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
BLDR icon
351
Builders FirstSource
BLDR
$11.5B
$88.7M 0.01%
760,228
GKOS icon
352
Glaukos
GKOS
$5.27B
$87.9M 0.01%
850,893
+300,571
ITUB icon
353
Itaú Unibanco
ITUB
$81.4B
$86.9M 0.01%
12,798,507
+55,014
CCS icon
354
Century Communities
CCS
$1.73B
$85.2M 0.01%
1,512,000
MDB icon
355
MongoDB
MDB
$28.6B
$85M 0.01%
404,592
-6,432
PI icon
356
Impinj
PI
$4.33B
$83.8M 0.01%
754,346
BIDU icon
357
Baidu
BIDU
$41.5B
$83.4M 0.01%
972,474
+362,140
CCL icon
358
Carnival Corp
CCL
$34.3B
$83.2M 0.01%
2,960,035
+201,829
GGG icon
359
Graco
GGG
$13.5B
$82.4M 0.01%
958,903
+3,490
CPNG icon
360
Coupang
CPNG
$52.1B
$81.9M 0.01%
2,730,083
+649
ELF icon
361
e.l.f. Beauty
ELF
$4.44B
$80.6M 0.01%
648,056
+130,719
HEI.A icon
362
HEICO Corp Class A
HEI.A
$34.5B
$80.1M 0.01%
309,411
AHL
363
Aspen Insurance
AHL
$3.39B
$79.7M 0.01%
+2,531,200
CWAN icon
364
Clearwater Analytics
CWAN
$5.58B
$79M 0.01%
3,601,345
+223,174
OSCR icon
365
Oscar Health
OSCR
$4.02B
$77.7M 0.01%
3,622,586
KTB icon
366
Kontoor Brands
KTB
$4.11B
$77.6M 0.01%
1,176,410
+100,000
VERX icon
367
Vertex
VERX
$3.25B
$77.5M 0.01%
2,193,265
+604,337
ZETA icon
368
Zeta Global
ZETA
$4.45B
$76.4M 0.01%
4,934,950
+1,676,481
AIT icon
369
Applied Industrial Technologies
AIT
$9.46B
$75M 0.01%
322,448
+7,934
MUSA icon
370
Murphy USA
MUSA
$6.82B
$73.8M 0.01%
181,519
+4,301
INGM
371
Ingram Micro Holding
INGM
$4.81B
$73.3M 0.01%
3,515,554
-96,945
CE icon
372
Celanese
CE
$4.38B
$72.7M 0.01%
1,314,063
-62
MOG.A icon
373
Moog Inc Class A
MOG.A
$6.36B
$72.4M 0.01%
400,000
+110,485
ESI icon
374
Element Solutions
ESI
$6.47B
$71.6M 0.01%
3,161,581
+72,642
EAT icon
375
Brinker International
EAT
$5.21B
$69.8M 0.01%
+386,827