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
$733B
AUM Growth
-$2.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1 +$5B
2 +$4.44B
3 +$3.67B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.6B
5
TTE icon
TotalEnergies
TTE
+$3.2B

Top Sells

1 +$6.34B
2 +$3.12B
3 +$2.5B
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.36B
5
AVGO icon
Broadcom
AVGO
+$2.33B

Sector Composition

1 Technology 22.63%
2 Healthcare 13.18%
3 Consumer Discretionary 12.18%
4 Financials 10.99%
5 Communication Services 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FLR icon
601
Fluor
FLR
$6.44B
$958K ﹤0.01%
20,529
+9,357
NWG icon
602
NatWest
NWG
$64.5B
$909K ﹤0.01%
63,488
-1,832
ZBH icon
603
Zimmer Biomet
ZBH
$15.9B
$791K ﹤0.01%
8,745
+4,027
SNOW icon
604
Snowflake
SNOW
$86.6B
$772K ﹤0.01%
5,121
+2,327
SLF icon
605
Sun Life Financial
SLF
$40.3B
$727K ﹤0.01%
11,600
MTDR icon
606
Matador Resources
MTDR
$6.54B
$708K ﹤0.01%
+11,208
NOG icon
607
Northern Oil and Gas
NOG
$2.25B
$596K ﹤0.01%
+20,403
WCN
608
Waste Connections
WCN
$38.2B
$457K ﹤0.01%
2,814
VTV icon
609
Vanguard Value ETF
VTV
$178B
$427K ﹤0.01%
2,211
-4,883
CPB icon
610
Campbell Soup
CPB
$6.28B
$425K ﹤0.01%
19,093
+8,984
VXUS icon
611
Vanguard Total International Stock ETF
VXUS
$151B
$389K ﹤0.01%
5,212
-17,451
CCO icon
612
Clear Channel Outdoor Holdings
CCO
$1.22B
$362K ﹤0.01%
152,827
-890,868
NAVI icon
613
Navient
NAVI
$798M
$164K ﹤0.01%
20,000
CMA
614
DELISTED
Comerica
CMA
-706,621
CWAN icon
615
Clearwater Analytics
CWAN
$7.25B
-5,882,816
CXT icon
616
Crane NXT
CXT
$2.26B
-550,000
DHR icon
617
Danaher
DHR
$129B
-492,865
DPZ icon
618
Domino's
DPZ
$10.3B
-176,500
DUOL icon
619
Duolingo
DUOL
$5.14B
-2,241,378
EXAS
620
DELISTED
Exact Sciences
EXAS
-968,232
FERG icon
621
Ferguson
FERG
$43.6B
-199,481
FOXF icon
622
Fox Factory Holding Corp
FOXF
$774M
-281,096
FYBR
623
DELISTED
Frontier Communications
FYBR
-250,000
GLOB icon
624
Globant
GLOB
$1.72B
-272,952
GWRE icon
625
Guidewire Software
GWRE
$12.6B
-1,006,940