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
ACN icon
251
Accenture
ACN
$169B
$269M 0.04%
+1,089,125
PKG icon
252
Packaging Corp of America
PKG
$18.3B
$268M 0.04%
1,229,648
CIEN icon
253
Ciena
CIEN
$29.6B
$268M 0.04%
1,836,981
+130,507
VICI icon
254
VICI Properties
VICI
$30.3B
$260M 0.04%
7,975,028
-18,680,181
TEL icon
255
TE Connectivity
TEL
$66.8B
$259M 0.04%
1,180,913
+10,675
WSO icon
256
Watsco Inc
WSO
$13.9B
$256M 0.04%
634,018
CSW
257
CSW Industrials
CSW
$5.2B
$254M 0.03%
1,045,747
+462,795
SPXC icon
258
SPX Corp
SPXC
$10.8B
$253M 0.03%
1,356,956
ENB icon
259
Enbridge
ENB
$102B
$252M 0.03%
5,000,028
DKNG icon
260
DraftKings
DKNG
$17.2B
$248M 0.03%
6,618,072
+138,891
TME icon
261
Tencent Music
TME
$27.4B
$244M 0.03%
10,469,475
-1,835,986
CASY icon
262
Casey's General Stores
CASY
$20.5B
$237M 0.03%
418,870
+7,428
NTES icon
263
NetEase
NTES
$85.9B
$236M 0.03%
1,552,967
+1,853
VCTR icon
264
Victory Capital Holdings
VCTR
$4.17B
$234M 0.03%
3,612,269
+143,615
FANG icon
265
Diamondback Energy
FANG
$42.7B
$234M 0.03%
1,634,059
-1,499,377
GRFS icon
266
Grifois
GRFS
$6.1B
$228M 0.03%
22,926,140
+1,273,391
NTRA icon
267
Natera
NTRA
$31.7B
$227M 0.03%
1,412,723
+3,073
TW icon
268
Tradeweb Markets
TW
$22.2B
$227M 0.03%
2,045,347
-652,993
GLBE icon
269
Global E Online
GLBE
$6.61B
$218M 0.03%
6,098,763
-627,728
IRM icon
270
Iron Mountain
IRM
$23.9B
$216M 0.03%
2,117,169
FIVE icon
271
Five Below
FIVE
$9.75B
$209M 0.03%
1,353,928
+12,583
ZLAB icon
272
Zai Lab
ZLAB
$1.88B
$206M 0.03%
6,077,666
+41,481
MDLZ icon
273
Mondelez International
MDLZ
$69.6B
$202M 0.03%
3,237,755
-777,117
VEEV icon
274
Veeva Systems
VEEV
$36B
$200M 0.03%
669,679
+13,272
STEP icon
275
StepStone Group
STEP
$5.03B
$193M 0.03%
2,961,976
+102,585