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
SLNO
651
DELISTED
Soleno Therapeutics
SLNO
-145,522
SNAP icon
652
Snap
SNAP
$9.53B
-88,452,006
SNPS icon
653
Synopsys
SNPS
$90.9B
-6,635,080
TGLS icon
654
Tecnoglass
TGLS
$1.96B
-1,093,255
TME icon
655
Tencent Music
TME
$15B
-7,030,660
TMUS icon
656
T-Mobile US
TMUS
$202B
-307,500
VICI icon
657
VICI Properties
VICI
$30.3B
-7,986,313
AA icon
658
Alcoa
AA
$20.1B
-611,995
ABT icon
659
Abbott
ABT
$151B
-8,466,861
AES icon
660
AES
AES
$10.5B
-899,306
AGL icon
661
Agilon Health
AGL
$1.53B
-334,569
ARM icon
662
Arm
ARM
$367B
-1,165,776
BHVN icon
663
Biohaven
BHVN
$1.65B
-250,000
CBZ icon
664
CBIZ
CBZ
$1.77B
-919,902
CERT icon
665
Certara
CERT
$888M
-2,160,079
VNT icon
666
Vontier
VNT
$4.02B
-1,423,890
WHR icon
667
Whirlpool
WHR
$2.82B
-291,517
EXEEL
668
DELISTED
Expand Energy Corp Class C Warrants
EXEEL
-2,315
ALH
669
Alliance Laundry Holdings
ALH
$5.05B
-1,450,000