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
NTES icon
276
NetEase
NTES
$89.8B
$209M 0.03%
1,551,114
-2,181,884
EMR icon
277
Emerson Electric
EMR
$72.2B
$204M 0.03%
1,532,420
TEL icon
278
TE Connectivity
TEL
$69.5B
$197M 0.03%
1,170,238
-165
GRFS icon
279
Grifois
GRFS
$5.92B
$196M 0.03%
21,652,749
+130,513
UPS icon
280
United Parcel Service
UPS
$81.4B
$195M 0.03%
1,929,272
-1,235,149
VEEV icon
281
Veeva Systems
VEEV
$47.8B
$189M 0.03%
656,407
+8,585
GSHD icon
282
Goosehead Insurance
GSHD
$1.75B
$178M 0.03%
1,688,000
FIVE icon
283
Five Below
FIVE
$8.11B
$176M 0.03%
1,341,345
+20,841
MAR icon
284
Marriott International
MAR
$77.1B
$174M 0.03%
638,627
+3,605
NEE icon
285
NextEra Energy
NEE
$175B
$171M 0.02%
2,460,803
BFAM icon
286
Bright Horizons
BFAM
$5.67B
$170M 0.02%
1,378,064
+17,966
TMUS icon
287
T-Mobile US
TMUS
$240B
$169M 0.02%
708,949
-728,556
CSW
288
CSW Industrials
CSW
$4.11B
$167M 0.02%
582,952
+26,113
RIO icon
289
Rio Tinto
RIO
$115B
$166M 0.02%
2,848,540
+9,642
AES icon
290
AES
AES
$9.73B
$164M 0.02%
15,601,367
MNDY icon
291
monday.com
MNDY
$8.28B
$163M 0.02%
518,502
-19,076
AVB icon
292
AvalonBay Communities
AVB
$25.1B
$162M 0.02%
795,500
+2,930
HDB icon
293
HDFC Bank
HDB
$186B
$161M 0.02%
4,203,110
-3,374
STEP icon
294
StepStone Group
STEP
$4.92B
$159M 0.02%
2,859,391
+289,592
KBH icon
295
KB Home
KBH
$3.91B
$157M 0.02%
2,957,918
KVUE icon
296
Kenvue
KVUE
$32.1B
$156M 0.02%
+7,431,490
NVMI icon
297
Nova
NVMI
$8.8B
$155M 0.02%
563,068
FUL icon
298
H.B. Fuller
FUL
$3.17B
$155M 0.02%
2,570,493
+6,737
CDW icon
299
CDW
CDW
$19.1B
$154M 0.02%
864,250
+5,516
NAMS icon
300
NewAmsterdam Pharma
NAMS
$4.13B
$152M 0.02%
8,387,725
+1,589,127