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Capital World Investors

Capital World Investors Portfolio holdings

AUM $733B
1-Year Est. Return 35.63%
 

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 Fund
S&P 500
This Quarter Est. Return
+0.18%
1 Year Est. Return
+35.63%
3 Year Est. Return
+123.79%
5 Year Est. Return
+178.46%
10 Year Est. Return
+769.93%
AUM
$733B
AUM Growth
-$2.36B
Cap. Flow
+$25.6B
Cap. Flow %
3.49%
Top 10 Hldgs %
27.73%
Holding
682
New
108
Increased
262
Reduced
173
Closed
56

Sector Composition

1 Technology 22.63%
2 Healthcare 13.18%
3 Consumer Discretionary 12.18%
4 Financials 10.99%
5 Communication Services 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BE icon
276
Bloom Energy
BE
$69.2B
$249M 0.03%
1,838,834
+86,496
+5% +$12.7M
MDB icon
277
MongoDB
MDB
$27.7B
$249M 0.03%
1,017,235
+37,053
+4% +$12.4M
TLN
278
Talen Energy Corp
TLN
$19B
$247M 0.03%
774,999
KEY icon
279
KeyCorp
KEY
$25.1B
$245M 0.03%
12,239,826
-8,787,645
-42% -$184M
CSX icon
280
CSX Corp
CSX
$92.8B
$242M 0.03%
5,885,465
-4,700,338
-44% -$184M
ITT icon
281
ITT
ITT
$17.4B
$237M 0.03%
+1,243,409
New +$237M
FSS icon
282
Federal Signal
FSS
$7.22B
$236M 0.03%
2,185,359
-176,935
-7% -$20M
NVMI
283
Nova
NVMI
$15.1B
$236M 0.03%
544,097
MNDY icon
284
monday.com
MNDY
$3.51B
$235M 0.03%
3,406,929
+120,468
+4% +$11.6M
HUBS icon
285
HubSpot
HUBS
$10.7B
$234M 0.03%
959,849
+312,128
+48% +$87.6M
TTWO icon
286
Take-Two Interactive
TTWO
$44B
$234M 0.03%
+1,182,767
New +$257M
TSEM icon
287
Tower Semiconductor
TSEM
$28.9B
$233M 0.03%
+1,326,761
New +$178M
ORLY icon
288
O'Reilly Automotive
ORLY
$71.1B
$229M 0.03%
2,475,711
+530,774
+27% +$49.8M
FN icon
289
Fabrinet
FN
$17.3B
$228M 0.03%
436,588
+23,652
+6% +$12M
CNP icon
290
CenterPoint Energy
CNP
$28.6B
$228M 0.03%
+5,272,958
New +$218M
CRSP icon
291
CRISPR Therapeutics
CRSP
$4.97B
$225M 0.03%
+4,725,037
New +$249M
ALB.PRA icon
292
Albemarle Corp Depositary Shares
ALB.PRA
$2.45B
$224M 0.03%
3,114,531
-949,652
-23% -$65.7M
INSM icon
293
Insmed
INSM
$23.9B
$223M 0.03%
+1,362,291
New +$209M
KNF icon
294
Knife River
KNF
$4.54B
$216M 0.03%
2,643,484
+1,631,886
+161% +$131M
GLBE icon
295
Global E Online
GLBE
$6.51B
$215M 0.03%
6,955,665
+856,902
+14% +$30.1M
DAL icon
296
Delta Air Lines
DAL
$56.2B
$214M 0.03%
3,218,469
-5,176,627
-62% -$349M
VZ icon
297
Verizon
VZ
$177B
$213M 0.03%
4,250,000
-4,907,324
-54% -$227M
KRYS icon
298
Krystal Biotech
KRYS
$10B
$213M 0.03%
824,720
+15,220
+2% +$4.05M
PII icon
299
Polaris
PII
$3.84B
$212M 0.03%
3,897,663
-2,578,455
-40% -$161M
ESE icon
300
ESCO Technologies
ESE
$8.43B
$211M 0.03%
750,112
-152,844
-17% -$38.5M

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