Capital World Investors

Capital World Investors Portfolio holdings

AUM $733B
1-Year Est. Return 36.72%
 

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
+36.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$733B
AUM Growth
-$2.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1 +$5B
2 +$4.44B
3 +$3.67B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.6B
5
TTE icon
TotalEnergies
TTE
+$3.2B

Top Sells

1 +$6.34B
2 +$3.12B
3 +$2.5B
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.36B
5
AVGO icon
Broadcom
AVGO
+$2.33B

Sector Composition

1 Technology 22.63%
2 Healthcare 13.18%
3 Consumer Discretionary 12.18%
4 Financials 10.99%
5 Communication Services 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GILD icon
26
Gilead Sciences
GILD
$169B
$5.75B 0.78%
41,283,933
-1,588,196
CVS icon
27
CVS Health
CVS
$117B
$5.55B 0.76%
77,248,642
+9,585,731
AZN icon
28
AstraZeneca
AZN
$290B
$5.52B 0.75%
28,264,580
+27,350,501
RCL icon
29
Royal Caribbean
RCL
$76B
$5.52B 0.75%
20,062,271
+3,500,684
WPM icon
30
Wheaton Precious Metals
WPM
$59.9B
$5.51B 0.75%
42,086,263
+4,775,594
SO icon
31
Southern Company
SO
$104B
$5.43B 0.74%
56,239,873
+15,097,797
TDG icon
32
TransDigm Group
TDG
$70.6B
$5.41B 0.74%
4,666,491
+711,979
HD icon
33
Home Depot
HD
$320B
$5.31B 0.72%
16,143,812
+2,996,695
CMCSA icon
34
Comcast
CMCSA
$88.9B
$5.23B 0.71%
182,141,779
+41,798,380
BA icon
35
Boeing
BA
$181B
$5.12B 0.7%
25,727,803
-1,461,836
DHI icon
36
D.R. Horton
DHI
$42.2B
$5.07B 0.69%
36,936,106
-12,328
ASML icon
37
ASML
ASML
$624B
$4.93B 0.67%
3,733,385
-148,406
NOC icon
38
Northrop Grumman
NOC
$79.1B
$4.7B 0.64%
6,892,150
+3,458,109
NET icon
39
Cloudflare
NET
$82.9B
$4.69B 0.64%
22,735,569
-13,089,948
C icon
40
Citigroup
C
$215B
$4.62B 0.63%
40,720,859
-5,991,234
JPM icon
41
JPMorgan Chase
JPM
$795B
$4.54B 0.62%
15,421,463
-2,719,609
TTE icon
42
TotalEnergies
TTE
$195B
$4.46B 0.61%
48,349,190
+41,917,302
AEM icon
43
Agnico Eagle Mines
AEM
$90.9B
$4.39B 0.6%
21,626,307
+288,030
GE icon
44
GE Aerospace
GE
$336B
$4.36B 0.59%
15,366,155
-5,874,569
IBM icon
45
IBM
IBM
$272B
$4.14B 0.56%
17,062,453
-4,959,459
SHOP icon
46
Shopify
SHOP
$153B
$4B 0.55%
33,696,844
-14,125,861
FE icon
47
FirstEnergy
FE
$26.9B
$3.93B 0.54%
77,662,784
+716,078
LHX icon
48
L3Harris
LHX
$58B
$3.8B 0.52%
11,011,608
-633,811
MELI icon
49
Mercado Libre
MELI
$86.3B
$3.79B 0.52%
2,194,481
+487,808
GEV icon
50
GE Vernova
GEV
$259B
$3.72B 0.51%
4,262,860
+2,081,044