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
$735B
AUM Growth
+$3.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1 +$2.2B
2 +$1.92B
3 +$1.89B
4
DE icon
Deere & Co
DE
+$1.58B
5
ABBV icon
AbbVie
ABBV
+$1.53B

Top Sells

1 +$4.41B
2 +$3.87B
3 +$3.42B
4
BLK icon
Blackrock
BLK
+$2.7B
5
AMZN icon
Amazon
AMZN
+$2.23B

Sector Composition

1 Technology 25.99%
2 Financials 13.38%
3 Healthcare 13.1%
4 Consumer Discretionary 12.38%
5 Communication Services 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AEM icon
51
Agnico Eagle Mines
AEM
$126B
$3.62B 0.49%
21,338,277
+572,473
SO icon
52
Southern Company
SO
$107B
$3.59B 0.49%
41,142,076
+7,593,224
APO icon
53
Apollo Global Management
APO
$60.6B
$3.5B 0.48%
24,170,303
-4,049,297
FE icon
54
FirstEnergy
FE
$29.6B
$3.44B 0.47%
76,946,706
-1,381,445
MELI icon
55
Mercado Libre
MELI
$89.1B
$3.44B 0.47%
1,706,673
-33,456
BKNG icon
56
Booking.com
BKNG
$134B
$3.44B 0.47%
641,723
-150,307
LHX icon
57
L3Harris
LHX
$68.1B
$3.42B 0.46%
11,645,419
+329,910
COST icon
58
Costco
COST
$449B
$3.4B 0.46%
3,937,286
+77,650
GS icon
59
Goldman Sachs
GS
$258B
$3.29B 0.45%
3,737,815
-421,752
AJG icon
60
Arthur J. Gallagher & Co
AJG
$58.7B
$3.26B 0.44%
12,613,371
+830,252
SYF icon
61
Synchrony
SYF
$24B
$3.2B 0.43%
38,326,315
MRSH
62
Marsh
MRSH
$90.4B
$3.14B 0.43%
16,925,131
-777,767
NKE icon
63
Nike
NKE
$92.1B
$3.13B 0.43%
49,069,951
+6,830,938
SNPS icon
64
Synopsys
SNPS
$79.2B
$3.12B 0.42%
6,635,080
-868,907
CB icon
65
Chubb
CB
$133B
$3.1B 0.42%
9,935,866
-42,921
ABBV icon
66
AbbVie
ABBV
$410B
$2.99B 0.41%
13,071,444
+6,736,161
QSR icon
67
Restaurant Brands International
QSR
$24.8B
$2.97B 0.4%
43,525,570
+3,095,167
DRI icon
68
Darden Restaurants
DRI
$24.6B
$2.79B 0.38%
15,161,277
+322,079
AXP icon
69
American Express
AXP
$212B
$2.78B 0.38%
7,515,675
+2,393,340
KDP icon
70
Keurig Dr Pepper
KDP
$41.1B
$2.76B 0.38%
98,453,872
-16,305,980
ILMN icon
71
Illumina
ILMN
$20.6B
$2.64B 0.36%
20,101,173
+124,323
BSX icon
72
Boston Scientific
BSX
$114B
$2.59B 0.35%
27,151,575
+502,627
PWR icon
73
Quanta Services
PWR
$84B
$2.45B 0.33%
5,802,922
-1,018,924
TCOM icon
74
Trip.com Group
TCOM
$34.4B
$2.36B 0.32%
32,809,848
-5,074,878
HCA icon
75
HCA Healthcare
HCA
$118B
$2.33B 0.32%
4,999,422
+40,086