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
ALNY icon
26
Alnylam Pharmaceuticals
ALNY
$44.2B
$6.48B 0.88%
16,301,772
-132,481
TMO icon
27
Thermo Fisher Scientific
TMO
$196B
$6.38B 0.87%
11,003,814
+718,669
COF icon
28
Capital One
COF
$122B
$6B 0.82%
24,735,526
-315,148
BA icon
29
Boeing
BA
$179B
$5.9B 0.8%
27,189,639
-1,170,087
JPM icon
30
JPMorgan Chase
JPM
$810B
$5.85B 0.8%
18,141,072
-5,954,212
C icon
31
Citigroup
C
$193B
$5.45B 0.74%
46,712,093
-550,533
CVS icon
32
CVS Health
CVS
$102B
$5.37B 0.73%
67,662,911
-719,247
DHI icon
33
D.R. Horton
DHI
$46.5B
$5.32B 0.72%
36,948,434
+6,695,592
GILD icon
34
Gilead Sciences
GILD
$185B
$5.26B 0.72%
42,872,129
-2,307,802
TDG icon
35
TransDigm Group
TDG
$73.6B
$5.26B 0.72%
3,954,512
+15,825
CRM icon
36
Salesforce
CRM
$183B
$5.21B 0.71%
19,672,684
+2,347,478
UNP icon
37
Union Pacific
UNP
$157B
$4.66B 0.63%
20,136,349
+9,655,306
RCL icon
38
Royal Caribbean
RCL
$84.1B
$4.62B 0.63%
16,561,587
-425,978
BN icon
39
Brookfield
BN
$98.4B
$4.55B 0.62%
99,069,016
-3,401,477
HD icon
40
Home Depot
HD
$379B
$4.52B 0.62%
13,147,117
+201,694
DE icon
41
Deere & Co
DE
$171B
$4.47B 0.61%
9,592,004
+3,358,264
ISRG icon
42
Intuitive Surgical
ISRG
$179B
$4.45B 0.61%
7,856,018
+127,526
KLAC icon
43
KLA
KLAC
$200B
$4.44B 0.6%
3,649,831
-568,465
WPM icon
44
Wheaton Precious Metals
WPM
$74.3B
$4.38B 0.6%
37,310,669
-358,956
AON icon
45
Aon
AON
$71.9B
$4.32B 0.59%
12,252,904
+176,207
EOG icon
46
EOG Resources
EOG
$67.3B
$4.26B 0.58%
40,607,574
-14,300,375
CMCSA icon
47
Comcast
CMCSA
$111B
$4.19B 0.57%
140,343,399
+24,166,881
ASML icon
48
ASML
ASML
$563B
$4.15B 0.56%
3,881,791
-305,215
INTC icon
49
Intel
INTC
$228B
$3.84B 0.52%
104,060,268
+17,557,147
CMG icon
50
Chipotle Mexican Grill
CMG
$48.5B
$3.76B 0.51%
101,688,010
+13,843,222