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
PFE icon
226
Pfizer
PFE
$142B
$360M 0.05%
14,146,696
+286,493
EPAM icon
227
EPAM Systems
EPAM
$11.4B
$348M 0.05%
2,308,033
-253,418
HAL icon
228
Halliburton
HAL
$22.9B
$338M 0.05%
13,739,621
-2,865,183
BLD icon
229
TopBuild
BLD
$12B
$338M 0.05%
864,574
+15,009
AME icon
230
Ametek
AME
$46.5B
$337M 0.05%
1,794,479
-1,041,777
JAZZ icon
231
Jazz Pharmaceuticals
JAZZ
$10.3B
$337M 0.05%
2,554,867
+10,345
SHW icon
232
Sherwin-Williams
SHW
$81.3B
$334M 0.05%
964,274
+65,341
ODFL icon
233
Old Dominion Freight Line
ODFL
$32.8B
$334M 0.05%
2,370,053
-197,627
MNDY icon
234
monday.com
MNDY
$7.74B
$333M 0.05%
1,717,263
+1,198,761
RNG icon
235
RingCentral
RNG
$2.54B
$333M 0.05%
11,735,991
+2,031,861
TLN
236
Talen Energy Corp
TLN
$16.1B
$330M 0.05%
774,999
+85
NVR icon
237
NVR
NVR
$20.6B
$326M 0.04%
40,576
+109
CNM icon
238
Core & Main
CNM
$10.3B
$320M 0.04%
5,948,134
+4,442,047
ESNT icon
239
Essent Group
ESNT
$6.3B
$318M 0.04%
5,008,348
+11,548
ARE icon
240
Alexandria Real Estate Equities
ARE
$8.12B
$308M 0.04%
3,691,381
-106,411
CVNA icon
241
Carvana
CVNA
$63.1B
$304M 0.04%
806,243
+180,185
DOCU icon
242
DocuSign
DOCU
$13.5B
$304M 0.04%
4,211,904
+8,880
CEG icon
243
Constellation Energy
CEG
$106B
$303M 0.04%
919,511
+5,668
CCI icon
244
Crown Castle
CCI
$38.3B
$290M 0.04%
3,000,765
+64,807
IP icon
245
International Paper
IP
$20.4B
$289M 0.04%
6,220,810
+120,015
GIS icon
246
General Mills
GIS
$25.9B
$282M 0.04%
5,585,110
+16,028
SPGI icon
247
S&P Global
SPGI
$151B
$281M 0.04%
577,136
-254,353
NAMS icon
248
NewAmsterdam Pharma
NAMS
$3.82B
$279M 0.04%
9,822,711
+1,434,986
KKR.PRD
249
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.74B
$273M 0.04%
5,207,215
FSS icon
250
Federal Signal
FSS
$6.77B
$269M 0.04%
2,262,294