Capital World Investors

Capital World Investors Portfolio holdings

AUM $735B
1-Year Est. Return 34.85%
 

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
1 Year Est. Return
+34.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$735B
AUM Growth
+$3.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1 +$2.2B
2 +$1.92B
3 +$1.89B
4
DE icon
Deere & Co
DE
+$1.58B
5
ABBV icon
AbbVie
ABBV
+$1.53B

Top Sells

1 +$4.41B
2 +$3.87B
3 +$3.42B
4
BLK icon
Blackrock
BLK
+$2.7B
5
AMZN icon
Amazon
AMZN
+$2.23B

Sector Composition

1 Technology 25.99%
2 Financials 13.38%
3 Healthcare 13.1%
4 Consumer Discretionary 12.38%
5 Communication Services 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VICI icon
276
VICI Properties
VICI
$32.3B
$225M 0.03%
7,986,313
+11,285
AME icon
277
Ametek
AME
$54.8B
$224M 0.03%
1,090,990
-703,489
TW icon
278
Tradeweb Markets
TW
$26.2B
$223M 0.03%
2,075,580
+30,233
GRFS icon
279
Grifois
GRFS
$6.19B
$214M 0.03%
22,924,990
-1,150
NTES icon
280
NetEase
NTES
$72.8B
$208M 0.03%
1,507,792
-45,175
GWRE icon
281
Guidewire Software
GWRE
$12.4B
$202M 0.03%
+1,006,940
KRYS icon
282
Krystal Biotech
KRYS
$8.06B
$200M 0.03%
809,500
+260
NEE icon
283
NextEra Energy
NEE
$195B
$198M 0.03%
2,460,803
STEP icon
284
StepStone Group
STEP
$3.46B
$196M 0.03%
3,056,795
+94,819
UPS icon
285
United Parcel Service
UPS
$98.5B
$193M 0.03%
1,943,264
+6,925
FN icon
286
Fabrinet
FN
$19.5B
$188M 0.03%
412,936
+11,342
CLS icon
287
Celestica
CLS
$31.9B
$187M 0.03%
632,443
-21,702
WDC icon
288
Western Digital
WDC
$94.8B
$183M 0.02%
+1,063,607
TPG icon
289
TPG
TPG
$6.96B
$183M 0.02%
2,859,230
+13,116
ARE icon
290
Alexandria Real Estate Equities
ARE
$9.37B
$182M 0.02%
3,720,956
+29,575
BFAM icon
291
Bright Horizons
BFAM
$4.21B
$180M 0.02%
1,779,738
+257,813
NVMI icon
292
Nova
NVMI
$13B
$179M 0.02%
544,097
ACA icon
293
Arcosa
ACA
$5.27B
$179M 0.02%
1,680,000
+80,000
ORLY icon
294
O'Reilly Automotive
ORLY
$79B
$177M 0.02%
1,944,937
+519,749
ESE icon
295
ESCO Technologies
ESE
$7.18B
$176M 0.02%
902,956
+458,980
IRM icon
296
Iron Mountain
IRM
$32B
$176M 0.02%
2,117,169
NU icon
297
Nu Holdings
NU
$72.6B
$175M 0.02%
10,448,217
+102,637
SITE icon
298
SiteOne Landscape Supply
SITE
$6.34B
$175M 0.02%
1,402,337
+385,666
KBH icon
299
KB Home
KBH
$4.02B
$167M 0.02%
2,957,918
CHRW icon
300
C.H. Robinson
CHRW
$22B
$166M 0.02%
+1,032,446