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
ISRG icon
51
Intuitive Surgical
ISRG
$150B
$3.71B 0.51%
8,048,010
+191,992
AON icon
52
Aon
AON
$67.7B
$3.7B 0.51%
11,477,788
-775,116
ALNY icon
53
Alnylam Pharmaceuticals
ALNY
$40.2B
$3.57B 0.49%
10,802,348
-5,499,424
INTC icon
54
Intel
INTC
$597B
$3.52B 0.48%
79,877,133
-24,183,135
ABBV icon
55
AbbVie
ABBV
$384B
$3.45B 0.47%
15,841,367
+2,769,923
BN icon
56
Brookfield
BN
$103B
$3.33B 0.45%
82,340,675
-16,728,341
COF icon
57
Capital One
COF
$118B
$3.3B 0.45%
18,120,639
-6,614,887
TMO icon
58
Thermo Fisher Scientific
TMO
$182B
$3.27B 0.45%
6,646,316
-4,357,498
BKNG icon
59
Booking.com
BKNG
$130B
$3.24B 0.44%
19,229,025
+3,185,950
WDC icon
60
Western Digital
WDC
$184B
$3.21B 0.44%
11,880,038
+10,816,431
QSR icon
61
Restaurant Brands International
QSR
$26.1B
$3.17B 0.43%
42,858,035
-667,535
T icon
62
AT&T
T
$172B
$3.17B 0.43%
109,243,734
+64,066,995
CRM icon
63
Salesforce
CRM
$156B
$3.12B 0.43%
16,711,525
-2,961,159
MRSH
64
Marsh
MRSH
$76.6B
$3.12B 0.43%
17,969,182
+1,044,051
CTVA icon
65
Corteva
CTVA
$53.6B
$3.01B 0.41%
35,998,047
+14,642,858
AJG icon
66
Arthur J. Gallagher & Co
AJG
$52.1B
$2.99B 0.41%
13,817,720
+1,204,349
BKR icon
67
Baker Hughes
BKR
$64.2B
$2.96B 0.4%
48,433,252
+1,198,298
DRI icon
68
Darden Restaurants
DRI
$23.8B
$2.93B 0.4%
14,928,684
-232,593
JNJ icon
69
Johnson & Johnson
JNJ
$548B
$2.87B 0.39%
11,749,361
+2,056,477
FTAI icon
70
FTAI Aviation
FTAI
$26.2B
$2.85B 0.39%
11,646,761
+2,729,931
BA.PRA
71
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$8.29B
$2.84B 0.39%
43,705,702
+10,796,698
PGR icon
72
Progressive
PGR
$113B
$2.81B 0.38%
14,173,539
+4,650,923
RGLD icon
73
Royal Gold
RGLD
$19.1B
$2.68B 0.37%
10,516,187
+782,380
NKE icon
74
Nike
NKE
$68.9B
$2.67B 0.36%
50,477,362
+1,407,411
KDP icon
75
Keurig Dr Pepper
KDP
$40.8B
$2.61B 0.36%
99,030,129
+576,257