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
KNSL icon
226
Kinsale Capital Group
KNSL
$9.07B
$386M 0.05%
987,844
+533,499
CSX icon
227
CSX Corp
CSX
$79.4B
$384M 0.05%
10,585,803
+10,578,012
MRNA icon
228
Moderna
MRNA
$20.9B
$378M 0.05%
+12,828,040
CVCO icon
229
Cavco Industries
CVCO
$4.48B
$378M 0.05%
640,066
-51
RRX icon
230
Regal Rexnord
RRX
$14.7B
$377M 0.05%
2,687,729
-1,225,381
VZ icon
231
Verizon
VZ
$211B
$373M 0.05%
9,157,324
-5,354,904
ODFL icon
232
Old Dominion Freight Line
ODFL
$42.5B
$372M 0.05%
2,375,101
+5,048
CI icon
233
Cigna
CI
$76.4B
$368M 0.05%
1,336,112
+6,764
HAL icon
234
Halliburton
HAL
$30.2B
$367M 0.05%
12,987,123
-752,498
BLD icon
235
TopBuild
BLD
$12.6B
$364M 0.05%
872,309
+7,735
CZR icon
236
Caesars Entertainment
CZR
$5.1B
$364M 0.05%
15,548,985
-644,085
AU icon
237
AngloGold Ashanti
AU
$64.5B
$357M 0.05%
4,186,463
+1,641,545
NAMS icon
238
NewAmsterdam Pharma
NAMS
$4.08B
$350M 0.05%
9,984,000
+161,289
COIN icon
239
Coinbase
COIN
$46.4B
$347M 0.05%
1,536,534
+1,374,318
RYAN icon
240
Ryan Specialty Holdings
RYAN
$5.1B
$343M 0.05%
6,640,638
+17,082
RNG icon
241
RingCentral
RNG
$3.12B
$339M 0.05%
11,744,643
+8,652
MSI icon
242
Motorola Solutions
MSI
$79.9B
$337M 0.05%
878,674
-8,507,845
LEN icon
243
Lennar Class A
LEN
$28.2B
$335M 0.05%
3,263,338
+5,066
NTRA icon
244
Natera
NTRA
$29B
$328M 0.04%
1,433,094
+20,371
CNM icon
245
Core & Main
CNM
$10.2B
$327M 0.04%
6,292,740
+344,606
FISV
246
Fiserv Inc
FISV
$33.5B
$325M 0.04%
4,845,466
-20,936,453
ORCL icon
247
Oracle
ORCL
$418B
$312M 0.04%
1,598,971
-5,269,003
ACN icon
248
Accenture
ACN
$128B
$311M 0.04%
1,159,022
+69,897
ESNT icon
249
Essent Group
ESNT
$5.81B
$310M 0.04%
4,762,129
-246,219
CSW
250
CSW Industrials
CSW
$4.85B
$309M 0.04%
1,052,480
+6,733