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
GEV icon
126
GE Vernova
GEV
$173B
$1.33B 0.18%
2,156,197
+2,048,792
BG icon
127
Bunge Global
BG
$17.7B
$1.32B 0.18%
16,200,000
+694,709
T icon
128
AT&T
T
$172B
$1.27B 0.17%
45,122,762
-86,072
CG icon
129
Carlyle Group
CG
$21.2B
$1.25B 0.17%
19,975,883
+17,403
WYNN icon
130
Wynn Resorts
WYNN
$13.2B
$1.22B 0.17%
9,481,183
+69,793
FICO icon
131
Fair Isaac
FICO
$41.8B
$1.21B 0.17%
808,393
+725,432
ABT icon
132
Abbott
ABT
$218B
$1.2B 0.16%
8,927,102
+43,576
W icon
133
Wayfair
W
$12.8B
$1.19B 0.16%
13,374,574
+521,240
ICE icon
134
Intercontinental Exchange
ICE
$91.3B
$1.18B 0.16%
7,028,964
+928,047
AXON icon
135
Axon Enterprise
AXON
$44.4B
$1.17B 0.16%
1,627,833
-211,679
CCJ icon
136
Cameco
CCJ
$38.1B
$1.13B 0.15%
13,503,924
+106,872
REGN icon
137
Regeneron Pharmaceuticals
REGN
$78.7B
$1.12B 0.15%
1,998,366
+32,348
GM icon
138
General Motors
GM
$75.7B
$1.11B 0.15%
18,130,519
+1,366,467
MAA icon
139
Mid-America Apartment Communities
MAA
$16B
$1.1B 0.15%
7,871,242
-913,025
BABA icon
140
Alibaba
BABA
$352B
$1.08B 0.15%
6,038,318
+5,524,354
EL icon
141
Estee Lauder
EL
$38.9B
$1.07B 0.15%
12,144,123
+13,816
HIMS icon
142
Hims & Hers Health
HIMS
$7.92B
$1.07B 0.15%
18,783,194
+223,892
FTAI icon
143
FTAI Aviation
FTAI
$16.9B
$1.05B 0.14%
6,320,565
+933,944
ADBE icon
144
Adobe
ADBE
$149B
$1.05B 0.14%
2,963,299
-1,820,992
BIP icon
145
Brookfield Infrastructure Partners
BIP
$16B
$1.02B 0.14%
31,017,989
-674,274
EXR icon
146
Extra Space Storage
EXR
$27.8B
$1.01B 0.14%
7,161,360
+33,622
CPRT icon
147
Copart
CPRT
$38B
$997M 0.14%
22,173,297
-271,684
MOH icon
148
Molina Healthcare
MOH
$8.36B
$989M 0.14%
5,167,169
-103,315
PLTR icon
149
Palantir
PLTR
$443B
$924M 0.13%
5,065,683
-2,061,323
STZ icon
150
Constellation Brands
STZ
$23.8B
$900M 0.12%
6,684,601
-5,103,810