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
IHG icon
526
InterContinental Hotels
IHG
$21.1B
$3.22M ﹤0.01%
26,253
+333
PBA icon
527
Pembina Pipeline
PBA
$22.4B
$2.57M ﹤0.01%
63,624
-10,267
LEN.B icon
528
Lennar Class B
LEN.B
$27.8B
$2.54M ﹤0.01%
21,169
CNI icon
529
Canadian National Railway
CNI
$60.5B
$2.53M ﹤0.01%
26,812
+4,727
RTO icon
530
Rentokil
RTO
$14.4B
$2.37M ﹤0.01%
96,098
+783
SU icon
531
Suncor Energy
SU
$52.4B
$2.21M ﹤0.01%
52,710
+19,268
KB icon
532
KB Financial Group
KB
$31B
$2.19M ﹤0.01%
26,470
+410
BRLT icon
533
Brilliant Earth
BRLT
$28.5M
$2.18M ﹤0.01%
1,052,309
+122,460
SLF icon
534
Sun Life Financial
SLF
$33.9B
$2.07M ﹤0.01%
34,533
+9,805
PAC icon
535
Grupo Aeroportuario del Pacifico
PAC
$12.8B
$1.83M ﹤0.01%
7,519
-33
EMA
536
Emera Inc
EMA
$14.6B
$1.77M ﹤0.01%
36,894
+29,139
FTS icon
537
Fortis
FTS
$26.1B
$1.71M ﹤0.01%
33,786
+14,223
CCO icon
538
Clear Channel Outdoor Holdings
CCO
$995M
$1.65M ﹤0.01%
1,043,695
TFII icon
539
TFI International
TFII
$8.59B
$1.59M ﹤0.01%
18,085
+5,915
ESS icon
540
Essex Property Trust
ESS
$16.7B
$1.5M ﹤0.01%
5,606
+2,131
IWD icon
541
iShares Russell 1000 Value ETF
IWD
$70B
$1.43M ﹤0.01%
7,058
+227
SNX icon
542
TD Synnex
SNX
$12.2B
$1.17M ﹤0.01%
7,160
+2,723
DLO icon
543
dLocal
DLO
$4.06B
$1.13M ﹤0.01%
+79,301
CP icon
544
Canadian Pacific Kansas City
CP
$67B
$981K ﹤0.01%
13,166
+6,458
IHRT icon
545
iHeartMedia
IHRT
$662M
$956K ﹤0.01%
333,235
NWG icon
546
NatWest
NWG
$67.6B
$890K ﹤0.01%
+63,765
VTV icon
547
Vanguard Value ETF
VTV
$158B
$746K ﹤0.01%
4,018
+2,013
SNOW icon
548
Snowflake
SNOW
$73.7B
$660K ﹤0.01%
+2,926
CART icon
549
Maplebear
CART
$11.9B
$629K ﹤0.01%
17,114
+6,510
PR icon
550
Permian Resources
PR
$10.7B
$603K ﹤0.01%
47,073
+17,900