Capital World Investors

Capital World Investors Portfolio holdings

AUM $732B
1-Year Est. Return 35.38%
 

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 Quarter Est. Return
1 Year Est. Return
+35.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732B
AUM Growth
+$44.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1 +$3.15B
2 +$2.82B
3 +$2.52B
4
SO icon
Southern Company
SO
+$2.42B
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.9B

Top Sells

1 +$4.19B
2 +$3.08B
3 +$2.03B
4
NVDA icon
NVIDIA
NVDA
+$1.5B
5
AMZN icon
Amazon
AMZN
+$1.41B

Sector Composition

1 Technology 26.71%
2 Financials 14.01%
3 Consumer Discretionary 13.19%
4 Healthcare 11.19%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AVGO icon
1
Broadcom
AVGO
$1.9T
$44.7B 6.11%
135,586,932
-12,713,939
MSFT icon
2
Microsoft
MSFT
$3.66T
$34.6B 4.72%
66,738,946
+317,753
META icon
3
Meta Platforms (Facebook)
META
$1.63T
$28.8B 3.94%
39,247,690
+278,180
NVDA icon
4
NVIDIA
NVDA
$4.3T
$25.2B 3.44%
134,942,117
-8,035,423
PM icon
5
Philip Morris
PM
$245B
$20.9B 2.85%
128,776,327
+2,714,674
TSLA icon
6
Tesla
TSLA
$1.43T
$19.6B 2.68%
44,035,949
+2,403,019
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$3.86T
$12.9B 1.76%
53,107,572
+11,605,785
LLY icon
8
Eli Lilly
LLY
$963B
$11.4B 1.56%
14,969,899
-2,664,593
NFLX icon
9
Netflix
NFLX
$456B
$11.2B 1.53%
93,155,540
-11,445,420
MU icon
10
Micron Technology
MU
$266B
$10.7B 1.47%
64,186,496
-6,621,636
VRTX icon
11
Vertex Pharmaceuticals
VRTX
$110B
$10.1B 1.39%
25,910,587
-2,821,556
AMZN icon
12
Amazon
AMZN
$2.49T
$9.56B 1.31%
43,528,488
-6,436,281
NET icon
13
Cloudflare
NET
$70.1B
$8.69B 1.19%
40,515,386
-292,102
V icon
14
Visa
V
$645B
$8.46B 1.16%
24,792,246
+193,288
SHOP icon
15
Shopify
SHOP
$207B
$7.97B 1.09%
53,612,596
-4,364,810
TSM icon
16
TSMC
TSM
$1.51T
$7.75B 1.06%
27,740,880
-4,144,254
JPM icon
17
JPMorgan Chase
JPM
$852B
$7.6B 1.04%
24,095,284
-162,044
UNH icon
18
UnitedHealth
UNH
$299B
$7.52B 1.03%
21,766,922
+3,439,182
ALNY icon
19
Alnylam Pharmaceuticals
ALNY
$59.6B
$7.49B 1.02%
16,434,253
-370,754
BAC icon
20
Bank of America
BAC
$392B
$7.45B 1.02%
144,371,118
+14,275,810
GOOG icon
21
Alphabet (Google) Class C
GOOG
$3.86T
$6.97B 0.95%
28,625,464
+539,679
SBUX icon
22
Starbucks
SBUX
$99.1B
$6.58B 0.9%
77,720,137
+1,462,874
CNQ icon
23
Canadian Natural Resources
CNQ
$70.3B
$6.5B 0.89%
203,333,939
-5,600,551
GE icon
24
GE Aerospace
GE
$315B
$6.45B 0.88%
21,442,810
+2,995,054
EOG icon
25
EOG Resources
EOG
$58.5B
$6.16B 0.84%
54,907,949
+782,426