Capital World Investors

Capital World Investors Portfolio holdings

AUM $735B
1-Year Est. Return 34.86%
 

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
+34.86%
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 +$3.15B
2 +$2.82B
3 +$2.52B
4
SO icon
Southern Company
SO
+$2.42B
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.9B

Top Sells

1 +$4.19B
2 +$3.08B
3 +$2.03B
4
NVDA icon
NVIDIA
NVDA
+$1.5B
5
AMZN icon
Amazon
AMZN
+$1.41B

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
DINO icon
576
HF Sinclair
DINO
$10.6B
-1,022,000
DOW icon
577
Dow Inc
DOW
$23.4B
-3,578,198
EMR icon
578
Emerson Electric
EMR
$81.5B
-1,532,420
FCN icon
579
FTI Consulting
FCN
$4.97B
-12,421
GGAL icon
580
Galicia Financial Group
GGAL
$7.3B
-1,099,332
HUM icon
581
Humana
HUM
$21.5B
-568,205
IMO icon
582
Imperial Oil
IMO
$56.3B
-13,900
JACK icon
583
Jack in the Box
JACK
$392M
-1,606,607
JXN icon
584
Jackson Financial
JXN
$7.62B
-44,327
KR icon
585
Kroger
KR
$44.4B
-8,358,154
KVUE icon
586
Kenvue
KVUE
$35.5B
-7,431,490
KVYO icon
587
Klaviyo
KVYO
$5.59B
-6,406
LULU icon
588
lululemon athletica
LULU
$19.9B
-44,474
LUV icon
589
Southwest Airlines
LUV
$25B
-8,468,269
MCFT icon
590
MasterCraft Boat Holdings
MCFT
$386M
-676,133
MEDP icon
591
Medpace
MEDP
$11.8B
-11,169
NCLH icon
592
Norwegian Cruise Line
NCLH
$10.6B
-1,100,000
NXT icon
593
Nextpower Inc
NXT
$17B
-5,611
NYT icon
594
New York Times
NYT
$11.7B
-1,071,312
PAGS icon
595
PagSeguro Digital
PAGS
$3.04B
-5,242,200
PLD icon
596
Prologis
PLD
$127B
-1,350,679
RCI icon
597
Rogers Communications
RCI
$20.8B
-18,537
RIO icon
598
Rio Tinto
RIO
$195B
-2,848,540
SNY icon
599
Sanofi
SNY
$114B
-8,354,084
SYY icon
600
Sysco
SYY
$43.1B
-812,675