Capital World Investors

Capital World Investors Portfolio holdings

AUM $732B
1-Year Est. Return 35.38%
 

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 Quarter Est. Return
1 Year Est. Return
+35.38%
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 26.71%
2 Financials 14.01%
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
SNPS icon
51
Synopsys
SNPS
$88.4B
$3.7B 0.51%
7,503,987
-287,259
CMCSA icon
52
Comcast
CMCSA
$108B
$3.65B 0.5%
116,176,518
-12,638,145
AJG icon
53
Arthur J. Gallagher & Co
AJG
$65.1B
$3.65B 0.5%
11,783,119
+101,298
FE icon
54
FirstEnergy
FE
$25.6B
$3.59B 0.49%
78,328,151
+305,531
COST icon
55
Costco
COST
$380B
$3.57B 0.49%
3,859,636
-88,964
MMC icon
56
Marsh & McLennan
MMC
$90.5B
$3.57B 0.49%
17,702,898
+92,767
AEM icon
57
Agnico Eagle Mines
AEM
$87.5B
$3.5B 0.48%
20,765,804
+3,462,968
ISRG icon
58
Intuitive Surgical
ISRG
$203B
$3.46B 0.47%
7,728,492
+116,034
LHX icon
59
L3Harris
LHX
$53.8B
$3.46B 0.47%
11,315,509
-220,904
CMG icon
60
Chipotle Mexican Grill
CMG
$49.8B
$3.44B 0.47%
87,844,788
+48,398,628
FISV
61
Fiserv Inc
FISV
$36.5B
$3.32B 0.45%
25,781,919
+6,714,536
GS icon
62
Goldman Sachs
GS
$268B
$3.31B 0.45%
4,159,567
-137,372
SO icon
63
Southern Company
SO
$93.9B
$3.18B 0.43%
33,548,852
+25,567,431
FLUT icon
64
Flutter Entertainment
FLUT
$38.9B
$3.13B 0.43%
12,302,464
-302,000
DASH icon
65
DoorDash
DASH
$101B
$2.96B 0.4%
10,865,927
+95,278
NKE icon
66
Nike
NKE
$86.8B
$2.95B 0.4%
42,239,013
+286,615
KDP icon
67
Keurig Dr Pepper
KDP
$37.9B
$2.93B 0.4%
114,759,852
-15,767,533
INTC icon
68
Intel
INTC
$176B
$2.9B 0.4%
86,503,121
+21,230,715
DE icon
69
Deere & Co
DE
$127B
$2.85B 0.39%
6,233,740
+322,582
TCOM icon
70
Trip.com Group
TCOM
$47.2B
$2.85B 0.39%
37,884,726
+1,912,238
PWR icon
71
Quanta Services
PWR
$63.6B
$2.83B 0.39%
6,821,846
-1,585,509
DRI icon
72
Darden Restaurants
DRI
$22.1B
$2.82B 0.39%
14,839,198
+236,620
CB icon
73
Chubb
CB
$122B
$2.82B 0.38%
9,978,787
-2,024,131
MA icon
74
Mastercard
MA
$514B
$2.74B 0.37%
4,820,936
-247,689
BX icon
75
Blackstone
BX
$117B
$2.74B 0.37%
16,014,189
-4,623,643