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
BTI icon
201
British American Tobacco
BTI
$124B
$503M 0.07%
9,470,709
+9,397,693
MNST icon
202
Monster Beverage
MNST
$73.6B
$493M 0.07%
7,320,573
-3,670,265
NSC icon
203
Norfolk Southern
NSC
$66B
$492M 0.07%
1,638,009
+4,085
LYB icon
204
LyondellBasell Industries
LYB
$14.1B
$481M 0.07%
9,807,743
+1,135,258
VNOM icon
205
Viper Energy
VNOM
$6.55B
$475M 0.06%
12,423,354
+1,957,417
DAL icon
206
Delta Air Lines
DAL
$45.5B
$474M 0.06%
8,348,755
-750,848
MCD icon
207
McDonald's
MCD
$227B
$464M 0.06%
1,527,140
-2,036
MTN icon
208
Vail Resorts
MTN
$5.66B
$451M 0.06%
3,013,463
+1,208,874
PEG icon
209
Public Service Enterprise Group
PEG
$39.9B
$439M 0.06%
5,265,846
+10,144
CZR icon
210
Caesars Entertainment
CZR
$4.88B
$438M 0.06%
16,193,070
+3,716,148
BAP icon
211
Credicorp
BAP
$22.2B
$434M 0.06%
+1,629,914
TT icon
212
Trane Technologies
TT
$87.8B
$433M 0.06%
1,026,667
+12,691
KO icon
213
Coca-Cola
KO
$303B
$420M 0.06%
6,326,900
-67
MSTR icon
214
Strategy Inc
MSTR
$46.1B
$412M 0.06%
1,279,132
+224,773
NUE icon
215
Nucor
NUE
$37.1B
$412M 0.06%
3,042,761
+509,019
TGT icon
216
Target
TGT
$44.2B
$411M 0.06%
4,586,849
+7,950
LEN icon
217
Lennar Class A
LEN
$27.7B
$411M 0.06%
3,258,272
+4,729
TRP icon
218
TC Energy
TRP
$55.9B
$398M 0.05%
7,310,696
-1,162,129
DOCS icon
219
Doximity
DOCS
$8.25B
$394M 0.05%
5,381,431
+1,101,848
PII icon
220
Polaris
PII
$3.86B
$390M 0.05%
6,716,069
-54,762
KEY icon
221
KeyCorp
KEY
$22.5B
$389M 0.05%
20,788,957
+13,067,326
CI icon
222
Cigna
CI
$73.8B
$383M 0.05%
1,329,348
+37,680
RYAN icon
223
Ryan Specialty Holdings
RYAN
$6.83B
$373M 0.05%
6,623,556
+13,741
CVCO icon
224
Cavco Industries
CVCO
$4.64B
$372M 0.05%
640,117
+612
TXRH icon
225
Texas Roadhouse
TXRH
$11B
$372M 0.05%
2,236,885
+1,908,033