Capital World Investors

Capital World Investors Portfolio holdings

AUM $733B
1-Year Est. Return 36.72%
 

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
+36.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$733B
AUM Growth
-$2.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1 +$5B
2 +$4.44B
3 +$3.67B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.6B
5
TTE icon
TotalEnergies
TTE
+$3.2B

Top Sells

1 +$6.34B
2 +$3.12B
3 +$2.5B
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.36B
5
AVGO icon
Broadcom
AVGO
+$2.33B

Sector Composition

1 Technology 22.63%
2 Healthcare 13.18%
3 Consumer Discretionary 12.18%
4 Financials 10.99%
5 Communication Services 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AVGO icon
1
Broadcom
AVGO
$2.08T
$36B 4.91%
116,188,483
-7,068,689
META icon
2
Meta Platforms (Facebook)
META
$1.59T
$23.5B 3.2%
41,055,422
+1,496,785
MSFT icon
3
Microsoft
MSFT
$3.29T
$22.8B 3.12%
61,734,339
-2,731,828
NVDA icon
4
NVIDIA
NVDA
$5.22T
$22.7B 3.1%
130,266,430
-546,778
PM icon
5
Philip Morris
PM
$275B
$22.1B 3.01%
133,450,504
+1,094,778
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.63T
$18.8B 2.56%
65,347,108
+11,465,200
TSLA icon
7
Tesla
TSLA
$1.62T
$15.9B 2.18%
42,904,073
+419,621
LLY icon
8
Eli Lilly
LLY
$982B
$14.4B 1.96%
15,621,813
+590,063
MU icon
9
Micron Technology
MU
$1.09T
$14.2B 1.94%
42,054,392
-16,194,733
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.59T
$12.8B 1.75%
44,759,732
+15,913,045
VRTX icon
11
Vertex Pharmaceuticals
VRTX
$114B
$11.3B 1.55%
25,368,124
-142,058
TSM icon
12
TSMC
TSM
$2.19T
$11.1B 1.52%
32,886,937
+5,482,648
AMZN icon
13
Amazon
AMZN
$2.91T
$10.5B 1.43%
50,418,935
+16,651,580
AMGN icon
14
Amgen
AMGN
$181B
$10.3B 1.41%
29,288,343
+6,190,632
CNQ icon
15
Canadian Natural Resources
CNQ
$94.5B
$9.64B 1.32%
197,679,763
-2,140,838
NFLX icon
16
Netflix
NFLX
$361B
$9.53B 1.3%
99,103,552
+9,762,108
SBUX icon
17
Starbucks
SBUX
$114B
$9.26B 1.26%
103,315,629
+18,588,224
V icon
18
Visa
V
$628B
$7.61B 1.04%
25,178,201
+701,137
UNH icon
19
UnitedHealth
UNH
$345B
$7.52B 1.03%
27,783,415
+5,192,373
EOG icon
20
EOG Resources
EOG
$71.1B
$7.5B 1.02%
51,890,964
+11,283,390
BAC icon
21
Bank of America
BAC
$364B
$7.03B 0.96%
144,289,396
+2,987,985
DE icon
22
Deere & Co
DE
$146B
$6.91B 0.94%
12,272,894
+2,680,890
AAPL icon
23
Apple
AAPL
$4.59T
$6.89B 0.94%
27,140,333
-347,037
UNP icon
24
Union Pacific
UNP
$155B
$6.57B 0.9%
27,072,234
+6,935,885
KLAC icon
25
KLA
KLAC
$255B
$6.01B 0.82%
4,084,069
+434,238