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
FUL icon
301
H.B. Fuller
FUL
$3.27B
$153M 0.02%
2,583,213
+12,720
ACA icon
302
Arcosa
ACA
$5.44B
$150M 0.02%
1,600,000
AES icon
303
AES
AES
$9.87B
$150M 0.02%
11,384,705
-4,216,662
RHI icon
304
Robert Half
RHI
$2.79B
$148M 0.02%
4,341,133
+3,566,645
FN icon
305
Fabrinet
FN
$16.8B
$146M 0.02%
401,594
-26,680
MFC icon
306
Manulife Financial
MFC
$59.7B
$145M 0.02%
4,664,473
-53,226
BE icon
307
Bloom Energy
BE
$21.2B
$144M 0.02%
1,708,183
+77,273
HDB icon
308
HDFC Bank
HDB
$185B
$144M 0.02%
4,226,650
+23,540
SONY icon
309
Sony
SONY
$159B
$144M 0.02%
5,001,748
+20,960
MTH icon
310
Meritage Homes
MTH
$5.07B
$144M 0.02%
1,987,850
+609,866
KRYS icon
311
Krystal Biotech
KRYS
$7.09B
$143M 0.02%
809,240
-133,009
MOD icon
312
Modine Manufacturing
MOD
$7.49B
$142M 0.02%
995,369
DOO
313
Bombardier Recreational Products
DOO
$8.11B
$141M 0.02%
2,323,013
+100,000
CDW icon
314
CDW
CDW
$18.9B
$138M 0.02%
869,226
+4,976
CNC icon
315
Centene
CNC
$19.9B
$138M 0.02%
3,875,999
-13,856,716
TMUS icon
316
T-Mobile US
TMUS
$219B
$138M 0.02%
575,904
-133,045
HRI icon
317
Herc Holdings
HRI
$5.14B
$137M 0.02%
1,176,455
-583,030
PI icon
318
Impinj
PI
$4.38B
$136M 0.02%
754,346
PATK icon
319
Patrick Industries
PATK
$3.83B
$133M 0.02%
1,284,401
MDB icon
320
MongoDB
MDB
$33.9B
$133M 0.02%
427,748
+23,156
SITE icon
321
SiteOne Landscape Supply
SITE
$5.78B
$131M 0.02%
1,016,671
+32,682
BIDU icon
322
Baidu
BIDU
$40.9B
$129M 0.02%
977,817
+5,343
FA icon
323
First Advantage
FA
$2.62B
$128M 0.02%
8,318,514
+300,000
GSHD icon
324
Goosehead Insurance
GSHD
$1.94B
$126M 0.02%
1,688,000
ATGE icon
325
Adtalem Global Education
ATGE
$3.37B
$125M 0.02%
810,187