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
JAZZ icon
251
Jazz Pharmaceuticals
JAZZ
$8.61B
$270M 0.04%
2,544,522
+616,728
DOCS icon
252
Doximity
DOCS
$9.36B
$263M 0.04%
4,279,583
+2,893,909
XYZ
253
Block Inc
XYZ
$37.9B
$262M 0.04%
3,859,844
+210,535
ALGN icon
254
Align Technology
ALGN
$10B
$246M 0.04%
1,296,910
+45,198
WELL icon
255
Welltower
WELL
$131B
$244M 0.04%
+1,589,496
FSS icon
256
Federal Signal
FSS
$6.7B
$241M 0.04%
2,262,294
+967,653
TME icon
257
Tencent Music
TME
$28.8B
$240M 0.03%
12,305,461
-1,753,422
NSIT icon
258
Insight Enterprises
NSIT
$2.8B
$239M 0.03%
1,727,277
-616,030
NTRA icon
259
Natera
NTRA
$27.7B
$238M 0.03%
1,409,650
+1,013,229
AZEK
260
DELISTED
The AZEK Co
AZEK
$236M 0.03%
4,335,703
PKG icon
261
Packaging Corp of America
PKG
$17.9B
$232M 0.03%
1,229,648
HRI icon
262
Herc Holdings
HRI
$4.42B
$232M 0.03%
1,759,485
+29,314
SPXC icon
263
SPX Corp
SPXC
$10.6B
$228M 0.03%
1,356,956
+977,387
TRUP icon
264
Trupanion
TRUP
$1.7B
$227M 0.03%
4,108,987
+4,938
ENB icon
265
Enbridge
ENB
$105B
$227M 0.03%
5,000,028
GLBE icon
266
Global E Online
GLBE
$6.05B
$226M 0.03%
6,726,491
+309,745
TLN
267
Talen Energy Corp
TLN
$16.2B
$225M 0.03%
774,914
-597,500
VCTR icon
268
Victory Capital Holdings
VCTR
$4.11B
$221M 0.03%
3,468,654
+202,647
KNSL icon
269
Kinsale Capital Group
KNSL
$9.14B
$219M 0.03%
453,234
+195,368
IRM icon
270
Iron Mountain
IRM
$27B
$217M 0.03%
2,117,169
PAYX icon
271
Paychex
PAYX
$40.2B
$217M 0.03%
1,490,014
-60,500
ZLAB icon
272
Zai Lab
ZLAB
$2.4B
$211M 0.03%
6,036,185
+27,766
CVNA icon
273
Carvana
CVNA
$45B
$211M 0.03%
626,058
+418,490
CASY icon
274
Casey's General Stores
CASY
$20B
$210M 0.03%
411,442
+41,830
LINE
275
Lineage Inc
LINE
$7.62B
$210M 0.03%
4,822,584
-335,334