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
GNRC icon
501
Generac Holdings
GNRC
$9.3B
$9.58M ﹤0.01%
57,248
-347,845
FYBR icon
502
Frontier Communications
FYBR
$9.56B
$9.34M ﹤0.01%
250,000
AGL icon
503
Agilon Health
AGL
$275M
$8.62M ﹤0.01%
8,364,227
-37,206,374
FLEX icon
504
Flex
FLEX
$25.1B
$8.43M ﹤0.01%
145,411
+58,537
WMS icon
505
Advanced Drainage Systems
WMS
$11.5B
$8.13M ﹤0.01%
58,645
+36,216
NFE icon
506
New Fortress Energy
NFE
$339M
$7.66M ﹤0.01%
3,465,765
-3,172,931
BBVA icon
507
Banco Bilbao Vizcaya Argentaria
BBVA
$130B
$7.08M ﹤0.01%
372,149
+63,670
FOXF icon
508
Fox Factory Holding Corp
FOXF
$717M
$6.83M ﹤0.01%
281,096
-492,583
WSM icon
509
Williams-Sonoma
WSM
$22.1B
$6.57M ﹤0.01%
33,636
+16,427
TD icon
510
Toronto Dominion Bank
TD
$156B
$6.41M ﹤0.01%
80,216
+53,790
NNN icon
511
NNN REIT
NNN
$7.68B
$6.22M ﹤0.01%
146,025
+76,534
SAP icon
512
SAP
SAP
$285B
$6.11M ﹤0.01%
23,174
-842
EXE
513
Expand Energy Corp
EXE
$26.3B
$6.09M ﹤0.01%
57,324
PSTG icon
514
Pure Storage
PSTG
$23B
$5.12M ﹤0.01%
61,146
+23,283
APGE icon
515
Apogee Therapeutics
APGE
$5.25B
$5.07M ﹤0.01%
127,618
-66,277
KOF icon
516
Coca-Cola Femsa
KOF
$19.7B
$5.02M ﹤0.01%
60,363
ACWI icon
517
iShares MSCI ACWI ETF
ACWI
$24.4B
$4.76M ﹤0.01%
34,592
+8,252
IBN icon
518
ICICI Bank
IBN
$108B
$4.43M ﹤0.01%
146,159
+911
TTE icon
519
TotalEnergies
TTE
$140B
$4.36M ﹤0.01%
70,630
+1,025
SHEL icon
520
Shell
SHEL
$206B
$4.05M ﹤0.01%
55,855
-7,015,017
CHWY icon
521
Chewy
CHWY
$13.8B
$3.85M ﹤0.01%
95,085
+53,502
TU icon
522
Telus
TU
$19.8B
$3.78M ﹤0.01%
240,289
+121,554
BHVN icon
523
Biohaven
BHVN
$1.5B
$3.75M ﹤0.01%
250,000
RY icon
524
Royal Bank of Canada
RY
$234B
$3.42M ﹤0.01%
23,218
-5,971
SYRE icon
525
Spyre Therapeutics
SYRE
$2.59B
$3.35M ﹤0.01%
200,172
-150,602