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
$688B
AUM Growth
+$70.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1 +$4.75B
2 +$2.94B
3 +$2.04B
4
HON icon
Honeywell
HON
+$1.39B
5
NET icon
Cloudflare
NET
+$1.22B

Top Sells

1 +$3.78B
2 +$3.59B
3 +$3.53B
4
AVGO icon
Broadcom
AVGO
+$1.87B
5
ABBV icon
AbbVie
ABBV
+$1.8B

Sector Composition

1 Technology 25.43%
2 Financials 14.34%
3 Consumer Discretionary 12.26%
4 Healthcare 12.01%
5 Communication Services 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FTAI icon
176
FTAI Aviation
FTAI
$15.7B
$620M 0.09%
5,386,621
+4,491,162
TTWO icon
177
Take-Two Interactive
TTWO
$43.9B
$614M 0.09%
2,528,188
-308,465
COP icon
178
ConocoPhillips
COP
$110B
$600M 0.09%
6,686,482
-1,535,804
KR icon
179
Kroger
KR
$43.7B
$600M 0.09%
8,358,154
-2,164,321
HLT icon
180
Hilton Worldwide
HLT
$62.7B
$598M 0.09%
2,246,628
+246,373
COO icon
181
Cooper Companies
COO
$14.3B
$597M 0.09%
8,392,359
+645,793
KEYS icon
182
Keysight
KEYS
$30.7B
$597M 0.09%
3,642,670
+43,783
ATI icon
183
ATI
ATI
$13.4B
$589M 0.09%
6,820,371
-161,803
DIS icon
184
Walt Disney
DIS
$193B
$580M 0.08%
4,673,062
+336,143
RACE icon
185
Ferrari
RACE
$74.2B
$579M 0.08%
1,180,636
+8,007
RRX icon
186
Regal Rexnord
RRX
$9.13B
$577M 0.08%
3,977,524
-1,380,132
CR icon
187
Crane Co
CR
$10.7B
$555M 0.08%
2,922,543
-49,038
LITE icon
188
Lumentum
LITE
$16.1B
$546M 0.08%
5,739,568
+748,124
ALB icon
189
Albemarle
ALB
$13.5B
$516M 0.08%
8,239,903
-1,726,141
UAL icon
190
United Airlines
UAL
$31.5B
$514M 0.07%
6,459,515
-1,168,814
AME icon
191
Ametek
AME
$44.7B
$513M 0.07%
2,836,256
-1,167,861
YUM icon
192
Yum! Brands
YUM
$41.6B
$505M 0.07%
3,409,334
-2,175,456
CRH icon
193
CRH
CRH
$74.5B
$504M 0.07%
5,487,539
+2,609,986
LYB icon
194
LyondellBasell Industries
LYB
$14.7B
$502M 0.07%
8,672,485
+5,593,550
CPA icon
195
Copa Holdings
CPA
$5.16B
$499M 0.07%
4,533,285
+92,122
SHEL icon
196
Shell
SHEL
$218B
$498M 0.07%
7,070,872
+79,894
IONS icon
197
Ionis Pharmaceuticals
IONS
$11.3B
$495M 0.07%
12,540,188
+178,194
B
198
Barrick Mining
B
$61.5B
$492M 0.07%
23,633,063
+12,070
FTI icon
199
TechnipFMC
FTI
$17.5B
$491M 0.07%
14,261,670
+7,758,614
VALE icon
200
Vale
VALE
$52.8B
$484M 0.07%
49,814,207
+19,133,291