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
AXP icon
101
American Express
AXP
$259B
$1.7B 0.23%
5,122,335
+24,297
UBER icon
102
Uber
UBER
$166B
$1.67B 0.23%
17,016,467
+182,976
MO icon
103
Altria Group
MO
$98B
$1.65B 0.23%
25,026,010
-10,379,100
BRO icon
104
Brown & Brown
BRO
$27.7B
$1.64B 0.22%
17,479,389
+7,827,992
MMM icon
105
3M
MMM
$85.9B
$1.64B 0.22%
10,562,754
-826,791
BA.PRA
106
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.82B
$1.64B 0.22%
23,517,049
+2,091,100
CARR icon
107
Carrier Global
CARR
$44.8B
$1.62B 0.22%
27,152,708
-1,690,424
HEI icon
108
HEICO Corp
HEI
$43B
$1.6B 0.22%
4,961,156
-448
RSG icon
109
Republic Services
RSG
$66.1B
$1.58B 0.22%
6,866,440
-1,539,379
SPG icon
110
Simon Property Group
SPG
$60.4B
$1.57B 0.21%
8,384,133
+2,600,508
CTVA icon
111
Corteva
CTVA
$45.2B
$1.57B 0.21%
23,240,070
+25,009
AFRM icon
112
Affirm
AFRM
$25.2B
$1.55B 0.21%
21,203,690
+18,520
WFC icon
113
Wells Fargo
WFC
$287B
$1.53B 0.21%
18,242,609
-434,219
UBS icon
114
UBS Group
UBS
$144B
$1.53B 0.21%
37,343,504
+386,264
NOC icon
115
Northrop Grumman
NOC
$79.9B
$1.5B 0.21%
2,464,012
-150,748
FIX icon
116
Comfort Systems
FIX
$32.4B
$1.48B 0.2%
1,799,310
-427,843
ABBV icon
117
AbbVie
ABBV
$394B
$1.47B 0.2%
6,335,283
-139,297
RTX icon
118
RTX Corp
RTX
$239B
$1.45B 0.2%
8,684,020
-191,600
ARGX icon
119
argenx
ARGX
$52.2B
$1.45B 0.2%
1,959,504
+8,422
OWL icon
120
Blue Owl Capital
OWL
$10.3B
$1.44B 0.2%
85,216,556
+1,143,201
LMT icon
121
Lockheed Martin
LMT
$109B
$1.42B 0.19%
2,853,349
-109,992
XPO icon
122
XPO
XPO
$16.5B
$1.4B 0.19%
10,860,803
+735,450
DTE icon
123
DTE Energy
DTE
$27B
$1.39B 0.19%
9,851,237
+552,346
KKR icon
124
KKR & Co
KKR
$118B
$1.39B 0.19%
10,697,131
-1,239,790
FITB icon
125
Fifth Third Bancorp
FITB
$31.5B
$1.37B 0.19%
30,830,308
+1,803,861