Capital World Investors

Capital World Investors Portfolio holdings

AUM $688B
1-Year Return 34.37%
 

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 Return
+5.1%
1 Year Return
+34.37%
3 Year Return
+131.4%
5 Year Return
+257.79%
10 Year Return
+695.22%
AUM
$369B
AUM Growth
+$12.7B
Cap. Flow
-$186M
Cap. Flow %
-0.05%
Top 10 Hldgs %
23.21%
Holding
564
New
46
Increased
140
Reduced
140
Closed
34

Sector Composition

1 Healthcare 13.78%
2 Industrials 13.75%
3 Financials 13.46%
4 Technology 10.85%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DHI icon
376
D.R. Horton
DHI
$53B
$39.6M 0.01%
1,565,000
-3,180,000
-67% -$80.4M
ACTA
377
DELISTED
Actua Corporation
ACTA
$38.7M 0.01%
2,094,000
ARC
378
DELISTED
ARC Document Solutions, Inc.
ARC
$38.2M 0.01%
3,734,755
QIWI
379
DELISTED
QIWI PLC
QIWI
$38M 0.01%
1,883,000
WSO icon
380
Watsco
WSO
$15.5B
$37.5M 0.01%
350,000
IBP icon
381
Installed Building Products
IBP
$7.27B
$36.9M 0.01%
2,068,345
RGLS
382
DELISTED
Regulus Therapeutics
RGLS
$36.6M 0.01%
+19,014
New +$36.6M
WUBA
383
DELISTED
58.COM INC
WUBA
$36.5M 0.01%
878,000
+392,595
+81% +$16.3M
NUVA
384
DELISTED
NuVasive, Inc.
NUVA
$36.1M 0.01%
766,000
GWB
385
DELISTED
Great Western Bancorp, Inc.
GWB
$35.6M 0.01%
+1,560,000
New +$35.6M
MUSA icon
386
Murphy USA
MUSA
$7.53B
$35.1M 0.01%
510,000
GTLS icon
387
Chart Industries
GTLS
$8.95B
$34.8M 0.01%
1,016,561
-315,528
-24% -$10.8M
AMT.PRA
388
DELISTED
American Tower Corporation
AMT.PRA
$34.5M 0.01%
300,000
CHCO icon
389
City Holding Co
CHCO
$1.83B
$34.5M 0.01%
741,000
ATR icon
390
AptarGroup
ATR
$8.91B
$34.1M 0.01%
510,000
MBFI
391
DELISTED
MB Financial Corp
MBFI
$33.2M 0.01%
1,010,000
VA
392
DELISTED
Virgin America Inc.
VA
$33.2M 0.01%
+767,000
New +$33.2M
CWEN icon
393
Clearway Energy Class C
CWEN
$3.39B
$31.7M 0.01%
1,346,646
PBR icon
394
Petrobras
PBR
$81.4B
$31.4M 0.01%
4,301,000
SYNH
395
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
$31.2M 0.01%
+1,216,216
New +$31.2M
DCUC
396
DELISTED
Dominion Energy, Inc.
DCUC
$31.2M 0.01%
600,000
PLOW icon
397
Douglas Dynamics
PLOW
$752M
$30.9M 0.01%
1,444,000
LM
398
DELISTED
Legg Mason, Inc.
LM
$30.2M 0.01%
565,000
ACHN
399
DELISTED
Achillion Pharmaceuticals, Inc.
ACHN
$30M 0.01%
2,450,000
-2,480,000
-50% -$30.4M
CCS icon
400
Century Communities
CCS
$2B
$29.7M 0.01%
+1,716,000
New +$29.7M