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Capital World Investors Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Capital World Investors with $686.04B in long positions as of Q2 2025, 25% allocated to Technology, and 31% concentrated in top 10 positions.

Portfolio Value
$686.04B
Top 10 Concentration
31%
Top Sector
Technology (25%)
US Exposure
89%
Market Cap Focus
Large Cap
Countries
22

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 25.20%TechnologyFinancial Services: 14.30%Financial ServicesConsumer Cyclical: 11.70%Consumer CyclicalHealthcare: 11.60%HealthcareCommunication Services: 10.10%Communication ServicesIndustrials: 9.60%IndustrialsConsumer Defensive: 6.70%Energy: 3.70%Basic Materials: 2.90%Utilities: 1.10%Real Estate: 1.00%
Technology
25.20%
Financial Services
14.30%
Consumer Cyclical
11.70%
Healthcare
11.60%
Communication Services
10.10%
Industrials
9.60%
Consumer Defensive
6.70%
Energy
3.70%
Basic Materials
2.90%
Utilities
1.10%
Real Estate
1.00%

Industry Breakdown

121 industries across all sectors

Semiconductors: 12.45%SemiconductorsSoftware - Infrastructure: 7.46%Internet Content & Information: 6.80%Aerospace & Defense: 3.97%Drug Manufacturers - General: 3.66%Tobacco: 3.65%Financial - Credit Services: 3.12%Biotechnology: 3.01%Banks - Diversified: 2.89%Asset Management: 2.75%Specialty Retail: 2.65%Restaurants: 2.42%Software - Application: 2.28%Entertainment: 2.23%Auto - Manufacturers: 2.13%Oil & Gas Exploration & Production: 2.05%Medical - Healthcare Plans: 1.97%Insurance - Brokers: 1.89%Travel Services: 1.57%Gold: 1.25%Information Technology Services: 1.23%Industrial - Machinery: 1.12%Medical - Diagnostics & Research: 1.10%Telecommunications Services: 1.02%Chemicals - Specialty: 1.01%Insurance - Property & Casualty: 0.93%Regulated Electric: 0.83%Medical - Devices: 0.80%Beverages - Non-Alcoholic: 0.79%92 more: 18.87%92 more
Semiconductors
Technology
12.45%
Software - Infrastructure
Technology
7.46%
Internet Content & Information
Communication Services
6.80%
Aerospace & Defense
Industrials
3.97%
Drug Manufacturers - General
Healthcare
3.66%
Tobacco
Consumer Defensive
3.65%
Financial - Credit Services
Financial Services
3.12%
Biotechnology
Healthcare
3.01%
Banks - Diversified
Financial Services
2.89%
Asset Management
Financial Services
2.75%
Specialty Retail
Consumer Cyclical
2.65%
Restaurants
Consumer Cyclical
2.42%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 42.33%Mega Cap (> $200B)Large Cap ($10B - $200B): 50.62%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 3.00%Small Cap ($300M - $2B): 0.25%Micro Cap ($50M - $300M): 0.01%Nano Cap (< $50M): 0.81%N/A (ETF or Unknown): 2.99%
Mega Cap (> $200B)
42.33%
Large Cap ($10B - $200B)
50.62%
Mid Cap ($2B - $10B)
3.00%
Small Cap ($300M - $2B)
0.25%
Micro Cap ($50M - $300M)
0.01%
Nano Cap (< $50M)
0.81%
N/A (ETF or Unknown)
2.99%

Portfolio Concentration

Top 10 Holdings %
31.04%
Top 20 Holdings %
41.79%
Top 50 Holdings %
62.42%
Top 100 Holdings %
80.61%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
89.35%
International
10.65%
Countries
22
Largest Int'l Market
Canada - 4.78%
United States of America
89.35% ($613.00B)
496 holdings
Canada
4.78% ($32.8B)
35 holdings
Ireland
1.53% ($10.5B)
8 holdings
Taiwan
1.05% ($7.2B)
1 holdings
United Kingdom
0.86% ($5.9B)
4 holdings
Switzerland
0.73% ($5.0B)
4 holdings
Uruguay
0.65% ($4.5B)
1 holdings
Bermuda
0.29% ($2.0B)
3 holdings
Luxembourg
0.22% ($1.5B)
1 holdings
Brazil
0.15% ($1.0B)
3 holdings
Israel
0.09% ($639.4M)
5 holdings
Italy
0.08% ($578.7M)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
41.5 quarters
Avg. Top 20
35 quarters
Avg. All Positions
16.9 quarters
Median Holding Period
10 quarters
Persistence Rate
74.0%
Persistent Holdings Weight
94.07%
Persistent Positions
424
Longest Held
Johnson Controls International plc logo
Johnson Controls International plcJCI - 48 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.01%
Avg. Position Weight
0.17%
Largest Position
Broadcom Inc. Common Stock logo
Broadcom Inc. Common StockAVGO - 5.96%
Largest Ownership Stake
Diebold Nixdorf, Incorporated logo
Diebold Nixdorf, IncorporatedDBD - 31.07%
Avg. Ownership Stake
3.68%
Ownership Stake >5%
82
Ownership Stake >1%
303

Historical (Since Q2 2013)

Avg. New Position
0.11%
Avg. Ownership Stake
4.03%
Largest Position
Kinder Morgan, Inc. logo
Kinder Morgan, Inc.KMI - 7.86% (Q2 2013)
Largest Ownership Stake
Civeo Corporation logo
Civeo CorporationCVEO - 56.80% (Q2 2014)

Portfolio Turnover

Current Quarter

Turnover Ratio
6.4%
Value Traded
$44.06B
Positions Added
34
Positions Exited
29

Historical (Since Q2 2013)

Avg. Turnover Ratio
7.7%
Avg. Positions Added
35
Avg. Positions Exited
32
Highest Turnover
17.3%
Q3 2018
Lowest Turnover
3.7%
Q3 2021

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