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
SPG icon
101
Simon Property Group
SPG
$66.9B
$1.69B 0.23%
9,050,315
+439,911
CFG icon
102
Citizens Financial Group
CFG
$26.3B
$1.67B 0.23%
27,904,054
-8,982,654
VALE icon
103
Vale
VALE
$70.4B
$1.67B 0.23%
104,839,174
+15,516,913
ARGX icon
104
argenx
ARGX
$52.2B
$1.65B 0.22%
2,256,216
+339,982
URI icon
105
United Rentals
URI
$62.3B
$1.6B 0.22%
2,201,654
-507,223
DTE icon
106
DTE Energy
DTE
$29.7B
$1.6B 0.22%
10,933,476
+1,100,412
IONS icon
107
Ionis Pharmaceuticals
IONS
$12.8B
$1.59B 0.22%
21,186,369
+3,225,070
SCCO icon
108
Southern Copper
SCCO
$160B
$1.48B 0.2%
8,697,404
+2,200,597
PH icon
109
Parker-Hannifin
PH
$107B
$1.46B 0.2%
1,626,604
-974,240
CCJ icon
110
Cameco
CCJ
$48.2B
$1.44B 0.2%
13,262,917
-282,437
MDT icon
111
Medtronic
MDT
$96.6B
$1.43B 0.2%
16,507,316
+9,471,538
HPE icon
112
Hewlett Packard
HPE
$57.6B
$1.4B 0.19%
58,667,233
+21,125,561
GM icon
113
General Motors
GM
$73.5B
$1.39B 0.19%
18,616,287
-919,762
MMM icon
114
3M
MMM
$80.4B
$1.33B 0.18%
9,172,034
-1,663,471
BAP icon
115
Credicorp
BAP
$27.6B
$1.32B 0.18%
3,906,399
+1,710,995
ARES icon
116
Ares Management
ARES
$28.9B
$1.29B 0.18%
11,784,120
+1,654,954
KO icon
117
Coca-Cola
KO
$343B
$1.28B 0.17%
16,778,422
+4,204,895
RBLX icon
118
Roblox
RBLX
$34B
$1.27B 0.17%
22,473,240
+10,336,508
APP icon
119
Applovin
APP
$201B
$1.27B 0.17%
3,179,560
+401,011
XYZ
120
Block Inc
XYZ
$45B
$1.24B 0.17%
20,602,960
+4,579,519
DASH icon
121
DoorDash
DASH
$69.2B
$1.24B 0.17%
8,240,413
-2,043,618
FNV icon
122
Franco-Nevada
FNV
$44.3B
$1.23B 0.17%
4,969,802
-237,439
MO icon
123
Altria Group
MO
$118B
$1.22B 0.17%
18,416,099
-19,188
DIS icon
124
Walt Disney
DIS
$179B
$1.21B 0.17%
12,560,568
+7,646,544
FIX icon
125
Comfort Systems
FIX
$63.4B
$1.19B 0.16%
865,780
-774,752