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
EXAS icon
351
Exact Sciences
EXAS
$19.7B
$98.3M 0.01%
968,232
-15,172,629
MOG.A icon
352
Moog Inc Class A
MOG.A
$10.7B
$97.4M 0.01%
400,000
FRPT icon
353
Freshpet
FRPT
$4.12B
$96.7M 0.01%
1,587,691
+104,913
GKOS icon
354
Glaukos
GKOS
$6.92B
$96.1M 0.01%
850,893
ITUB icon
355
Itaú Unibanco
ITUB
$99.8B
$95.5M 0.01%
13,336,855
+66,499
YUM icon
356
Yum! Brands
YUM
$46.6B
$94.3M 0.01%
623,605
-89,356
ARX
357
Accelerant Holdings
ARX
$2.62B
$94.3M 0.01%
5,767,631
+14,381
ROAD icon
358
Construction Partners
ROAD
$7.59B
$93M 0.01%
856,696
+423,033
ATGE
359
DELISTED
Adtalem Global Education
ATGE
$92M 0.01%
888,738
+78,551
DXCM icon
360
DexCom
DXCM
$28.3B
$91.9M 0.01%
1,384,000
CCS icon
361
Century Communities
CCS
$1.95B
$89.7M 0.01%
1,512,000
AIT icon
362
Applied Industrial Technologies
AIT
$10.5B
$89.4M 0.01%
348,005
+12,386
PCAR icon
363
PACCAR
PCAR
$66.3B
$88.6M 0.01%
808,791
+1,079
HLNE icon
364
Hamilton Lane
HLNE
$4.61B
$87.8M 0.01%
653,718
+129,040
SLDE
365
Slide Insurance Holdings
SLDE
$2.36B
$87.3M 0.01%
4,483,180
VEEV icon
366
Veeva Systems
VEEV
$29.9B
$86M 0.01%
385,356
-284,323
WING icon
367
Wingstop
WING
$7.13B
$85.2M 0.01%
357,284
-383,612
ESI icon
368
Element Solutions
ESI
$8.55B
$85.1M 0.01%
3,405,232
+123,244
CCL icon
369
Carnival Corp
CCL
$43.6B
$84.7M 0.01%
2,774,696
-365,682
GPGI
370
GPGI Inc
GPGI
$6.5B
$84.7M 0.01%
4,590,237
+2,803,712
AZN icon
371
AstraZeneca
AZN
$323B
$84.1M 0.01%
914,079
-179,541
RAL
372
Ralliant Corp
RAL
$5.18B
$84.1M 0.01%
1,652,364
+100,000
AUGO
373
Aura Minerals Inc
AUGO
$7.05B
$81.7M 0.01%
1,620,102
APTV icon
374
Aptiv
APTV
$15.6B
$80.3M 0.01%
1,055,221
+182,658
BLDR icon
375
Builders FirstSource
BLDR
$11.5B
$79M 0.01%
768,084
-436