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
KNSL icon
276
Kinsale Capital Group
KNSL
$8.96B
$193M 0.03%
454,345
+1,111
PCOR icon
277
Procore
PCOR
$11.2B
$192M 0.03%
2,635,099
-3,762,029
VIAV icon
278
Viavi Solutions
VIAV
$3.86B
$190M 0.03%
14,955,454
+500,000
KBH icon
279
KB Home
KBH
$4.14B
$188M 0.03%
2,957,918
DAY icon
280
Dayforce
DAY
$11.1B
$187M 0.03%
2,714,653
-11,367,281
WING icon
281
Wingstop
WING
$6.85B
$186M 0.03%
740,896
+456,637
NEE icon
282
NextEra Energy
NEE
$169B
$186M 0.03%
2,460,803
NSIT icon
283
Insight Enterprises
NSIT
$2.47B
$182M 0.02%
1,608,800
-118,477
AU icon
284
AngloGold Ashanti
AU
$42.4B
$179M 0.02%
2,544,918
+1,417,775
TRUP icon
285
Trupanion
TRUP
$1.57B
$178M 0.02%
4,114,628
+5,641
WMT icon
286
Walmart Inc. Common Stock
WMT
$920B
$174M 0.02%
+1,691,493
NVMI icon
287
Nova
NVMI
$9.44B
$174M 0.02%
544,097
-18,971
NPO icon
288
Enpro
NPO
$4.54B
$171M 0.02%
755,324
KRMN
289
Karman Holdings
KRMN
$8.89B
$170M 0.02%
2,353,280
-146,698
MAR icon
290
Marriott International
MAR
$82.1B
$168M 0.02%
643,560
+4,933
NU icon
291
Nu Holdings
NU
$78.5B
$166M 0.02%
10,345,580
+118,189
BFAM icon
292
Bright Horizons
BFAM
$5.89B
$165M 0.02%
1,521,925
+143,861
ALGN icon
293
Align Technology
ALGN
$11.7B
$165M 0.02%
1,316,862
+19,952
TPG icon
294
TPG
TPG
$10.2B
$164M 0.02%
2,846,114
+143,055
UPS icon
295
United Parcel Service
UPS
$84.9B
$162M 0.02%
1,936,339
+7,067
CLS icon
296
Celestica
CLS
$33.2B
$161M 0.02%
654,145
-314,237
DB icon
297
Deutsche Bank
DB
$72.2B
$156M 0.02%
4,442,141
+51,972
NG icon
298
NovaGold Resources
NG
$3.94B
$155M 0.02%
17,666,000
+2,000,000
ALB.PRA icon
299
Albemarle Corp Depositary Shares
ALB.PRA
$2.53B
$154M 0.02%
4,060,183
+38,800
ORLY icon
300
O'Reilly Automotive
ORLY
$78.4B
$154M 0.02%
+1,425,188