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
ICE icon
126
Intercontinental Exchange
ICE
$93.2B
$1.28B 0.17%
7,907,399
+878,435
DTE icon
127
DTE Energy
DTE
$30.8B
$1.27B 0.17%
9,833,064
-18,173
CCJ icon
128
Cameco
CCJ
$51.6B
$1.24B 0.17%
13,545,354
+41,430
ALB icon
129
Albemarle
ALB
$21.1B
$1.24B 0.17%
8,737,731
+477,367
CARR icon
130
Carrier Global
CARR
$53.8B
$1.2B 0.16%
22,653,471
-4,499,237
CG icon
131
Carlyle Group
CG
$18.6B
$1.18B 0.16%
19,970,879
-5,004
VALE icon
132
Vale
VALE
$73.3B
$1.16B 0.16%
89,322,261
+32,864,929
WYNN icon
133
Wynn Resorts
WYNN
$11.2B
$1.15B 0.16%
9,542,392
+61,209
RKLB icon
134
Rocket Lab Corp
RKLB
$36.9B
$1.13B 0.15%
16,200,726
+1,738,623
T icon
135
AT&T
T
$196B
$1.12B 0.15%
45,176,739
+53,977
CPRT icon
136
Copart
CPRT
$36.9B
$1.09B 0.15%
27,728,398
+5,555,101
BIP icon
137
Brookfield Infrastructure Partners
BIP
$18.1B
$1.08B 0.15%
31,104,057
+86,068
FNV icon
138
Franco-Nevada
FNV
$54.1B
$1.08B 0.15%
5,207,241
-2,775,309
REGN icon
139
Regeneron Pharmaceuticals
REGN
$82.6B
$1.08B 0.15%
1,398,003
-600,363
MO icon
140
Altria Group
MO
$116B
$1.06B 0.14%
18,435,287
-6,590,723
ABT icon
141
Abbott
ABT
$202B
$1.06B 0.14%
8,466,861
-460,241
BLK icon
142
Blackrock
BLK
$165B
$1.05B 0.14%
983,617
-2,472,588
XYZ
143
Block Inc
XYZ
$38.7B
$1.04B 0.14%
16,023,441
+4,727,217
ECL icon
144
Ecolab
ECL
$86.9B
$1.02B 0.14%
+3,894,309
STZ icon
145
Constellation Brands
STZ
$27.4B
$999M 0.14%
7,238,575
+553,974
LYV icon
146
Live Nation Entertainment
LYV
$37.7B
$986M 0.13%
6,919,979
+1,774,145
RBLX icon
147
Roblox
RBLX
$48.7B
$983M 0.13%
12,136,732
-854,676
USFD icon
148
US Foods
USFD
$21.3B
$969M 0.13%
12,862,100
+1,197,360
BABA icon
149
Alibaba
BABA
$344B
$954M 0.13%
6,505,165
+466,847
EXR icon
150
Extra Space Storage
EXR
$32.1B
$923M 0.13%
7,091,003
-70,357