Capital World Investors

Capital World Investors Portfolio holdings

AUM $733B
1-Year Est. Return 36.72%
 

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
+36.72%
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
SN icon
551
SharkNinja
SN
$15.2B
$521K ﹤0.01%
4,654
-257
WCN icon
552
Waste Connections
WCN
$40.1B
$494K ﹤0.01%
2,814
IOO icon
553
iShares Global 100 ETF
IOO
$8.81B
$445K ﹤0.01%
+3,491
FLR icon
554
Fluor
FLR
$6.3B
$443K ﹤0.01%
11,172
-582
ZBH icon
555
Zimmer Biomet
ZBH
$16.2B
$424K ﹤0.01%
4,718
-259
CHTR icon
556
Charter Communications
CHTR
$17.9B
$383K ﹤0.01%
1,837
-452,254
PCG icon
557
PG&E
PCG
$36.6B
$302K ﹤0.01%
18,786
CPB icon
558
Campbell Soup
CPB
$5.95B
$282K ﹤0.01%
10,109
-720
CRWV
559
CoreWeave Inc
CRWV
$59B
$272K ﹤0.01%
+3,794
NAVI icon
560
Navient
NAVI
$773M
$260K ﹤0.01%
20,000
EXEEL
561
DELISTED
Expand Energy Corp Class C Warrants
EXEEL
$230K ﹤0.01%
+2,315
CRCL
562
Circle Internet Group
CRCL
$28.3B
-318,817
SPGI icon
563
S&P Global
SPGI
$121B
-577,136
SNX icon
564
TD Synnex
SNX
$18.6B
-7,160
SITM icon
565
SiTime
SITM
$20.5B
-123,011
RACE icon
566
Ferrari
RACE
$57.2B
-1,175,679
P
567
Everpure Inc
P
$26.7B
-61,146
PSA icon
568
Public Storage
PSA
$52.1B
-225,000
PAC icon
569
Grupo Aeroportuario del Pacifico
PAC
$14.4B
-7,519
OSCR icon
570
Oscar Health
OSCR
$7.1B
-3,622,586
AHL
571
DELISTED
Aspen Insurance
AHL
-1,753,475
MAIN icon
572
Main Street Capital
MAIN
$4.72B
-253,745
MAR icon
573
Marriott International
MAR
$93.3B
-643,560
MMSI icon
574
Merit Medical Systems
MMSI
$3.72B
-171,960
NNN icon
575
NNN REIT
NNN
$8.28B
-146,025