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
$688B
AUM Growth
+$70.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1 +$4.75B
2 +$2.94B
3 +$2.04B
4
HON icon
Honeywell
HON
+$1.39B
5
NET icon
Cloudflare
NET
+$1.22B

Top Sells

1 +$3.78B
2 +$3.59B
3 +$3.53B
4
AVGO icon
Broadcom
AVGO
+$1.87B
5
ABBV icon
AbbVie
ABBV
+$1.8B

Sector Composition

1 Technology 25.43%
2 Financials 14.34%
3 Consumer Discretionary 12.26%
4 Healthcare 12.01%
5 Communication Services 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FN icon
326
Fabrinet
FN
$14.4B
$126M 0.02%
428,274
+11,171
KRMN
327
Karman Holdings
KRMN
$7.94B
$126M 0.02%
2,499,978
+101,476
MMYT icon
328
MakeMyTrip
MMYT
$7.24B
$122M 0.02%
1,239,590
+599,474
DXCM icon
329
DexCom
DXCM
$23.3B
$121M 0.02%
1,386,924
-1,686,334
LNG icon
330
Cheniere Energy
LNG
$45.9B
$120M 0.02%
491,042
-1,342,000
DG icon
331
Dollar General
DG
$22.9B
$119M 0.02%
1,044,426
-324,704
SITE icon
332
SiteOne Landscape Supply
SITE
$5.66B
$119M 0.02%
983,989
+363,866
PATK icon
333
Patrick Industries
PATK
$3.37B
$119M 0.02%
1,284,401
+62,381
SAIA icon
334
Saia
SAIA
$7.25B
$116M 0.02%
422,735
-56,716
CBZ icon
335
CBIZ
CBZ
$2.83B
$115M 0.02%
1,608,204
+367,025
NVCR icon
336
NovoCure
NVCR
$1.27B
$114M 0.02%
6,382,848
+1,167,319
LAMR icon
337
Lamar Advertising Co
LAMR
$12.9B
$110M 0.02%
903,020
ZTS icon
338
Zoetis
ZTS
$53.4B
$108M 0.02%
695,387
-3,275,063
DOOO icon
339
Bombardier Recreational Products
DOOO
$4.69B
$108M 0.02%
2,223,013
AGL icon
340
Agilon Health
AGL
$250M
$105M 0.02%
45,570,601
-7,836,334
MAS icon
341
Masco
MAS
$12.8B
$105M 0.02%
1,625,000
ATGE icon
342
Adtalem Global Education
ATGE
$3.5B
$103M 0.02%
810,187
-494,000
KAI icon
343
Kadant
KAI
$3.09B
$98.8M 0.01%
311,280
+8,669
MOD icon
344
Modine Manufacturing
MOD
$6.78B
$98M 0.01%
995,369
WING icon
345
Wingstop
WING
$6.53B
$95.7M 0.01%
284,259
+106,073
RIG icon
346
Transocean
RIG
$4.42B
$95.2M 0.01%
36,740,356
+90,916
DOW icon
347
Dow Inc
DOW
$16.4B
$94.8M 0.01%
3,578,198
-3,489,997
IQV icon
348
IQVIA
IQV
$38.1B
$93M 0.01%
589,843
+105
MTH icon
349
Meritage Homes
MTH
$4.68B
$92.3M 0.01%
1,377,984
+671,184
CNM icon
350
Core & Main
CNM
$9.18B
$90.9M 0.01%
+1,506,087