World Investors

Capital World Investors Portfolio holdings

AUM $735B
1-Year Est. Return 34.85%
 

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.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$735B
AUM Growth
+$3.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1 +$2.2B
2 +$1.92B
3 +$1.89B
4
DE icon
Deere & Co
DE
+$1.58B
5
ABBV icon
AbbVie
ABBV
+$1.53B

Top Sells

1 +$4.41B
2 +$3.87B
3 +$3.42B
4
BLK icon
Blackrock
BLK
+$2.7B
5
AMZN icon
Amazon
AMZN
+$2.23B

Sector Composition

1 Technology 25.99%
2 Financials 13.38%
3 Healthcare 13.1%
4 Consumer Discretionary 12.38%
5 Communication Services 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AVGO icon
1
Broadcom
AVGO
$1.52T
$42.7B 5.8%
123,257,172
-12,329,760
MSFT icon
2
Microsoft
MSFT
$2.92T
$31.2B 4.24%
64,466,167
-2,272,779
META icon
3
Meta Platforms (Facebook)
META
$1.64T
$26.1B 3.55%
39,558,637
+310,947
NVDA icon
4
NVIDIA
NVDA
$4.31T
$24.4B 3.32%
130,813,208
-4,128,909
PM icon
5
Philip Morris
PM
$291B
$21.2B 2.89%
132,355,726
+3,579,399
TSLA icon
6
Tesla
TSLA
$1.51T
$19.1B 2.6%
42,484,452
-1,551,497
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$3.77T
$16.9B 2.29%
53,881,908
+774,336
MU icon
8
Micron Technology
MU
$464B
$16.6B 2.26%
58,249,125
-5,937,371
LLY icon
9
Eli Lilly
LLY
$992B
$16.2B 2.2%
15,031,750
+61,851
VRTX icon
10
Vertex Pharmaceuticals
VRTX
$126B
$11.6B 1.57%
25,510,182
-400,405
GOOG icon
11
Alphabet (Google) Class C
GOOG
$3.77T
$9.05B 1.23%
28,846,687
+221,223
V icon
12
Visa
V
$616B
$8.58B 1.17%
24,477,064
-315,182
NFLX icon
13
Netflix
NFLX
$406B
$8.38B 1.14%
89,341,444
-3,814,096
TSM icon
14
TSMC
TSM
$1.94T
$8.33B 1.13%
27,404,289
-336,591
AMZN icon
15
Amazon
AMZN
$2.25T
$7.79B 1.06%
33,767,355
-9,761,133
BAC icon
16
Bank of America
BAC
$359B
$7.77B 1.06%
141,301,411
-3,069,707
SHOP icon
17
Shopify
SHOP
$157B
$7.7B 1.05%
47,822,705
-5,789,891
AMGN icon
18
Amgen
AMGN
$209B
$7.56B 1.03%
23,097,711
+4,302,237
AAPL icon
19
Apple
AAPL
$3.88T
$7.47B 1.02%
27,487,370
+7,051,207
UNH icon
20
UnitedHealth
UNH
$266B
$7.46B 1.01%
22,591,042
+824,120
SBUX icon
21
Starbucks
SBUX
$112B
$7.14B 0.97%
84,727,405
+7,007,268
NET icon
22
Cloudflare
NET
$60.6B
$7.06B 0.96%
35,825,517
-4,689,869
CNQ icon
23
Canadian Natural Resources
CNQ
$91.2B
$6.77B 0.92%
199,820,601
-3,513,338
GE icon
24
GE Aerospace
GE
$359B
$6.54B 0.89%
21,240,724
-202,086
IBM icon
25
IBM
IBM
$225B
$6.52B 0.89%
22,021,912
+4,976,756