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
BLDR icon
351
Builders FirstSource
BLDR
$11.6B
$93.2M 0.01%
768,520
+8,292
DXCM icon
352
DexCom
DXCM
$25.6B
$93.1M 0.01%
1,384,000
-2,924
CCL icon
353
Carnival Corp
CCL
$37.6B
$90.8M 0.01%
3,140,378
+180,343
ELF icon
354
e.l.f. Beauty
ELF
$4.69B
$87.7M 0.01%
661,936
+13,880
AIT icon
355
Applied Industrial Technologies
AIT
$9.8B
$87.6M 0.01%
335,619
+13,171
JHX icon
356
James Hardie Industries
JHX
$11.8B
$86.1M 0.01%
+4,483,117
ARX
357
Accelerant Holdings
ARX
$3.41B
$85.7M 0.01%
+5,753,250
STUB
358
StubHub Holdings
STUB
$4.86B
$83.9M 0.01%
+4,984,592
AZN icon
359
AstraZeneca
AZN
$284B
$83.5M 0.01%
1,093,620
+940,062
MOG.A icon
360
Moog Inc Class A
MOG.A
$7.8B
$83.1M 0.01%
400,000
ESI icon
361
Element Solutions
ESI
$6.31B
$82.6M 0.01%
3,281,988
+120,407
TDUP icon
362
ThredUp
TDUP
$997M
$82.3M 0.01%
8,707,600
GGG icon
363
Graco
GGG
$14B
$81.7M 0.01%
961,916
+3,013
FRPT icon
364
Freshpet
FRPT
$3.1B
$81.7M 0.01%
1,482,778
+893,949
CHKP icon
365
Check Point Software Technologies
CHKP
$20.1B
$80.1M 0.01%
+387,046
PCAR icon
366
PACCAR
PCAR
$59.3B
$79.4M 0.01%
807,712
+800,608
HEI.A icon
367
HEICO Corp Class A
HEI.A
$33.9B
$78.9M 0.01%
310,502
+1,091
DPZ icon
368
Domino's
DPZ
$14.8B
$76.2M 0.01%
176,500
-142,777
APTV icon
369
Aptiv
APTV
$16.7B
$75.2M 0.01%
872,563
+81,491
EAT icon
370
Brinker International
EAT
$6.42B
$73.4M 0.01%
579,064
+192,237
MUSA icon
371
Murphy USA
MUSA
$7.59B
$73.3M 0.01%
188,664
+7,145
PAY icon
372
Paymentus
PAY
$3.79B
$73.2M 0.01%
2,393,613
+304,399
SLDE
373
Slide Insurance Holdings
SLDE
$2.17B
$70.8M 0.01%
4,483,180
+1,483,180
HLNE icon
374
Hamilton Lane
HLNE
$5.66B
$70.7M 0.01%
524,678
+40,815
PTON icon
375
Peloton Interactive
PTON
$2.61B
$69.7M 0.01%
7,742,528