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
HLT icon
176
Hilton Worldwide
HLT
$71.5B
$663M 0.09%
2,307,667
+55,515
JCI icon
177
Johnson Controls International
JCI
$88.3B
$662M 0.09%
5,528,427
-2,007,049
LIN icon
178
Linde
LIN
$237B
$648M 0.09%
1,520,692
-9,031,735
DKNG icon
179
DraftKings
DKNG
$11.8B
$642M 0.09%
18,626,429
+12,008,357
FTI icon
180
TechnipFMC
FTI
$26.8B
$638M 0.09%
14,318,644
+25,807
PG icon
181
Procter & Gamble
PG
$389B
$631M 0.09%
4,401,827
-342,457
BAP icon
182
Credicorp
BAP
$27.5B
$630M 0.09%
2,195,404
+565,490
XP icon
183
XP
XP
$11.2B
$614M 0.08%
37,497,038
-2,409,053
MOH icon
184
Molina Healthcare
MOH
$7.93B
$608M 0.08%
3,504,192
-1,662,977
VTR icon
185
Ventas
VTR
$40.9B
$594M 0.08%
+7,677,904
DAL icon
186
Delta Air Lines
DAL
$42.9B
$583M 0.08%
8,395,096
+46,341
XOM icon
187
Exxon Mobil
XOM
$635B
$577M 0.08%
4,793,125
+16,680
VST icon
188
Vistra
VST
$58.9B
$574M 0.08%
+3,561,018
BZ icon
189
Kanzhun
BZ
$7.48B
$570M 0.08%
27,990,431
-6,080,560
SOMN
190
The Southern Company 2025 Series A Corp Units
SOMN
$559M 0.08%
+11,108,572
DIS icon
191
Walt Disney
DIS
$188B
$559M 0.08%
4,914,024
+75,202
CPA icon
192
Copa Holdings
CPA
$5.7B
$555M 0.08%
4,603,671
+30,101
CR icon
193
Crane Co
CR
$11.5B
$552M 0.08%
2,993,123
+48,679
CVNA icon
194
Carvana
CVNA
$47.7B
$540M 0.07%
1,278,944
+472,701
BTI icon
195
British American Tobacco
BTI
$136B
$539M 0.07%
9,518,567
+47,858
PFE icon
196
Pfizer
PFE
$157B
$534M 0.07%
21,433,890
+7,287,194
NSC icon
197
Norfolk Southern
NSC
$70.7B
$505M 0.07%
1,747,507
+109,498
VNOM icon
198
Viper Energy
VNOM
$7.84B
$499M 0.07%
12,916,557
+493,203
NUE icon
199
Nucor
NUE
$40.5B
$498M 0.07%
3,050,218
+7,457
MNST icon
200
Monster Beverage
MNST
$83.3B
$491M 0.07%
6,401,473
-919,100