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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
FSLY icon
376
Fastly Inc
FSLY
$3.27B
$109M 0.01%
+3,754,537
New +$61.6M
PCAR icon
377
PACCAR
PCAR
$65.2B
$108M 0.01%
932,910
+124,119
+15% +$15M
PAY icon
378
Paymentus
PAY
$3.56B
$107M 0.01%
4,214,343
+1,714,760
+69% +$45.1M
GKOS icon
379
Glaukos
GKOS
$8.95B
$106M 0.01%
989,060
+138,167
+16% +$15.5M
AAON icon
380
Aaon
AAON
$9.25B
$105M 0.01%
1,264,278
+683,504
+118% +$62.1M
PI icon
381
Impinj
PI
$4.4B
$104M 0.01%
1,016,052
+261,706
+35% +$34.8M
KAI icon
382
Kadant
KAI
$3.54B
$104M 0.01%
354,850
-139,923
-28% -$45M
SONY icon
383
Sony
SONY
$122B
$103M 0.01%
4,970,832
-105,684
-2% -$2.37M
IQV icon
384
IQVIA
IQV
$34.7B
$102M 0.01%
599,624
+4,880
+0.8% +$952K
GGB icon
385
Gerdau
GGB
$9.05B
$99.4M 0.01%
+27,530,306
New +$108M
AIT icon
386
Applied Industrial Technologies
AIT
$12.1B
$99.2M 0.01%
373,784
+25,779
+7% +$7.02M
WT icon
387
WisdomTree
WT
$2.99B
$99.2M 0.01%
6,811,059
+4,281,548
+169% +$66.2M
MAS icon
388
Masco
MAS
$15.7B
$98.1M 0.01%
1,625,000
YUM icon
389
Yum! Brands
YUM
$43.6B
$97.1M 0.01%
624,715
+1,110
+0.2% +$176K
TRUP icon
390
Trupanion
TRUP
$1.13B
$96.8M 0.01%
3,781,639
-341,627
-8% -$10.2M
SII
391
Sprott
SII
$2.73B
$96.7M 0.01%
+677,654
New +$90.7M
ROAD icon
392
Construction Partners
ROAD
$5.5B
$95.2M 0.01%
856,696
GOLF icon
393
Acushnet Holdings
GOLF
$6.58B
$94.4M 0.01%
+1,010,000
New +$96M
THC icon
394
Tenet Healthcare
THC
$15.8B
$92.8M 0.01%
+491,957
New +$104M
KTB icon
395
Kontoor Brands
KTB
$4.63B
$89.7M 0.01%
1,276,410
GPGI
396
GPGI Inc
GPGI
$4.25B
$88.7M 0.01%
5,188,038
+597,801
+13% +$13M
CCL icon
397
Carnival Corporation Ltd
CCL
$36.3B
$88.2M 0.01%
3,408,957
+634,261
+23% +$18.5M
NU icon
398
Nu Holdings
NU
$67.6B
$88.1M 0.01%
6,134,134
-4,314,083
-41% -$69.9M
CCS icon
399
Century Communities
CCS
$1.88B
$88M 0.01%
1,534,054
+22,054
+1% +$1.42M
DXCM icon
400
DexCom
DXCM
$28.6B
$86.9M 0.01%
1,384,000

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