Capital World Investors

Capital World Investors Portfolio holdings

AUM $732B
1-Year Est. Return 35.38%
 

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 Est. Return
1 Year Est. Return
+35.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732B
AUM Growth
+$44.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1 +$3.15B
2 +$2.82B
3 +$2.52B
4
SO icon
Southern Company
SO
+$2.42B
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.9B

Top Sells

1 +$4.19B
2 +$3.08B
3 +$2.03B
4
NVDA icon
NVIDIA
NVDA
+$1.5B
5
AMZN icon
Amazon
AMZN
+$1.41B

Sector Composition

1 Technology 26.71%
2 Financials 14.01%
3 Consumer Discretionary 13.19%
4 Healthcare 11.19%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CE icon
401
Celanese
CE
$4.65B
$55.3M 0.01%
1,314,058
-5
VNT icon
402
Vontier
VNT
$5.41B
$55.3M 0.01%
1,317,331
+114,568
MRP
403
Millrose Properties Inc
MRP
$5.25B
$55.2M 0.01%
1,643,026
+8,712
ROAD icon
404
Construction Partners
ROAD
$6.22B
$55.1M 0.01%
433,663
COIN icon
405
Coinbase
COIN
$67.5B
$54.7M 0.01%
+162,216
APG icon
406
APi Group
APG
$16.3B
$54.3M 0.01%
1,580,877
+100,515
OKLO
407
Oklo
OKLO
$12.9B
$53.7M 0.01%
+481,015
MARA icon
408
Marathon Digital Holdings
MARA
$4.05B
$53.6M 0.01%
2,935,716
+24,749
JHG icon
409
Janus Henderson
JHG
$7B
$53.4M 0.01%
1,200,041
RDN icon
410
Radian Group
RDN
$4.9B
$52.7M 0.01%
1,454,087
+140,003
PODD icon
411
Insulet
PODD
$20.5B
$51.9M 0.01%
168,000
NYAX
412
Nayax
NYAX
$1.66B
$51.4M 0.01%
1,075,000
MC icon
413
Moelis & Co
MC
$5.14B
$51.3M 0.01%
719,000
FIGR
414
Figure Technology Solutions
FIGR
$8.15B
$50.9M 0.01%
+1,400,000
MSCI icon
415
MSCI
MSCI
$41.6B
$50.9M 0.01%
89,731
+12,406
OLLI icon
416
Ollie's Bargain Outlet
OLLI
$6.93B
$50.6M 0.01%
394,132
INGM
417
Ingram Micro Holding
INGM
$5.08B
$50.3M 0.01%
2,339,171
-1,176,383
EXC icon
418
Exelon
EXC
$44.2B
$50.1M 0.01%
+1,113,122
AAON icon
419
Aaon
AAON
$6.27B
$49.5M 0.01%
+529,346
CBZ icon
420
CBIZ
CBZ
$2.9B
$48.7M 0.01%
920,282
-687,922
CMA icon
421
Comerica
CMA
$11.3B
$48.4M 0.01%
706,621
SKWD icon
422
Skyward Specialty Insurance
SKWD
$1.98B
$48.4M 0.01%
1,017,706
LOAR icon
423
Loar Holdings
LOAR
$6.44B
$48M 0.01%
600,000
OKTA icon
424
Okta
OKTA
$15.6B
$46.4M 0.01%
505,607
+2,133
AGM icon
425
Federal Agricultural Mortgage
AGM
$1.95B
$46.3M 0.01%
+275,768