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
$732B
AUM Growth
+$44.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1 +$2.93B
2 +$2.68B
3 +$2.43B
4
SO icon
Southern Company
SO
+$2.39B
5
CMG icon
Chipotle Mexican Grill
CMG
+$2.18B

Top Sells

1 +$3.9B
2 +$3.24B
3 +$1.98B
4
AMZN icon
Amazon
AMZN
+$1.46B
5
NVDA icon
NVIDIA
NVDA
+$1.4B

Sector Composition

1 Technology 26.5%
2 Financials 14.22%
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
$14.1B
$507K ﹤0.01%
+4,911
WCN icon
552
Waste Connections
WCN
$41.4B
$495K ﹤0.01%
2,814
FLR icon
553
Fluor
FLR
$6.37B
$494K ﹤0.01%
11,754
+4,471
ZBH icon
554
Zimmer Biomet
ZBH
$17.3B
$490K ﹤0.01%
4,977
+1,893
BIPC icon
555
Brookfield Infrastructure
BIPC
$4.71B
$460K ﹤0.01%
11,190
CPB icon
556
Campbell Soup
CPB
$6.59B
$342K ﹤0.01%
+10,829
PCG icon
557
PG&E
PCG
$38.5B
$283K ﹤0.01%
18,786
CSX icon
558
CSX Corp
CSX
$74.6B
$279K ﹤0.01%
+7,791
NAVI icon
559
Navient
NAVI
$773M
$263K ﹤0.01%
20,000
CAE icon
560
CAE Inc
CAE
$8.29B
$251K ﹤0.01%
8,486
JXN icon
561
Jackson Financial
JXN
$7.36B
-44,327
KR icon
562
Kroger
KR
$45.4B
-8,358,154
KVUE icon
563
Kenvue
KVUE
$33B
-7,431,490
KVYO icon
564
Klaviyo
KVYO
$5.83B
-6,406
LULU icon
565
lululemon athletica
LULU
$17.2B
-44,474
LUV icon
566
Southwest Airlines
LUV
$17.9B
-8,468,269
MCFT icon
567
MasterCraft Boat Holdings
MCFT
$336M
-676,133
MEDP icon
568
Medpace
MEDP
$13.1B
-11,169
NCLH icon
569
Norwegian Cruise Line
NCLH
$8.26B
-1,100,000
ALIT icon
570
Alight
ALIT
$302M
-7,118,911
ALLO icon
571
Allogene Therapeutics
ALLO
$551M
-11,150,000
ATS icon
572
ATS Corp
ATS
$2.68B
-1,196,000
AVB icon
573
AvalonBay Communities
AVB
$22.9B
-795,500
AVY icon
574
Avery Dennison
AVY
$13B
-222,349
AZEK
575
DELISTED
The AZEK Co
AZEK
-4,335,703