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
LITE icon
151
Lumentum
LITE
$65.3B
$923M 0.13%
1,313,852
-2,304,472
UBS icon
152
UBS Group
UBS
$155B
$913M 0.12%
23,495,846
-13,903,480
WYNN icon
153
Wynn Resorts
WYNN
$10.6B
$904M 0.12%
8,901,235
-641,157
FLUT icon
154
Flutter Entertainment
FLUT
$17B
$891M 0.12%
8,742,466
-1,883,677
DBD icon
155
Diebold Nixdorf
DBD
$2.8B
$875M 0.12%
11,602,095
+23,254
WMT icon
156
Walmart Inc
WMT
$916B
$873M 0.12%
7,028,401
+2,808,966
CG icon
157
Carlyle Group
CG
$16.6B
$863M 0.12%
17,827,216
-2,143,663
AXP icon
158
American Express
AXP
$216B
$859M 0.12%
2,839,257
-4,676,418
ATI icon
159
ATI
ATI
$24.1B
$831M 0.11%
5,712,929
-1,642,864
VTR icon
160
Ventas
VTR
$40.8B
$821M 0.11%
10,043,871
+2,365,967
CVNA icon
161
Carvana
CVNA
$52.4B
$819M 0.11%
13,026,925
+6,632,205
BX icon
162
Blackstone
BX
$143B
$797M 0.11%
6,926,865
-4,631,513
KKR icon
163
KKR & Co
KKR
$85.7B
$795M 0.11%
8,591,438
+2,024,769
FICO icon
164
Fair Isaac
FICO
$29.8B
$782M 0.11%
732,665
-161,928
AKAM icon
165
Akamai
AKAM
$21.5B
$777M 0.11%
+6,764,438
FISV
166
Fiserv Inc
FISV
$30.3B
$776M 0.11%
13,903,314
+9,057,848
LIN icon
167
Linde
LIN
$231B
$755M 0.1%
1,522,938
+2,246
FANG icon
168
Diamondback Energy
FANG
$53.5B
$751M 0.1%
3,796,978
+2,130,392
BLK icon
169
Blackrock
BLK
$164B
$750M 0.1%
780,008
-203,609
BP icon
170
BP
BP
$107B
$748M 0.1%
+15,908,895
DB icon
171
Deutsche Bank
DB
$62.6B
$741M 0.1%
25,318,211
+25,298,756
BIP icon
172
Brookfield Infrastructure Partners
BIP
$17.9B
$726M 0.1%
20,139,682
-10,964,375
TXRH icon
173
Texas Roadhouse
TXRH
$12.2B
$724M 0.1%
4,382,209
+1,844,919
SHW icon
174
Sherwin-Williams
SHW
$75.3B
$723M 0.1%
2,255,638
+932,507
USFD icon
175
US Foods
USFD
$17.9B
$717M 0.1%
7,775,099
-5,087,001