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Capital World Investors

Capital World Investors Portfolio holdings

AUM $733B
1-Year Est. Return 35.63%
 

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
+0.18%
1 Year Est. Return
+35.63%
3 Year Est. Return
+123.79%
5 Year Est. Return
+178.46%
10 Year Est. Return
+769.93%
AUM
$733B
AUM Growth
-$2.36B
Cap. Flow
+$25.6B
Cap. Flow %
3.49%
Top 10 Hldgs %
27.73%
Holding
682
New
108
Increased
262
Reduced
173
Closed
56

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
COIN icon
251
Coinbase
COIN
$42.6B
$296M 0.04%
1,695,698
+159,164
+10% +$31.3M
DOW icon
252
Dow Inc
DOW
$21.8B
$296M 0.04%
+7,103,018
New +$225M
HAL icon
253
Halliburton
HAL
$29.4B
$294M 0.04%
7,543,746
-5,443,377
-42% -$188M
NTRA icon
254
Natera
NTRA
$39.2B
$294M 0.04%
1,467,975
+34,881
+2% +$7.51M
MKSI icon
255
MKS Inc
MKSI
$24.4B
$294M 0.04%
+1,277,200
New +$289M
PBR icon
256
Petrobras
PBR
$115B
$293M 0.04%
+14,102,155
New +$226M
EL icon
257
Estee Lauder
EL
$29.4B
$292M 0.04%
4,073,296
-3,679,805
-47% -$376M
UPS icon
258
United Parcel Service
UPS
$96.4B
$292M 0.04%
2,965,639
+1,022,375
+53% +$110M
BURL icon
259
Burlington
BURL
$20.7B
$292M 0.04%
+896,117
New +$274M
AGCO icon
260
AGCO
AGCO
$8.24B
$290M 0.04%
2,504,042
+100,693
+4% +$12.2M
NEE icon
261
NextEra Energy
NEE
$187B
$290M 0.04%
3,119,004
+658,201
+27% +$58.5M
FIVE icon
262
Five Below
FIVE
$10.6B
$285M 0.04%
1,248,654
+44,929
+4% +$9.4M
LEN icon
263
Lennar Class A
LEN
$20.1B
$284M 0.04%
3,270,074
+6,736
+0.2% +$728K
EQT icon
264
EQT Corp
EQT
$30.9B
$284M 0.04%
+4,459,152
New +$261M
CF icon
265
CF Industries
CF
$18.4B
$282M 0.04%
+2,170,883
New +$221M
IDXX icon
266
Idexx Laboratories
IDXX
$42.9B
$280M 0.04%
+497,851
New +$319M
ACN icon
267
Accenture
ACN
$83.4B
$277M 0.04%
1,395,283
+236,261
+20% +$55M
ESNT icon
268
Essent Group
ESNT
$5.99B
$274M 0.04%
4,695,817
-66,312
-1% -$4.05M
ENB icon
269
Enbridge
ENB
$122B
$271M 0.04%
5,000,000
-26
-0% -$1.32K
NVR icon
270
NVR
NVR
$17.3B
$269M 0.04%
40,761
+58
+0.1% +$423K
TEVA icon
271
Teva Pharmaceuticals
TEVA
$37.2B
$266M 0.04%
8,833,566
+6,472,554
+274% +$208M
MS icon
272
Morgan Stanley
MS
$358B
$266M 0.04%
1,616,422
+1,007,472
+165% +$174M
CCI icon
273
Crown Castle
CCI
$34.4B
$260M 0.04%
3,195,428
+543,244
+20% +$46.8M
TW icon
274
Tradeweb Markets
TW
$21.1B
$259M 0.04%
2,198,861
+123,281
+6% +$14.1M
PCOR icon
275
Procore
PCOR
$6.59B
$257M 0.04%
4,515,386
+1,399,774
+45% +$82.8M

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