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
AAP icon
576
Advance Auto Parts
AAP
$3.22B
– –
-558,628
ABNB icon
577
Airbnb
ABNB
$76.1B
– –
-9,720,112
AUR icon
578
Aurora
AUR
$10.1B
– –
-61,058
BAH icon
579
Booz Allen Hamilton
BAH
$11.9B
– –
-50,285
CDNS icon
580
Cadence Design Systems
CDNS
$88.3B
– –
-905,631
DFS
581
DELISTED
Discover Financial Services
DFS
– –
-20,688,885
EQT icon
582
EQT Corp
EQT
$34.6B
– –
-1,707,168
FUN icon
583
Cedar Fair
FUN
$2.09B
– –
-878,120
GLOB icon
584
Globant
GLOB
$2.53B
– –
-183,000
GLPI icon
585
Gaming and Leisure Properties
GLPI
$12.7B
– –
-1,891,630
GTLS icon
586
Chart Industries
GTLS
$8.99B
– –
-200,000
IOO icon
587
iShares Global 100 ETF
IOO
$7.33B
– –
-2,209
NSA icon
588
National Storage Affiliates Trust
NSA
$2.43B
– –
-1,941,558
ORLY icon
589
O'Reilly Automotive
ORLY
$86.6B
– –
-596,835
PNC icon
590
PNC Financial Services
PNC
$71.5B
– –
-43,098
SANA icon
591
Sana Biotechnology
SANA
$1.52B
– –
-5,449,035
STLA icon
592
Stellantis
STLA
$29.2B
– –
-8,455,544
TROW icon
593
T. Rowe Price
TROW
$23.2B
– –
-927,894
TWLO icon
594
Twilio
TWLO
$16.5B
– –
-585,957
TXN icon
595
Texas Instruments
TXN
$159B
– –
-1,002,196
VXUS icon
596
Vanguard Total International Stock ETF
VXUS
$107B
– –
-4,997
WLK icon
597
Westlake Corp
WLK
$9.92B
– –
-1,290,128
WOLF icon
598
Wolfspeed
WOLF
$838M
– –
-2,929,700
IBTA icon
599
Ibotta
IBTA
$881M
– –
-250,000
ARTV
600
Artiva Biotherapeutics
ARTV
$73.5M
– –
-866,622
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