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
+6.09%
1 Year Return
+34.37%
3 Year Return
+131.4%
5 Year Return
+257.79%
10 Year Return
+695.22%
AUM
$441B
AUM Growth
+$15.7B
Cap. Flow
-$6.29B
Cap. Flow %
-1.42%
Top 10 Hldgs %
25.12%
Holding
535
New
40
Increased
174
Reduced
128
Closed
31

Sector Composition

1 Technology 17.86%
2 Financials 14.5%
3 Consumer Discretionary 11.63%
4 Healthcare 10.49%
5 Communication Services 10.34%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PZZA icon
376
Papa John's
PZZA
$1.65B
$37.5M 0.01%
+513,700
New +$37.5M
WDR
377
DELISTED
Waddell & Reed Financial, Inc.
WDR
$37.1M 0.01%
1,850,000
ACM icon
378
Aecom
ACM
$16.8B
$36.8M 0.01%
1,000,000
HTZ
379
DELISTED
Hertz Global Holdings, Inc.
HTZ
$36.5M 0.01%
+1,878,688
New +$36.5M
SAVE
380
DELISTED
Spirit Airlines, Inc.
SAVE
$36.2M 0.01%
1,082,000
+91,000
+9% +$3.04M
LM
381
DELISTED
Legg Mason, Inc.
LM
$36M 0.01%
915,285
ARNC.PRB
382
DELISTED
Arconic Inc.
ARNC.PRB
$35M 0.01%
900,000
-1,106,090
-55% -$43M
VOD icon
383
Vodafone
VOD
$28.5B
$34.5M 0.01%
1,212,099
-404,770
-25% -$11.5M
ELF icon
384
e.l.f. Beauty
ELF
$7.67B
$34.2M 0.01%
1,517,575
+373,002
+33% +$8.41M
BBSI icon
385
Barrett Business Services
BBSI
$1.2B
$32.8M 0.01%
2,320,000
+1,083,200
+88% +$15.3M
BPFH
386
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
$32.7M 0.01%
1,978,177
MC icon
387
Moelis & Co
MC
$5.54B
$31M 0.01%
719,000
ONCE
388
DELISTED
Spark Therapeutics, Inc. Common Stock
ONCE
$30.9M 0.01%
346,020
INXN
389
DELISTED
Interxion Holding N.V.
INXN
$30.6M 0.01%
600,000
REVG icon
390
REV Group
REVG
$3.02B
$30.1M 0.01%
1,046,978
+346,978
+50% +$9.98M
CVCO icon
391
Cavco Industries
CVCO
$4.32B
$30.1M 0.01%
204,000
AYX
392
DELISTED
Alteryx, Inc.
AYX
$29.4M 0.01%
1,444,433
WUBA
393
DELISTED
58.COM INC
WUBA
$29.4M 0.01%
465,000
TIF
394
DELISTED
Tiffany & Co.
TIF
$27.8M 0.01%
303,050
CCOI icon
395
Cogent Communications
CCOI
$1.77B
$27.6M 0.01%
565,000
MDC
396
DELISTED
M.D.C. Holdings, Inc.
MDC
$27.5M 0.01%
1,044,931
CAA
397
DELISTED
CalAtlantic Group, Inc.
CAA
$27.5M 0.01%
750,800
TDOC icon
398
Teladoc Health
TDOC
$1.36B
$27.3M 0.01%
825,000
-3,424,281
-81% -$114M
TGE
399
DELISTED
Tallgrass Energy, LP Class A Shares
TGE
$27.1M 0.01%
959,900
-2,590,000
-73% -$73.2M
WWE
400
DELISTED
World Wrestling Entertainment
WWE
$26.8M 0.01%
1,140,000