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
SN icon
551
SharkNinja
SN
$15.9B
$507K ﹤0.01%
+4,911
WCN icon
552
Waste Connections
WCN
$44.2B
$495K ﹤0.01%
2,814
FLR icon
553
Fluor
FLR
$6.99B
$494K ﹤0.01%
11,754
+4,471
ZBH icon
554
Zimmer Biomet
ZBH
$18.2B
$490K ﹤0.01%
4,977
+1,893
BIPC icon
555
Brookfield Infrastructure
BIPC
$5.52B
$460K ﹤0.01%
11,190
CPB icon
556
Campbell Soup
CPB
$8.57B
$342K ﹤0.01%
+10,829
PCG icon
557
PG&E
PCG
$33.3B
$283K ﹤0.01%
18,786
CSX icon
558
CSX Corp
CSX
$69.2B
$279K ﹤0.01%
+7,791
NAVI icon
559
Navient
NAVI
$1.24B
$263K ﹤0.01%
20,000
CAE icon
560
CAE Inc
CAE
$9.59B
$251K ﹤0.01%
8,486
ALIT icon
561
Alight
ALIT
$1.08B
-7,118,911
ALLO icon
562
Allogene Therapeutics
ALLO
$330M
-11,150,000
ATS icon
563
ATS Corp
ATS
$2.67B
-1,196,000
AVB icon
564
AvalonBay Communities
AVB
$25B
-795,500
AVY icon
565
Avery Dennison
AVY
$14.1B
-222,349
AZEK
566
DELISTED
The AZEK Co
AZEK
-4,335,703
BFLY icon
567
Butterfly Network
BFLY
$813M
-8,486,000
BL icon
568
BlackLine
BL
$3.49B
-595,000
BMI icon
569
Badger Meter
BMI
$5.45B
-53,299
BMO icon
570
Bank of Montreal
BMO
$93.3B
-9,749
CAR icon
571
Avis
CAR
$4.61B
-163,684
CIVI icon
572
Civitas Resources
CIVI
$2.5B
-57,659
COOK icon
573
Traeger
COOK
$152M
-5,579,106
CPNG icon
574
Coupang
CPNG
$44.4B
-2,730,083
DINO icon
575
HF Sinclair
DINO
$9.09B
-1,022,000