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
MS icon
151
Morgan Stanley
MS
$275B
$899M 0.12%
5,657,875
+14,806
USFD icon
152
US Foods
USFD
$17.1B
$894M 0.12%
11,664,740
+1,155,254
EXAS icon
153
Exact Sciences
EXAS
$19.2B
$883M 0.12%
16,140,861
-2,059,161
BAM icon
154
Brookfield Asset Management
BAM
$84.4B
$880M 0.12%
15,448,435
-921,250
SLB icon
155
SLB Ltd
SLB
$57B
$876M 0.12%
25,487,655
-2,810,828
LPLA icon
156
LPL Financial
LPLA
$28.2B
$874M 0.12%
2,628,551
+2,612,184
TSCO icon
157
Tractor Supply
TSCO
$27.7B
$843M 0.12%
14,821,007
-3,379,803
LYV icon
158
Live Nation Entertainment
LYV
$32.3B
$841M 0.11%
5,145,834
+237,342
IONS icon
159
Ionis Pharmaceuticals
IONS
$12.5B
$832M 0.11%
12,722,728
+182,540
JCI icon
160
Johnson Controls International
JCI
$72.1B
$829M 0.11%
7,535,476
+19,550
Z icon
161
Zillow
Z
$16.3B
$819M 0.11%
10,635,008
+769,944
XYZ
162
Block Inc
XYZ
$39.3B
$816M 0.11%
11,296,224
+7,436,380
AMT icon
163
American Tower
AMT
$82B
$809M 0.11%
4,208,709
+168,464
BZ icon
164
Kanzhun
BZ
$9.93B
$796M 0.11%
34,070,991
-7,724,015
SCCO icon
165
Southern Copper
SCCO
$117B
$781M 0.11%
6,492,328
+1,675,049
AMAT icon
166
Applied Materials
AMAT
$201B
$762M 0.1%
3,719,504
-198,767
WELL icon
167
Welltower
WELL
$129B
$757M 0.1%
4,247,262
+2,657,766
XP icon
168
XP
XP
$8.22B
$750M 0.1%
39,906,091
-1,702,995
PG icon
169
Procter & Gamble
PG
$341B
$729M 0.1%
4,744,284
-321,572
COO icon
170
Cooper Companies
COO
$16.1B
$723M 0.1%
10,551,592
+2,159,233
DUOL icon
171
Duolingo
DUOL
$8.41B
$718M 0.1%
2,230,238
-62,514
TOL icon
172
Toll Brothers
TOL
$13.3B
$717M 0.1%
5,187,673
+1,763,211
UAL icon
173
United Airlines
UAL
$36.6B
$699M 0.1%
7,243,066
+783,551
HWM icon
174
Howmet Aerospace
HWM
$79.8B
$696M 0.1%
3,547,294
-550,337
RKLB icon
175
Rocket Lab Corp
RKLB
$31.8B
$693M 0.09%
14,462,103
+1,242,547