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
ARM icon
176
Arm
ARM
$121B
$675M 0.09%
4,772,592
-175,845
SNAP icon
177
Snap
SNAP
$13.2B
$673M 0.09%
87,272,463
+1,316,448
RNR icon
178
RenaissanceRe
RNR
$12.7B
$673M 0.09%
2,649,518
+7,839
ALB icon
179
Albemarle
ALB
$16.5B
$670M 0.09%
8,260,364
+20,461
LITE icon
180
Lumentum
LITE
$23.7B
$660M 0.09%
4,059,098
-1,680,470
DBD icon
181
Diebold Nixdorf
DBD
$2.43B
$660M 0.09%
11,578,841
KEYS icon
182
Keysight
KEYS
$34.2B
$647M 0.09%
3,700,709
+58,039
ATI icon
183
ATI
ATI
$14.9B
$643M 0.09%
7,900,572
+1,080,201
COP icon
184
ConocoPhillips
COP
$114B
$639M 0.09%
6,752,278
+65,796
VZ icon
185
Verizon
VZ
$171B
$638M 0.09%
14,512,228
+4,905,101
MDT icon
186
Medtronic
MDT
$127B
$627M 0.09%
6,578,946
+1,061,167
KMB icon
187
Kimberly-Clark
KMB
$33.9B
$614M 0.08%
4,940,945
+14,306
VALE icon
188
Vale
VALE
$54.5B
$613M 0.08%
56,457,332
+6,643,125
CRH icon
189
CRH
CRH
$85B
$597M 0.08%
4,977,547
-509,992
HLT icon
190
Hilton Worldwide
HLT
$66.7B
$584M 0.08%
2,252,152
+5,524
RACE icon
191
Ferrari
RACE
$65.9B
$568M 0.08%
1,175,679
-4,957
TTWO icon
192
Take-Two Interactive
TTWO
$45.2B
$566M 0.08%
2,190,104
-338,084
FTI icon
193
TechnipFMC
FTI
$17.6B
$564M 0.08%
14,292,837
+31,167
RRX icon
194
Regal Rexnord
RRX
$9.36B
$561M 0.08%
3,913,110
-64,414
DIS icon
195
Walt Disney
DIS
$200B
$554M 0.08%
4,838,822
+165,760
CPA icon
196
Copa Holdings
CPA
$4.93B
$543M 0.07%
4,573,570
+40,285
CR icon
197
Crane Co
CR
$10.7B
$542M 0.07%
2,944,444
+21,901
XOM icon
198
Exxon Mobil
XOM
$492B
$539M 0.07%
4,776,445
-2,547,922
B
199
Barrick Mining
B
$74.1B
$538M 0.07%
16,415,500
-7,217,563
FND icon
200
Floor & Decor
FND
$6.61B
$510M 0.07%
6,914,316
+1,872,892