Capital World Investors

Capital World Investors Portfolio holdings

AUM $688B
 

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
+8.48%
1 Year Return
+34.37%
3 Year Return
+131.4%
5 Year Return
+257.79%
10 Year Return
+695.22%
AUM
$484B
AUM Growth
+$484B
Cap. Flow
-$5.19B
Cap. Flow %
-1.07%
Top 10 Hldgs %
25.43%
Holding
557
New
18
Increased
209
Reduced
153
Closed
44

Sector Composition

1 Technology 19.33%
2 Healthcare 18.94%
3 Consumer Discretionary 12.23%
4 Financials 11.44%
5 Industrials 9.88%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MUSA icon
376
Murphy USA
MUSA
$7.26B
$45.2M 0.01% +175,000 New +$45.2M
TXG icon
377
10x Genomics
TXG
$1.74B
$44.3M 0.01% 793,300
ALRM icon
378
Alarm.com
ALRM
$2.93B
$44M 0.01% 875,000
TWKS
379
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
$43.2M 0.01% 5,869,851 +797,411 +16% +$5.87M
OKTA icon
380
Okta
OKTA
$16.4B
$43.1M 0.01% 500,000
LYFT icon
381
Lyft
LYFT
$6.73B
$42M 0.01% 4,535,000
AEPPZ
382
DELISTED
American Electric Power Company, Inc. Corporate Units
AEPPZ
$41.9M 0.01% 831,914
MTH icon
383
Meritage Homes
MTH
$5.53B
$41.3M 0.01% 353,400
DAVA icon
384
Endava
DAVA
$873M
$41.2M 0.01% 613,000
VNOM icon
385
Viper Energy
VNOM
$6.72B
$40.7M 0.01% 1,455,000
NYT icon
386
New York Times
NYT
$9.74B
$40.7M 0.01% 1,047,724 -1,941,892 -65% -$75.5M
SIX
387
DELISTED
Six Flags Entertainment Corp.
SIX
$40.4M 0.01% 1,514,000
BL icon
388
BlackLine
BL
$3.36B
$40M 0.01% 595,000
PACB icon
389
Pacific Biosciences
PACB
$393M
$39.3M 0.01% 3,390,000
ATI icon
390
ATI
ATI
$10.7B
$38.3M 0.01% 970,000 -380,000 -28% -$15M
IBP icon
391
Installed Building Products
IBP
$7.1B
$37.9M 0.01% 332,000 +56,000 +20% +$6.39M
TJX icon
392
TJX Companies
TJX
$152B
$37.6M 0.01% 479,272 -3,884,729 -89% -$304M
BRK.A icon
393
Berkshire Hathaway Class A
BRK.A
$1.09T
$36.8M 0.01% 79
JOYY
394
JOYY Inc. American Depositary Shares
JOYY
$2.78B
$36.7M 0.01% 1,177,618
PRM icon
395
Perimeter Solutions
PRM
$3.28B
$36.5M 0.01% 4,513,000
MSTR icon
396
Strategy Inc Common Stock Class A
MSTR
$94.8B
$36M 0.01% 123,100
DO
397
DELISTED
Diamond Offshore Drilling, Inc.
DO
$35.5M 0.01% 2,948,826 -2,236,832 -43% -$26.9M
VCTR icon
398
Victory Capital Holdings
VCTR
$4.76B
$35M 0.01% 1,196,000
SNY icon
399
Sanofi
SNY
$121B
$34.1M 0.01% +625,938 New +$34.1M
SSB icon
400
SouthState
SSB
$10.3B
$33.5M 0.01% 470,765