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
RDN icon
401
Radian Group
RDN
$4.7B
$56.7M 0.01%
1,576,825
+122,738
INGM
402
Ingram Micro Holding
INGM
$4.86B
$56.4M 0.01%
2,642,029
+302,858
TDUP icon
403
ThredUp
TDUP
$611M
$55.6M 0.01%
8,707,600
UI icon
404
Ubiquiti
UI
$46.4B
$55.4M 0.01%
100,056
+13,970
TGLS icon
405
Tecnoglass
TGLS
$2.12B
$55M 0.01%
1,093,255
-701,017
CE icon
406
Celanese
CE
$5.47B
$54.3M 0.01%
1,284,869
-29,189
VNT icon
407
Vontier
VNT
$5.79B
$52.9M 0.01%
1,423,890
+106,559
MSCI icon
408
MSCI
MSCI
$42B
$52.2M 0.01%
90,953
+1,222
PEP icon
409
PepsiCo
PEP
$232B
$51.7M 0.01%
+360,436
GMED icon
410
Globus Medical
GMED
$12.8B
$50.2M 0.01%
574,500
STRK
411
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$572M
$50.1M 0.01%
636,284
SRRK icon
412
Scholar Rock
SRRK
$4.52B
$49.7M 0.01%
1,128,752
MC icon
413
Moelis & Co
MC
$4.39B
$49.4M 0.01%
719,000
PAYX icon
414
Paychex
PAYX
$33.6B
$49.4M 0.01%
440,000
MRP
415
Millrose Properties Inc
MRP
$5.21B
$49.1M 0.01%
1,643,026
AGM icon
416
Federal Agricultural Mortgage
AGM
$1.72B
$48.4M 0.01%
275,768
MYRG icon
417
MYR Group
MYRG
$4.19B
$47.9M 0.01%
219,175
PODD icon
418
Insulet
PODD
$17.4B
$47.8M 0.01%
168,000
PTON icon
419
Peloton Interactive
PTON
$1.71B
$47.7M 0.01%
7,742,528
ELAN icon
420
Elanco Animal Health
ELAN
$13.1B
$47M 0.01%
2,078,888
NMIH icon
421
NMI Holdings
NMIH
$2.99B
$46.9M 0.01%
1,150,000
CBZ icon
422
CBIZ
CBZ
$1.56B
$46.4M 0.01%
919,902
-380
ABCL icon
423
AbCellera Biologics
ABCL
$1.08B
$45.7M 0.01%
13,361,096
KALV icon
424
KalVista Pharmaceuticals
KALV
$823M
$45.4M 0.01%
2,808,583
-369,004
KSPI icon
425
Kaspi.kz JSC
KSPI
$13.5B
$44.6M 0.01%
570,703
+4,253