Capital World Investors

Capital World Investors Portfolio holdings

AUM $688B
1-Year Est. Return 34.37%
 

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
+34.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$688B
AUM Growth
+$70.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$4.75B
2
+$2.94B
3
+$2.04B
4
HON icon
Honeywell
HON
+$1.39B
5
NET icon
Cloudflare
NET
+$1.22B

Top Sells

1
+$3.78B
2
+$3.59B
3
+$3.53B
4
AVGO icon
Broadcom
AVGO
+$1.87B
5
ABBV icon
AbbVie
ABBV
+$1.8B

Sector Composition

1 Technology 25.43%
2 Financials 14.34%
3 Consumer Discretionary 12.26%
4 Healthcare 12.01%
5 Communication Services 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACWI icon
526
iShares MSCI ACWI ETF
ACWI
$22.9B
$3.37M ﹤0.01%
26,340
-17,131
IHG icon
527
InterContinental Hotels
IHG
$17.5B
$3.01M ﹤0.01%
25,920
+2,179
NNN icon
528
NNN REIT
NNN
$8.05B
$3M ﹤0.01%
69,491
+46,080
WSM icon
529
Williams-Sonoma
WSM
$23.1B
$2.81M ﹤0.01%
17,209
+11,681
PBA icon
530
Pembina Pipeline
PBA
$22.3B
$2.77M ﹤0.01%
73,891
-3,095,078
TTD icon
531
Trade Desk
TTD
$25B
$2.69M ﹤0.01%
+37,365
WMS icon
532
Advanced Drainage Systems
WMS
$11B
$2.58M ﹤0.01%
+22,429
RTO icon
533
Rentokil
RTO
$13.5B
$2.33M ﹤0.01%
95,315
+5,909
CNI icon
534
Canadian National Railway
CNI
$60.6B
$2.3M ﹤0.01%
22,085
+9,891
LEN.B icon
535
Lennar Class B
LEN.B
$29.4B
$2.23M ﹤0.01%
21,169
PSTG icon
536
Pure Storage
PSTG
$30.4B
$2.18M ﹤0.01%
37,863
+23,214
KB icon
537
KB Financial Group
KB
$29.6B
$2.12M ﹤0.01%
26,060
-2,756
FCN icon
538
FTI Consulting
FCN
$4.93B
$2.01M ﹤0.01%
12,421
-66,449
TD icon
539
Toronto Dominion Bank
TD
$137B
$1.94M ﹤0.01%
26,426
+7,521
TU icon
540
Telus
TU
$23B
$1.91M ﹤0.01%
118,735
+2,355
CHWY icon
541
Chewy
CHWY
$15.7B
$1.77M ﹤0.01%
+41,583
PAC icon
542
Grupo Aeroportuario del Pacifico
PAC
$11.4B
$1.72M ﹤0.01%
7,552
+69
SLF icon
543
Sun Life Financial
SLF
$34.8B
$1.65M ﹤0.01%
24,728
CIVI icon
544
Civitas Resources
CIVI
$2.64B
$1.59M ﹤0.01%
57,659
IWD icon
545
iShares Russell 1000 Value ETF
IWD
$64.7B
$1.32M ﹤0.01%
6,831
-3,337
BRLT icon
546
Brilliant Earth
BRLT
$40.6M
$1.27M ﹤0.01%
929,849
SU icon
547
Suncor Energy
SU
$47.4B
$1.25M ﹤0.01%
33,442
+8,648
CCO icon
548
Clear Channel Outdoor Holdings
CCO
$676M
$1.22M ﹤0.01%
1,043,695
IMO icon
549
Imperial Oil
IMO
$43.8B
$1.1M ﹤0.01%
13,900
-9,656
TFII icon
550
TFI International
TFII
$7.39B
$1.09M ﹤0.01%
12,170
-193,936
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