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
IR icon
76
Ingersoll Rand
IR
$36.9B
$2.33B 0.32%
29,414,221
-2,373,436
DASH icon
77
DoorDash
DASH
$76.1B
$2.33B 0.32%
10,284,031
-581,896
CAT icon
78
Caterpillar
CAT
$346B
$2.3B 0.31%
4,009,003
-579,278
PH icon
79
Parker-Hannifin
PH
$127B
$2.29B 0.31%
2,600,844
+16,703
FLUT icon
80
Flutter Entertainment
FLUT
$18.6B
$2.29B 0.31%
10,626,143
-1,676,321
BA.PRA
81
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$8.39B
$2.27B 0.31%
32,909,004
+9,391,955
RYAAY icon
82
Ryanair
RYAAY
$35.3B
$2.24B 0.3%
31,051,257
+312,323
URI icon
83
United Rentals
URI
$52.9B
$2.19B 0.3%
2,708,877
+30,263
PGR icon
84
Progressive
PGR
$125B
$2.17B 0.29%
9,522,616
+17,494
RGLD icon
85
Royal Gold
RGLD
$25.3B
$2.16B 0.29%
9,733,807
+678,732
CFG icon
86
Citizens Financial Group
CFG
$25.6B
$2.15B 0.29%
36,886,708
-403,003
BKR icon
87
Baker Hughes
BKR
$64.5B
$2.15B 0.29%
47,234,954
-311,434
PFGC icon
88
Performance Food Group
PFGC
$15.2B
$2.04B 0.28%
22,663,573
+216,720
JNJ icon
89
Johnson & Johnson
JNJ
$599B
$2.01B 0.27%
+9,692,884
WELL icon
90
Welltower
WELL
$145B
$1.99B 0.27%
10,744,520
+6,497,258
CME icon
91
CME Group
CME
$115B
$1.99B 0.27%
7,278,038
-993,118
NOC icon
92
Northrop Grumman
NOC
$103B
$1.96B 0.27%
3,434,041
+970,029
MA icon
93
Mastercard
MA
$461B
$1.91B 0.26%
3,344,879
-1,476,057
CVE icon
94
Cenovus Energy
CVE
$41.9B
$1.9B 0.26%
112,504,009
-43,508,576
APP icon
95
Applovin
APP
$147B
$1.87B 0.25%
2,778,549
+143,361
RSG icon
96
Republic Services
RSG
$70.7B
$1.86B 0.25%
8,765,623
+1,899,183
BX icon
97
Blackstone
BX
$88.8B
$1.78B 0.24%
11,558,378
-4,455,811
FTAI icon
98
FTAI Aviation
FTAI
$31.4B
$1.76B 0.24%
8,916,830
+2,596,265
CVX icon
99
Chevron
CVX
$370B
$1.75B 0.24%
11,488,811
-218,072
MMM icon
100
3M
MMM
$87.1B
$1.73B 0.24%
10,835,505
+272,751