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
MDT icon
201
Medtronic
MDT
$123B
$481M 0.07%
5,517,779
+528,584
SCCO icon
202
Southern Copper
SCCO
$108B
$478M 0.07%
4,817,279
+13,666
RKLB icon
203
Rocket Lab Corp
RKLB
$24.2B
$473M 0.07%
+13,219,556
CHTR icon
204
Charter Communications
CHTR
$26.5B
$471M 0.07%
1,152,880
+8,734
EPAM icon
205
EPAM Systems
EPAM
$9.97B
$453M 0.07%
2,561,451
+138,764
TGT icon
206
Target
TGT
$41.2B
$452M 0.07%
4,578,899
-877,650
RYAN icon
207
Ryan Specialty Holdings
RYAN
$7.32B
$449M 0.07%
6,609,815
+9,436
KO icon
208
Coca-Cola
KO
$306B
$448M 0.07%
6,326,967
-1,585,711
DAL icon
209
Delta Air Lines
DAL
$39.1B
$448M 0.07%
9,099,603
-9,212,662
MCD icon
210
McDonald's
MCD
$219B
$447M 0.06%
1,529,176
-1,217,994
TT icon
211
Trane Technologies
TT
$92B
$443M 0.06%
1,013,976
-156,425
PEG icon
212
Public Service Enterprise Group
PEG
$41.1B
$442M 0.06%
5,255,702
+15,244
SPGI icon
213
S&P Global
SPGI
$152B
$438M 0.06%
831,489
+79,389
PCOR icon
214
Procore
PCOR
$11.7B
$438M 0.06%
6,397,128
+740,311
FANG icon
215
Diamondback Energy
FANG
$41.4B
$431M 0.06%
3,133,436
+96,731
CI icon
216
Cigna
CI
$72.4B
$427M 0.06%
1,291,668
+26,261
MSTR icon
217
Strategy Inc
MSTR
$59.9B
$426M 0.06%
1,054,359
+401,555
NSC icon
218
Norfolk Southern
NSC
$63.6B
$418M 0.06%
1,633,924
+2,759
ODFL icon
219
Old Dominion Freight Line
ODFL
$28.3B
$417M 0.06%
2,567,680
+28,106
VZ icon
220
Verizon
VZ
$173B
$416M 0.06%
9,607,127
-12,670,524
TRP icon
221
TC Energy
TRP
$56.7B
$414M 0.06%
8,472,825
+26,168
SNY icon
222
Sanofi
SNY
$127B
$404M 0.06%
8,354,084
+30,137
VNOM icon
223
Viper Energy
VNOM
$6.27B
$399M 0.06%
10,465,937
+2,853,273
TW icon
224
Tradeweb Markets
TW
$23.5B
$395M 0.06%
2,698,340
+399,737
TOL icon
225
Toll Brothers
TOL
$12.7B
$391M 0.06%
3,424,462
+173,974