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
SYF icon
76
Synchrony
SYF
$30.5B
$2.72B 0.37%
38,326,315
-1,008,354
CVE icon
77
Cenovus Energy
CVE
$31.4B
$2.65B 0.36%
156,012,585
-28,681,373
IR icon
78
Ingersoll Rand
IR
$31.3B
$2.63B 0.36%
31,787,657
+5,110,668
BSX icon
79
Boston Scientific
BSX
$142B
$2.6B 0.36%
26,648,948
-1,875,820
QSR icon
80
Restaurant Brands International
QSR
$24.2B
$2.59B 0.35%
40,430,403
-2,579,650
URI icon
81
United Rentals
URI
$51.7B
$2.56B 0.35%
2,678,614
+168,685
UNP icon
82
Union Pacific
UNP
$139B
$2.48B 0.34%
10,481,043
+6,908,016
PGR icon
83
Progressive
PGR
$131B
$2.35B 0.32%
9,505,122
-205,330
PFGC icon
84
Performance Food Group
PFGC
$14.4B
$2.34B 0.32%
22,446,853
+185,624
BKR icon
85
Baker Hughes
BKR
$44.1B
$2.32B 0.32%
47,546,388
+3,153,709
CME icon
86
CME Group
CME
$97B
$2.23B 0.31%
8,271,156
-345,412
CAT icon
87
Caterpillar
CAT
$270B
$2.19B 0.3%
4,588,281
+2,280
HCA icon
88
HCA Healthcare
HCA
$108B
$2.11B 0.29%
4,959,336
+179,443
CFG icon
89
Citizens Financial Group
CFG
$25.4B
$1.98B 0.27%
37,289,711
+614,181
PH icon
90
Parker-Hannifin
PH
$110B
$1.96B 0.27%
2,584,141
+169,073
ORCL icon
91
Oracle
ORCL
$552B
$1.93B 0.26%
6,867,974
+569,754
SPOT icon
92
Spotify
SPOT
$120B
$1.91B 0.26%
2,730,713
+789,755
ILMN icon
93
Illumina
ILMN
$20.6B
$1.9B 0.26%
19,976,850
+3,331,542
APP icon
94
Applovin
APP
$244B
$1.89B 0.26%
2,635,188
+8,864
ARES icon
95
Ares Management
ARES
$36.5B
$1.85B 0.25%
11,579,021
-166,641
RYAAY icon
96
Ryanair
RYAAY
$38.1B
$1.85B 0.25%
30,738,934
+2,626,911
CVX icon
97
Chevron
CVX
$295B
$1.82B 0.25%
11,706,883
-1,594,765
RGLD icon
98
Royal Gold
RGLD
$19.2B
$1.82B 0.25%
9,055,075
+93,282
RBLX icon
99
Roblox
RBLX
$57.5B
$1.8B 0.25%
12,991,408
-1,118,450
FNV icon
100
Franco-Nevada
FNV
$40.8B
$1.78B 0.24%
7,982,550
-57,830