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
RTO icon
526
Rentokil
RTO
$15.7B
$2.91M ﹤0.01%
97,332
+1,234
BHVN icon
527
Biohaven
BHVN
$1.53B
$2.82M ﹤0.01%
250,000
ONEW icon
528
OneWater Marine
ONEW
$189M
$2.48M ﹤0.01%
229,256
-525,549
KB icon
529
KB Financial Group
KB
$39.4B
$2.35M ﹤0.01%
27,212
+742
CCO icon
530
Clear Channel Outdoor Holdings
CCO
$1.2B
$2.31M ﹤0.01%
1,043,695
EMA
531
Emera Inc
EMA
$15.7B
$2.3M ﹤0.01%
46,681
+9,787
TFII icon
532
TFI International
TFII
$9.85B
$2.28M ﹤0.01%
22,090
+4,005
FTS icon
533
Fortis
FTS
$29.2B
$2.17M ﹤0.01%
41,721
+7,935
SU icon
534
Suncor Energy
SU
$67.3B
$2.16M ﹤0.01%
48,740
-3,970
LEN.B icon
535
Lennar Class B
LEN.B
$26.4B
$2.01M ﹤0.01%
21,169
PBA icon
536
Pembina Pipeline
PBA
$25.6B
$1.93M ﹤0.01%
50,709
-12,915
BRLT icon
537
Brilliant Earth
BRLT
$23.5M
$1.84M ﹤0.01%
1,052,309
VXUS icon
538
Vanguard Total International Stock ETF
VXUS
$140B
$1.72M ﹤0.01%
+22,663
ESS icon
539
Essex Property Trust
ESS
$16.4B
$1.39M ﹤0.01%
5,322
-284
IHRT icon
540
iHeartMedia
IHRT
$491M
$1.39M ﹤0.01%
333,235
VTV icon
541
Vanguard Value ETF
VTV
$171B
$1.36M ﹤0.01%
7,094
+3,076
SAN icon
542
Banco Santander
SAN
$181B
$1.32M ﹤0.01%
+111,312
NWG icon
543
NatWest
NWG
$66.2B
$1.15M ﹤0.01%
65,320
+1,555
DLO icon
544
dLocal
DLO
$3.61B
$1.13M ﹤0.01%
79,954
+653
CP icon
545
Canadian Pacific Kansas City
CP
$78.6B
$1.06M ﹤0.01%
14,344
+1,178
DB icon
546
Deutsche Bank
DB
$67.7B
$755K ﹤0.01%
19,455
-4,422,686
CART icon
547
Maplebear
CART
$9.85B
$737K ﹤0.01%
16,374
-740
SLF icon
548
Sun Life Financial
SLF
$36.3B
$724K ﹤0.01%
11,600
-22,933
PR icon
549
Permian Resources
PR
$13.6B
$631K ﹤0.01%
44,986
-2,087
SNOW icon
550
Snowflake
SNOW
$57.6B
$613K ﹤0.01%
2,794
-132