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
NRG icon
251
NRG Energy
NRG
$38.6B
$306M 0.04%
+1,920,478
NVR icon
252
NVR
NVR
$21B
$297M 0.04%
40,703
+127
TLN
253
Talen Energy Corp
TLN
$16.9B
$291M 0.04%
774,999
VIAV icon
254
Viavi Solutions
VIAV
$6.87B
$278M 0.04%
15,620,410
+664,956
ICLR icon
255
Icon
ICLR
$8.26B
$273M 0.04%
1,496,479
+1,268,095
SPXC icon
256
SPX Corp
SPXC
$11.3B
$271M 0.04%
1,356,956
KKR.PRD
257
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.05B
$270M 0.04%
5,207,215
BAM icon
258
Brookfield Asset Management
BAM
$75.4B
$265M 0.04%
5,066,494
-10,381,941
GIS icon
259
General Mills
GIS
$24.1B
$260M 0.04%
5,602,094
+16,984
HUBS icon
260
HubSpot
HUBS
$14B
$260M 0.04%
+647,721
FSS icon
261
Federal Signal
FSS
$7.08B
$257M 0.03%
2,362,294
+100,000
PKG icon
262
Packaging Corp of America
PKG
$20.9B
$254M 0.03%
1,229,648
AGCO icon
263
AGCO
AGCO
$9.88B
$251M 0.03%
2,403,349
+1,815,741
FANG icon
264
Diamondback Energy
FANG
$49.5B
$251M 0.03%
1,666,586
+32,527
DOCS icon
265
Doximity
DOCS
$4.53B
$250M 0.03%
5,654,875
+273,444
IP icon
266
International Paper
IP
$23B
$249M 0.03%
6,332,121
+111,311
ALB.PRA icon
267
Albemarle Corp Depositary Shares
ALB.PRA
$3.27B
$241M 0.03%
4,064,183
+4,000
GLBE icon
268
Global E Online
GLBE
$5.94B
$240M 0.03%
6,098,763
ENB icon
269
Enbridge
ENB
$116B
$239M 0.03%
5,000,026
-2
VCTR icon
270
Victory Capital Holdings
VCTR
$4.44B
$238M 0.03%
3,768,001
+155,732
CCI icon
271
Crown Castle
CCI
$39B
$236M 0.03%
2,652,184
-348,581
CASY icon
272
Casey's General Stores
CASY
$25.4B
$235M 0.03%
425,432
+6,562
ALGN icon
273
Align Technology
ALGN
$13.6B
$233M 0.03%
1,490,503
+173,641
FIVE icon
274
Five Below
FIVE
$12.3B
$227M 0.03%
1,203,725
-150,203
PCOR icon
275
Procore
PCOR
$8.56B
$227M 0.03%
3,115,612
+480,513