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
$688B
AUM Growth
+$70.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1 +$4.75B
2 +$2.94B
3 +$2.04B
4
HON icon
Honeywell
HON
+$1.39B
5
NET icon
Cloudflare
NET
+$1.22B

Top Sells

1 +$3.78B
2 +$3.59B
3 +$3.53B
4
AVGO icon
Broadcom
AVGO
+$1.87B
5
ABBV icon
AbbVie
ABBV
+$1.8B

Sector Composition

1 Technology 25.43%
2 Financials 14.34%
3 Consumer Discretionary 12.26%
4 Healthcare 12.01%
5 Communication Services 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FND icon
226
Floor & Decor
FND
$6.6B
$383M 0.06%
5,041,424
+2,845
LEN icon
227
Lennar Class A
LEN
$30.9B
$360M 0.05%
3,253,543
-1,143,043
CZR icon
228
Caesars Entertainment
CZR
$4.03B
$354M 0.05%
12,476,922
+22,063
HAL icon
229
Halliburton
HAL
$22.7B
$338M 0.05%
16,604,804
-30,583,758
PFE icon
230
Pfizer
PFE
$147B
$336M 0.05%
13,860,203
-13,368,274
NUE icon
231
Nucor
NUE
$33.4B
$328M 0.05%
+2,533,742
DOCU icon
232
DocuSign
DOCU
$13.5B
$327M 0.05%
4,203,024
+6,008
SHW icon
233
Sherwin-Williams
SHW
$84B
$309M 0.04%
898,933
+11,342
ESNT icon
234
Essent Group
ESNT
$5.92B
$303M 0.04%
4,996,800
CCI icon
235
Crown Castle
CCI
$39.5B
$302M 0.04%
2,935,958
-261,048
NVR icon
236
NVR
NVR
$19.8B
$299M 0.04%
40,467
+28
CEG icon
237
Constellation Energy
CEG
$105B
$295M 0.04%
913,843
+4,057
GIS icon
238
General Mills
GIS
$25.2B
$289M 0.04%
5,569,082
-857,591
IP icon
239
International Paper
IP
$20B
$286M 0.04%
6,100,795
+3,571,229
MTN icon
240
Vail Resorts
MTN
$5.31B
$284M 0.04%
1,804,589
+1,794,894
WSO icon
241
Watsco Inc
WSO
$14.1B
$280M 0.04%
634,018
KKR.PRD
242
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.59B
$279M 0.04%
5,207,215
+207,215
DKNG icon
243
DraftKings
DKNG
$14.8B
$278M 0.04%
6,479,181
+1,640,668
CVCO icon
244
Cavco Industries
CVCO
$4.29B
$278M 0.04%
639,505
+489
ARE icon
245
Alexandria Real Estate Equities
ARE
$9.03B
$276M 0.04%
3,797,792
+363,609
PII icon
246
Polaris
PII
$3.65B
$275M 0.04%
6,770,831
+54,249
RNG icon
247
RingCentral
RNG
$2.35B
$275M 0.04%
9,704,130
+18,112
BLD icon
248
TopBuild
BLD
$11.9B
$275M 0.04%
849,565
-295,800
LUV icon
249
Southwest Airlines
LUV
$17.1B
$275M 0.04%
8,468,269
+10,600
MDLZ icon
250
Mondelez International
MDLZ
$73.5B
$271M 0.04%
+4,014,872