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
CMG icon
76
Chipotle Mexican Grill
CMG
$41.8B
$2.58B 0.35%
80,672,018
-21,015,992
BG icon
77
Bunge Global
BG
$24.2B
$2.57B 0.35%
20,211,311
+3,608,991
GS icon
78
Goldman Sachs
GS
$301B
$2.54B 0.35%
3,002,517
-735,298
WELL icon
79
Welltower
WELL
$146B
$2.52B 0.34%
12,722,329
+1,977,809
CAT icon
80
Caterpillar
CAT
$404B
$2.51B 0.34%
3,543,940
-465,063
IR icon
81
Ingersoll Rand
IR
$27.9B
$2.5B 0.34%
31,237,077
+1,822,856
SLB icon
82
SLB Ltd
SLB
$82.2B
$2.45B 0.33%
47,738,940
+24,364,796
SYF icon
83
Synchrony
SYF
$24.2B
$2.3B 0.31%
33,796,907
-4,529,408
CVX icon
84
Chevron
CVX
$361B
$2.25B 0.31%
10,852,533
-636,278
RYAAY icon
85
Ryanair
RYAAY
$31.7B
$2.19B 0.3%
37,951,484
+6,900,227
APO icon
86
Apollo Global Management
APO
$75.3B
$2.11B 0.29%
18,907,562
-5,262,741
CME icon
87
CME Group
CME
$101B
$2.05B 0.28%
6,936,488
-341,550
RTX icon
88
RTX Corp
RTX
$241B
$2.05B 0.28%
10,604,822
+3,190,144
COST icon
89
Costco
COST
$420B
$2.03B 0.28%
2,034,165
-1,903,121
CVE icon
90
Cenovus Energy
CVE
$51.7B
$2.02B 0.27%
75,924,020
-36,579,989
CB icon
91
Chubb
CB
$122B
$1.97B 0.27%
6,054,312
-3,881,554
PFGC icon
92
Performance Food Group
PFGC
$15.3B
$1.97B 0.27%
23,030,619
+367,046
MA icon
93
Mastercard
MA
$440B
$1.97B 0.27%
3,943,714
+598,835
EXC icon
94
Exelon
EXC
$46.6B
$1.96B 0.27%
40,074,592
+29,974,017
ILMN icon
95
Illumina
ILMN
$24.5B
$1.92B 0.26%
15,549,960
-4,551,213
STZ icon
96
Constellation Brands
STZ
$24.1B
$1.83B 0.25%
12,206,493
+4,967,918
FITB
97
Fifth Third Bancorp
FITB
$45.3B
$1.82B 0.25%
39,074,539
+6,524,870
TCOM icon
98
Trip.com Group
TCOM
$30B
$1.8B 0.25%
36,115,209
+3,305,361
XOM icon
99
Exxon Mobil
XOM
$605B
$1.77B 0.24%
10,444,549
+5,651,424
ALB icon
100
Albemarle
ALB
$21B
$1.77B 0.24%
9,835,390
+1,097,659