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
HRI icon
301
Herc Holdings
HRI
$4.66B
$163M 0.02%
1,100,954
-75,501
EAT icon
302
Brinker International
EAT
$6.45B
$163M 0.02%
1,137,863
+558,799
AZO icon
303
AutoZone
AZO
$62.2B
$162M 0.02%
47,736
+22,918
NPO icon
304
Enpro
NPO
$5.45B
$162M 0.02%
755,324
WLK icon
305
Westlake Corp
WLK
$13.5B
$161M 0.02%
+2,171,324
RHI icon
306
Robert Half
RHI
$2.47B
$160M 0.02%
5,902,279
+1,561,146
DOO
307
Bombardier Recreational Products
DOO
$5.38B
$159M 0.02%
2,245,332
-77,681
HDB icon
308
HDFC Bank
HDB
$163B
$155M 0.02%
4,248,902
+22,252
BIDU icon
309
Baidu
BIDU
$42.8B
$155M 0.02%
1,182,857
+205,040
TRUP icon
310
Trupanion
TRUP
$1.15B
$154M 0.02%
4,123,266
+8,638
FUL icon
311
H.B. Fuller
FUL
$3.57B
$154M 0.02%
2,588,302
+5,089
BE icon
312
Bloom Energy
BE
$43.7B
$152M 0.02%
1,752,338
+44,155
HWM icon
313
Howmet Aerospace
HWM
$105B
$150M 0.02%
733,386
-2,813,908
KRMN
314
Karman Holdings
KRMN
$11.7B
$149M 0.02%
2,037,947
-315,333
TEL icon
315
TE Connectivity
TEL
$67.5B
$147M 0.02%
645,745
-535,168
WSO icon
316
Watsco Inc
WSO
$16.9B
$146M 0.02%
434,018
-200,000
CNC icon
317
Centene
CNC
$22.1B
$144M 0.02%
3,490,300
-385,699
MDLN
318
Medline Inc
MDLN
$38.6B
$142M 0.02%
+3,391,577
CWAN icon
319
Clearwater Analytics
CWAN
$6.88B
$142M 0.02%
5,882,816
+2,087,294
KAI icon
320
Kadant
KAI
$3.99B
$141M 0.02%
494,773
+178,563
PATK icon
321
Patrick Industries
PATK
$4.12B
$139M 0.02%
1,284,401
INTA icon
322
Intapp
INTA
$1.8B
$137M 0.02%
2,992,169
+100,000
IQV icon
323
IQVIA
IQV
$30.3B
$134M 0.02%
594,744
+3,480
SAIA icon
324
Saia
SAIA
$10.8B
$133M 0.02%
407,265
PEN icon
325
Penumbra
PEN
$13.5B
$133M 0.02%
426,456
+10,724