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
BA icon
26
Boeing
BA
$168B
$6.12B 0.84%
28,359,726
+695,491
RCL icon
27
Royal Caribbean
RCL
$80.1B
$5.5B 0.75%
16,987,565
-843,439
COF icon
28
Capital One
COF
$155B
$5.33B 0.73%
25,050,674
-913,587
AMGN icon
29
Amgen
AMGN
$176B
$5.3B 0.72%
18,795,474
+1,935,876
HD icon
30
Home Depot
HD
$343B
$5.25B 0.72%
12,945,423
+21,207
AAPL icon
31
Apple
AAPL
$4.04T
$5.2B 0.71%
20,436,163
-1,123,457
TDG icon
32
TransDigm Group
TDG
$71.9B
$5.19B 0.71%
3,938,687
-31,841
CVS icon
33
CVS Health
CVS
$98.7B
$5.16B 0.7%
68,382,158
+1,419,575
DHI icon
34
D.R. Horton
DHI
$42.8B
$5.13B 0.7%
30,252,842
+18,607,545
GILD icon
35
Gilead Sciences
GILD
$154B
$5.02B 0.69%
45,179,931
-1,123,368
LIN icon
36
Linde
LIN
$197B
$5.01B 0.68%
10,552,427
-506,618
TMO icon
37
Thermo Fisher Scientific
TMO
$213B
$4.99B 0.68%
10,285,145
+706,572
IBM icon
38
IBM
IBM
$281B
$4.81B 0.66%
17,045,156
+2,077,506
C icon
39
Citigroup
C
$206B
$4.8B 0.66%
47,262,626
+2,871,074
BN icon
40
Brookfield
BN
$102B
$4.69B 0.64%
102,470,493
+2,436,127
KLAC icon
41
KLA
KLAC
$164B
$4.55B 0.62%
4,218,296
+263,601
AON icon
42
Aon
AON
$75.2B
$4.31B 0.59%
12,076,697
-67,540
MSI icon
43
Motorola Solutions
MSI
$61.6B
$4.29B 0.59%
9,386,519
+490,354
BKNG icon
44
Booking.com
BKNG
$174B
$4.28B 0.58%
792,030
-73,486
WPM icon
45
Wheaton Precious Metals
WPM
$54.3B
$4.21B 0.58%
37,669,625
-1,124,060
CRM icon
46
Salesforce
CRM
$244B
$4.11B 0.56%
17,325,206
+10,636,161
MELI icon
47
Mercado Libre
MELI
$101B
$4.07B 0.56%
1,740,129
+22,659
ASML icon
48
ASML
ASML
$410B
$4.05B 0.55%
4,187,006
-179,779
BLK icon
49
Blackrock
BLK
$164B
$4.03B 0.55%
3,456,205
-91,314
APO icon
50
Apollo Global Management
APO
$84.9B
$3.76B 0.51%
28,219,600
-1,054,763