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
NE icon
376
Noble Corp
NE
$4.5B
$69.6M 0.01%
2,460,837
-2,304,879
GKOS icon
377
Glaukos
GKOS
$6.45B
$69.4M 0.01%
850,893
OSCR icon
378
Oscar Health
OSCR
$4.56B
$68.6M 0.01%
3,622,586
CWAN icon
379
Clearwater Analytics
CWAN
$6.3B
$68.4M 0.01%
3,795,522
+194,177
RAL
380
Ralliant Corp
RAL
$5.79B
$67.9M 0.01%
+1,552,364
ABCL icon
381
AbCellera Biologics
ABCL
$1.04B
$67.2M 0.01%
13,361,096
PSA icon
382
Public Storage
PSA
$47.8B
$65M 0.01%
225,000
HWKN icon
383
Hawkins
HWKN
$3.05B
$65M 0.01%
355,619
+306,143
AHL
384
Aspen Insurance
AHL
$3.41B
$64.4M 0.01%
1,753,475
-777,725
ACLX icon
385
Arcellx
ACLX
$3.84B
$64.3M 0.01%
783,011
AGCO icon
386
AGCO
AGCO
$7.95B
$62.9M 0.01%
587,608
+542,642
IBP icon
387
Installed Building Products
IBP
$7.15B
$62.3M 0.01%
252,484
-80,009
SSB icon
388
SouthState Bank Corp
SSB
$9.72B
$61.3M 0.01%
620,509
SKY icon
389
Champion Homes
SKY
$4.91B
$61.1M 0.01%
800,000
HALO icon
390
Halozyme
HALO
$7.48B
$61M 0.01%
831,656
+49,652
URBN icon
391
Urban Outfitters
URBN
$7.33B
$60.8M 0.01%
+851,108
AUGO
392
Aura Minerals Inc
AUGO
$3.91B
$60.3M 0.01%
+1,620,102
STRK
393
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$606M
$58.3M 0.01%
636,284
+112,684
RIG icon
394
Transocean
RIG
$4.22B
$58.2M 0.01%
18,665,736
-18,074,620
ZTS icon
395
Zoetis
ZTS
$54.6B
$57.7M 0.01%
394,430
-300,957
AMP icon
396
Ameriprise Financial
AMP
$45.5B
$57.6M 0.01%
117,337
+43,710
UI icon
397
Ubiquiti
UI
$33.4B
$56.9M 0.01%
86,086
+65,386
PAYX icon
398
Paychex
PAYX
$41.4B
$55.8M 0.01%
440,000
-1,050,014
SLNO icon
399
Soleno Therapeutics
SLNO
$2.66B
$55.7M 0.01%
824,514
+209,681
VSEC icon
400
VSE Corp
VSEC
$3.98B
$55.5M 0.01%
333,940
+213,892