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
B
126
Barrick Mining
B
$72B
$1.19B 0.16%
29,226,328
+12,810,828
WFC icon
127
Wells Fargo
WFC
$237B
$1.18B 0.16%
14,886,716
-2,975,852
UBER icon
128
Uber
UBER
$146B
$1.17B 0.16%
16,307,351
-970,680
PWR icon
129
Quanta Services
PWR
$106B
$1.14B 0.16%
2,070,989
-3,731,933
LMT icon
130
Lockheed Martin
LMT
$122B
$1.13B 0.15%
1,870,753
+53,167
VNOM icon
131
Viper Energy
VNOM
$8.72B
$1.13B 0.15%
24,017,493
+11,100,936
XPO icon
132
XPO
XPO
$25.3B
$1.12B 0.15%
5,778,228
-4,695,176
CEG icon
133
Constellation Energy
CEG
$104B
$1.11B 0.15%
3,977,135
+1,631,804
CARR icon
134
Carrier Global
CARR
$53.5B
$1.11B 0.15%
19,715,766
-2,937,705
REGN icon
135
Regeneron Pharmaceuticals
REGN
$65B
$1.1B 0.15%
1,419,000
+20,997
COP icon
136
ConocoPhillips
COP
$137B
$1.09B 0.15%
8,274,574
+3,076,058
BRO icon
137
Brown & Brown
BRO
$19.1B
$1.08B 0.15%
16,493,922
-1,392,473
PG icon
138
Procter & Gamble
PG
$336B
$1.07B 0.15%
7,434,848
+3,033,021
W icon
139
Wayfair
W
$9.66B
$1.04B 0.14%
13,791,783
+334,625
AFRM icon
140
Affirm
AFRM
$24.8B
$1.03B 0.14%
22,512,923
+802,009
UAL icon
141
United Airlines
UAL
$38.1B
$1.02B 0.14%
11,112,611
+3,847,081
FTI icon
142
TechnipFMC
FTI
$26.8B
$992M 0.14%
14,345,956
+27,312
AMT icon
143
American Tower
AMT
$86.8B
$978M 0.13%
5,667,888
+1,446,797
BSX icon
144
Boston Scientific
BSX
$72.5B
$961M 0.13%
15,309,738
-11,841,837
KEYS icon
145
Keysight
KEYS
$56.6B
$953M 0.13%
3,374,204
-566,563
MRNA icon
146
Moderna
MRNA
$18.8B
$950M 0.13%
18,697,694
+5,869,654
ICE icon
147
Intercontinental Exchange
ICE
$83.8B
$949M 0.13%
6,034,483
-1,872,916
LYB icon
148
LyondellBasell Industries
LYB
$21.7B
$947M 0.13%
11,749,410
+1,905,480
HCA icon
149
HCA Healthcare
HCA
$84.7B
$933M 0.13%
1,972,429
-3,026,993
EPAM icon
150
EPAM Systems
EPAM
$5.33B
$926M 0.13%
6,840,142
+3,160,552