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
SCCO icon
151
Southern Copper
SCCO
$180B
$915M 0.12%
6,432,482
-115,030
ADBE icon
152
Adobe
ADBE
$108B
$912M 0.12%
2,606,421
-356,878
HPE icon
153
Hewlett Packard
HPE
$28.5B
$902M 0.12%
+37,541,672
SLB icon
154
SLB Ltd
SLB
$76.8B
$897M 0.12%
23,374,144
-2,113,511
LMT icon
155
Lockheed Martin
LMT
$151B
$879M 0.12%
1,817,586
-1,035,763
KO icon
156
Coca-Cola
KO
$351B
$879M 0.12%
12,573,527
+6,246,627
ATI icon
157
ATI
ATI
$22.2B
$844M 0.11%
7,355,793
-544,779
KKR icon
158
KKR & Co
KKR
$78.2B
$837M 0.11%
6,566,669
-4,130,462
COO icon
159
Cooper Companies
COO
$16.4B
$837M 0.11%
10,208,203
-343,389
CEG icon
160
Constellation Energy
CEG
$120B
$829M 0.11%
2,345,331
+1,425,820
UAL icon
161
United Airlines
UAL
$34.4B
$812M 0.11%
7,265,530
+22,464
EL icon
162
Estee Lauder
EL
$39.6B
$812M 0.11%
7,753,101
-4,391,022
KEYS icon
163
Keysight
KEYS
$52.7B
$801M 0.11%
3,940,767
+240,058
DBD icon
164
Diebold Nixdorf
DBD
$2.83B
$786M 0.11%
11,578,841
CRH icon
165
CRH
CRH
$80.4B
$768M 0.1%
6,155,899
+1,178,352
TSCO icon
166
Tractor Supply
TSCO
$27.4B
$758M 0.1%
15,157,047
+336,040
EPAM icon
167
EPAM Systems
EPAM
$7.79B
$754M 0.1%
3,679,590
+1,371,557
AMT icon
168
American Tower
AMT
$89.8B
$741M 0.1%
4,221,091
+12,382
Z icon
169
Zillow
Z
$10.7B
$739M 0.1%
10,826,066
+191,058
RNR icon
170
RenaissanceRe
RNR
$13.2B
$716M 0.1%
2,547,152
-102,366
B
171
Barrick Mining
B
$85B
$715M 0.1%
16,415,500
SNAP icon
172
Snap
SNAP
$8.8B
$714M 0.1%
88,452,006
+1,179,543
AMAT icon
173
Applied Materials
AMAT
$295B
$712M 0.1%
2,772,397
-947,107
TOL icon
174
Toll Brothers
TOL
$14.9B
$703M 0.1%
5,196,302
+8,629
MDT icon
175
Medtronic
MDT
$125B
$676M 0.09%
7,035,778
+456,832