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
UBS icon
101
UBS Group
UBS
$128B
$1.73B 0.24%
37,399,326
+55,822
WFC icon
102
Wells Fargo
WFC
$252B
$1.66B 0.23%
17,862,568
-380,041
SPOT icon
103
Spotify
SPOT
$106B
$1.66B 0.23%
2,863,821
+133,108
ARES icon
104
Ares Management
ARES
$24.7B
$1.64B 0.22%
10,129,166
-1,449,855
AFRM icon
105
Affirm
AFRM
$15.6B
$1.62B 0.22%
21,710,914
+507,224
ARGX icon
106
argenx
ARGX
$47.5B
$1.61B 0.22%
1,916,234
-43,270
SPG icon
107
Simon Property Group
SPG
$66.3B
$1.59B 0.22%
8,610,404
+226,271
GM icon
108
General Motors
GM
$71.2B
$1.59B 0.22%
19,536,049
+1,405,530
FIX icon
109
Comfort Systems
FIX
$50.4B
$1.53B 0.21%
1,640,532
-158,778
HEI icon
110
HEICO Corp
HEI
$44.5B
$1.52B 0.21%
4,710,449
-250,707
FITB
111
Fifth Third Bancorp
FITB
$44.5B
$1.52B 0.21%
32,549,669
+1,719,361
FICO icon
112
Fair Isaac
FICO
$33.4B
$1.51B 0.21%
894,593
+86,200
BG icon
113
Bunge Global
BG
$23.3B
$1.48B 0.2%
16,602,320
+402,320
CTVA icon
114
Corteva
CTVA
$53.9B
$1.43B 0.19%
21,355,189
-1,884,881
GEV icon
115
GE Vernova
GEV
$235B
$1.43B 0.19%
2,181,816
+25,619
BRO icon
116
Brown & Brown
BRO
$24.4B
$1.43B 0.19%
17,886,395
+407,006
XPO icon
117
XPO
XPO
$24.7B
$1.42B 0.19%
10,473,404
-387,399
IONS icon
118
Ionis Pharmaceuticals
IONS
$13.1B
$1.42B 0.19%
17,961,299
+5,238,571
UBER icon
119
Uber
UBER
$155B
$1.41B 0.19%
17,278,031
+261,564
RTX icon
120
RTX Corp
RTX
$272B
$1.36B 0.18%
7,414,678
-1,269,342
W icon
121
Wayfair
W
$9.95B
$1.35B 0.18%
13,457,158
+82,584
OWL icon
122
Blue Owl Capital
OWL
$7.01B
$1.35B 0.18%
90,245,690
+5,029,134
LITE icon
123
Lumentum
LITE
$50B
$1.33B 0.18%
3,618,324
-440,774
LPLA icon
124
LPL Financial
LPLA
$24B
$1.29B 0.18%
3,625,357
+996,806
RDDT icon
125
Reddit
RDDT
$27.9B
$1.29B 0.18%
+5,626,017