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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
ORCL icon
326
Oracle
ORCL
$369B
$167M 0.02%
1,137,200
-461,771
-29% -$75.1M
RIVN icon
327
Rivian
RIVN
$25.3B
$165M 0.02%
+10,952,229
New +$175M
EAT icon
328
Brinker International
EAT
$7.95B
$163M 0.02%
1,141,432
+3,569
+0.3% +$544K
DOO
329
Bombardier Recreational Products
DOO
$4.31B
$161M 0.02%
2,245,332
FUL icon
330
H.B. Fuller
FUL
$3.01B
$160M 0.02%
2,593,465
+5,163
+0.2% +$316K
NUE icon
331
Nucor
NUE
$53.3B
$159M 0.02%
941,546
-2,108,672
-69% -$368M
VCTR icon
332
Victory Capital Holdings
VCTR
$6.11B
$158M 0.02%
2,417,664
-1,350,337
-36% -$94.1M
STEP icon
333
StepStone Group
STEP
$3.55B
$156M 0.02%
3,271,525
+214,730
+7% +$12.4M
KBH icon
334
KB Home
KBH
$3.4B
$153M 0.02%
2,957,918
VEEV icon
335
Veeva Systems
VEEV
$31.4B
$153M 0.02%
869,657
+484,301
+126% +$95.2M
GIS icon
336
General Mills
GIS
$19.5B
$152M 0.02%
4,093,134
-1,508,960
-27% -$65.5M
CNX icon
337
CNX Resources
CNX
$4.58B
$152M 0.02%
+3,950,000
New +$154M
NTR icon
338
Nutrien
NTR
$32.9B
$151M 0.02%
+1,996,855
New +$142M
ARE icon
339
Alexandria Real Estate Equities
ARE
$8.28B
$150M 0.02%
3,228,259
-492,697
-13% -$26M
RHI icon
340
Robert Half
RHI
$3.65B
$149M 0.02%
5,885,750
-16,529
-0.3% -$437K
BFAM icon
341
Bright Horizons
BFAM
$3.85B
$149M 0.02%
1,812,042
+32,304
+2% +$2.72M
PEN icon
342
Penumbra
PEN
$12.4B
$148M 0.02%
450,815
+24,359
+6% +$8.25M
INTU icon
343
Intuit
INTU
$77.3B
$144M 0.02%
333,420
+164,754
+98% +$78.6M
PATK icon
344
Patrick Industries
PATK
$2.79B
$143M 0.02%
1,284,401
MOD icon
345
Modine Manufacturing
MOD
$12.2B
$143M 0.02%
657,671
-196,202
-23% -$36.9M
WFRD icon
346
Weatherford International
WFRD
$5.9B
$142M 0.02%
1,504,733
+1,295,000
+617% +$122M
NE icon
347
Noble Corp
NE
$6.65B
$141M 0.02%
2,882,461
+413,426
+17% +$16.9M
NPO icon
348
Enpro
NPO
$7.02B
$141M 0.02%
564,055
-191,269
-25% -$47.9M
BMY icon
349
Bristol-Myers Squibb
BMY
$116B
$135M 0.02%
+2,225,030
New +$130M
TEL icon
350
TE Connectivity
TEL
$58.7B
$135M 0.02%
645,549
-196
-0% -$43.3K

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