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
BMO icon
551
Bank of Montreal
BMO
$91.9B
$1.08M ﹤0.01%
9,749
VTRS icon
552
Viatris
VTRS
$11.6B
$988K ﹤0.01%
110,678
ESS icon
553
Essex Property Trust
ESS
$16.6B
$985K ﹤0.01%
3,475
+2,473
FTS icon
554
Fortis
FTS
$25.9B
$934K ﹤0.01%
19,563
+182
GLXY
555
Galaxy Digital Inc
GLXY
$7.23B
$844K ﹤0.01%
+38,540
PCAR icon
556
PACCAR
PCAR
$50B
$675K ﹤0.01%
+7,104
SNX icon
557
TD Synnex
SNX
$12.8B
$602K ﹤0.01%
+4,437
TTC icon
558
Toro Company
TTC
$7.27B
$596K ﹤0.01%
+8,428
IHRT icon
559
iHeartMedia
IHRT
$416M
$586K ﹤0.01%
333,235
RCI icon
560
Rogers Communications
RCI
$19.9B
$550K ﹤0.01%
18,537
CP icon
561
Canadian Pacific Kansas City
CP
$70.4B
$533K ﹤0.01%
+6,708
WCN icon
562
Waste Connections
WCN
$43.6B
$526K ﹤0.01%
2,814
CART icon
563
Maplebear
CART
$10.4B
$480K ﹤0.01%
+10,604
BIPC icon
564
Brookfield Infrastructure
BIPC
$5.6B
$466K ﹤0.01%
11,190
PR icon
565
Permian Resources
PR
$9.15B
$397K ﹤0.01%
+29,173
FLR icon
566
Fluor
FLR
$8.2B
$373K ﹤0.01%
+7,283
EMA
567
Emera Inc
EMA
$14.5B
$355K ﹤0.01%
+7,755
VTV icon
568
Vanguard Value ETF
VTV
$148B
$354K ﹤0.01%
2,005
-2,604
NXT icon
569
Nextracker
NXT
$13.8B
$305K ﹤0.01%
+5,611
CAVA icon
570
CAVA Group
CAVA
$7.4B
$305K ﹤0.01%
+3,618
NAVI icon
571
Navient
NAVI
$1.24B
$282K ﹤0.01%
20,000
ZBH icon
572
Zimmer Biomet
ZBH
$19.7B
$281K ﹤0.01%
+3,084
PCG icon
573
PG&E
PCG
$36.7B
$262K ﹤0.01%
18,786
CAE icon
574
CAE Inc
CAE
$8.78B
$249K ﹤0.01%
+8,486
KVYO icon
575
Klaviyo
KVYO
$7.21B
$215K ﹤0.01%
+6,406
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