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
+4.9%
1 Year Return
+34.37%
3 Year Return
+131.4%
5 Year Return
+257.79%
10 Year Return
+695.22%
AUM
$308B
AUM Growth
–
Cap. Flow
+$308B
Cap. Flow %
99.93%
Top 10 Hldgs %
22.64%
Holding
463
New
457
Increased
–
Reduced
–
Closed
–

Top Buys

1
HD icon
Home Depot
HD
$12.2B
2
AMZN icon
Amazon
AMZN
$8.23B
3
MRK icon
Merck
MRK
$7.53B
4
BA icon
Boeing
BA
$7.53B
5
MSFT icon
Microsoft
MSFT
$6.65B

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.06%
2 Industrials 13.77%
3 Healthcare 13.64%
4 Consumer Discretionary 11.18%
5 Energy 10.71%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ACTA
401
DELISTED
Actua Corporation
ACTA
$13M ﹤0.01% +1,137,000 New +$13M
CSOD
402
DELISTED
Cornerstone OnDemand, Inc.
CSOD
$12.8M ﹤0.01% +295,000 New +$12.8M
ABAX
403
DELISTED
Abaxis Inc
ABAX
$12.4M ﹤0.01% +262,000 New +$12.4M
AVAV icon
404
AeroVironment
AVAV
$12.1B
$12.1M ﹤0.01% +600,000 New +$12.1M
CHRW icon
405
C.H. Robinson
CHRW
$15.2B
$12.1M ﹤0.01% +215,000 New +$12.1M
CSFL
406
DELISTED
CenterState Bank Corporation Common Stock
CSFL
$11.9M ﹤0.01% +1,375,400 New +$11.9M
SGEN
407
DELISTED
Seagen Inc. Common Stock
SGEN
$11.7M ﹤0.01% +372,000 New +$11.7M
QIWI
408
DELISTED
QIWI PLC
QIWI
$11.6M ﹤0.01% +500,000 New +$11.6M
WWAV
409
DELISTED
The WhiteWave Foods Company
WWAV
$11.4M ﹤0.01% +700,000 New +$11.4M
BIIB icon
410
Biogen
BIIB
$19.4B
$11.3M ﹤0.01% +52,500 New +$11.3M
RHI icon
411
Robert Half
RHI
$3.8B
$11.2M ﹤0.01% +337,000 New +$11.2M
PBR.A icon
412
Petrobras Class A
PBR.A
$73.9B
$11.1M ﹤0.01% +760,000 New +$11.1M
ARC
413
DELISTED
ARC Document Solutions, Inc.
ARC
$11.1M ﹤0.01% +2,765,764 New +$11.1M
RALY
414
DELISTED
RALLY SOFTWARE DEV CORP
RALY
$10.6M ﹤0.01% +428,125 New +$10.6M
CVCO icon
415
Cavco Industries
CVCO
$4.2B
$10.3M ﹤0.01% +204,000 New +$10.3M
AUY
416
DELISTED
Yamana Gold, Inc.
AUY
$9.54M ﹤0.01% +1,000,000 New +$9.54M
LONG
417
DELISTED
ELONG, INC. AMERICAN DEPOSITARY SHARES
LONG
$9.49M ﹤0.01% +690,000 New +$9.49M
BID
418
DELISTED
Sotheby's
BID
$9.48M ﹤0.01% +250,000 New +$9.48M
GEVA
419
DELISTED
SYNAGEVA BIOPHARMA CORP COM STK (DE)
GEVA
$9.45M ﹤0.01% +225,000 New +$9.45M
ARW icon
420
Arrow Electronics
ARW
$6.51B
$9.17M ﹤0.01% +230,000 New +$9.17M
USG
421
DELISTED
Usg
USG
$9.15M ﹤0.01% +397,000 New +$9.15M
ARIA
422
DELISTED
Ariad Pharmaceuticals Inc
ARIA
$9.1M ﹤0.01% +520,000 New +$9.1M
KYTH
423
DELISTED
KYTHERA BIOPHARMACEUTICALS, INC COM
KYTH
$8.79M ﹤0.01% +325,000 New +$8.79M
CNC icon
424
Centene
CNC
$14.3B
$8.66M ﹤0.01% +165,000 New +$8.66M
DDC
425
DELISTED
Dominion Diamond Corporation
DDC
$8.48M ﹤0.01% +600,000 New +$8.48M
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