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
CHTR icon
326
Charter Communications
CHTR
$27.3B
$125M 0.02%
454,091
-698,789
TJX icon
327
TJX Companies
TJX
$174B
$124M 0.02%
+855,557
MMYT icon
328
MakeMyTrip
MMYT
$8.09B
$122M 0.02%
1,306,699
+67,109
SAIA icon
329
Saia
SAIA
$9.06B
$122M 0.02%
407,265
-15,470
TGLS icon
330
Tecnoglass
TGLS
$2.48B
$120M 0.02%
1,794,272
+104,132
INTA icon
331
Intapp
INTA
$3.69B
$118M 0.02%
2,892,169
+343,914
ALAB icon
332
Astera Labs
ALAB
$24.2B
$117M 0.02%
600,000
EMN icon
333
Eastman Chemical
EMN
$7.31B
$117M 0.02%
1,857,386
LNG icon
334
Cheniere Energy
LNG
$40.5B
$115M 0.02%
490,213
-829
MAS icon
335
Masco
MAS
$13.6B
$114M 0.02%
1,625,000
IQV icon
336
IQVIA
IQV
$37.7B
$112M 0.02%
591,264
+1,421
LAMR icon
337
Lamar Advertising Co
LAMR
$12.9B
$111M 0.02%
903,020
HON icon
338
Honeywell
HON
$126B
$110M 0.02%
521,772
-14,611,869
YUM icon
339
Yum! Brands
YUM
$42.7B
$108M 0.01%
712,961
-2,696,373
AZO icon
340
AutoZone
AZO
$57.2B
$106M 0.01%
24,818
+23,043
PEN icon
341
Penumbra
PEN
$12.2B
$105M 0.01%
415,732
-129,455
VIST icon
342
Vista Energy
VIST
$4.94B
$102M 0.01%
2,979,212
+36,549
KTB icon
343
Kontoor Brands
KTB
$3.72B
$102M 0.01%
1,276,410
+100,000
DG icon
344
Dollar General
DG
$29.8B
$100M 0.01%
970,547
-73,879
ZETA icon
345
Zeta Global
ZETA
$4.39B
$98.9M 0.01%
4,979,853
+44,903
DHR icon
346
Danaher
DHR
$159B
$97M 0.01%
489,009
-3,362,885
CCS icon
347
Century Communities
CCS
$1.87B
$95.8M 0.01%
1,512,000
ITUB icon
348
Itaú Unibanco
ITUB
$77.5B
$94.6M 0.01%
12,883,841
+85,334
KAI icon
349
Kadant
KAI
$3.48B
$94.1M 0.01%
316,210
+4,930
ESE icon
350
ESCO Technologies
ESE
$5.28B
$93.7M 0.01%
+443,976