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Capital World Investors

Capital World Investors Portfolio holdings

AUM $733B
1-Year Est. Return 35.63%
 

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
+0.18%
1 Year Est. Return
+35.63%
3 Year Est. Return
+123.79%
5 Year Est. Return
+178.46%
10 Year Est. Return
+769.93%
AUM
$733B
AUM Growth
-$2.36B
Cap. Flow
+$25.6B
Cap. Flow %
3.49%
Top 10 Hldgs %
27.73%
Holding
682
New
108
Increased
262
Reduced
173
Closed
56

Sector Composition

1 Technology 22.63%
2 Healthcare 13.18%
3 Consumer Discretionary 12.18%
4 Financials 10.99%
5 Communication Services 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MSI icon
401
Motorola Solutions
MSI
$68.9B
$85.2M 0.01%
196,259
-682,415
-78% -$295M
UI icon
402
Ubiquiti
UI
$33.2B
$85M 0.01%
107,615
+7,559
+8% +$5.13M
APTV icon
403
Aptiv
APTV
$12.2B
$84.8M 0.01%
1,221,900
+166,679
+16% +$12.8M
GSHD icon
404
Goosehead Insurance
GSHD
$1.2B
$84.1M 0.01%
1,972,271
+284,271
+17% +$15.9M
LPX icon
405
Louisiana-Pacific
LPX
$5.21B
$83.9M 0.01%
+1,153,382
New +$97.1M
ELAN icon
406
Elanco Animal Health
ELAN
$12.6B
$81.6M 0.01%
3,408,331
+1,329,443
+64% +$32.5M
WHD icon
407
Cactus
WHD
$3.64B
$78.8M 0.01%
+1,664,464
New +$87.3M
SSB icon
408
SouthState Bank Corp
SSB
$9.81B
$78M 0.01%
843,214
+222,705
+36% +$21.8M
INGM
409
Ingram Micro Holding
INGM
$6.78B
$77.2M 0.01%
3,312,028
+669,999
+25% +$14.6M
GRAB icon
410
Grab
GRAB
$15.7B
$76.8M 0.01%
20,987,669
+16,804,023
+402% +$71.3M
KSPI icon
411
Kaspi.kz JSC
KSPI
$17B
$76.2M 0.01%
1,028,574
+457,871
+80% +$34.5M
KRMN
412
Karman Holdings
KRMN
$6.05B
$76M 0.01%
949,969
-1,087,978
-53% -$105M
APG icon
413
APi Group
APG
$18B
$75.8M 0.01%
1,871,016
+182,811
+11% +$7.75M
ELF icon
414
e.l.f. Beauty
ELF
$4.34B
$73M 0.01%
1,203,717
+274,085
+29% +$22.3M
ECG
415
Everus Construction Group
ECG
$6.91B
$72.5M 0.01%
+614,312
New +$63.6M
CNC icon
416
Centene
CNC
$33.7B
$69.9M 0.01%
2,134,740
-1,355,560
-39% -$55.6M
CHKP icon
417
Check Point Software Technologies
CHKP
$14.2B
$69.4M 0.01%
485,968
+96,930
+25% +$16.2M
FLS icon
418
Flowserve
FLS
$8.89B
$69.3M 0.01%
+942,871
New +$74.7M
ARX
419
Accelerant Holdings
ARX
$2.78B
$68.8M 0.01%
5,152,741
-614,890
-11% -$7.77M
RAL
420
Ralliant Corp
RAL
$7.48B
$68.7M 0.01%
1,652,364
PPTA
421
Perpetua Resources
PPTA
$2.4B
$68.5M 0.01%
2,434,910
+1,623,733
+200% +$49.1M
AHR icon
422
American Healthcare REIT
AHR
$10.5B
$67.7M 0.01%
+1,435,135
New +$71.1M
PR
423
Permian Resources
PR
$16.3B
$67.6M 0.01%
3,171,668
+3,126,682
+6,950% +$54M
MIRM icon
424
Mirum Pharmaceuticals
MIRM
$7.42B
$66.9M 0.01%
+724,415
New +$68.1M
ALAB icon
425
Astera Labs
ALAB
$63.4B
$65.8M 0.01%
600,000

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