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
COP icon
201
ConocoPhillips
COP
$139B
$487M 0.07%
5,198,516
-1,553,762
AXON icon
202
Axon Enterprise
AXON
$43.1B
$485M 0.07%
854,809
-773,024
MNDY icon
203
monday.com
MNDY
$3.74B
$485M 0.07%
3,286,461
+1,569,198
MCD icon
204
McDonald's
MCD
$243B
$474M 0.06%
1,550,991
+23,851
WMT icon
205
Walmart Inc
WMT
$1.02T
$470M 0.06%
4,219,435
+2,527,942
HIMS icon
206
Hims & Hers Health
HIMS
$3.31B
$465M 0.06%
14,322,912
-4,460,282
FND icon
207
Floor & Decor
FND
$7.44B
$455M 0.06%
7,472,044
+557,728
JAZZ icon
208
Jazz Pharmaceuticals
JAZZ
$11.5B
$453M 0.06%
2,666,602
+111,735
TGT icon
209
Target
TGT
$51.5B
$450M 0.06%
4,606,090
+19,241
MSTR icon
210
Strategy Inc
MSTR
$43.2B
$442M 0.06%
2,911,311
+1,632,179
EXC icon
211
Exelon
EXC
$50.6B
$440M 0.06%
10,100,575
+8,987,453
CIEN icon
212
Ciena
CIEN
$49.3B
$437M 0.06%
1,868,881
+31,900
KEY icon
213
KeyCorp
KEY
$22.9B
$434M 0.06%
21,027,471
+238,514
SHW icon
214
Sherwin-Williams
SHW
$89.9B
$429M 0.06%
1,323,131
+358,857
LYB icon
215
LyondellBasell Industries
LYB
$18.5B
$426M 0.06%
9,843,930
+36,187
MTN icon
216
Vail Resorts
MTN
$4.86B
$424M 0.06%
3,196,445
+182,982
PEG icon
217
Public Service Enterprise Group
PEG
$43B
$424M 0.06%
5,273,994
+8,148
TXRH icon
218
Texas Roadhouse
TXRH
$12.1B
$421M 0.06%
2,537,290
+300,405
TTE icon
219
TotalEnergies
TTE
$172B
$419M 0.06%
6,431,888
+6,361,258
MDB icon
220
MongoDB
MDB
$26.7B
$411M 0.06%
980,182
+552,434
PII icon
221
Polaris
PII
$3.44B
$410M 0.06%
6,476,118
-239,951
TRP icon
222
TC Energy
TRP
$67B
$403M 0.05%
7,327,124
+16,428
TT icon
223
Trane Technologies
TT
$102B
$399M 0.05%
1,024,738
-1,929
DOCU
224
DocuSign
DOCU
$9.03B
$398M 0.05%
5,815,804
+1,603,900
DUOL icon
225
Duolingo
DUOL
$4.67B
$393M 0.05%
2,241,378
+11,140