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
PAY icon
376
Paymentus
PAY
$3.07B
$79M 0.01%
2,499,583
+105,970
GGG icon
377
Graco
GGG
$15.5B
$78.8M 0.01%
961,554
-362
HEI.A icon
378
HEICO Corp Class A
HEI.A
$33.5B
$78.7M 0.01%
311,861
+1,359
KTB icon
379
Kontoor Brands
KTB
$3.63B
$78M 0.01%
1,276,410
OLLI icon
380
Ollie's Bargain Outlet
OLLI
$6.57B
$76.2M 0.01%
695,464
+301,332
TEVA icon
381
Teva Pharmaceuticals
TEVA
$39.4B
$73.7M 0.01%
+2,361,012
DPZ icon
382
Domino's
DPZ
$13.6B
$73.6M 0.01%
176,500
CHKP icon
383
Check Point Software Technologies
CHKP
$16.3B
$72.2M 0.01%
389,038
+1,992
KNF icon
384
Knife River
KNF
$5.04B
$71.2M 0.01%
+1,011,598
ELF icon
385
e.l.f. Beauty
ELF
$5.44B
$70.7M 0.01%
929,632
+267,696
BGSI
386
Boyd Group Services
BGSI
$4.87B
$70.3M 0.01%
+441,480
NE icon
387
Noble Corp
NE
$7.23B
$69.7M 0.01%
2,469,035
+8,198
HWKN icon
388
Hawkins
HWKN
$3.12B
$67.9M 0.01%
477,985
+122,366
SKY icon
389
Champion Homes
SKY
$5.17B
$67.6M 0.01%
800,000
RIG icon
390
Transocean
RIG
$7.14B
$64.7M 0.01%
15,665,736
-3,000,000
JHX icon
391
James Hardie Industries
JHX
$14.1B
$64.6M 0.01%
3,114,408
-1,368,709
APG icon
392
APi Group
APG
$19.2B
$64.6M 0.01%
1,688,205
+107,328
TMUS icon
393
T-Mobile US
TMUS
$239B
$62.4M 0.01%
307,500
-268,404
CMA
394
DELISTED
Comerica
CMA
$61.4M 0.01%
706,621
AMP icon
395
Ameriprise Financial
AMP
$42.9B
$60.3M 0.01%
122,949
+5,612
FIGR
396
Figure Technology Solutions
FIGR
$5.46B
$59.6M 0.01%
1,458,424
+58,424
HALO icon
397
Halozyme
HALO
$8.21B
$59.2M 0.01%
879,874
+48,218
IBP icon
398
Installed Building Products
IBP
$8.84B
$58.9M 0.01%
227,023
-25,461
SSB icon
399
SouthState Bank Corp
SSB
$9.78B
$58.4M 0.01%
620,509
JHG icon
400
Janus Henderson
JHG
$7.78B
$57.1M 0.01%
1,200,041