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
APD icon
501
Air Products & Chemicals
APD
$61.4B
$11.3M ﹤0.01%
45,664
PLTR icon
502
Palantir
PLTR
$328B
$11.3M ﹤0.01%
63,376
-5,002,307
ITRI icon
503
Itron
ITRI
$4.22B
$10.5M ﹤0.01%
+112,638
NVO icon
504
Novo Nordisk
NVO
$166B
$10.2M ﹤0.01%
199,363
-11,499
APGE icon
505
Apogee Therapeutics
APGE
$4.78B
$9.63M ﹤0.01%
127,618
FYBR
506
DELISTED
Frontier Communications
FYBR
$9.52M ﹤0.01%
250,000
DDD icon
507
3D Systems Corp
DDD
$282M
$9.22M ﹤0.01%
5,208,333
ACWI icon
508
iShares MSCI ACWI ETF
ACWI
$28.1B
$8.2M ﹤0.01%
57,563
+22,971
BBVA icon
509
Banco Bilbao Vizcaya Argentaria
BBVA
$132B
$8.06M ﹤0.01%
343,673
-28,476
VIA
510
Via Transportation Inc
VIA
$1.39B
$8.05M ﹤0.01%
277,640
-272,360
TD icon
511
Toronto Dominion Bank
TD
$163B
$7.68M ﹤0.01%
81,441
+1,225
SLNO icon
512
Soleno Therapeutics
SLNO
$2.1B
$6.74M ﹤0.01%
145,522
-678,992
SYRE icon
513
Spyre Therapeutics
SYRE
$3.38B
$6.56M ﹤0.01%
200,172
AGL icon
514
Agilon Health
AGL
$244M
$5.76M ﹤0.01%
8,364,227
SAP icon
515
SAP
SAP
$235B
$5.74M ﹤0.01%
23,468
+294
MYE icon
516
Myers Industries
MYE
$837M
$5.67M ﹤0.01%
+302,928
CHWY icon
517
Chewy
CHWY
$11.4B
$4.99M ﹤0.01%
151,107
+56,022
FOXF icon
518
Fox Factory Holding Corp
FOXF
$704M
$4.81M ﹤0.01%
281,096
IWD icon
519
iShares Russell 1000 Value ETF
IWD
$70.6B
$4.73M ﹤0.01%
22,320
+15,262
IBN icon
520
ICICI Bank
IBN
$109B
$4.44M ﹤0.01%
148,618
+2,459
SHEL icon
521
Shell
SHEL
$235B
$4.21M ﹤0.01%
57,040
+1,185
NFE icon
522
New Fortress Energy
NFE
$310M
$3.95M ﹤0.01%
3,465,765
IHG icon
523
InterContinental Hotels
IHG
$20.9B
$3.81M ﹤0.01%
26,902
+649
TU icon
524
Telus
TU
$21.4B
$3.21M ﹤0.01%
243,262
+2,973
CNI icon
525
Canadian National Railway
CNI
$68.6B
$2.94M ﹤0.01%
29,707
+2,895