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
$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
RHLD
576
Resolute Holdings Management
RHLD
$1.43B
-148,877
ARTV
577
Artiva Biotherapeutics
ARTV
$82.8M
-866,622
VXUS icon
578
Vanguard Total International Stock ETF
VXUS
$108B
-4,997
TXN icon
579
Texas Instruments
TXN
$147B
-1,002,196
TWLO icon
580
Twilio
TWLO
$18.8B
-585,957
TROW icon
581
T. Rowe Price
TROW
$22.6B
-927,894
STLA icon
582
Stellantis
STLA
$30.7B
-8,455,544
SANA icon
583
Sana Biotechnology
SANA
$975M
-5,449,035
PNC icon
584
PNC Financial Services
PNC
$72.2B
-43,098
ORLY icon
585
O'Reilly Automotive
ORLY
$83B
-596,835
NSA icon
586
National Storage Affiliates Trust
NSA
$2.25B
-1,941,558
IOO icon
587
iShares Global 100 ETF
IOO
$7.62B
-2,209
GTLS icon
588
Chart Industries
GTLS
$9.15B
-200,000
GLPI icon
589
Gaming and Leisure Properties
GLPI
$12.6B
-1,891,630
GLOB icon
590
Globant
GLOB
$2.77B
-183,000
WLK icon
591
Westlake Corp
WLK
$8.33B
-1,290,128
WOLF icon
592
Wolfspeed
WOLF
$471M
-2,929,700
IBTA icon
593
Ibotta
IBTA
$709M
-250,000
CMLS
594
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
-779,368
AAP icon
595
Advance Auto Parts
AAP
$3.01B
-558,628
ABNB icon
596
Airbnb
ABNB
$73.5B
-9,720,112
AUR icon
597
Aurora
AUR
$8.05B
-61,058
BAH icon
598
Booz Allen Hamilton
BAH
$10.2B
-50,285
CDNS icon
599
Cadence Design Systems
CDNS
$86B
-905,631
DFS
600
DELISTED
Discover Financial Services
DFS
-20,688,885