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
BFLY icon
576
Butterfly Network
BFLY
$996M
-8,486,000
BL icon
577
BlackLine
BL
$2.19B
-595,000
BMI icon
578
Badger Meter
BMI
$4.47B
-53,299
BMO icon
579
Bank of Montreal
BMO
$93.6B
-9,749
CAR icon
580
Avis
CAR
$4.87B
-163,684
CIVI
581
DELISTED
Civitas Resources
CIVI
-57,659
COOK icon
582
Traeger
COOK
$80.8M
-5,579,106
CPNG icon
583
Coupang
CPNG
$33.6B
-2,730,083
DINO icon
584
HF Sinclair
DINO
$11.5B
-1,022,000
DOW icon
585
Dow Inc
DOW
$30.2B
-3,578,198
EMR icon
586
Emerson Electric
EMR
$70B
-1,532,420
FCN icon
587
FTI Consulting
FCN
$5.34B
-12,421
GGAL icon
588
Galicia Financial Group
GGAL
$6.96B
-1,099,332
HUM icon
589
Humana
HUM
$20.2B
-568,205
IMO icon
590
Imperial Oil
IMO
$63.9B
-13,900
JACK icon
591
Jack in the Box
JACK
$185M
-1,606,607
NXT icon
592
Nextpower Inc
NXT
$17.2B
-5,611
NYT icon
593
New York Times
NYT
$13.5B
-1,071,312
PAGS icon
594
PagSeguro Digital
PAGS
$2.76B
-5,242,200
PLD icon
595
Prologis
PLD
$121B
-1,350,679
RCI icon
596
Rogers Communications
RCI
$20.8B
-18,537
RIO icon
597
Rio Tinto
RIO
$145B
-2,848,540
SNY icon
598
Sanofi
SNY
$113B
-8,354,084
SYY icon
599
Sysco
SYY
$33.8B
-812,675
TNDM icon
600
Tandem Diabetes Care
TNDM
$1.36B
-767,000