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
FICO icon
301
Fair Isaac
FICO
$41.2B
$152M 0.02%
+82,961
FERG icon
302
Ferguson
FERG
$48.8B
$152M 0.02%
695,904
-825
CLS icon
303
Celestica
CLS
$33.7B
$151M 0.02%
968,382
-57,142
MFC icon
304
Manulife Financial
MFC
$58B
$151M 0.02%
4,717,699
VIAV icon
305
Viavi Solutions
VIAV
$3.78B
$146M 0.02%
14,455,454
NPO icon
306
Enpro
NPO
$4.44B
$145M 0.02%
755,324
+100,720
DPZ icon
307
Domino's
DPZ
$13.8B
$144M 0.02%
319,277
+849
PLD icon
308
Prologis
PLD
$115B
$142M 0.02%
1,350,679
-4,720,552
TPG icon
309
TPG
TPG
$8.86B
$142M 0.02%
2,703,059
+110,770
VIST icon
310
Vista Energy
VIST
$4.96B
$141M 0.02%
2,942,663
+23,571
NU icon
311
Nu Holdings
NU
$75.3B
$140M 0.02%
10,227,391
+83,349
PEN icon
312
Penumbra
PEN
$10.9B
$140M 0.02%
545,187
+1,362
HUM icon
313
Humana
HUM
$28.5B
$139M 0.02%
568,205
+2,176
CIEN icon
314
Ciena
CIEN
$27.4B
$139M 0.02%
1,706,474
-146,535
ACA icon
315
Arcosa
ACA
$4.98B
$139M 0.02%
1,600,000
+100,000
EMN icon
316
Eastman Chemical
EMN
$7.15B
$139M 0.02%
1,857,386
KEY icon
317
KeyCorp
KEY
$19.3B
$135M 0.02%
+7,721,631
FA icon
318
First Advantage
FA
$2.29B
$133M 0.02%
8,018,514
+500,000
INTA icon
319
Intapp
INTA
$3.46B
$132M 0.02%
2,548,255
+41,382
TGLS icon
320
Tecnoglass
TGLS
$2.09B
$131M 0.02%
1,690,140
+571,979
DB icon
321
Deutsche Bank
DB
$73B
$130M 0.02%
4,390,169
+29,498
SONY icon
322
Sony
SONY
$176B
$130M 0.02%
4,980,788
+15,765
KRYS icon
323
Krystal Biotech
KRYS
$5.82B
$130M 0.02%
942,249
-12,219
ALB.PRA icon
324
Albemarle Corp Depositary Shares
ALB.PRA
$2.31B
$129M 0.02%
4,021,383
-2,188,638
NE icon
325
Noble Corp
NE
$4.71B
$127M 0.02%
4,765,716
+151,302