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
FA icon
326
First Advantage
FA
$2.04B
$132M 0.02%
9,098,714
+780,200
TJX icon
327
TJX Companies
TJX
$176B
$132M 0.02%
856,092
+535
PI icon
328
Impinj
PI
$3.71B
$131M 0.02%
754,346
MTH icon
329
Meritage Homes
MTH
$5.04B
$131M 0.02%
1,987,850
SONY icon
330
Sony
SONY
$135B
$130M 0.02%
5,076,516
+74,768
ARM icon
331
Arm
ARM
$137B
$127M 0.02%
1,165,776
-3,606,816
GSHD icon
332
Goosehead Insurance
GSHD
$1.34B
$124M 0.02%
1,688,000
DG icon
333
Dollar General
DG
$33.9B
$124M 0.02%
936,230
-34,317
TME icon
334
Tencent Music
TME
$22.7B
$123M 0.02%
7,030,660
-3,438,815
MDLZ icon
335
Mondelez International
MDLZ
$76.8B
$121M 0.02%
2,249,170
-988,585
VIST icon
336
Vista Energy
VIST
$5.88B
$121M 0.02%
2,479,605
-499,607
RY icon
337
Royal Bank of Canada
RY
$238B
$118M 0.02%
691,838
+668,620
NG icon
338
NovaGold Resources
NG
$5.55B
$115M 0.02%
12,333,000
-5,333,000
LAMR icon
339
Lamar Advertising Co
LAMR
$13.7B
$114M 0.02%
903,020
MOD icon
340
Modine Manufacturing
MOD
$12.1B
$114M 0.02%
853,873
-141,496
DHR icon
341
Danaher
DHR
$148B
$113M 0.02%
492,865
+3,856
INTU icon
342
Intuit
INTU
$110B
$112M 0.02%
168,666
+110,055
VSEC icon
343
VSE Corp
VSEC
$6.34B
$109M 0.01%
631,387
+297,447
MS icon
344
Morgan Stanley
MS
$281B
$108M 0.01%
608,950
-5,048,925
MMYT icon
345
MakeMyTrip
MMYT
$5.5B
$108M 0.01%
1,311,189
+4,490
MAS icon
346
Masco
MAS
$14.7B
$103M 0.01%
1,625,000
ZETA icon
347
Zeta Global
ZETA
$4.44B
$102M 0.01%
5,013,776
+33,923
LKQ icon
348
LKQ Corp
LKQ
$8.35B
$102M 0.01%
3,363,017
+2,150,783
FTNT icon
349
Fortinet
FTNT
$58.9B
$100M 0.01%
+1,262,511
ALAB icon
350
Astera Labs
ALAB
$21.2B
$99.8M 0.01%
600,000