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Capital World Investors Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Capital World Investors with $730.00B in long positions as of Q3 2025, 26% allocated to Technology, and 30% concentrated in top 10 positions.

Portfolio Value
$730.00B
Top 10 Concentration
30%
Top Sector
Technology (26%)
US Exposure
89%
Market Cap Focus
Large Cap
Countries
23

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 26.20%TechnologyFinancial Services: 14.00%Financial ServicesConsumer Cyclical: 12.40%Consumer CyclicalHealthcare: 10.80%HealthcareCommunication Services: 10.10%Communication ServicesIndustrials: 9.20%IndustrialsConsumer Defensive: 5.50%Energy: 3.40%Basic Materials: 3.00%Utilities: 1.60%Real Estate: 0.90%
Technology
26.20%
Financial Services
14.00%
Consumer Cyclical
12.40%
Healthcare
10.80%
Communication Services
10.10%
Industrials
9.20%
Consumer Defensive
5.50%
Energy
3.40%
Basic Materials
3.00%
Utilities
1.60%
Real Estate
0.90%

Industry Breakdown

115 industries across all sectors

Semiconductors: 13.28%SemiconductorsInternet Content & Information: 7.54%Software - Infrastructure: 7.33%Aerospace & Defense: 4.01%Drug Manufacturers - General: 3.23%Banks - Diversified: 3.16%Tobacco: 3.09%Auto - Manufacturers: 2.91%Financial - Credit Services: 2.88%Biotechnology: 2.84%Software - Application: 2.80%Asset Management: 2.62%Specialty Retail: 2.34%Restaurants: 2.29%Medical - Healthcare Plans: 1.95%Oil & Gas Exploration & Production: 1.85%Insurance - Brokers: 1.80%Entertainment: 1.72%Gold: 1.59%Travel Services: 1.36%Regulated Electric: 1.22%Medical - Diagnostics & Research: 1.13%Industrial - Machinery: 1.08%Residential Construction: 1.03%Chemicals - Specialty: 0.95%Financial - Capital Markets: 0.85%Telecommunications Services: 0.80%Home Improvement: 0.79%Information Technology Services: 0.78%86 more: 17.92%86 more
Semiconductors
Technology
13.28%
Internet Content & Information
Communication Services
7.54%
Software - Infrastructure
Technology
7.33%
Aerospace & Defense
Industrials
4.01%
Drug Manufacturers - General
Healthcare
3.23%
Banks - Diversified
Financial Services
3.16%
Tobacco
Consumer Defensive
3.09%
Auto - Manufacturers
Consumer Cyclical
2.91%
Financial - Credit Services
Financial Services
2.88%
Biotechnology
Healthcare
2.84%
Software - Application
Technology
2.80%
Asset Management
Financial Services
2.62%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 43.87%Mega Cap (> $200B)Large Cap ($10B - $200B): 48.87%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 2.50%Small Cap ($300M - $2B): 0.16%Micro Cap ($50M - $300M): 0.00%Nano Cap (< $50M): 0.93%N/A (ETF or Unknown): 3.67%
Mega Cap (> $200B)
43.87%
Large Cap ($10B - $200B)
48.87%
Mid Cap ($2B - $10B)
2.50%
Small Cap ($300M - $2B)
0.16%
Micro Cap ($50M - $300M)
0.00%
Nano Cap (< $50M)
0.93%
N/A (ETF or Unknown)
3.67%

Portfolio Concentration

Top 10 Holdings %
30.14%
Top 20 Holdings %
41.46%
Top 50 Holdings %
62.25%
Top 100 Holdings %
80.63%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
89.25%
International
10.75%
Countries
23
Largest Int'l Market
Canada - 5.11%
United States of America
89.25% ($651.53B)
482 holdings
Canada
5.11% ($37.3B)
30 holdings
Ireland
1.46% ($10.6B)
10 holdings
Taiwan
1.06% ($7.7B)
1 holdings
United Kingdom
0.78% ($5.7B)
4 holdings
Switzerland
0.64% ($4.7B)
5 holdings
Uruguay
0.56% ($4.1B)
2 holdings
Bermuda
0.28% ($2.0B)
3 holdings
Luxembourg
0.26% ($1.9B)
1 holdings
Brazil
0.13% ($915.5M)
2 holdings
Israel
0.12% ($895.0M)
6 holdings
Italy
0.08% ($568.1M)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
39.6 quarters
Avg. Top 20
40 quarters
Avg. All Positions
17.3 quarters
Median Holding Period
11 quarters
Persistence Rate
73.88%
Persistent Holdings Weight
94.6%
Persistent Positions
413
Longest Held
Johnson Controls International plc logo
Johnson Controls International plcJCI - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.006%
Avg. Position Weight
0.18%
Largest Position
Broadcom Inc. Common Stock logo
Broadcom Inc. Common StockAVGO - 6.13%
Largest Ownership Stake
Diebold Nixdorf, Incorporated logo
Diebold Nixdorf, IncorporatedDBD - 31.61%
Avg. Ownership Stake
3.50%
Ownership Stake >5%
79
Ownership Stake >1%
292

Historical (Since Q2 2013)

Avg. New Position
0.11%
Avg. Ownership Stake
4.01%
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
6.2%
Value Traded
$45.13B
Positions Added
22
Positions Exited
50

Historical (Since Q2 2013)

Avg. Turnover Ratio
7.5%
Avg. Positions Added
35
Avg. Positions Exited
32
Highest Turnover
17.8%
Q3 2018
Lowest Turnover
3.9%
Q3 2021

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